Loyalty program points accrual and redemption tracking

Purpose

1.1. Track customer earning and redemption of loyalty points on purchases of African goods, ensuring accurate rewards, driving repeat engagement, managing balances, and providing real-time notifications across various platforms.
1.2. Streamline digital and in-store transaction data to sync with POS, eCommerce, and CRM, enabling seamlessly managed loyalty operations.

Trigger Conditions

2.1. Customer completes a transaction (in-store or online).
2.2. Loyalty points redemption request is initiated.
2.3. Customer profile update (e.g., registration, tier upgrade).
2.4. Scheduled batch reconciliation or points expiry notice.
2.5. Manual admin intervention (corrections, adjustments).

Platform Variants

3.1. Square POS
• Feature: Order Webhooks, Loyalty API. Configure Webhook to fire on transaction.completed, consume via Loyalty API for accrual.
3.2. Shopify
• Feature: Admin API, Script Editor. Set Script to update metafield “loyalty_points” post-checkout event.
3.3. WooCommerce
• Feature: REST API, Actions Scheduler. Use checkout_update_order_meta hook and update_user_meta endpoint.
3.4. Lightspeed Retail
• Feature: Loyalty Webhooks. Enable POST on sale completion, invoke points update via API.
3.5. Salesforce CRM
• Feature: Apex Trigger, Loyalty Management API. Trigger after Opportunity update, adjust custom “Points__c” field.
3.6. Magento
• Feature: Event Observer, API. Catch sales_order_place_after event, update custom loyalty attribute.
3.7. Vend
• Feature: Webhook on sales, Loyalty API. Listen for register_sale.created, sync to CRM points.
3.8. Mailchimp
• Feature: E-commerce API, Automation Triggers. Fire trigger on purchase, push points summary via transactional email.
3.9. Twilio SMS
• Feature: Messaging API. Configure message dispatch post transaction for updated points notification.
3.10. SendGrid
• Feature: Dynamic Templates & API, Automated Email Dispatch on points milestone.
3.11. Zapier
• Feature: New Purchase Trigger, Webhooks Action. Configure workflow for event-triggered updates between store and CRM.
3.12. Pipedrive
• Feature: Deals Webhook, Custom Fields. Fire webhook on Deal Won, patch “LoyaltyPoints” field.
3.13. Microsoft Power Automate
• Feature: Automated Workflows. Use trigger on new Dynamics Sales record, adjust points via HTTP request.
3.14. HubSpot
• Feature: Workflow Automation, Custom Properties. Update “Loyalty_Points” property on order event webhook.
3.15. Stripe
• Feature: PaymentIntent Webhook, Metadata. Update customer metadata with accrued points on payment_succeeded event.
3.16. Klaviyo
• Feature: API, Event-Driven Flows. Send API update to profile’s custom field on points accrual or redemption.
3.17. Google Sheets
• Feature: Apps Script, Webhook. Receive transaction via webhook and append/update points ledger.
3.18. QuickBooks Online
• Feature: SalesReceipt Webhook, Custom Fields. Patch each SalesReceipt with new points balance.
3.19. Slack
• Feature: Incoming Webhooks. Notify staff or admins on significant points redemptions.
3.20. Freshdesk
• Feature: Ticket API, Automation Rules. Add ticket for high-value redemption, auto-assign for review.
3.21. Zoho CRM
• Feature: Blueprint Workflow, API. Trigger on SalesOrder creation, set/update “LoyaltyPoints” field.
3.22. Monday.com
• Feature: Automations, API. New order triggers update to points column of contact board.
3.23. Notion
• Feature: API Integration. Update database “Points” entry using order webhook payload.
3.24. Shopify Flow
• Feature: Workflow Block, API. Automate points accrual after order paid event.
3.25. Amazon SNS
• Feature: Publish points update notification via API on specific events such as redemption.

Benefits

4.1. Eliminates manual errors in points tracking and redemption.
4.2. Provides real-time reward visibility to customers and staff.
4.3. Increases repeat sales by ensuring instant gratification and transparent tracking.
4.4. Integrates loyalty with sales and marketing automation for personalized engagement.
4.5. Reduces overhead by syncing loyalty data across POS, online, and CRM platforms without manual intervention.