Automated loyalty program management

**1. Purpose**

1. Automates the entire loyalty program cycle in a hunting and fishing retail context to increase repeat purchases, reward frequent customers, encourage engagement, and streamline communications.

2. Automatedly tracks purchases and activities, assigns/redeems loyalty points, notifies customers of rewards, and synchronizes all data to CRM and marketing systems.

3. Automates segmentation of customers for targeted offers, automatically triggers member events, and automates re-engagement of dormant customers.

**2. Trigger Conditions**

1. Automatedly triggered on customer purchase in-store or online.

2. Triggered when a customer achieves a loyalty milestone (e.g., points threshold).

3. Automatedly initiates on customer sign-up for program, profile updates, or inactivity/dormancy.

4. Automates when a new reward is available or expiring.

**3. Platform Variants**

1. Shopify

• API: Automate “Loyalty Points” via Admin API; automated customer metafield update and order webhook setup.
  

2. Lightspeed Retail

• Function: Automates loyalty accrual with POST /loyalty/transactions; configure webhook for new sale triggers.
  

3. Square

• Function: Automates “CreateLoyaltyReward” and “AccumulateLoyaltyPoints” via Square API.
  

4. Magento

• Setting: Automate integrations with “Reward Points” module, configure REST API for automated points management.
  

5. Salesforce Commerce Cloud

• API: Automates “Customer Groups” and “LoyaltyProgram” via OCAPI; automate triggers for points and reward assignment.
  

6. WooCommerce

• Plugin/API: Automate loyalty using WooCommerce Points and Rewards REST endpoints; webhooks for automated events.
  

7. BigCommerce

• API: Automates “Customer” and “Loyalty” endpoints, configure automated cart event webhooks.
  

8. Zoho CRM

• Function: Automates with “Loyalty Points” custom module; automated scoring rules and workflow automator.
  

9. SAP Customer Experience

• API: Automate “Loyalty Program Member Points” endpoints; configure automated rules for accrual.
  

10. Vend POS

• API: Automates customer creation and loyalty update endpoints on each sale.
  

11. Mailchimp

• API: Automates “Add Subscriber to List” and automated campaign when triggered by loyalty action.
  

12. Braze

• API: Automate “User Attribute Update” for loyalty milestones; trigger push/email/SMS automation.
  

13. ActiveCampaign

• Function: Automates segment and email send automation based on loyalty activity triggers.
  

14. Twilio

• Feature: Automate SMS via Programmable SMS API; set automation for reward notifications.
  

15. SendGrid

• API: Automate email automation by triggering transactional emails on milestone or redemption.
  

16. Slack

• API: Automates internal notifications to staff when loyalty actions are triggered.
  

17. Google Sheets

• API: Automatedly logs all loyalty activity in real time; Apps Script for automation rules.
  

18. Airtable

• API: Automates new record creation on program events; script automation for points and reward updates.
  

19. Hubspot

• API: Automate loyalty workflows, triggers, and customer property updates.
  

20. Zapier

• Feature: Automates orchestrating between loyalty, POS, and marketing apps by chaining events and API calls.
  

**4. Benefits**

1. Automates repeat purchase incentives, increasing CLV and retention.

2. Eliminates manual tracking; automated reward delivery reduces admin errors.

3. Automated engagement boosts member participation and timely rewards.

4. Enables automated targeting for promotions and seasonal campaigns.

5. Automates customer insights for better segmentation and performance reporting.

6. Allows scalable program management even as member base grows automatedly.