Loyalty program point calculation and customer notification

Purpose

1.1. Centralizes and automates loyalty point calculation for every retail transaction in a Bar tabac.
1.2. Automates real-time customer notification about loyalty point accrual or redemption, boosting engagement.
1.3. Ensures consistent and automated application of loyalty program rules with minimal manual intervention.
1.4. Drives repeat business by automatedly informing customers about point balances and promotional offers.
1.5. Tracks customer activity to automate personalized rewards, reducing staff workload and human error.

Trigger Conditions

2.1. Automated trigger when a sale or transaction is completed on the POS system.
2.2. Customer loyalty card or identifier is scanned/swiped during checkout, automating event capture.
2.3. Points redemption request initiated at payment, triggering automated calculation and update.
2.4. Completion of promotional purchase conditions (e.g. purchase of X tobacco products), triggering bonus points automation.
2.5. Scheduled periodic automated reviews to send summary notifications or point balance statements.

Platform Variants & Functions to Configure

3.1. Square POS
• Feature: API Webhooks — Automate loyalty transaction trigger and point update post-sale.
3.2. Lightspeed Retail
• Setting: Automation rules for sales events — Linking sale finalization to loyalty logic.
3.3. Shopify POS
• App Integration: LoyaltyLion API — Automates real-time point calculation and notification triggers.
3.4. Stripe
• Feature: PaymentIntent Webhook — Automates on successful payment completion for loyalty workflow start.
3.5. Toast POS
• Feature: Partner API — Automates extraction of completed order details for loyalty automation.
3.6. Oracle MICROS
• API: TransactionListener — Automates monitoring of transactions for loyalty point accrual.
3.7. Clover POS
• Plugin: Clover App Market Loyalty Apps — Automates calculation and messaging logic post-transaction.
3.8. Twilio (SMS Notification)
• Function: Messages API — Automates sending personalized loyalty point SMS upon transaction update.
3.9. SendGrid (Email Notification)
• Function: Transactional Templates — Automates email dispatch of loyalty events.
3.10. Pipedream
• Integration: Event-trigger — Automates webhook listening for transaction events, firing loyalty workflow.
3.11. Zapier
• Workflow: "New Sale" Trigger — Automates integration of POS and loyalty apps, sending notifications.
3.12. Salesforce (Marketing Cloud)
• Journey Builder — Automates customer journey step on point changes, dispatches notification.
3.13. Mailchimp
• Trigger: Automated emails on loyalty events — Sends tailored notification sequences.
3.14. Microsoft Power Automate
• Flow: “Sales Completed” event — Triggers point calculation workflow, automating customer messaging.
3.15. HubSpot
• Feature: Customized workflow automation — Sends loyalty program update emails.
3.16. Google Sheets
• API: Sheets API — Automates logging of point transactions for audit and reporting.
3.17. Slack
• Workflow Builder — Notifies staff of high-value loyalty transactions, automating internal alerts.
3.18. ActiveCampaign
• Automation: Tagging and trigger-based email/SMS for loyalty-related actions.
3.19. PayPal Zettle
• Webhook: TransactionComplete — Automates loyalty event initiation directly from POS.
3.20. Freshdesk
• Automation Rule: Ticket on loyalty-related query, automates reply with customer point status.

Benefits

4.1. Automatedly reduces manual calculation and notification workload.
4.2. Increases accuracy and reliability in loyalty point management automation.
4.3. Automates timely customer engagement, leveraging every eligible transaction.
4.4. Frees up staff time for value-added activities by automating routine loyalty processes.
4.5. Provides a highly scalable solution, handling growing customer volumes through automation.
4.6. Improves customer satisfaction by automatedly keeping them informed and engaged.