Sales & Customer Engagement AutomationPurpose
1.2. Automated notifications on points balance, earned points, and redemptions to keep customers engaged.
1.3. Automator manages integration between POS, CRM, and notification channels for a seamless user experience.
1.4. Automatable capture of customer transactions, updating points ledger, and automatedly triggering alerts for milestones and rewards.
1.5. Automation of customer rewards campaigns, reducing manual intervention and minimizing errors.
Trigger Conditions
2.2. Automated customer enrollment into loyalty program.
2.3. Automated redemption of points or when points reach a predefined milestone.
2.4. Automated periodic or event-based points balance notifications.
2.5. Automated customer birthday or anniversary for bonus points notifications.
Platform Variants
• Feature/Setting: Automate customer SMS alerts for points updates via Messaging API (Configure: Send SMS endpoint, set to trigger on points change).
3.2. SendGrid
• Feature/Setting: Automated transactional email delivery for points notifications using Mail Send API (Configure: Dynamic template, send on event).
3.3. Salesforce
• Feature/Setting: Automate points ledger as a custom object, use Process Builder to automate notifications.
3.4. HubSpot
• Feature/Setting: Automate workflows to update contact properties and trigger email/SMS via Workflow Automator.
3.5. Square POS
• Feature/Setting: Automate extraction of transaction data with Transactions API; trigger webhook for points adjustment.
3.6. Shopify
• Feature/Setting: Automated use of Shopify Scripts/API to track purchases and trigger the Loyalty points app API.
3.7. Zapier
• Feature/Setting: Automate multi-platform logic using "Webhooks" and "Filter" for integration between apps—sample: POS transaction => points update => notification.
3.8. Mailchimp
• Feature/Setting: Automate segmented email campaigns when points thresholds are hit with Customer Journey Automator.
3.9. Pipedrive
• Feature/Setting: Automate deal update triggers points notification workflow with “Workflow Automation” tool.
3.10. ActiveCampaign
• Feature/Setting: Automate sending of points notifications based on custom fields and triggers using Automation Builder.
3.11. Klaviyo
• Feature/Setting: Automate personalized points emails with Flow Automator and dynamic profile properties.
3.12. Intercom
• Feature/Setting: Automate in-app messaging using the platform’s Event Triggers API tied to points milestones.
3.13. Google Sheets
• Feature/Setting: Automated points ledger updating with Google Sheets API; notify via email using Google Scripts.
3.14. QuickBooks
• Feature/Setting: Automate transaction fetching and report-based points calculation using Reports API.
3.15. Microsoft Power Automate
• Feature/Setting: Automate points tracking and omnichannel notifications using connectors (Flow setup: event trigger, then notify actions).
3.16. Slack
• Feature/Setting: Automated direct message notifications to staff or customers using Slack Bot API.
3.17. Zendesk
• Feature/Setting: Automate customer support ticket triggers for points queries; notification automation using Triggers API.
3.18. LoyaltyLion
• Feature/Setting: Use Webhooks, API endpoints to automate points awarding and update notifications.
3.19. Yotpo Loyalty
• Feature/Setting: Automate event-linked points rewards, webhook triggers, instant notifications via their API.
3.20. WhatsApp Business API
• Feature/Setting: Automate customer points updates via message templates using WhatsApp Messaging API.
Benefits
4.2. Automated notifications lead to higher customer engagement and repeat business.
4.3. Automation ensures accuracy, minimizes manual entry, and reduces operational overheads.
4.4. Automated data sync across all platforms increases transparency and user satisfaction.
4.5. Enables automating personalized marketing and retention campaigns efficiently.