Loyalty program point tracking and notifications

Purpose

1.1. Enables automated loyalty program point tracking and notification for Army & Navy surplus retailers.
1.2. Automates assigning, updating, and redeeming loyalty points on every eligible purchase.
1.3. Automates customer notifications for point accrual, redemption, promotions, and low balance.
1.4. Centralizes automated loyalty data handling for seamless analysis and campaign automation.
1.5. Drives customer retention by automating regular engagement across digital channels.

Trigger Conditions

2.1. Automated when a sale is completed in the POS or e-commerce system.
2.2. Automated when customer profile is updated or new program enrollment occurs.
2.3. Automated when points thresholds (earn/redeem/milestones) are reached by customers.
2.4. Automated on marketing campaign events or time-based triggers (e.g. birthday).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API — automate sending point balance and notification SMS; set recipient and template via API configuration.
3.2. SendGrid
• Feature/Setting: Mail Send API — automate emails for loyalty point updates; configure recipient, subject, and dynamic content via X-SMTPAPI.
3.3. Salesforce
• Feature/Setting: Loyalty Management module/REST API — automate point assignment on transaction; configure automation rule in Process Builder/Flow.
3.4. Shopify
• Feature/Setting: API Webhooks (orders/create, customers/update) — automate loyalty updates; configure webhook delivery to automation endpoint.
3.5. Mailchimp
• Feature/Setting: Automated Workflows — automate loyalty program campaigns; configure triggers based on list segments/point milestones.
3.6. HubSpot
• Feature/Setting: Workflows & CRM API — automate customer engagement campaigns; trigger workflow on deal/point property changes.
3.7. Zapier
• Feature/Setting: Automation Zaps — automate multi-system notifications; configure triggers and multi-step action for loyalty activities.
3.8. Intercom
• Feature/Setting: Automated Messaging API — automate in-app loyalty notifications; trigger message segment by user attributes.
3.9. Klaviyo
• Feature/Setting: Flows Automation — automate personalized loyalty drip emails; set triggers for point changes.
3.10. Google Sheets
• Feature/Setting: App Script/Sheets API — automate tracking loyalty balances in shared sheets; auto-update sheet when new purchase is logged.
3.11. Airtable
• Feature/Setting: Automations — automate point update records; configure triggers on row changes and send notifications via email/SMS.
3.12. Slack
• Feature/Setting: Incoming Webhooks — automate internal notifications for big loyalty events; post message to staff channel.
3.13. Facebook Messenger
• Feature/Setting: Send API — automate sending point balances via Messenger chat; configure bot reply with dynamic data.
3.14. Microsoft Dynamics 365
• Feature/Setting: Customer Insights/Loyalty Card Entity — automate points assignment and notifications through Power Automate triggers.
3.15. WooCommerce
• Feature/Setting: Action Scheduler/API — automatedly handle point accruement on order completion; configure hooks to trigger loyalty script.
3.16. Magento
• Feature/Setting: Events & Observers — automate point calculation on sales/order_export events; configure observer to run automation logic.
3.17. LoyaltyLion
• Feature/Setting: API — automate points allocation and notifications; configure API endpoint for integration with store systems.
3.18. Yotpo Loyalty
• Feature/Setting: Webhooks/API — automate loyalty event handling; trigger customer notifications upon rules execution.
3.19. Pipedrive
• Feature/Setting: Workflow Automation — automator triggers for loyalty point stages; send customer update automatically.
3.20. Notion
• Feature/Setting: API & Database Automation — automate loyalty dashboard; configures points status updates in customer database.

Benefits

4.1. Enables automated loyalty tracking and reduces manual errors.
4.2. Automates timely customer updates increasing engagement and retention.
4.3. Frees staff from repetitive notification and data entry tasks via automation.
4.4. Provides automatable, scalable solutions for multi-channel customer loyalty management.
4.5. Automatedly captures and analyzes loyalty metrics for improved marketing strategies.
4.6. Differentiates Army & Navy surplus stores with modern, automated loyalty experiences.