Customer loyalty program management

Purpose

1.1. Automate the management of customer loyalty programs to track points, rewards, and communication, enhance customer retention, and enable campaign automation for repeat seafood retail customers.
1.2. Automatedly issue points/services on POS sales, trigger reward notifications, redeem offers, and sync customer data across platforms, reducing manual intervention in loyalty management.
1.3. Enable automation in targeting, segmentation, and reporting for enhanced personalized promotions and loyalty lifecycle tracking.

Trigger Conditions

2.1. Automated upon successful customer purchase at POS.
2.2. Points threshold reached (e.g., 100 points = coupon automated).
2.3. Automated account creation or loyalty signup by customer.
2.4. Automated redemption request via app, email, or SMS.
2.5. Scheduled loyalty reminder automation (e.g., inactivity triggers outreach).

Platform Variants

3.1. Shopify
• Feature/Setting: Automatedly enable “Loyalty Points” using Shopify POS API after transaction; configure using Admin API.
3.2. Square
• Feature/Setting: Automate “Customer Loyalty Adjustments” via Square Loyalty API when sale completes.
3.3. Lightspeed
• Feature/Setting: Automator on “Loyalty Program” section to trigger points assignment automatically via Lightspeed Retail API.
3.4. Vend
• Feature/Setting: Auto-calculate points with Vend’s Customer API after each sale, automating reward communication.
3.5. Clover
• Feature/Setting: Trigger “Rewards API” to update and notify on customer point increments automatically.
3.6. Toast POS
• Feature/Setting: Automate reward issuance by configuring “Loyalty API”; automate loyalty reminders.
3.7. Paytronix
• Feature/Setting: Use “Paytronix API Integrations” to automate reward accrual, offer deployment, and notification triggers.
3.8. Punchh
• Feature/Setting: Automate “Earn/Redeem Rules” using Punchh API to trigger personalized rewards.
3.9. Fishbowl
• Feature/Setting: Automator for “Loyalty Offers” sent via Email/SMS using Fishbowl Messaging API automatically.
3.10. Twilio
• Feature/Setting: Use Twilio Programmable SMS for automated customer notifications on rewards or points.
3.11. Mailchimp
• Feature/Setting: Trigger “Automations” to send loyalty updates/campaigns as soon as points change via Mailchimp API.
3.12. Salesforce
• Feature/Setting: Automate customer engagement by configuring “Marketing Cloud Journeys” for loyalty program events.
3.13. HubSpot
• Feature/Setting: Use “Workflows” automator to send custom emails as loyalty milestones are reached.
3.14. SendGrid
• Feature/Setting: Send transactional loyalty emails automatically via SendGrid “Mail Send” API.
3.15. Zoho CRM
• Feature/Setting: Automate loyalty status updates and reminders via Zoho “Workflow Rules” and “CRM API”.
3.16. Airtable
• Feature/Setting: Automated tracking and syncing of customer loyalty data using Airtable “Automations”.
3.17. Google Sheets
• Feature/Setting: Scripted automation to update loyalty balances or generate reports in real-time using Google Sheets API.
3.18. QuickBooks
• Feature/Setting: Automate customer loyalty transactions journaling using QuickBooks “Customer API”.
3.19. Gusto
• Feature/Setting: Automate loyalty incentive records for internal motivation via Gusto API notifications.
3.20. Intercom
• Feature/Setting: Automatedly message loyalty offers and updates via Intercom “Outbound Messages” API.

Benefits

4.1. Automates manual processes, reduces human error, and increases customer engagement.
4.2. Enables seamless, automated points tracking and reward delivery at multiple touchpoints.
4.3. Automatedly enhances customer experience by instantly notifying on rewards/status changes.
4.4. Supports automatable campaign management, automating outreach, and cross-platform program syncing.
4.5. Optimizes resource allocation by automating repetitive loyalty program workflows.