VIP and loyalty program points calculation and notification

Purpose

1.1. Automate VIP and loyalty program points calculation by tracking customer orders, purchase frequency, and total spend for wholesale contact lens buyers.
1.2. Send automated notifications about points status, rewards eligibility, and redemption opportunities via multiple channels (email, SMS, app).
1.3. Automate integration with CRM to sync updated points and tiers automatically.
1.4. Trigger automated marketing campaigns based on loyalty milestone events and VIP upgrades.
1.5. Provide real-time, automated dashboards for wholesale account managers summarizing loyalty engagement.

Trigger Conditions

2.1. Automated on new order placement or invoice payment.
2.2. Automated on threshold of cumulative spend or purchase count met.
2.3. Automated on loyalty program points redemption request.
2.4. Automated on customer account registration or data update.
2.5. Automated on scheduled periodic batch runs (e.g., end-of-month review).

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules & Process Builder – automate points adjustment and notification email upon Opportunity Closed Won.
3.2. HubSpot
• Feature/Setting: Workflows API – automates points update and triggers personalized loyalty emails.
3.3. Twilio SMS
• Feature/Setting: Programmable SMS API – automate customer SMS notifications for points status and rewards.
3.4. SendGrid
• Feature/Setting: Email API – automated template send on VIP milestone or reward available.
3.5. Mailchimp
• Feature/Setting: Customer Journey Automator – automates nurture emails based on points thresholds.
3.6. Shopify
• Feature/Setting: Script Editor/API – automate loyalty points calculation at checkout for B2B accounts.
3.7. WooCommerce
• Feature/Setting: Points and Rewards plugin – automatedly allocates points and shows notification banners.
3.8. Zoho CRM
• Feature/Setting: Custom Functions/Workflow Automator – automates points computation post-sales entry.
3.9. Microsoft Dynamics 365
• Feature/Setting: Power Automate – automate points update and trigger Teams/Outlook notification.
3.10. Klaviyo
• Feature/Setting: Flows Automator – automates emailing about new rewards/tiers.
3.11. ActiveCampaign
• Feature/Setting: Automation Builder – automate email/SMS based on points/tier changes.
3.12. Slack
• Feature/Setting: Webhook bot – automatedly post notifications to account manager channels.
3.13. Google Sheets
• Feature/Setting: Apps Script/Triggers – automate points log and alerts on changes.
3.14. Stripe
• Feature/Setting: Webhooks API – automate points increment at successful payment.
3.15. Pipedrive
• Feature/Setting: Workflow Automator – automate updates and notification pushes.
3.16. Intercom
• Feature/Setting: Automated Messages – send in-app loyalty notifications.
3.17. Zendesk
• Feature/Setting: Trigger Automator – automate response based on points/tier tickets.
3.18. LoyaltyLion
• Feature/Setting: API – automate retrieval and update of points, automate reward redemption.
3.19. SAP Customer Experience (CX)
• Feature/Setting: Business Rules Automation – automate points modifications with sales events.
3.20. Oracle NetSuite
• Feature/Setting: SuiteScript/Workflow – automate points calculation and schedule automated emails.

Benefits

4.1. Automates error-free points tracking and tier upgrades across channels.
4.2. Reduces manual workload and automates real-time status updates for customers.
4.3. Enables automated, personalized marketing and reward trigger workflows.
4.4. Facilitates automated, timely communication—supporting loyalty engagement at scale.
4.5. Automates reporting, enhancing management insight into wholesale customer loyalty health.