Customer loyalty program point tracking

Purpose

1.1. Automate tracking and management of customer loyalty points for diesel engine repair service clients.
1.2. Automatically award, redeem, and notify about points for eligible actions (repairs, referrals, reviews).
1.3. Centralize loyalty data, streamline customer recognition, and deliver automatable communications.
1.4. Automate point history visibility, reward assignment, fraud detection, and program analytics.

Trigger Conditions

2.1. Customer invoice generated or repair job closed.
2.2. Customer makes a payment or books recurring service.
2.3. New review submitted on review platforms.
2.4. Referral confirmation submitted through web form or app.
2.5. Manual or automatic campaign eligibility check.
2.6. Redemption request through web portal or SMS.
2.7. Customer’s birthday or membership anniversary for bonus automation.

Platform Variants

3.1. Square
- Feature/Setting: Loyalty API; configure automator triggers for sale completion event.
3.2. Salesforce
- Feature/Setting: Loyalty Management Object; automated workflows for repair invoices.
3.3. HubSpot
- Feature/Setting: Workflows with Custom Properties; automate point increment on deal close.
3.4. Zoho CRM
- Feature/Setting: Automation Rules, Functions API; update loyalty field on job closing.
3.5. Shopify POS
- Feature/Setting: Shopify Loyalty Apps, Webhooks; automate accrual on purchase.
3.6. Twilio SMS
- Feature/Setting: Programmable SMS; automate notifications and redemption via SMS API calls.
3.7. Mailchimp
- Feature/Setting: Automated Campaigns; segment and automate email point statements.
3.8. Google Sheets
- Feature/Setting: Scripted point ledger, Webhooks; automate row creation for transactions.
3.9. QuickBooks Online
- Feature/Setting: Automated triggers on invoice create; webhook to update loyalty records.
3.10. ActiveCampaign
- Feature/Setting: Automations; tag contacts when points are added or redeemed.
3.11. Microsoft Dynamics 365
- Feature/Setting: Loyalty Add-On, Power Automate; automated point posting to customer records.
3.12. Gorgias
- Feature/Setting: Automated tickets, API integration; update points when support triggers.
3.13. SendGrid
- Feature/Setting: Automated transactional templates; email customers point updates via API.
3.14. Typeform
- Feature/Setting: Webhooks on form submit; automate reward for review/form submission.
3.15. Intercom
- Feature/Setting: Message Triggers, API; automated onboarding and loyalty status alerts.
3.16. Stripe
- Feature/Setting: Webhooks; automate point addition on successful payment event.
3.17. Zendesk
- Feature/Setting: Zendesk Triggers, Side Conversations; automate loyalty notifications.
3.18. WooCommerce
- Feature/Setting: Points & Rewards Plugins, Webhooks; automate accrual on checkout.
3.19. Airtable
- Feature/Setting: Automation scripts, Webhook; update point balances automatically.
3.20. Freshdesk
- Feature/Setting: Automations, API; automate ticket-based point assignments.
3.21. LoyaltyLion
- Feature/Setting: Rules Triggers API; automate rules for diesel service actions.
3.22. Klaviyo
- Feature/Setting: Flows, API; automate email/SMS point status updates.
3.23. Pipedrive
- Feature/Setting: Activity automations; update deal fields with loyalty data.

Benefits

4.1. Automates all point tracking and minimizes manual errors for diesel service businesses.
4.2. Automatedly improves customer retention with reward-driven automations.
4.3. Enables scalable, event-driven loyalty automation across multiple touchpoints.
4.4. Drives automatable communication, engagement, and referral marketing.
4.5. Supports rapid program iteration and automated analytics for continual loyalty optimization.