Purpose
1.2. Automate the distribution of points, personalized offers, and milestone achievements to boost engagement and repeat visits.
1.3. Centralize feedback collection, automate reward redemption, and streamline customer communications about rewards and upcoming events.
1.4. Leverage automation to gather analytics, segment audience, and trigger real-time incentives based on customer behaviors and preferences.
Trigger Conditions
2.2. Customer attends an event or participates in an exhibit activity.
2.3. Customer leaves feedback via web form, in-app submission, or on social channels.
2.4. Point threshold or reward milestone reached.
2.5. Customer registers, updates their profile, or refers a friend.
2.6. Special events, anniversaries, or birthdays are detected.
2.7. Inactivity or churn risk identified in CRM analytics.
2.8. Periodic time-based triggers (e.g., monthly summary, campaign launches).
Platform Variants
• Feature/Setting: Marketing Cloud → Journey Builder, configure automated reward journeys and milestone email triggers.
3.2. HubSpot
• Feature/Setting: Workflows API, set automated loyalty and referral sequences based on custom event triggers.
3.3. Mailchimp
• Feature/Setting: Customer Journeys, automate segmentation and reward notification campaigns using custom tags.
3.4. Twilio
• Feature/Setting: Programmable SMS API, automatedly trigger reward redemption messages and reminders.
3.5. Zendesk
• Feature/Setting: Triggers & Automations, send automated loyalty reward notifications upon ticket resolution or feedback submission.
3.6. Zapier
• Feature/Setting: Multi-step Zaps, automate loyalty integration across CRM, ticketing, and email platforms.
3.7. Google Sheets
• Feature/Setting: App Script automation, auto-update reward balances and generate reports on new activity.
3.8. AirTable
• Feature/Setting: Automation Scripts, automate loyalty status changes and reward dispatch.
3.9. Shopify
• Feature/Setting: Automated Email Flow Apps (e.g., Omnisend), trigger loyalty messages post-purchase.
3.10. Typeform
• Feature/Setting: Webhooks, automate survey completions to trigger rewards and thank-you emails.
3.11. Facebook Messenger
• Feature/Setting: Messenger API, automate loyalty notifications and interactive reward selection bots.
3.12. Intercom
• Feature/Setting: Custom Bots/Operator, automate reward points balance updates and redemption prompts in chat.
3.13. ActiveCampaign
• Feature/Setting: Automations, reward tier progression and inactivity re-engagement campaigns.
3.14. SendGrid
• Feature/Setting: Dynamic Templates, automate personalized reward emails and voucher delivery.
3.15. Square
• Feature/Setting: Customer Directory API, automate loyalty program enrollments and reward application at checkout.
3.16. Eventbrite
• Feature/Setting: Webhooks, auto-update loyalty status with each ticket purchase or scanned entry.
3.17. SurveyMonkey
• Feature/Setting: Response Automation, reward triggers tied to customer satisfaction scores or reviews.
3.18. Slack
• Feature/Setting: Workflow Builder, automate internal notifications when milestones or loyalty goals are met.
3.19. Klaviyo
• Feature/Setting: Automated Flows, campaign triggers for loyalty status changes and rewards expiration alerts.
3.20. REVEL Systems
• Feature/Setting: Loyalty App Integration, real-time automated point accrual on purchases and redemption at POS.
3.21. Yotpo
• Feature/Setting: Loyalty & Referrals API, automate point grants for UGC and online engagement.
3.22. Freshdesk
• Feature/Setting: Automation, reward notification upon ticket closure or positive customer interaction.
Benefits
4.2. Drives automated collection of actionable feedback, improving customer experience and program efficacy.
4.3. Automates reduction of manual tasks for staff, freeing resources for creative exhibit enhancements.
4.4. Enables automating real-time personalization and segmentation, boosting conversion rates and loyalty satisfaction.
4.5. Provides an automatable audit trail and analytics for continuous program optimization and ROI measurement.