Tag repeat customers and automate loyalty campaigns

Purpose

1.1. Automate tagging of customers who book fishing charters multiple times to recognize and segment them as repeat customers.
1.2. Automatedly launch loyalty campaigns (discounts, rewards, re-engagement messages) when a customer crosses a repeat-booking threshold.
1.3. Automate nurturing loyal customers to drive retention, increase bookings, and create valuable brand advocates.
1.4. Automate the process of flagging high lifetime value clients for targeted marketing and exclusive offers.

Trigger Conditions

2.1. When a customer completes their second or subsequent charter booking.
2.2. When a customer’s booking history matches set loyalty criteria (e.g., 3 bookings in 12 months).
2.3. Upon customer completion of feedback or referral activities tied to loyalty programs.

Platform Variants

3.1. HubSpot CRM
• Feature/Setting: Workflow Automator – Configure an active list for contacts with ≥2 bookings, trigger automated tagging, and initiate nurturing workflows.
3.2. Salesforce
• Feature/Setting: Process Builder – Automate field updates for “Repeat Customer” status and trigger journey campaigns via Marketing Cloud API.
3.3. Mailchimp
• Feature/Setting: Customer Tags + Automations – Automate tag application and entry to loyalty email series.
3.4. Zoho CRM
• Feature/Setting: Blueprint Workflow Automation – Detect repeat bookings, add loyalty tags, auto-trigger email/SMS.
3.5. ActiveCampaign
• Feature/Setting: Deals Pipeline Automator – Automate tag assignment and launch loyalty automations.
3.6. Constant Contact
• Feature/Setting: Segmentation Rules – Auto-segment contacts and automate loyalty campaigns via email workflow builder.
3.7. Twilio SMS
• Feature/Setting: Programmable Messaging API – Automatedly send SMS rewards to tagged repeat customers.
3.8. Klaviyo
• Feature/Setting: List Triggered Flow – Automation triggers when booking event count meets loyalty rule.
3.9. Drip
• Feature/Setting: Workflow Triggers – Automate tag assignment and loyalty email sequences.
3.10. SendGrid
• Feature/Setting: Marketing Campaign Automation – Set dynamic segments for repeat customers, automate reward campaigns.
3.11. Intercom
• Feature/Setting: Smart Campaigns – Automate in-app and messaging triggers for loyal segments.
3.12. Pipedrive
• Feature/Setting: Workflow Automation – Tag client on repeat purchase and automate task or campaign trigger.
3.13. Stripe
• Feature/Setting: Webhook Events – Detect repeat payments and automate downstream loyalty actions.
3.14. Shopify
• Feature/Setting: Flow App – Automate tagging and loyalty points assignment on repeat orders.
3.15. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder – Automate tagging based on purchase history, automate email/SMS rewards.
3.16. Freshsales
• Feature/Setting: Workflow Automator – Automatedly update “loyalty” custom field, automate follow-up sequences.
3.17. Google Sheets
• Feature/Setting: App Script/Automation add-ons – Detect repeat entries, automate data update and trigger campaign webhook.
3.18. Microsoft Dynamics
• Feature/Setting: Power Automate – Automate tagging and launch loyalty actions with Dynamics 365 Marketing.
3.19. Zendesk Sell
• Feature/Setting: Triggers & Automation – Automatically tag repeat customers and automate loyalty reach-outs.
3.20. Gmelius
• Feature/Setting: Automated Labeling – Assign “Loyal” labels in Gmail, automate campaign launch via integrations.
3.21. Marketo
• Feature/Setting: Smart Campaigns – Segment by repeat purchase, automate loyalty workflows.

Benefits

4.1. Automatedly ensures no repeat customer misses loyalty rewards, maximizing retention.
4.2. Automates the identification and engagement of high-value clients, saving marketing resources.
4.3. Increases repeat charter bookings by automating timely rewards and communications.
4.4. Enables scalable loyalty program automation with minimal manual intervention for Fishing Tours businesses.
4.5. Reduces operational errors and speeds up campaign delivery via automation.