Reservation & Customer ManagementPurpose
1.2. Provides automated notifications, tier upgrades, unique offers, and analytics, reducing manual tracking and errors.
1.3. Enables real-time automation of points assignment, milestone alerts, and exclusive benefit triggers for recurring and high-value guests.
1.4. Centralizes customer data, automates eligibility validation, and automatically syncs status updates across platforms.
Trigger Conditions
2.2. Customer achieves a points milestone.
2.3. Customer spends a set dollar amount.
2.4. Anniversary of a customer’s registration or first booking.
2.5. Automated detection of inactivity for re-engagement.
2.6. Customer qualifies for a tier upgrade.
2.7. Manual admin initiation to onboard guests into programs.
2.8. Automated data syncs from POS system, web forms, or membership portals.
Platform variants
3.1. Salesforce
• Feature/Setting: Automation Rules and Loyalty Management APIs.
• Sample: Automate tier upgrades with Loyalty Management > Programs > Rules configuration.
3.2. HubSpot
• Feature/Setting: Workflows and Contacts API.
• Sample: Automate VIP notifications using custom workflows triggering on property value changes.
3.3. ActiveCampaign
• Feature/Setting: Automations and Event Tracking API.
• Sample: Automate reward assignment using automated pipelines tied to events.
3.4. Mailchimp
• Feature/Setting: Customer Journeys and API.
• Sample: Automate milestone emails via Journey nodes triggered by event data.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules and API (Leads/Contacts).
• Sample: Automate loyalty points via workflow using the Contacts module.
3.6. Twilio SMS
• Feature/Setting: Messaging and Event Triggers.
• Sample: Automate tier status via programmatically sending SMS after webhook trigger.
3.7. Square
• Feature/Setting: Loyalty API and Transactions Webhook.
• Sample: Automate updates on customer loyalty status via automated webhook calls.
3.8. Stripe
• Feature/Setting: Customer metadata and Payment Intents API.
• Sample: Automate VIP tagging on reaching spend thresholds with Payment Success webhook.
3.9. Shopify
• Feature/Setting: Script Editor App, Customer Tags API.
• Sample: Automate loyalty segmentation by script assigning/tier tagging on purchases.
3.10. WooCommerce
• Feature/Setting: AutomateWoo plugin, REST API.
• Sample: Automate program onboarding when customer completes checkout.
3.11. SendGrid
• Feature/Setting: Automated Email API, Event Webhooks.
• Sample: Automate loyalty milestone emails via event-triggered templates.
3.12. Intercom
• Feature/Setting: Custom Bots, Tags API.
• Sample: Automate program enrollment and status messaging using tag assignment.
3.13. Klaviyo
• Feature/Setting: Flows and API Integration.
• Sample: Automate segmentation and messaging based on point totals.
3.14. LoyaltyLion
• Feature/Setting: Webhooks and Integration API.
• Sample: Automate point assignments through webhook triggers on purchase.
3.15. Google Sheets
• Feature/Setting: Sheets API, Triggers.
• Sample: Automate logging and calculating loyalty status via scheduled synching.
3.16. Slack
• Feature/Setting: Workflow Builder and Incoming Webhooks.
• Sample: Automate team alerts on milestone achievements using automated workflow messages.
3.17. Typeform
• Feature/Setting: Responses API and Webhooks.
• Sample: Automate program registration after form submissions.
3.18. Gusto
• Feature/Setting: Custom Workflows and API.
• Sample: Automate employee referral rewards for VIP guest bookings.
3.19. Zapier
• Feature/Setting: Multi-step automation and Schedule.
• Sample: Automate synchronization between reservation software and CRM loyalty tracking.
3.20. Microsoft Power Automate
• Feature/Setting: Automated Flows and Connectors.
• Sample: Automate data transfer between Booking system and loyalty email campaign.
3.21. Airtable
• Feature/Setting: Automation Scripts and API.
• Sample: Automate updating guest loyalty levels using scheduled automation or incoming data.
3.22. Freshdesk
• Feature/Setting: Automations and API.
• Sample: Automate tagging high-value support tickets as “VIP”.
3.23. Oracle CX
• Feature/Setting: Loyalty Cloud Integration.
• Sample: Automate advanced segmentation and bespoke reward configuration by API.
3.24. Smartsheet
• Feature/Setting: Automated Workflows.
• Sample: Automate guest entry tracking and reward assignment.
Benefits
4.2. Automatedly targets high-value, repeat guests for reward or re-engagement.
4.3. Automates multi-platform synchronization for enterprise workflows.
4.4. Enables automating personalized outreach, improving guest loyalty and boosting repeat revenue.
4.5. Automation allows agile scaling and data-driven decisions using loyalty analytics.
4.6. Automates data entry, thereby freeing staff for high-value services.
4.7. Automated tracking reduces errors, increases brand reputation, and supports better retention strategies.