Customer loyalty and referral program automation

Purpose

1.1. Automate the management and execution of customer loyalty and referral programs for flooring stores, targeting retention, referrals, and engagement.
1.2. Automatedly handle customer point accrual, rewards issuance, referral tracking, promotional communications, and reporting without manual intervention.
1.3. Automate tracking of repeat purchases, manage tiered rewards, automate triggered discounts, and gather customer feedback to optimize loyalty strategies.

Trigger Conditions

2.1. New customer registration or sign-up to loyalty/referral program.
2.2. Repeat purchase or qualifying transaction detected in POS/CRM.
2.3. Referred customer completes qualifying action (e.g., purchase, registration).
2.4. Milestone reached (e.g., X number of purchases, dollars spent, birthday/anniversary).
2.5. Negative customer event (e.g., lapse in purchases for specific duration).

Platform Variants

3.1. HubSpot CRM
• Feature/Setting: Workflow automation for contact segmentation, automated loyalty/reward email; configure via Workflows > Create Workflow > Automated email with dynamic reward content.
3.2. Salesforce
• Feature/Setting: Process Builder flow for automating reward issuance upon opportunity closure; configure via Process Builder > Trigger: Opportunity Stage changes.
3.3. Mailchimp
• Feature/Setting: Journey automation for post-purchase thank-yous and loyalty rewards; configure via Customer Journeys > Trigger: Tag added (Loyalty Member).
3.4. ActiveCampaign
• Feature/Setting: Automated campaign triggered by repeat purchase; configure using Automations > Triggers: Purchase event, Actions: Notify/reward.
3.5. Klaviyo
• Feature/Setting: Flows for point/milestone notification; configure in Flows > Triggered by Placed Order, Action: Send reward email.
3.6. SendGrid
• Feature/Setting: API for automated transactional reward emails; configure using Dynamic Templates + POST /mail/send endpoint.
3.7. Twilio SMS
• Feature/Setting: Automated SMS campaigns for loyalty rewards and referral codes; configure via Studio Flows > Triggered on CRM event, Action: Send Message.
3.8. Zapier
• Feature/Setting: Automation linking e-commerce store and loyalty platform; configure a Zap: Shopify purchase triggers LoyaltyLion API call.
3.9. LoyaltyLion
• Feature/Setting: Automated points allocation and referral tracking; configure Program Rules for actions like purchase/refer.
3.10. Smile.io
• Feature/Setting: API for programmatic rewards issuance; configure via Rewards > VIP Tiers, Triggers.
3.11. Yotpo Loyalty & Referrals
• Feature/Setting: Automated tier upgrades and notification workflows; set via Points/Referral Program Settings.
3.12. Gorgias
• Feature/Setting: Automate customer support ticket tagging when loyalty event happens; Integration Rules > If: Loyalty reward triggered.
3.13. Shopify
• Feature/Setting: Automated discounts and app extension for loyalty points; configure via Admin > Discounts, use Loyalty Apps.
3.14. WooCommerce
• Feature/Setting: Automated coupon issue post-purchase; use AutomateWoo workflows: Order completed > Send coupon.
3.15. Google Sheets
• Feature/Setting: Automated log for loyalty events using scripts/API; Google Apps Script > On form submit, push event log.
3.16. Intercom
• Feature/Setting: Automated chat messages for loyalty rewards, triggered on purchase; Use Custom Bots > Event: Purchase.
3.17. Drift
• Feature/Setting: Automated conversation triggers for referral program enrollment; configure Playbooks > Trigger: Visit pricing page.
3.18. Typeform
• Feature/Setting: Gather automated feedback upon reward redemption; configure webhook, send data to CRM.
3.19. Pipedrive
• Feature/Setting: Automate deal-stage based loyalty messages; Workflow Automation > Trigger: Deal won.
3.20. Slack
• Feature/Setting: Automated notification to staff on key loyalty events using API/webhooks; configure Workflow Builder > When: New loyalty reward issued.
3.21. Microsoft Power Automate
• Feature/Setting: Cross-platform automated workflows for pushing loyalty data into ERP/CRM; configure Flow > Trigger: Form response.
3.22. Zendesk
• Feature/Setting: Ticket tags and follow-ups on loyalty redemption; configure Triggers > Condition: Custom field = Loyalty redeemed.
3.23. Facebook Messenger API
• Feature/Setting: Automated direct messaging for program invites/reminders; configure Bot > Trigger: CRM tag update.
3.24. Google Ads
• Feature/Setting: Audience automation, retargeting loyalty customers; configure Audience Manager > Import loyalty segment.

Benefits

4.1. Automatedly increases customer retention and referral rates, directly impacting sales for flooring stores.
4.2. Automation streamlines multi-channel customer engagement, rewards, and reduces manual administration.
4.3. Automates insights generation via data collection on customer activity and preferences.
4.4. Enables scalable, automatable loyalty program growth as business needs evolve.
4.5. Automation ensures consistent, error-free delivery of loyalty incentives and communication.