Marketing and Customer RetentionPurpose
1.2. Automatedly incentivize repeat business and referrals by updating, notifying, and logging rewards based on customer interaction, purchase, and service completion.
1.3. Automate customer segmentation for personalized marketing using points data for retention and reactivation.
1.4. Facilitate automated communication via preferred channels whenever points are added, redeemed, or adjusted.
Trigger Conditions
2.2. Service appointment completed and marked in schedule.
2.3. Referral submission validated.
2.4. Customer-submitted points redemption request.
2.5. Manual adjustments by staff flagged for automatic update.
Platform Variants
• Feature/Setting: Flow Builder automation linked to Loyalty Management API (create/update points records).
3.2. HubSpot
• Feature/Setting: Workflow automation with custom properties for points; Webhooks for external system sync.
3.3. Zoho CRM
• Feature/Setting: Blueprint automation; API trigger for module update of points balances.
3.4. Square POS
• Feature/Setting: Loyalty API; automated updating of points on transaction completion.
3.5. Shopify
• Feature/Setting: Scripted Flow in Flow app; Points added post-order fulfillment via Rewards app API.
3.6. WooCommerce
• Feature/Setting: Automate with Points and Rewards REST API after order marked complete.
3.7. Mailchimp
• Feature/Setting: Automate customer segmentation and trigger email using points balance criteria.
3.8. Twilio
• Feature/Setting: SMS API automates sending confirmations of points update.
3.9. SendGrid
• Feature/Setting: Automated transactional email triggered on points changes using Dynamic Templates API.
3.10. Klaviyo
• Feature/Setting: Trigger flows with updated points via integration and API call.
3.11. ActiveCampaign
• Feature/Setting: Automated campaign workflow triggers based on points property update.
3.12. Intercom
• Feature/Setting: Custom bot automation and API for in-app messages about points changes.
3.13. Google Sheets
• Feature/Setting: Script editor automates updating points balance in sheet upon webhook receipt.
3.14. Microsoft Power Automate
• Feature/Setting: Flow connecting POS/CRM via API to update points record in SharePoint or Dynamics.
3.15. Monday.com
• Feature/Setting: Automation recipes update Points column; triggers on item status changes.
3.16. Airtable
• Feature/Setting: Automating points record with Script Block run by webhook.
3.17. QuickBooks
• Feature/Setting: Apps API automates points earned based on invoice payment status.
3.18. Stripe
• Feature/Setting: Automated triggers on payment event; webhooks to update points via external API.
3.19. Zendesk
• Feature/Setting: Automate tickets on points redemption; triggers for agent action with Zendesk API.
3.20. LoyaltyLion
• Feature/Setting: Automate awarding points via integrations and Rules Engine when qualified events occur.
3.21. Gorgias
• Feature/Setting: Automation rules notify agents or customers when points change, leveraging API.
3.22. Pipedrive
• Feature/Setting: Custom workflow automates points update field per deal event via API.
Benefits
4.2. Automated updates enable swift, real-time communication, driving engagement and loyalty.
4.3. Automator workflows unify touchpoints, supporting omnichannel strategies and reporting.
4.4. Automating points management is scalable with business growth and can be further integrated with marketing and analytics tools.