Loyalty point accrual and redemption tracking

Purpose

1. Automate tracking and managing customer loyalty point accrual and redemption for each purchase, visit, or event participation in a women-only bar setting.

2. Automate notifications to alert customers in real-time about new points and redemption options, enhancing customer retention.

3. Collect and analyze automated data around customer engagement, enabling personalized marketing and upselling strategies.

4. Ensure automating compliance with promotional and regulatory conditions for loyalty points in the bar environment.

Trigger Conditions

1. Automate triggers by order placement (POS transaction complete).

2. Trigger automation upon event check-in by customer.

3. Automate on customer achieving points threshold for redemption.

4. Trigger on loyalty account creation or update.

5. Automate upon receiving a qualifying referral or review.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS notifications (API: SendMessage) for point accrual and redemption confirmation.
  
• Sample: Configure automated API POST to /Messages endpoint for reward alerts.
  

2. SendGrid

• Feature/Setting: Automate transactional email for loyalty updates (API: Mail Send).
  
• Sample: Automate POST /mail/send with dynamic template for points updates.
  

3. Square POS

• Feature/Setting: Automate receipt hooks for transaction-based point accrual (API: Webhook Subscriptions).
  
• Sample: Automate webhook on order.completed to increment loyalty ledger.
  

4. Shopify

• Feature/Setting: Automate loyalty tier logic post-purchase (API: Order Fulfillment Webhook).
  
• Sample: Automate order/fulfilled webhook to trigger point assignment service.
  

5. Zoho CRM

• Feature/Setting: Automate customer profile enrichment (API: updateRecords).
  
• Sample: Automate API PATCH for LoyaltyPoints custom field on transaction.
  

6. Salesforce

• Feature/Setting: Automate loyalty program object updates (API: REST sObject update).
  
• Sample: Automate PATCH /sobjects/Loyalty__c/{ID} for point adjustments.
  

7. HubSpot

• Feature/Setting: Automate workflow for points-driven segmentation (API: Workflows).
  
• Sample: Automate contact property set on form submission event.
  

8. Mailchimp

• Feature/Setting: Automate triggered email for threshold-based rewards (API: Triggered Emails).
  
• Sample: Automate POST to /automations/trigger for reward code delivery.
  

9. Google Sheets

• Feature/Setting: Automate loyalty ledger updating (API: Sheets API BatchUpdate).
  
• Sample: Automate point increment row for each synced transaction.
  

10. Airtable

• Feature/Setting: Automate base update for loyalty status (API: PATCH Record).
  
• Sample: Automate triggered update for point accrual or redemption.
  

11. Slack

• Feature/Setting: Automate notification to staff on redemptions (API: chat.postMessage).
  
• Sample: Automate alert to designated channel with points redeemed.
  

12. Microsoft Teams

• Feature/Setting: Automate team notification on VIP loyalty milestones (API: SendMessage).
  
• Sample: Automate POST to webhook for milestone announcement.
  

13. Stripe

• Feature/Setting: Automate webhook capture for loyalty tie-in to payments (API: Event Webhooks).
  
• Sample: Automate customer.updated or payment_intent.succeeded events.
  

14. PayPal

• Feature/Setting: Automate payout upon point redemption (Payouts API).
  
• Sample: Automate POST /payouts to issue gift/reward on redemption.
  

15. Zendesk

• Feature/Setting: Automate ticket generation for redemption issues (API: Tickets Create).
  
• Sample: Automate POST to /api/v2/tickets for manual review requests.
  

16. Trello

• Feature/Setting: Automate loyalty case board card creation (API: Create Card).
  
• Sample: Automate POST to /1/cards for flagged redemption issues.
  

17. Intercom

• Feature/Setting: Automate in-app notification for loyalty update (API: Messages).
  
• Sample: Automate POST to /messages for loyalty milestone content.
  

18. Klaviyo

• Feature/Setting: Automate personalized campaign trigger (API: Track & Identify).
  
• Sample: Automate POST to /track for points awarded event.
  

19. Facebook Messenger

• Feature/Setting: Automate loyalty bot interaction (API: Send API).
  
• Sample: Automate POST to /me/messages with dynamic loyalty content.
  

20. WhatsApp Business

• Feature/Setting: Automate points notification (API: Messages).
  
• Sample: Automate POST to /v1/messages for redemption or accrual alerts.
  

Benefits

1. Automate customer experience with real-time, error-free tracking of loyalty points.

2. Enable automated engagement that increases repeat visits and spending.

3. Reduce staff workload and manual errors by automating loyalty tasks.

4. Automator enables quick identification and rewarding of high-value regulars.

5. Automating data flow ensures analytics are always up-to-date for campaign design.