Customer Engagement and Loyalty AutomationPurpose
1. Automate tracking of loyalty points earning and redemption for customers at hawker stalls in food courts.
2. Streamline automated accrual of points after a qualifying purchase and automated deduction/validation during redemptions.
3. Enable real-time access to automated point balances, automated notifications, and enforcement of loyalty program rules.
4. Ensure customer engagement is enhanced through automated reward journeys and error-free automation of points transactions.
Trigger Conditions
1. Automated point accrual triggered upon sale transaction completion.
2. Automated redemption triggered during payment or when customer selects to use points.
3. Automated point expiry notification based on pre-set timeframes.
4. Automated bonus or promotional campaigns triggered by events (e.g., birthday, purchase threshold).
Platform variants
1. Square POS
- Feature/Setting: Automate loyalty creation in Square Dashboard; configure “After Sale” API event to automate point allocation.
2. Stripe
- Feature/Setting: Use Stripe Webhooks to automate “charge.succeeded” as trigger for updating loyalty database.
3. Twilio SMS
- Feature/Setting: Integrate Twilio Programmable Messaging API for automated notification on point accrual and redemption.
4. SendGrid
- Feature/Setting: Automate transactional emails using Dynamic Templates; configure API call on loyalty events.
5. Shopify POS
- Feature/Setting: Automate loyalty event using Shopify Flow and “Order Created” trigger to update point records.
6. Loyverse POS
- Feature/Setting: Use Loyverse API to automate point balance updates post-transaction.
7. HubSpot
- Feature/Setting: Automate use of Workflows and Contacts API for triggering loyalty journeys or points summary.
8. Zoho CRM
- Feature/Setting: Automate loyalty fields with custom workflows and API record updates.
9. Firebase
- Feature/Setting: Automate real-time database update on cloud function triggered by “purchase” event.
10. Salesforce
- Feature/Setting: Automate process builder or Flow to update loyalty fields on account upon transaction event.
11. Slack
- Feature/Setting: Automate notification to internal team via Slack Incoming Webhooks on redemption event.
12. Airtable
- Feature/Setting: Automate points tracking using Automations triggered on new/updated records for transactions.
13. Google Sheets
- Feature/Setting: Automate appending transaction rows and updating point formulas via Google Apps Script.
14. Microsoft Power Automate
- Feature/Setting: Automate workflow from POS email receipt parsing to loyalty record update.
15. QuickBooks
- Feature/Setting: Automate transaction export and loyalty point posting using QuickBooks API.
16. Mailchimp
- Feature/Setting: Automate segmented campaigns triggered by point milestones using Mailchimp Automations.
17. Zapier
- Feature/Setting: Automate multi-app workflows—connect POS to loyalty tracking database via automated Zap.
18. Pabbly Connect
- Feature/Setting: Automate similar to Zapier; set up automated triggers for POS-to-loyalty system sync.
19. Notion
- Feature/Setting: Automate point ledger in pages/databases using Notion API based on webhook triggers.
20. Monday.com
- Feature/Setting: Automate loyalty program boards and notifications to staff when customers reach redemption.
21. WhatsApp Business API
- Feature/Setting: Automate sending loyalty balance reminders using WhatsApp automated message templates.
22. Telegram Bot API
- Feature/Setting: Automate loyalty querying and notification via Telegram bot commands and updates.
Benefits
1. Automates loyalty tracking, reducing manual errors and missed accrual/redemption.
2. Automates real-time customer notification, increasing engagement and repeat visits.
3. Enables automated campaign launches and personalized offers, optimizing marketing ROI.
4. Automates compliance with loyalty terms and automatedly removes expired points, ensuring fairness.
5. Improves data consistency via automated syncing between POS and loyalty systems.