Marketing & PromotionsPurpose
1.2. Automatedly assign, deduct, and monitor reward points per transaction, customer action, or referral.
1.3. Automated notifications to customers on point balance updates, promotions, and redemption opportunities.
1.4. Automate integrating CRM, e-commerce, ERP, messaging, and analytics to provide real-time, omnichannel reward engagement.
1.5. Provide an automatable, transparent audit log for customer loyalty activities and program compliance.
1.6. Automate reward fulfillment when point thresholds are reached, reducing manual interventions.
Trigger Conditions
2.2. Automated deduction upon reward redemption or expired points.
2.3. Scheduled automator triggers for sending regular usage summaries or promotional offers.
2.4. Automated customer signup to loyalty program (e.g., invite upon purchase).
2.5. Automate triggers from API webhooks on sales/returns.
Platform Variants
3.1. Salesforce
• Feature: Automation rules in Workflow/Process Builder; API: Loyalty Points custom object automation.
• Sample: Configure Process Builder to trigger on Opportunity close, increase Points field, notify via Email Alert.
3.2. HubSpot
• Feature: Workflow Automation; API: CRM Objects API (Custom Properties).
• Sample: Automate updating ‘Loyalty Points’ custom field upon deal closure, with automated email notification via workflow.
3.3. Zoho CRM
• Feature: Blueprint/Workflow Rules; API: Points Custom Module.
• Sample: On invoice payment, automate point calculation and insert into Points module, send automated notification.
3.4. Shopify
• Feature: Flow Automation App; API: Admin API / Script Editor.
• Sample: Automate points assignment at checkout, trigger automated email/SMS via Shopify Flow when threshold met.
3.5. SAP
• Feature: SAP Workflow Management; API: Loyalty Management Module.
• Sample: Automate point balance update in SAP Loyalty Suite, trigger notification through SAP Communication Service.
3.6. Microsoft Dynamics 365
• Feature: Power Automate Flows; API: Custom Entity for Points.
• Sample: On Sales Order completed, automate Points field update, trigger Power Automate SMS/email notification.
3.7. Twilio
• Feature: Messaging API.
• Sample: Automate SMS notification to customer on points change via Programmable Messaging.
3.8. SendGrid
• Feature: Email API.
• Sample: Send automated loyalty status emails when customer reaches new tier or earns bonus points.
3.9. ActiveCampaign
• Feature: Automation Rules; API: Contact Custom Fields.
• Sample: Automate updating contact with new Points value, trigger automated campaign for promotional reward.
3.10. Mailchimp
• Feature: Email Automation; API: List Members Tags.
• Sample: Automator tags users at specific points amounts to initiate email journey.
3.11. Pipedrive
• Feature: Workflow Automation; API: Custom Fields and Deals.
• Sample: Automate point updating process when deal is won, trigger automated notification.
3.12. Monday.com
• Feature: Automations; API: Boards for Loyalty Tracking.
• Sample: Automate status change on deal boards to update loyalty points and trigger notification.
3.13. Intercom
• Feature: Bots and Automation Rules; API: Custom Attributes.
• Sample: Automatedly message customers when their points change, based on attribute update triggers.
3.14. Oracle NetSuite
• Feature: SuiteFlow; API: User Event Script for Points Object.
• Sample: Automate upward/downward adjustment of points in Customer Record and trigger SuiteFlow email/SMS.
3.15. Klaviyo
• Feature: Flow Builder; API: Custom Events.
• Sample: Automatedly trigger segmented emails based on points earned events.
3.16. Marketo
• Feature: Smart Campaigns; API: Custom Activities.
• Sample: Automate engagement programs triggered by points threshold, send email/SMS notifications.
3.17. Freshworks CRM
• Feature: Workflow Automation; API: Custom Modules/Fields.
• Sample: Automate points increment/decrement, trigger notification using workflow.
3.18. Google Sheets
• Feature: Google Apps Script Automation.
• Sample: Automate point calculations in spreadsheet rows, auto-email via Gmail API when points change.
3.19. Airtable
• Feature: Automations/Script; API: Records Update.
• Sample: Automate addition/deduction of points; automatedly notify via integrated email/SMS on status change.
3.20. Slack
• Feature: Workflow Builder; API: Incoming Webhooks.
• Sample: Automatedly send point updates/notifications to dedicated customer channels or DMs.
Benefits
4.2. Eliminates manual effort, reducing error in points tracking.
4.3. Speedy, automated notifications increase customer engagement.
4.4. Automates reward fulfillment, enhancing customer satisfaction.
4.5. Automatable history delivers transparency and ease for audits.
4.6. Easy to scale or modify automations across multiple platforms as business expands.