Customer Engagement and MarketingPurpose
1.2. Automatedly notify customers about earned, expiring, or redeemable points via personalized multichannel campaigns.
1.3. Automate the entire process from transaction recording to communication, minimizing manual effort and optimizing customer engagement.
1.4. Create automatable workflows tailored to confectionery-specific promotions and seasonal campaigns.
Trigger Conditions
2.2. Triggered when loyalty points reach a threshold (e.g., enough for a reward).
2.3. Automate reminders for points set to expire within a configurable time window.
2.4. Automated triggers from customer actions such as account registration, product review, or referral events.
Platform Variants
• Feature/Setting: Automatedly send SMS reminders using Programmable Messaging API; configure "schedule_message" with expiry date triggers.
3.2. SendGrid
• Feature/Setting: Automation via "Marketing Campaigns" API; set dynamic emails for earned/redeemable points.
3.3. Salesforce
• Feature/Setting: Automate in "Customer Journeys" triggers in Marketing Cloud via points data fields.
3.4. Mailchimp
• Feature/Setting: Use "Customer Tags" and automate journeys with "Email Automation" workflows on loyalty events.
3.5. HubSpot
• Feature/Setting: Set automated workflows in "Workflows" API using custom properties for point tracking.
3.6. Klaviyo
• Feature/Setting: "Flows" for automated redemption reminder emails/SMS triggered by segment criteria.
3.7. Shopify
• Feature/Setting: Use "Script Editor" or app triggers to automate loyalty notifications at checkout and post-sale.
3.8. WooCommerce
• Feature/Setting: Use "Points and Rewards" plugin and webhook integration for automated reminders and points updates.
3.9. Zendesk
• Feature/Setting: Automate via "Triggers" using customer custom fields for alerting agents or customers about expiring points.
3.10. ActiveCampaign
• Feature/Setting: Automator "Automation Builder" for personalized points messages based on CRM events.
3.11. Intercom
• Feature/Setting: Use "Outbound Messages" automation triggered by profile data changes (point balance).
3.12. Pipedrive
• Feature/Setting: Automate using "Workflow Automation" on deal completion to trigger rewards reminders.
3.13. Zoho CRM
• Feature/Setting: Configure "Workflow Rules" and "Custom Functions" to automate point updates and reminders.
3.14. Airtable
• Feature/Setting: Set up "Automations" for scheduled loyalty emails based on changing point fields.
3.15. Slack
• Feature/Setting: Use "Incoming Webhooks" for automated internal alerts about customer redemptions.
3.16. Facebook Messenger
• Feature/Setting: Use "Messenger API" for automated chat reminders on points and redemption opportunities.
3.17. WhatsApp Business
• Feature/Setting: Implement scheduled automated loyalty notifications via "WhatsApp Business API".
3.18. G Suite (Gmail)
• Feature/Setting: Use "Apps Script" to automate custom email reminders from spreadsheet updates.
3.19. Google Sheets
• Feature/Setting: Set up automation with "Triggers" and data changes in loyalty points columns.
3.20. Trello
• Feature/Setting: Automate notification cards/labels for team follow-ups using "Butler Power-Up" on points thresholds.
3.21. Discord
• Feature/Setting: Use webhooks to automate loyalty status or reminder messages to private channels.
3.22. Microsoft Teams
• Feature/Setting: Automate loyalty notification messages with "Power Automate" when data changes in CRM.
Benefits
4.2. Automated reminders drive higher redemption rates and repeat visit frequency.
4.3. Automating multichannel communication increases response and engagement rates.
4.4. Reduces risk of human error with automated point calculations and expiry management.
4.5. Makes seasonal or campaign-based redemption reminders automatable and scalable.