Loyalty program enrolment and points tracking

Purpose

1.1. Automate enrolment of restaurant customers into a loyalty program and automate the tracking and rewarding of loyalty points for spending, visits, referrals, and special event participation.
1.2. Automates synchronization of loyalty data across CRM, POS, email, and mobile apps, ensuring real-time updates and automated points redemption.
1.3. Automator workflows trigger personalized engagement, automate tier movement, and automate reward notifications.
1.4. Automating loyalty initiatives ensures data-driven decisions based on guest dining patterns and automatable targeted campaigns.

Trigger Conditions

2.1. New reservation or walk-in registered in POS/CRM.
2.2. Completion of transaction meeting minimum spend.
2.3. Customer referral registered via email, SMS, or web form automator.
2.4. Guest’s birthday or special event logged in profile.
2.5. Mobile app check-ins or QR code scan at restaurant.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — automate SMS confirmation on enrolment and points alerts.
3.2. SendGrid
• Feature/Setting: Transactional Email API — automates customized loyalty statements monthly.
3.3. Salesforce
• Feature/Setting: Loyalty Management — automate triggers to update points balance in customer profile.
3.4. Square POS
• Feature/Setting: Loyalty API — automate registration and automated points accrual on eligible purchases.
3.5. Shopify
• Feature/Setting: Script Editor/Shopify Flow — automates customer tagging and reward automation for online food orders.
3.6. HubSpot
• Feature/Setting: Workflows — automating emails for rewards redemption reminders and automate bonus prompts.
3.7. Zapier
• Feature/Setting: Multi-step Zaps — automate lead-to-loyalty enrolment across multiple apps.
3.8. Typeform
• Feature/Setting: Webhooks — automates applicant data capture for loyalty onboarding.
3.9. Mailchimp
• Feature/Setting: Automations — automate personalized newsletters based on loyalty tier.
3.10. Klaviyo
• Feature/Setting: Flows — automator for point balance update emails and milestone rewards.
3.11. Toast POS
• Feature/Setting: Loyalty Program Add-on — automate automated points for dine-in orders.
3.12. Fivestars
• Feature/Setting: API Integration — automates real-time points synchronization and offers.
3.13. Pipedrive
• Feature/Setting: Workflow Automation — automate loyalty follow-up tasks for sales/marketing.
3.14. ActiveCampaign
• Feature/Setting: Automations — automate targeted SMS/email based on loyalty activity.
3.15. Google Sheets
• Feature/Setting: App Script — automate points tracking and automatable reports generation.
3.16. LoyaltyLion
• Feature/Setting: Event API — automates new customer enrolment and reward rule triggers.
3.17. Segment
• Feature/Setting: Source/Cloud Destinations — automate loyalty event streaming to analytics/marketing tools.
3.18. Stripe
• Feature/Setting: Webhooks — automate payment-triggered loyalty updates.
3.19. Intercom
• Feature/Setting: Custom Bots — automator for instant points balance query and rewards guidance.
3.20. Oracle MICROS Simphony
• Feature/Setting: Loyalty API — automate dining-in loyalty reward calculation.

Benefits

4.1. Automates guest engagement, boosting repeat visits and increasing dining frequency.
4.2. Automating reward delivery and points tracking enhances customer satisfaction and automatable marketing opportunities.
4.3. Minimizes staff overhead, ensures real-time points accuracy through automation, and automates tier assignments to maximize program effectiveness.
4.4. Automator approach provides actionable insights for automating customer segmentation, retention, and referral incentives.
4.5. Automation delivers a seamless guest experience, strengthening brand loyalty and driving automatable revenue growth.