Customer loyalty program management

Purpose

1. Automate customer loyalty program management to enhance retention, increase order frequency, and drive referrals in momo restaurants through automated rewards, status tracking, and engagement campaigns.

2. Automating the accrual, redemption, and notification of loyalty points instantly after each transaction reduces manual tracking and errors.

3. Automatedly segment customers based on visit frequency and spend to trigger tier-based rewards and personalized offers.

4. Automate communications to notify customers of earned rewards, birthday offers, and program milestones.

Trigger Conditions

1. Automated point assignment on eligible orders (in-store, app, or online).

2. Enrollment of new customers or completion of registration.

3. Trigger automation on birthday/anniversary dates.

4. Automated redemption initiation upon reaching point thresholds.

5. Automated inactivity triggers for win-back offers after a set dormant period.

Platform variants

1. Twilio SMS

• Feature/Setting: Automate SMS notifications for point accrual and redemption; Configure using "Messages API" and automation via incoming transaction webhook.
  

2. SendGrid

• Feature/Setting: Automate email notifications on rewards and offers using "Transactional Templates API"; trigger with customer activity data.
  

3. Salesforce

• Feature/Setting: Automate contact/prospect management and trigger reward status via "Workflow Rules" and "Process Builder".
  

4. HubSpot

• Feature/Setting: Automate loyalty follow-up workflows with “Workflows” feature; map contacts to program stages via API.
  

5. Mailchimp

• Feature/Setting: Automate personalized campaign pushes using “Automations API” configured to purchase and activity events integration.
  

6. Zendesk

• Feature/Setting: Automate helpdesk ticket generation for loyalty queries using “Triggers” and ticket creation APIs.
  

7. Square POS

• Feature/Setting: Automate point assignment and redemptions via “Customer Loyalty API”; configure event webhooks for order completion.
  

8. Shopify

• Feature/Setting: Automate loyalty workflow using “Script Editor” for automatic point allocation and customer tags.
  

9. WooCommerce

• Feature/Setting: Automate loyalty program using “WooCommerce Points and Rewards” REST API event triggers.
  

10. ActiveCampaign

• Feature/Setting: Automate journey sequences for loyalty program milestones using “Automations” and “Event Tracking” settings.
  

11. Zapier

• Feature/Setting: Automate cross-platform triggers between POS, CRM, and emailing using “Webhooks by Zapier”.
  

12. Google Sheets

• Feature/Setting: Automate bulk loyalty analytics, tracking, and reward status updates via Apps Script triggers.
  

13. Freshdesk

• Feature/Setting: Automate loyalty support pipeline via custom “Automations” on ticket event conditions.
  

14. Intercom

• Feature/Setting: Automate loyalty notifications and reminders with automated chat triggers based on user actions.
  

15. Typeform

• Feature/Setting: Automate loyalty feedback surveys deployment using “Webhooks” on milestone triggers.
  

16. Pipedrive

• Feature/Setting: Automate contact phase transitions for loyalty status using “Workflow Automation”.
  

17. Google Cloud Functions

• Feature/Setting: Automate point calculations with serverless triggers on transactions and customer events.
  

18. LoyaltyLion

• Feature/Setting: Automate granular loyalty logic with program APIs for custom triggers and point logic.
  

19. Gupshup

• Feature/Setting: Automate loyalty notifications across WhatsApp and SMS channels using “Messaging API” configured to CRM events.
  

20. Microsoft Power Automate

• Feature/Setting: Automate loyalty process integration among CRM, POS, and marketing software through “Scheduled Flows” and “Trigger Flows”.
  

Benefits

1. Automatedly increases customer engagement via real-time personalized communication and reward delivery.

2. Automates operational overhead, ensuring loyalty data accuracy and program visibility.

3. Automatable seamless omnichannel reward redemption drives higher program adoption.

4. Automating analytics provides actionable insights for optimizing campaigns and reward structures.

5. Automation enables rapid program scaling with minimal human intervention.

6. Automated win-back and milestone automations improve retention and revenue retention.