Loyalty program enrollment and reward tracking

Purpose

1.1. Automate loyalty program enrollment for offal pot cooking restaurant customers during reservation or payment, minimizing manual data entry.
1.2. Automatedly track points, tiers, and rewards for customer visits and purchases, synced in real-time with POS and CRM.
1.3. Automate communication of points, rewards, and new offers, optimizing customer retention and lifetime value.
1.4. Automate reward redemption process, trigger staff and customer notifications, and keep all systems in-sync.

Trigger Conditions

2.1. New reservation or walk-in captured in the POS/CRM.
2.2. Customer agrees to enroll into loyalty program via online, SMS, email, or in-store terminal.
2.3. Qualifying purchase or visit automatically logs loyalty points.
2.4. Points threshold met, automatedly triggering reward notification/reminder.
2.5. Customer requests or redeems reward, automation processes fulfillment.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS enrollment invitation; Twilio Messaging API — POST to /Messages for opt-in, reward alerts.
3.2. SendGrid
• Feature/Setting: Transactional emails for point logs and offers; SendGrid Mail Send API.
3.3. HubSpot
• Feature/Setting: Automated workflows for loyalty segmentation; configure "Enroll contact in workflow" trigger and rewards update action.
3.4. Salesforce
• Feature/Setting: Process Builder flow or Loyalty Management APIs for automatic program enrollment and reward issuance.
3.5. Square POS
• Feature/Setting: Automate loyalty point accruals using Loyalty API on transaction completion.
3.6. Shopify
• Feature/Setting: Customer tags and Flow automation for rewarding behavior using "Order Paid" and "Customer Created" triggers.
3.7. Mailchimp
• Feature/Setting: Automate triggered campaigns based on segment; use Automations feature and API for reward notifications.
3.8. Google Sheets
• Feature/Setting: Automate logging enrollments and points using Sheets API and App Script triggers.
3.9. Typeform
• Feature/Setting: Automatedly capture enrollments via webhook on form submission.
3.10. Zoho CRM
• Feature/Setting: Workflow automation rules for moving new reservations into loyalty pipeline.
3.11. Toast POS
• Feature/Setting: Automator triggers on ticket close to update loyalty points via Toast API.
3.12. Slack
• Feature/Setting: Notify staff automatedly in dedicated channel on reward redemption using Slack API chat.postMessage.
3.13. Zendesk
• Feature/Setting: Automatedly open ticket for manual review of VIP enrollments or reward escalations, via Ticket API.
3.14. Airtable
• Feature/Setting: Automate database update for points/rewards with Airtable Automations and API.
3.15. ActiveCampaign
• Feature/Setting: Automated customer journey tracking for loyalty, using Automations and tagging via API.
3.16. Webflow
• Feature/Setting: Automated loyalty pop-ups/forms on site using Logic flows or Membership API.
3.17. Jotform
• Feature/Setting: Automate enrollments to CRM/loyalty list with webhook or integration flows.
3.18. Microsoft Power Automate
• Feature/Setting: Multistep automator between reservation system, email, and CRM — “When a new entry is added” trigger.
3.19. Zapier
• Feature/Setting: Connect reservation, CRM, email, SMS, and loyalty systems with prebuilt automations (Zaps).
3.20. Intercom
• Feature/Setting: Automated messages and onboarding; trigger on reservation completion or status change via API.
3.21. Gupshup
• Feature/Setting: WhatsApp onboarding/notifications for loyalty, using messaging API with automation triggers.
3.22. Klaviyo
• Feature/Setting: Automatedly segment and communicate with loyalty members using flows and event triggers.
3.23. Notion
• Feature/Setting: Automate loyalty log pages and points stats via API and actions in linked workflows.
3.24. Freshdesk
• Feature/Setting: Automated ticket creation for failed rewards or special customer segments.

Benefits

4.1. Automates repetitive manual processes, reducing errors and operational costs.
4.2. Automated communication improves customer engagement and reward utilization.
4.3. Automation ensures real-time tracking and analytics for smarter marketing and inventory planning.
4.4. Automates compliance with opt-in/consent and privacy requirements.
4.5. Automation provides seamless omnichannel loyalty experience, improving customer satisfaction.