Customer Relationship & CommunicationsPurpose
1.2. Automates reward accrual, point redemptions, eligibility checking, and personalized communications.
1.3. Ensures seamless automated engagement, retention, and incentivization in pharmacy retail via real-time automation of customer loyalty actions.
Trigger Conditions
2.2. Automation initiates on point thresholds, special promotions, birthday or membership anniversaries.
2.3. Automates by segmenting customers for targeted notification based on purchase history/behavior.
Platform Variants
• Feature/Setting: Automated SMS sending via programmable messaging API for reward confirmations.
• Sample: Use `Messages.create` endpoint for instant notifications after automated point update.
3.2. SendGrid
• Feature/Setting: Automate transactional/promotional emails with `Mail Send` API.
• Sample: Trigger automated email via `/v3/mail/send` on loyalty status changes.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Automates campaign deployment via Journey Builder and triggered sends API.
• Sample: Automated journeys triggered by loyalty tier progress.
3.4. Mailchimp
• Feature/Setting: Automate targeted automations via customer journey and trigger-based segments.
• Sample: Configure automatic reward emails upon point thresholds.
3.5. HubSpot
• Feature/Setting: Automates workflow triggers via contact properties in CRM and workflow editor.
• Sample: Automate emails/SMS using workflow trigger “Contact joins list” for loyalty milestones.
3.6. ActiveCampaign
• Feature/Setting: Automates email/SMS delivery using automation builder.
• Sample: Automated "point balance" reminders upon property change in CRM.
3.7. Klaviyo
• Feature/Setting: Automator flows for loyalty segments using Metrics API and Flow Triggers.
• Sample: Automate rewards emails using trigger “Loyalty Points Earned.”
3.8. Pipedrive
• Feature/Setting: Automates workflow triggers via deals/activities for loyalty acknowledgment.
• Sample: Set custom workflow action when “Loyalty points” field updates.
3.9. Microsoft Power Automate
• Feature/Setting: Automates multi-step processes linking CRM, email, and SMS using triggers from customer actions.
• Sample: Automate notifications with “When a record is updated” (Dataverse) and send email/SMS.
3.10. Google Sheets
• Feature/Setting: Automator script automation on new row (purchase) or field change (point update) using Apps Script triggers.
• Sample: Automated email/SMS runs on script when “Loyalty Points” cell value changes.
3.11. Shopify
• Feature/Setting: Automate loyalty segment notifications using Shopify Flow app and webhook triggers.
• Sample: Automated SMS/email when order triggers point earning workflow.
3.12. WooCommerce
• Feature/Setting: Automates loyalty program workflows via plugin hooks and actions.
• Sample: Automatedly notify customer via email using `woocommerce_order_status_completed` trigger.
3.13. Zapier
• Feature/Setting: Automates inter-app workflows by automating reward, notification, and status updates.
• Sample: Automated SMS/Email on loyalty point accrual “Zap” between CRM and Mail.
3.14. Slack
• Feature/Setting: Automates internal notifications for team via Incoming Webhooks for visibility on loyalty events.
• Sample: Automated message to #loyalty-team on points redemption trigger.
3.15. Facebook Messenger
• Feature/Setting: Automate customer notifications with Send API from loyalty workflows.
• Sample: Automated bot message on “points update” event.
3.16. Intercom
• Feature/Setting: Automation via event-triggered messages on user activities.
• Sample: Automatedly trigger In-App or Email message when points threshold reached.
3.17. Zendesk
• Feature/Setting: Automate ticket creation on loyalty issues; auto-replies with loyalty status.
• Sample: Automated response to loyalty inquiry using triggers and macros.
3.18. Rewardify (Shopify/WooCommerce)
• Feature/Setting: Automate loyalty reward assignment and notification using Rewardify API/webhook.
• Sample: Automatedly send reward email when reward tier achieved.
3.19. Oracle Eloqua
• Feature/Setting: Automate campaign segmentation, automated engagement, and multi-channel notifications.
• Sample: Automated emails via Program Canvas triggered by loyalty point changes.
3.20. Yotpo Loyalty
• Feature/Setting: Automate reward allocation, automated reminder emails, and tier tracking via Yotpo APIs.
• Sample: Automatedly invoke API to email customers upon points expiry or tier advance.
Benefits
4.2. Automated communication reduces manual effort and human error.
4.3. Automating notifications encourages timely rewards redemption.
4.4. Automation personalizes customer journey and improves experience.
4.5. Enables scalable automatable loyalty management for organic drug stores.