Purpose
1.2. Automatedly issue tailored rewards such as discounts, exclusive offers, or loyalty points to boost retention and spend.
1.3. Streamline recognition flow, ensure timely rewards, and automate notifications (SMS, email, app push) for VIP status.
1.4. Enable cross-channel automations for customer experience personalization and marketing analytics integration.
Trigger Conditions
2.2. Automate on "nth" purchase or order frequency (e.g., 10th visit or order).
2.3. Automate if customer engagement (email opens/clicks, event attendance) meets a set metric.
2.4. Real-time webhook trigger from POS, ecommerce, or CRM systems when VIP criteria fulfilled.
2.5. Recurring time-based automation (e.g., monthly scan for new VIPs).
Platform Variants
3.1. Shopify
• API: Use Shopify Admin API — Orders endpoint, automated scan for spend/tier, automated tagging and reward product issuance.
3.2. Square
• Integration: Automate Square Customer Loyalty API — identify VIPs, automatedly add loyalty points or reward coupons.
3.3. Salesforce
• Feature: Process Builder automated flow, automate custom field updates and send reward email upon VIP status.
3.4. HubSpot
• Automation: Use Workflows — trigger automated “VIP” list segment and automates email/discount code.
3.5. Twilio SMS
• API: Automatedly SMS customers on VIP recognition using Programmable Messaging API with personalized message template.
3.6. SendGrid
• API: Automate email notification using SendGrid Mail Send API for reward code issuance upon automated VIP identification.
3.7. ActiveCampaign
• Automation: Conditional automator to trigger VIP reward automation with email/push sequence.
3.8. Klaviyo
• Segment & Flow: Automate VIP list-building, trigger automated reward flow with email/SMS sequence.
3.9. Mailchimp
• Feature: Automated tags/segments for VIPs, triggered reward campaign automation via Customer Journeys.
3.10. Zoho CRM
• Workflow Rule: Automated field update for VIP tier, automate reward email using Deluge scripts.
3.11. Microsoft Dynamics 365
• Feature: Automate Power Automate flow for VIP flag, automates offer issuance, and batch-notifies sales team.
3.12. WooCommerce
• Extension: Automate with WooCommerce Loyalty Points plugins (e.g., WooCommerce Points and Rewards) on order event.
3.13. Stripe
• Webhook: Automatedly trigger downstream reward automations when a customer meets VIP spend using Stripe Events.
3.14. Google Sheets
• Script: Automated App Script checks thresholds, automates emails/SMS via API integrations when VIP met.
3.15. Slack
• Bot/App: Automated internal notification to staff via chat message when new VIP is detected.
3.16. Airtable
• Automation: Configure automator to update VIP status and automate reward sending via integrated tool.
3.17. Intercom
• Workflow: Automatedly tag users as VIP, send in-app messages or email automatedly via Series flows.
3.18. Zendesk
• Trigger: Automate ticket tag or notification for VIP, launches special support workflow.
3.19. Pipedrive
• Automation: Automate piped “deal” progress for VIP purchases, trigger reward cycle.
3.20. Monday.com
• Automation: Automate item status change on VIP, fire recipe for sending emails or generating reward tasks.
Benefits
4.2. Eliminates manual tracking and reward issuance through autmation.
4.3. Reduces lag in reward delivery via real-time or scheduled automations.
4.4. Enables omnichannel automated communications (email, SMS, app, chat).
4.5. Integrated analytics for measuring VIP program impact due to automation.
4.6. Scales with business growth, as automatable flows run with no human intervention.