After-Sales Service & SupportPurpose
1.2. Automatically notify customers about status changes, new rewards, and service-related loyalty incentives via diverse channels.
1.3. Automate seamless data synchronization between DMS/CRM, loyalty program platforms, notification tools, email, and SMS gateways.
1.4. Automation covers real-time reward calculations, eligibility checks, reward issuance (e.g., discount codes), seasonal campaign triggers, and service milestone bonuses.
Trigger Conditions
2.2. Customer invoice/transaction posting for after-sales products or services.
2.3. Customer achievement of loyalty tier milestones.
2.4. Redemption or expiry of loyalty rewards.
2.5. Referral event success or campaign milestone hit.
Platform Variants
3.1 Salesforce
• Feature/Setting: Automation Rules in Process Builder or Flow for loyalty record updates; configure API call to update external loyalty apps.
3.2 Microsoft Dynamics 365
• Feature/Setting: Power Automate flows that automate loyalty point adjustments and trigger customer email/SMS alert actions.
3.3 HubSpot
• Feature/Setting: Workflow Automations using “Deal Stage Changed” or “Contact Lifecycle Stage” to modify loyalty properties and trigger notifications.
3.4 SAP Customer Experience (C4C)
• Feature/Setting: Automated Workflows in Workflow Rules; trigger HTTP request to loyalty platform or automate emails via SAP Marketing Cloud connector.
3.5 Oracle CX
• Feature/Setting: Configure Engagement Cloud automation rules; REST API integration to third-party loyalty platforms for tier and points update.
3.6 Zoho CRM
• Feature/Setting: Workflow Automation and custom function; invoke loyalty API and automated alert via email/SMS integrations.
3.7 Twilio
• Feature/Setting: Programmable Messaging API automates SMS-based loyalty status/reward notifications upon relevant CRM event triggers.
3.8 SendGrid
• Feature/Setting: Automate transactional loyalty reward emails using Dynamic Templates API after qualifying activities.
3.9 Mailchimp
• Feature/Setting: Triggered Automations based on “Tag Added” or “Activity Tracked”; send automated loyalty notification campaigns.
3.10 ActiveCampaign
• Feature/Setting: Automate loyalty sequences with “Automations” using action-based triggers; connect CRM and SMS/email outputs.
3.11 Zendesk
• Feature/Setting: Automate ticket creation/updates for loyalty reward/requests using Triggers and Zendesk API.
3.12 Intercom
• Feature/Setting: Automated in-app loyalty updates and outbound messages through Custom Bots and Webhook triggers.
3.13 Slack
• Feature/Setting: Workflow Builder automates internal notifications to staff when customer loyalty milestones are hit.
3.14 Google Sheets
• Feature/Setting: App Script automation to adjust loyalty balances; trigger external notifications via integrated script.
3.15 Airtable
• Feature/Setting: Automate loyalty database updates and notifications using Airtable Automations with Webhooks.
3.16 Shopify
• Feature/Setting: Automation using Flow app; call loyalty API on purchase/booking, trigger customer notifications.
3.17 WooCommerce
• Feature/Setting: Automate post-purchase loyalty updates using hooks; configure email/SMS plug-ins for notifications.
3.18 Freshdesk
• Feature/Setting: Automate loyalty notifications with webhooks and automator to notify agents or customers of reward activities.
3.19 Klaviyo
• Feature/Setting: Automated flows for loyalty segment; send reward/tier update notifications based on real-time data sync.
3.20 Pipedrive
• Feature/Setting: Automate loyalty point/tier updates and alert triggers via Workflow Automation and integrations.
Benefits
4.2. Automatedly engages customers instantly, boosting retention and satisfaction post-service.
4.3. Automation centralizes loyalty program data with consistent, omnichannel reward delivery.
4.4. Automating reward logic increases program transparency and encourages ongoing dealership interaction.
4.5. Turns after-sales into a consistent automatable revenue driver using scalable processes.