Customer Loyalty and Follow-up Workflow

Начало на работния поток/процеса.

Retrieve all customer entries from the Customer Data Model created in the last 30 days.

Sum the 'Total Order Value' from all retrieved customer entries to identify high-value segments.

Calculate a score based on total spend and frequency of orders using a weighted formula.

Update the 'Loyalty Tier' field in the Customer Data Model based on the calculated score.

Create a new entry in the Loyalty Rewards table for customers who reached the Gold tier.

Create a task for the assigned Account Manager to call high-value customers.

Send an automated appreciation email to the customer including a personalized discount code.

Send a short SMS notification to customers when they hit a new reward milestone.

Retrieve entries from the Rewards table that are marked as 'Pending' but not yet 'Redeemed'.

Create a task for the Warehouse team to ensure physical rewards are in stock for upcoming redemptions.

Create a summary report of all loyalty tier changes and total rewards issued during the month.

Delete temporary guest entries that have failed to convert to customers after the follow-up period.

Край на работния поток/процеса.