Customer Loyalty Program Management

Boost customer retention and lifetime value with our automated Customer Loyalty Program Management workflow. Streamline reward distribution, track member engagement, and deliver personalized offers designed to turn one-time shoppers into lifelong brand advocates through seamless, data-driven retail automation.

Старт
1. Retrieve Customer Profile
2. Get Recent Transactions
3. Calculate Total Monthly Spend
4. Calculate Loyalty Points Earned
5. Determine Tier Eligibility
6. Update Customer Points Balance
7. Update Loyalty Tier
8. Create Reward Voucher
9. Assign Loyalty Manager Review
10. Verify Physical Gift Dispatch
11. Send Tier Upgrade Notification
12. Send Instant Points Alert
13. Generate Monthly Loyalty Health Report
14. Remove Expired Vouchers
15. Aggregate Program ROI
Край

Начало на работния поток/процеса.

Fetch the specific customer data entry to check their current loyalty tier and points balance.

Retrieve all transaction entries associated with the customer from the last 30 days.

Sum the 'amount' property of all retrieved recent transactions to determine spending volume.

Apply a formula (e.g., Total Monthly Spend * 0.10) to determine new points to be awarded.

Compare calculated points against predefined thresholds to see if the customer qualifies for a tier upgrade.

Update the customer's data entry with the newly calculated total points.

Update the 'Tier' field in the customer data model if the threshold was met.

Create a new entry in the 'Rewards' data model containing a unique discount code and expiration date.

Create a task for the Loyalty Manager to manually approve high-value tier upgrades.

Create a task for the warehouse team if the reward involves a physical gift item.

Send an automated email to the customer celebrating their new loyalty status.

Send a short SMS to the customer notifying them that points have been added to their account.

Create a summary report showing total points distributed and number of users moved to higher tiers.

Delete voucher entries from the data model once their expiration date has passed.

Calculate the average spend of 'Gold' tier members vs 'Silver' tier members for management analysis.

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