ChecklistGuro Hotel Guest Loyalty Program and CRM Workflow
Elevate guest retention and drive repeat bookings with our automated Hotel Guest Loyalty Program and CRM Workflow. Streamline personalized marketing, manage guest preferences, and automate rewards delivery to turn one-time visitors into lifelong brand advocates. Optimize your hospitality operations with seamless, data-driven engagement.
Start
Start of the Workflow/Process.
1. Fetch Guest Profile
Retrieve existing guest data from the CRM Data Model using Email or Member ID.
2. Create Loyalty Membership
Generate a new entry in the Loyalty Program Data Model for a new member.
3. Update Membership Tier
Update the 'Tier Status' (e.g., Silver, Gold, Platinum) in the Guest Profile entry.
4. Calculate Total Points Earned
Sum all 'Points' from historical stay entries associated with the guest.
5. Calculate Points Multiplier
Apply a formula to determine the multiplier based on the current Tier (e.g., Gold Tier = 1.5x).
6. Calculate Next Tier Threshold
Determine how many points are remaining until the next membership level upgrade.
7. Assign Welcome Call
Create a task for the Front Desk Manager to call new Platinum members.
8. Review Loyalty Points Discrepancy
Create a task for the Finance team if an automated point update fails validation.
9. Send Welcome Email
Send a branded welcome email with membership details to the guest's email address.
10. Send Tier Upgrade Notification
Send a congratulatory email when a guest reaches a new loyalty tier.
11. Send Birthday Reward SMS
Send an automated SMS with a special discount code on the guest's birthday.
12. Log Points Redemption
Update the guest's total points balance after a reward is redeemed.
13. Remove Expired Member
Remove entries from the active loyalty list if they haven't stayed at the hotel in 24 months.
14. Monthly Loyalty Growth Report
Generate a report summarizing new sign-ups, churn rate, and total points issued.
15. Fetch Recent Stay History
Get all recent 'Stay' entries to calculate the frequency of visits.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve existing guest data from the CRM Data Model using Email or Member ID.
Generate a new entry in the Loyalty Program Data Model for a new member.
Update the 'Tier Status' (e.g., Silver, Gold, Platinum) in the Guest Profile entry.
Sum all 'Points' from historical stay entries associated with the guest.
Apply a formula to determine the multiplier based on the current Tier (e.g., Gold Tier = 1.5x).
Determine how many points are remaining until the next membership level upgrade.
Create a task for the Front Desk Manager to call new Platinum members.
Create a task for the Finance team if an automated point update fails validation.
Send a branded welcome email with membership details to the guest's email address.
Send a congratulatory email when a guest reaches a new loyalty tier.
Send an automated SMS with a special discount code on the guest's birthday.
Update the guest's total points balance after a reward is redeemed.
Remove entries from the active loyalty list if they haven't stayed at the hotel in 24 months.
Generate a report summarizing new sign-ups, churn rate, and total points issued.
Get all recent 'Stay' entries to calculate the frequency of visits.
End of the Workflow/Process.
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