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Loyalty program management

Automates loyalty program enrollment, tier management, and personalized reward distribution based on customer purchase behavior and engagement. Increases customer retention and lifetime value through targeted incentives and automated tier progression.

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Workflow Trigger

Customer completes purchase transaction in-store or online

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Purchase transaction completed

    Customer completes a purchase transaction either in-store through POS or online. Transaction data including amount, items, and customer ID is captured.

    Shopify POSSquare
  2. 2
    Action

    Retrieve customer loyalty profile

    System pulls existing customer loyalty data including current points balance, tier status, purchase history, and engagement metrics. Creates new profile if customer is not enrolled.

    Springboard RetailRetailNext
  3. 3
    Action

    Calculate points and rewards

    Automatically calculates points earned from current purchase based on loyalty tier multipliers and promotional offers. Updates total points balance and checks for reward eligibility.

    Springboard Retail
  4. 4
    Decision

    Evaluate tier progression eligibility

    Determines if customer has met spending thresholds or point requirements for loyalty tier upgrade. Branches workflow based on tier status change.

    Springboard RetailRetailNext
  5. 5
    Action

    Process tier upgrade benefits

    If tier upgrade qualified, automatically updates customer status and unlocks new benefits including bonus points, exclusive discounts, or free shipping. Sends tier upgrade notification.

    Springboard RetailShopify POS
  6. 6
    Action

    Send personalized reward notification

    Delivers targeted communication about points earned, available rewards, tier status, and personalized offers based on purchase history and preferences.

    RetailNextSpringboard Retail
  7. 7
    Output

    Update loyalty dashboard metrics

    Records loyalty program engagement data, tier progression analytics, and redemption rates in business intelligence dashboard for program optimization.

    RetailNextSpringboard Retail

Outputs

  • Updated customer loyalty points balance
  • Tier status change notification
  • Personalized reward recommendations
  • Loyalty program performance analytics

Key Metrics

  • Customer retention rate
  • Average loyalty points redemption rate
  • Tier progression conversion rate

Tools & Integrations

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