Loyalty and repeat-visit marketing requires pulling transaction history, sorting customers by visit frequency, and building matching offers by hand each week. Doing this manually across spreadsheets and separate systems delays campaigns and makes segments go stale fast.
The automated version pulls fresh transaction data, tags repeat versus new customers, and builds and sends the matching campaign without manual sorting. Redemptions and visit counts update automatically afterward, keeping every customer record current.
The full workflow, from trigger to completion.
Automatically pulls all transaction records at a scheduled time each week.
The Customer Segmentation flags repeat versus one-time customers and groups them into frequency and spend tiers.
The marketing lead writes the offer wording and reward tied to each segment.
The Loyalty Campaign builds the segmented list and dispatches the campaign once approved.
The Redemption Tracking watches for redeemed codes as customers use them in store.
Redemption outcomes and refreshed visit counts are logged automatically to each customer's profile.
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Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
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