Loyalty and repeat-visit marketing requires pulling daily sales data, spotting regular customers by hand, and writing separate offers for new, returning, and lapsed guests.
An automated version reads transaction data every night, sorts customers into segments, and sends the right offer without anyone building a list first. Redemption tracking, record updates, and staff alerts happen on their own, so repeat-visit campaigns go out the same day a pattern changes.
The full workflow, from trigger to completion.
The nightly POS batch closes and customer visit data becomes available.
The automation classifies each customer as new, regular, or lapsed based on visit history.
The automation writes offer copy suited to the segment and queues it for review.
Any offer above a discount threshold or targeting a VIP account is checked by a person before sending.
The approved offer is sent to the customer's segment automatically.
The segment tag, offer sent, and date are logged against the customer profile.
Active promotions are posted to the team channel so servers can mention them.
Redemption codes are matched against sales and rolled into the running cost report.
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