Marketing Automation Put Customer Communication on Autopilot

Marketing automation allows you to create workflows that automatically send messages to customers based on their behavior and triggers. For example, you can set up a workflow that automatically sends a birthday message with a special offer when a customer’s birthday approaches, or a “we miss you” message when a customer hasn’t visited in 30 days. Once set up, these workflows run 24/7 without any manual intervention.

Unlimited! Create as many automated workflows as you need for your business. Common workflows include birthday messages, win-back campaigns for inactive customers, reward redemption reminders, post-purchase thank yous, and geo-fenced location alerts. Each workflow can have custom triggers, conditions, and actions tailored to your specific needs.

RFM stands for Recency, Frequency, and Monetary value. It automatically segments your customers based on:

• Recency: How recently they visited (0-30 days = Recent, 31-60 = Medium, 61-90+ = Inactive)
• Frequency: How often they visit (1-3 visits = Low, 4-7 = Medium, 8-12+ = High)
• Monetary: How much they spend (tracked through purchase history)

This creates segments like “Champions” (frequent recent visitors), “At Risk” (previously frequent but now inactive), and “Sleeping” (inactive and infrequent). You can then target each segment with appropriate automated messages.

AI analyzes each customer’s purchase history, visit frequency, spending patterns, and preferences to automatically generate personalized offers that are most likely to resonate with them. For example, a frequent coffee customer might receive offers for their favorite drinks, while an occasional visitor gets more aggressive incentives to return. The system continuously learns and optimizes based on customer responses.

Geo-fenced push notifications automatically trigger when a customer comes within 100 meters (about 330 feet) of your business location. For example, when a customer with your loyalty card walks past your coffee shop, they automatically receive a push notification with your current promotion or a personalized offer. This works through Apple Wallet on iOS devices and requires no additional setup from customers.

Yes! Email automation is included in Plus and Corporate plans. Create automated email sequences triggered by customer behavior – welcome emails for new signups, reward achievement notifications, win-back campaigns for inactive customers, and more. Emails can be personalized with customer data like names, points balance, and purchase history. All email campaigns can be scheduled or triggered automatically based on your workflow rules.

LoyaltyNation integrates with numerous platforms to extend your automation capabilities:

• Zapier & Pabbly: Connect to 1000+ apps for complex automation workflows
• Email providers: Mailgun, SMTP, and other email services
• CRM systems: ActiveCampaign, HighLevel, and more
• SMS platforms: Twilio for text message automation
• Chatbots: Manychat, UChat for conversational automation
• Webhooks: Send real-time data to your own systems

Most integrations are available on the Corporate plan which includes API access.

You have complete control over message frequency in your automation workflows. Set conditions like “do not send if customer received a message in the last 3 days” or “limit to one message per week.” You can also prioritize certain workflows over others and set quiet hours when messages won’t be sent. The system respects customer preferences and unsubscribe requests automatically.

Basic automation features (like push notifications and RFM segmentation) are included in all plans. However, advanced features have different availability:

• Lite Plan: No push notification or email automation capabilities
• Plus Plan: Push notifications, RFM segmentation, basic automation workflows
• Corporate Plan: All automation features plus API access, webhooks, and advanced integrations

Easy. Simply email us at hello@loyaltynation.io and we will respond within a business day.