Trigger points bonuses and reward notifications based on visit frequency and spend tiers.
This automation starts when shata loyalty points event or visit milestone webhook. It airtable sends, whatsapp sends, x (twitter) sends, and klaviyo sends, then checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr. AI handles generation and decision logic in the middle of the flow.
Read-only visualization of how data moves from trigger to final result.
Shata loyalty points event or visit milestone webhook
checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr
checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr
checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr
checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr
checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enr
Process via Webhooks
Sends
Sends
Sends
Sends
Remove repetitive steps from Loyalty Campaigns so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~13 min
Webhook trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Shata loyalty webhook on points balance change or visit milestone—5th visit, 500 points—checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enrolls VIP tier guests in exclusive offer Mailchimp micro-campaign.
Some steps run in preview until their integrations go live.
Shata loyalty API, Airtable campaigns, Twilio WhatsApp, Mailchimp, Slack.
Visit count, spend threshold, birthday month, double-points days.
WhatsApp template per campaign with points balance and expiry.
Gold tier threshold auto-tags guest and triggers VIP email series.
Simulate 5th visit; verify bonus points and message delivery.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Brand Voice | select | Professional | No |
Highest single multiplier wins; no double-stack by default.
30-day expiry warning WhatsApp sent automatically before forfeiture.
Same-day 3+ point grants same phone flags manager review.
Redeem at checkout via loyalty API code returned in WhatsApp.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
307 total reviews
After two weeks live, Loyalty Campaigns has become core to our daily ops. Verified install — runs without babysitting.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Loyalty Campaigns replaced a manual process that took 2 hours daily. ROI was clear within the first month.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
We deployed this across three locations and saw immediate time savings. The Loyalty Campaigns workflow handles edge cases we didn't expect it to.
+ Support team helped customize quickly · Setup was straightforward
Shata loyalty webhook on points balance change or visit milestone—5th visit, 500 points—checks active campaigns in Airtable, applies bonus points multiplier, sends WhatsApp reward message with redeem instructions, updates CRM guest profile, and enrolls VIP tier guests in exclusive offer Mailchimp micro-campaign.
Activate Loyalty Campaigns with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Loyalty Campaigns.
Current version: 1.2.0
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