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    E-Commerce & Retail automation

    Loyalty Points Expiration Reminder

    A done-for-you e-commerce and retail automation built for the Customer Loyalty Coordinator, connecting Google Sheets so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. As loyalty points inside Smile.io or LoyaltyLion approach their expiration date, this automation automatically identifies every customer with unused points expiring in the next 14 days and sends a reminder email through Klaviyo showing exactly how many points they have and what those points are worth toward their next order.

    2. Customers with a meaningful balance, enough to cover a real discount, not just a few cents, get a slightly more urgent second reminder at the 3-day mark through Zapier or Make.com.

    3. Because the message creates genuine urgency around something the customer already owns rather than asking them to act on a generic sale, expiration reminders convert to a purchase at a notably higher rate than standard promotional email, recovering revenue from points that would otherwise quietly expire unused and unnoticed.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Manually, a customer loyalty coordinator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.

    With this automation

    • Win-back sequences triggered by inactivity, not guesswork
    • Renewals and memberships that never lapse silently
    • Referral and loyalty programs that track themselves
    • Segmented campaigns built from actual purchase history
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