Loyalty Milestone Progress Alert
A done-for-you restaurant automation built for the Loyalty Enrollment Specialist, connecting Twilio so the work below happens on its own.
What this automation does, step by step
As a loyalty member's points balance approaches the threshold for their next reward, the system automatically sends a text nudging them that they're one or two visits away, rather than letting the milestone quietly pass unnoticed in an app nobody opens between visits.
Members who are notified they're close to a free item return measurably sooner than members who hit the same milestone without ever being told, since the message itself becomes the reason to book the next visit instead of the reward sitting there waiting to be discovered by accident.
- Loyalty platform (e.g., Punchh or Toast Loyalty)
- Zapier or Make.com
- Twilio (SMS list)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a loyalty enrollment specialist re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It rarely feels urgent in the moment, but it adds up fast.
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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