How to Design Loyalty Program for CRM System

Hi Redditors,

This is the first time I am posting in this community.

I would like to learn how do you design you loyalty program using the CRM system. What are the various tasks you plan and what are the rewards you give. I am planning to build a Loyalty product which can be used as a plug for CRM systems. The initial thought process I had

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For Tasks

• Points for purchases / Frequent purchase / purchase amount threshold
• Social Reviews Collections
• Social Media following / content sharing (trust based tasks)
• Referring a friend
• Points for signing up for loyalty program / profiling / custom interactions
• VIP Programs

For Rewards

• COUPON for E-commerce based websites
• Webhooks for the SAAS based websites

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These things worked well for Commerce platforms (like Shopify, WooCommerce) but when it comes to CRM systems how do it has some limitation

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• the customer has to show the things manually (purchase & social reviews alone can be automatically captured) and the admin has to make the entry manually.
• How can the customers see the total points they have earned ?

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Struggling to understand these and not sure how to move ahead ? Will be much helpful if you can share your thoughts, will be a great learning for myself and other CRM Admins who plan to run the loyalty program.

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