Automation

Automating business processes in Loona.ai helps managers do less manual work. It also makes loyalty programs work better through personalized offers. Each interaction is based on the actions and interests of a specific cardholder. This lets you set up communication in a flexible way and keep people more engaged.

What you can automate with the Loona.ai platform

The platform covers a wide range of loyalty program tasks. Automations start when set conditions are met: a specific trigger or a scheduled time. Here is what you can do:

• automatically give digital cards to new or existing customers;

• automatically split your customer base into groups by gender, age, interests, discount level, how they found you, and more;

• send push notifications on a set schedule or when certain events happen (for example, seasonal promotions);

• automatically update what's on the card: banners, design, discount size, etc.

For each condition, you can create separate customer groups and set your own rules for how to reach them.

Using triggers for personal automation

Each card in the system works as its own automation based on the cardholder's behavior. Depending on what the cardholder does, a certain trigger fires and starts the right actions: from changing the information on the card to sending a personalized offer.

Automations cover both active customers and those who have stopped engaging with the brand for a while.

Working with active customers

To keep customers and build their loyalty, it's important to thank them often for choosing your company and give them reasons to come back or buy again.

Example 1. A customer used the card to pay and got a discount. After the scan, the system automatically updates the information on the card, and the customer gets a notification about the new balance or discount size.

Example 2. A customer used a coupon in a restaurant or store. After it is used, the coupon is no longer available, and the user gets a notification about this. If the offer repeats (for example, once a month), the system lets them know when it is active again.

Working with inactive customers

In many industries, customers who used to be active stop using your services. Digital cards are an effective way to stay top of mind without extra costs.

Example 1. A guest hasn't visited the restaurant for more than two weeks. You set up an automatic special offer: a bigger discount, a gift or bonus points from the venue.

Example 2. A children's store sees that a customer bought a product for expecting mothers or newborns, but then didn't order anything else for a month. The system can send a notification with an offer for parents of babies aged 2-3 months to encourage another purchase.

Birthday greetings

Personal birthday perks are an important part of most loyalty programs. Digital cards let you tell customers about special offers ahead of time and greet them on their birthday.

Example 1. A week before the birthday, the card updates and the cardholder gets a notification about the perks: discounts, an offer to celebrate at the restaurant, and more.

Example 2. On the birthday, the customer gets a greeting with a bright banner and a special discount they can use for a week.

Automation by date and time

In your admin portal, you can plan any changes ahead of time: from notifications to new loyalty terms.

Example 1. Greetings for holidays: New Year, International Women's Day (Mar 8), Defender of the Fatherland Day (Feb 23), and more. For example, women get a themed greeting and a gift for Mar 8, and men get an offer to spend an evening at the restaurant with a discount.

Example 2. Running "happy hours" when it's not busy. For example, you can set an automatic discount offer on weekdays from 10:00 to 12:00 and from 16:00 to 19:00. This helps bring in more customers at off-peak times.

*Please note that all these use cases are only examples. The system can be set up to match the logic of your marketing strategy.