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Marketing team: update loyalty balances on invoice paid

Marketing team: update loyalty balances on invoice paid

Marketing coordinators miss loyalty credits when paid invoices don't update rewards. It updates customers and logs loyalty points so balances reflect purchases and marketing can credit campaigns.

Marketing team: update loyalty balances on invoice paid

Overview

Missed loyalty credits create attribution gaps and frustrate customers, undermining campaign ROI. This workflow ties invoice-paid events to your loyalty system so customer balances update at payment and marketing sees purchases credited to campaigns, eliminating reconciliation headaches and closing attribution gaps.

Notable Features

  • Add or update customer profiles
  • Record loyalty transaction on payment
  • Notify marketing of balance changes

Marketing team: update loyalty balances on invoice paid