Transfer loyalty points between customers

Let your customers share loyalty points with others and send a mobile push to the recipients of loyalty points

Difficulty: Expert · Modules: Experience Hub, Automation Hub, Decision Hub, Data Modeling Hub

Channels

mobile push
mobile application

Industries

Books
Cosmetics
Electronics
Fashion & Apparel
FMCG
Home & Furniture
Jewelry
Multi
Retail
Travel

Challenges addressed

Increase the revenue
Increase loyalty

Summary

This use case focuses on orchestrating complex, multi-step customer journeys using Synerise Automation Flows that trigger actions based on events, conditions, and time-based rules across all channels. Specifically, "Transfer loyalty points between customers" enables your team to let your customers share loyalty points with others and send a mobile push to the recipients of loyalty points. This expert-level implementation delivers maximum impact for mature, data-driven organizations.

Example Scenario

A customer abandons their cart, and within minutes a sequence of automated actions begins: a personalized push notification with the abandoned items, followed by an email with a dynamic discount if no action is taken within 2 hours, and finally an SMS reminder 24 hours later. Each step checks whether the customer has already converted, avoiding redundant messaging.

Business Challenge

Increase the revenue
Increase loyalty

Solution

Synerise Automation provides a visual workflow builder where marketers create multi-step journeys with event triggers, conditional branches, wait nodes, and channel actions. Flows can react to real-time events (purchase, page view, app open), evaluate complex conditions using Expressions, and execute actions across email, SMS, push notifications, webhooks, and Dynamic Content. The engine supports parallel paths, A/B split testing, and frequency capping.

This implementation leverages Synerise's Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints and Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention. The solution delivers results through mobile push notifications with personalized content, deep links, and delivery optimization and mobile app experiences including in-app messaging, push notifications, and native UI personalization.

Expected Impact

Implementing this use case delivers measurable improvements across multiple business dimensions. Organizations typically see results within the first 8-12 weeks of deployment, with compound gains as the system learns from additional data. The expert-level implementation complexity means dedicated platform expertise is recommended for optimal results, but the payoff is substantial.

Key KPIs

Automation-driven conversion rate
Time to first automated response
Customer journey completion rate
Channel engagement rates within flows
Revenue attributed to automation

Data Inputs

mobile push — mobile push notifications with personalized content, deep links, and delivery optimization
mobile application — mobile app experiences including in-app messaging, push notifications, and native UI personalization
Experience Hub — Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints
Automation Hub — Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention
Decision Hub — Decision Hub for data-driven business decisions, analytics dashboards, and real-time performance monitoring
Data Modeling Hub — Data Modeling Hub for defining custom data structures, managing catalog data, and building complex data relationships

Implementation Steps

1. Identify the customer journey to automate and map out trigger events and decision points
2. Create the automation flow in the visual builder with appropriate triggers and conditions
3. Configure channel actions (email templates, push content, SMS messages) with personalization
4. Add wait nodes, conditional branches, and frequency capping rules
5. Test the flow with a small segment before full deployment
6. Monitor flow performance and optimize based on drop-off analysis

Technology Explanation

Synerise Automation runs on an event-driven architecture that processes millions of trigger evaluations per second. Flows are compiled into an optimized execution graph, with each node evaluated independently for horizontal scalability. The engine guarantees exactly-once delivery semantics and supports complex temporal conditions (e.g., 'if no purchase within 48 hours of last email').

Platform Components

Experience Hub — Experience Hub for crafting personalized customer journeys, dynamic content, and interactive engagement experiences across all digital touchpoints
Automation Hub — Automation Hub for building event-driven workflows, multi-step customer journeys, and triggered actions that run 24/7 without manual intervention
Decision Hub — Decision Hub for data-driven business decisions, analytics dashboards, and real-time performance monitoring
Data Modeling Hub — Data Modeling Hub for defining custom data structures, managing catalog data, and building complex data relationships

Channels

mobile push — mobile push notifications with personalized content, deep links, and delivery optimization
mobile application — mobile app experiences including in-app messaging, push notifications, and native UI personalization

Target Industries

Books
Cosmetics
Electronics
Fashion & Apparel
FMCG
Home & Furniture
Jewelry
Multi
Retail
Travel

Functionality Used

Automation — orchestrating complex, multi-step customer journeys using Synerise Automation Flows that trigger actions based on events, conditions, and time-based rules across all channels
Expressions
Loyalty — building and managing comprehensive loyalty programs within Synerise, including points accrual, tier management, rewards catalogs, and member engagement campaigns
Mobile push
Mobile
Promotions
Segmentation — creating precise customer segments using Synerise's real-time segmentation engine that combines behavioral, transactional, and demographic data for targeted marketing
Webhook

Implementation Complexity

Expert — This is an expert-level use case requiring deep platform knowledge and complex integration.

Time to Value

8-12 weeks

Documentation

https://help.synerise.com/docs/use-cases/loyalty-points-transfer-with-push/

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