Integrate Loyalty Program with Infusionsoft CRM
Rohit Singh VP of Customer Engagement Schedule Free Consultation
  • Loyalty Program happens to be a bonding between a brand and a customer. It aims to attract the right customers and create profitable long-term relationships with them. There are various ways of going about a Loyalty Program – one being the Point System.

    These programs let customers accumulate points that they can redeem for rewards or free products or services. Provided the products or services are up to the mark, a well-planned Customer Loyalty Program strategy draws the attention of the target audience and urges them to repeat purchase from your brand.

    The popularity of Infusionsoft CRM among many organizations is noteworthy. Those organizations are also planning to embed the program in the ecosystem. NextBee has successfully integrated the Loyalty Program with Infusionsoft CRM following the industry’s best practices to help them. 

    Triggers

    • Credit Card Charge
    • New Payment Made
    • Add Expenses
    • Add Contact
    • Update Contact Details
    • Invoicing
    • Add New Affiliate
    • Create Contact
    • Add Product
    • Subscription Cancellation
    • New Subscription
    • Add Company
    • Create Subscription Plan
    • Add Tags to Contact
    • Add Opportunity
    • Sequence for Actions

    ACTIONS

    • Track Purchase
    • Assign Reward Tier
    • Log Activity
    • Update Segment
    • Give Reward Points
    • Offer Reward
    • Send New Message
    • Schedule New Offer
    • Update Message Sequence
    • Request Feedback
    • Assign a New Task
    • Send eSign Request

    The benefits of loyalty solutions motivate the companies to implement the solution in their business process. Let’s start a Loyalty program following best loyalty practices that systematically customize the software to meet all the business requirements and increase sales spontaneously.

    For a complete referral process re-engineering and a new implementation of the program, NextBee is always at your service. For more information, feel free to contact us.

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NextBee Corporation
155 Bovet Rd Suite 700
San Mateo, CA 94402

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