Solution Design loyalty program
This document showcases a loyalty system for an e-commerce brand using Shopify, Zapier, and
Airtable CRM. The program rewards customers with points for purchases, managed tiers
(Bronze → Silver → Gold → Platinum), and automated communication via email.
Tier Criteria Benefits
Bronze 0–4 purchases Earn points per order
Silver 5–9 purchases Priority support + 1 free
shipping
Gold 10–19 purchases Exclusive discount codes +
gifts
Platinum 20+ purchases VIP perks + double points on
holidays
Workflow Overview:
1. Customer makes a purchase in Shopify.
2. Zapier automation sends order data to Airtable CRM.
3. Airtable updates three linked tables:
a. Orders Table: Stores purchase history.
b. Customers Table: Stores profile information.
c. Wallet Table: Stores points balance & tier.
4. System automatically assigns tier (Bronze, Silver, Gold, Platinum).
5. Redemptions logged in a Redemptions Table.
6. Automated emails/WhatsApp notify customers of earned points & rewards.
Dashboard:
We’ll use the data already in Airtable to make a live dashboard. It will show things like:
1. How many new customers joined
2. Total orders
3. How many people are in each tier (Bronze, Silver, Gold, Platinum)
4. Who is the top customer (highest tier / most points)
Staff Use:
Staff can quickly check this dashboard to:
1. Spot VIPs (Gold/Platinum) so they can give perks right away
2. Track how the loyalty program is growing over time
3. Can track their business as well