CUSTOMER LOYALTY PROGRAM MANAGEMENT

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Customer Profile: Fetch the specific customer data entry to check their current loyalty tier and points balance.
[ ] Get Recent Transactions: Retrieve all transaction entries associated with the customer from the last 30 days.
[ ] Calculate Total Monthly Spend: Sum the 'amount' property of all retrieved recent transactions to determine spending volume.
[ ] Calculate Loyalty Points Earned: Apply a formula (e.g., Total Monthly Spend * 0.10) to determine new points to be awarded.
[ ] Determine Tier Eligibility: Compare calculated points against predefined thresholds to see if the customer qualifies for a tier upgrade.
[ ] Update Customer Points Balance: Update the customer's data entry with the newly calculated total points.
[ ] Update Loyalty Tier: Update the 'Tier' field in the customer data model if the threshold was met.
[ ] Create Reward Voucher: Create a new entry in the 'Rewards' data model containing a unique discount code and expiration date.
[ ] Assign Loyalty Manager Review: Create a task for the Loyalty Manager to manually approve high-value tier upgrades.
[ ] Verify Physical Gift Dispatch: Create a task for the warehouse team if the reward involves a physical gift item.
[ ] Send Tier Upgrade Notification: Send an automated email to the customer celebrating their new loyalty status.
[ ] Send Instant Points Alert: Send a short SMS to the customer notifying them that points have been added to their account.
[ ] Generate Monthly Loyalty Health Report: Create a summary report showing total points distributed and number of users moved to higher tiers.
[ ] Remove Expired Vouchers: Delete voucher entries from the data model once their expiration date has passed.
[ ] Aggregate Program ROI: Calculate the average spend of 'Gold' tier members vs 'Silver' tier members for management analysis.

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