HOTEL GUEST LOYALTY PROGRAM AND CRM WORKFLOW

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

[ ] Fetch Guest Profile: Retrieve existing guest data from the CRM Data Model using Email or Member ID.
[ ] Create Loyalty Membership: Generate a new entry in the Loyalty Program Data Model for a new member.
[ ] Update Membership Tier: Update the 'Tier Status' (e.g., Silver, Gold, Platinum) in the Guest Profile entry.
[ ] Calculate Total Points Earned: Sum all 'Points' from historical stay entries associated with the guest.
[ ] Calculate Points Multiplier: Apply a formula to determine the multiplier based on the current Tier (e.g., Gold Tier = 1.5x).
[ ] Calculate Next Tier Threshold: Determine how many points are remaining until the next membership level upgrade.
[ ] Assign Welcome Call: Create a task for the Front Desk Manager to call new Platinum members.
[ ] Review Loyalty Points Discrepancy: Create a task for the Finance team if an automated point update fails validation.
[ ] Send Welcome Email: Send a branded welcome email with membership details to the guest's email address.
[ ] Send Tier Upgrade Notification: Send a congratulatory email when a guest reaches a new loyalty tier.
[ ] Send Birthday Reward SMS: Send an automated SMS with a special discount code on the guest's birthday.
[ ] Log Points Redemption: Update the guest's total points balance after a reward is redeemed.
[ ] Remove Expired Member: Remove entries from the active loyalty list if they haven't stayed at the hotel in 24 months.
[ ] Monthly Loyalty Growth Report: Generate a report summarizing new sign-ups, churn rate, and total points issued.
[ ] Fetch Recent Stay History: Get all recent 'Stay' entries to calculate the frequency of visits.

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