Your contacts love to travel. The sights and sounds of a trip are intoxicating! Whether they take a trip nearby or halfway across the world, they cannot wait to make new memories and immerse themselves in a new culture.

But your contacts hate booking travel. Waiting on the right price, juggling all the small details, and packing are exhausting! With so much preparation needed, it can really put them off.

That’s where your travel business comes in. You’re travel industry experts! You can help your clients book and plan the trips of their dreams. But staying on top of all of those details and requests can be time-consuming for your team.

That’s where automation recipes can help. We have 14 customizable automation recipe templates that can help you:

  • Manage contacts and deals
  • Run special offers and focused sales drips
  • Automate check-out reminders, re-engagement campaigns, private tour bookings, and more
  • Create and track a loyalty program for your most engaged clients

In this post, we’ll cover the following automation recipes:

  1. Travel: Contact Segmentation Automation Recipe
  2. Travel: Deal Creation in CRM (Automation Recipe)
  3. Travel: Send Website Visitors Limited-Time Offer Automation Recipe
  4. Contact Scoring for Site Visits Automation Recipe
  5. Focused Sales Drip Automation Recipe
  6. Travel: Client Cancellation or Change Request Automation Recipe
  7. Travel: Private Tour Booking Automation Recipe
  8. Travel: Last Booking Date Automation Recipe
  9. Travel: Guest Re-engagement Email Series Automation Recipe
  10. Travel: Hotel Checkout Reminder Automation Recipe
  11. Travel: Hotel Stay Follow-up Email Automation Recipe
  12. Travel: Special Occasion Rebooking Automation Recipe
  13. Loyalty Program: Add Points After Purchase (Automation Recipe)
  14. Tiered Loyalty Program Automation Recipe

1. Travel: Contact Segmentation Automation Recipe

This automation helps you organize the contacts who express interest in booking travel through your travel agency or travel website. Keep track of which clients are interested in which services or destinations, and automatically apply tags to segment contacts based on what they request or express interest in.

When a contact submits a form for your travel business, this automation segments them through a series of If/Else steps and tags them accordingly. You can use this automation to segment contacts based on the services they need, the destinations they are interested in visiting, or other data your business uses to segment contacts.

Before you import this automation, build out an ActiveCampaign form for contacts to request booking information and the custom fields you want to segment by. For this automation, we recommend creating a custom field for “Need a Flight or Hotel?”, with the following options available as a dropdown in your form:

  • Both Flight and Hotel
  • Just a Flight
  • Just a Hotel

Here’s how the travel contact segmentation automation works:

  1. The automation is triggered when a contact submits a form expressing interest in booking a trip. If you have more than one interest form, you can create a new trigger for each form.
  2. If/Else conditions check whether the contact answered “Need a Flight or Hotel?” with “Both Flight and Hotel.”
  3. If the contact chose “Both Flight and Hotel,” the automation adds a tag for “Flight and Hotel” and the automation ends.
  4. If the contact did not choose “Both Flight and Hotel,” an If/Else condition checks whether the contact answered “Need a Flight or Hotel?” with “Just Flight.”
  5. If the contact chose “Just Flight,” the automation adds a tag for “Flight” and the automation ends.
  6. If the contact did not choose “Just Flight,” an If/Else condition checks whether the contact answered “Need a Flight or Hotel?” with “Just Hotel.”
  7. If the contact chose “Just Hotel,” the automation adds a tag for “Hotel” and the automation ends.
  8. If the contact did not choose “Just Hotel,” the automation ends.

2. Travel: Deal Creation in CRM (Automation Recipe)

Do you use a CRM to manage your travel agency client pipeline and deals?

This automation lets you create deals for and segment the contacts who express interest in booking travel through your travel agency or travel website. With this travel automation, you can automatically:

  • Keep track of which clients are interested in which services or destinations
  • Create deals in specific pipelines or at specific stages
  • Assign deal owners

When a contact submits a form expressing interest in booking travel through your agency, this automation creates a deal for that contact with the information they submitted, then makes sure they enter the correct pipeline at the correct stage. Through a series of If/Else steps, these automation lets you organize pipelines and deals based on the services the client is interested in.

Before you import this automation, build out an ActiveCampaign form for contacts to request booking information and the custom fields you want to segment by. For this automation, we recommend creating a custom field for “Need a Flight or Hotel?”, with the following options available as a dropdown in your form:

  • Both Flight and Hotel
  • Just a Flight
  • Just a Hotel

You can also create a custom field for “Travel Destination” and “Departure Date” where the contact can enter the destination they’re interested in and when they plan to travel via the form.

Here’s how the travel deal creation in CRM automation works:

  1. The automation is triggered when a contact submits a form expressing interest in booking a trip. If you have more than one interest form, you can create a new trigger for each form.
  2. If/Else conditions check whether the contact answered “Need a Flight or Hotel?” with “Both Flight and Hotel.”
  3. If the contact chose “Both Flight and Hotel,” the automation creates a deal for the contact who expressed interest in both a flight and hotel reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set.
  4. The automation copies the desired destination from the contact details to the specific deal record, as someone may submit multiple travel requests over time. This ensures you have the appropriate data for each inquiry. In our example, we copy the value from a Travel Destination contact custom field to a Travel Destination deal custom field.
  5. The automation copies the desired departure date from the contact details to the specific deal record, as someone may submit multiple travel requests over time. This ensures you have the appropriate data for each inquiry. Feel free to build out more actions to move over any other important fields from the contact to the deal such as return date, desired stay location, budget, etc.
  6. If the contact did not choose “Both Flight and Hotel,” an If/Else condition checks whether the contact answered “Need a Flight or Hotel?” with “Just Flight.”
  7. If the contact chose “Just Flight,” the automation creates a deal for the contact who expressed interest in just a flight reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set. The automation then copies the desired destination and departure date to the specific deal record.
  8. If the contact did not choose “Just Flight,” an If/Else condition checks whether the contact answered “Need a Flight or Hotel?” with “Just Hotel.”
  9. If the contact chose “Just Hotel,” the automation creates a deal for the contact who expressed interest in just a hotel reservation. The automation assigns the deal to the pipeline, stage, and deal owner you set. The automation then copies the desired destination and departure date to the specific deal record.
  10. The automation ends.

3. Travel: Send Website Visitors Limited-Time Offer Automation Recipe

How do you know if a contact is thinking about booking a trip through your travel agency?

What if you could reach out to a client and know that booking travel is already on their mind?

This automation uses site tracking to send contacts a limited-time offer after they visit a page (or pages) on your website.

When a contact visits a page on your website that features a specific destination or travel package, you can send them a promotional email with a special offer for that trip. You already know that booking travel is on their mind, making this the perfect opportunity to send them travel email marketing with a limited-time offer.

This limited-time promotion could be:

  • A percent discount
  • Bonus reward points through a loyalty program
  • Entrance into a giveaway
  • A travel upgrade
  • Discounted flights
  • Free night at a hotel or resort
  • Anything that incentivizes a client to book through your travel company!

Before importing this automation, set up site tracking through ActiveCampaign. You can choose a specific page or a range of pages to trigger this automation.

Here’s how the “Travel: Send Website Visitors Limited-Time Offer” automation works:

  1. The automation is triggered when a contact visits a specific page of your site — like the booking page — that indicates interest in booking a trip through your company. If you don’t use site tracking, you can use event tracking as the trigger for this travel sales email automation.
  2. The automation waits 3 hours. This gives the contact time to finish a purchase.
  3. An If/Else step checks to see whether a contact has the tag “Booked a trip.” This lets you avoid sending sale details to contacts who have already booked — and who might be unhappy that they missed out on the sale offer.
  4. If the contact has booked with you, they exit the automation.
  5. If the contact has not booked with you, the automation sends them an email with details on the limited-time offer.
  6. The automation waits 1 day.
  7. The automation sends the contact a second email, reminding them about the limited-time offer and that time is running out. Creating a sense of urgency makes contacts more likely to redeem the offer and book with your travel company.
  8. The automation ends.

4. Contact Scoring for Site Visits Automation Recipe

Track how often your contacts visit your website with this automation. With site tracking and lead scoring, you can track website visitors, so you know how engaged your contacts are and what they’re interested in.

Site tracking lets you see what products and information your contacts are most interested in — and how often they revisit those pages. Once you know that, you can follow up to convert more customers.

When a contact visits a specific page (or pages) on your website within a specific date range, track their engagement by adding points to their contact score in the ActiveCampaign CRM. Create a lead scoring model that adds points based on the frequency of a contact’s site visits.

The score from this automation lets you see how engaged the contact is or — when used with a product page — that they are thinking about a purchase. You can use this score to trigger other automations. For example, if a contact visits a product page 5 times, you can set up an automation triggered by the contact score that sends them an email with a discount on that product.

Before you import this automation, build out a unique contact or deal score to track website visit frequency. The point count for this separate site visit score should decrease over time. This lets you see how engaged a contact is within a certain date range.

Here’s how the contact scoring for site visits automation works:

  1. The automation is triggered when a contact visits a certain page (or pages) on your website. You can choose one URL, or add an asterisk at the end of any URL to create a “wildcard” — this tracks any URL that starts with the same structure to work. For example, we have the URL set to example.com/trips/*, which will track contacts visiting any /trips/ pages.
  2. An If/Else condition checks for the tag “Current Browsing Session.” This makes sure that the automation doesn’t count multiple page visits in a single browsing session.
  3. If the contact has the “Current Browsing Session” tag, the automation ends.
  4. If the contact does not have the “Current Browsing Session” tag, that means that this is their first visit to the site within the given date range. The automation assigns them the “Current Browsing Session” tag.
  5. The automation adds points to the contact’s site visit score. You can use this score to trigger other automations based on the contact’s engagement and interests.
  6. The automation waits 30 minutes for the average browsing session to end. Feel free to adjust the time to what makes sense for your business.
  7. The automation removes the “Current Browsing Session” tag, which lets the contact gain more points for their score if they revisit the page (and re-enter the automation) later.
  8. The automation ends.

5. Focused Sales Drip Automation Recipe

Reach out to the customers who are the most interested in buying.

As soon as you know that a contact is interested in purchasing, enter them into an email drip campaign that encourages them to buy. This automation lets you enter your contact into a drip series when their contact score reaches a certain threshold.

What is a drip series?

A drip series is a sequence of emails sent out to contacts, leads, or prospects at specific dates and times.

This drip series focuses on converting a contact into a customer by sending sales-focused emails. The automation also adds a tag to pause main messaging, so that your contacts only receive these focused emails. At the end of the drip series, the automation removes the tag and the contact receives messaging as normal.

You can use a contact score to track how interested a contact is in a certain product or service. For our example, we use a score that is increased by one when a product page is visited multiple times over a short period of two weeks. This is done in tandem with the Contact Scoring for Site Visits automation.

Before you import this automation, build out a unique contact or deal score to track website visit frequency.

Here’s how the focused sales drip automation works:

  1. The automation is triggered when a contact’s score hits a specific threshold. For our example, we use the contact scoring for site visits. With the Contact Scoring for Site Visits automation, that score increases by one when a product page is visited multiple times over a short date range. Feel free to use the same score or create your own logic for this trigger.
  2. The automation adds a “Pause Main Messaging” tag to the contact so that they won’t receive any other marketing campaigns you send out.
  3. The automation sends the first email in the drip series. All emails in this drip email series should be highly targeted at convincing the contact to make a purchase.
  4. The automation waits 1 day. Adjust these wait times to what makes sense for your business.
  5. The automation sends the second email in the drip series.
  6. The automation waits 1 day. Adjust these wait times to what makes sense for your business.
  7. The automation sends the third email in the drip series. Feel free to build out more emails and wait actions in your own drip series.
  8. The automation removes the “Pause Main Messaging” tag so that the contact can resume receiving your other marketing campaigns.
  9. The automation ends.

6. Travel: Client Cancellation or Change Request Automation Recipe

How does your travel agency handle client cancellation or change requests?

People’s plans change; this automation for travel agency CRM helps your team keep up. When a client requests to change or cancel their itinerary, this automation lets you automatically notify your team so that they can reach out to the client.

When you use ActiveCampaign as your travel CRM, you can create deals for new reservations and assign the travel agent or salesperson as a deal owner. With that in place, you can assign a task to a specific agent or salesperson that owns the deal.

In this automation, when a client submits a form to cancel or change a reservation, you can automatically assign a task to the deal owner (the travel agent) to reach out to the contact (the client) about their request.

Before importing this recipe, build out an ActiveCampaign form through which the client can request a cancellation or change to their trip.

Here’s how the client cancellation or change request automation works:

  1. The automation is triggered when a client submits the change or cancellation request form. If you receive and track these requests through something other than an ActiveCampaign form, adjust the trigger accordingly.
  2. The automation notifies the team that handles cancellations and itinerary changes to let them know that the client requested a change or cancellation. That team would then reach out to the client outside of the automation to follow-up on the request. If you are using deals in ActiveCampaign CRM to track reservations, you could use the personalization %DEAL_OWNER_EMAIL% to send the notification to the contact’s deal owner — aka a client’s travel agent.
  3. If using deals to manage client reservations, the automation will create a task for the deal owner to reach out to the client. If not using the CRM, feel free to delete this step or replace it with an action that makes sense for your business.
  4. The automation ends.

7. Travel: Private Tour Booking Automation Recipe

When a contact requests to book a private tour, let your team know to start planning the tour with the client — then share the tour information with the tour guide.

This automation sends a message to your tour planning team, telling them to reach out to the client and start planning the tour. Once the tour is planned and details have been finalized with the client, the tour guide will be sent details about the tour.

This automation helps communication between:

  • Tour operators
  • Tour guides
  • Tour planners
  • Travel agencies
  • Clients booking private tours
  • Anyone else involved in the tour booking process!

Using the ActiveCampaign CRM for tour operators makes it easier for your team to plan tours and share information about online tour booking. If you don’t use the ActiveCampaign CRM deal owner features for tour management, you can still use this automation to help plan tours.

Before importing this automation, build a stage in your pipeline for contacts who request a tour.

Here’s how the private tour booking automation works:

  1. The automation is triggered when a contact moves to the tour request stage in your planning. If you use a different way to track your contacts’ tour requests, feel free to adjust the trigger accordingly. We use deals so that we can assign tasks directly to the deal owner.
  2. The automation sends the deal owner a message. The message shares information about the contact and lets the deal owner know that you’ll be assigning them a task. Use %DEAL_OWNER_EMAIL% to automatically send the message to the deal’s assigned owner. If not using the CRM deal owner features, feel free to assign a specific email address here.
  3. The automation assigns a task to the deal owner to set up a call with the contact to finalize the tour details.
  4. The automation waits 4 days. Adjust this time to what makes sense for your business.
  5. An If/Else condition checks if the deal is still in the tour request stage.
  6. If the deal is still in the tour request stage, the deal owner still needs to reach out to the contact to finalize tour details. The automation assigns the deal owner another task to set up a call.
  7. If the deal is not still in the tour request stage, a message is ready to be sent to your tour guide team. The automation sends an email to the tour guide with information about the client and their tour plans.
  8. The automation ends.

8. Travel: Last Booking Date Automation Recipe

Keep track of the last time a contact booked a trip through your travel agency, hotel, or travel website. This automation stores the last booking date in a custom field when the contact books their trip.

If you use ActiveCampaign as your travel CRM, this automation can help you automate your travel business and keep track of when guests:

  • Book air travel
  • Book a trip
  • Make a hotel reservation
  • Book a vacation package

This can help you figure out the best time to reach out to a contact to encourage them to rebook or book a new trip.

While this example is triggered by a tag, you could also use a purchase being made, event tracking, or another method to trigger this workflow.

Before you import this automation, build a date-based custom field for “Last Booked Trip.”

Here’s how the last booking date automation works:

  1. The automation is triggered when the tag “Trip Booked” is added to a contact. You can adjust the trigger to a purchase, event, or any other trigger that makes sense for your business.
  2. The automation updates the contact’s “Last Booked Trip” custom field to the current date.
  3. The automation ends.

9. Travel: Guest Re-engagement Email Series Automation Recipe

How can you re-engage guests who haven’t booked a trip with you in a year?

This automation lets you re-engage inactive customers through a re-engagement email series focusing on their love of travel. The goal of these winback emails: Get customers to book another trip through your company.

If a contact opens one or both of the re-engagement emails, the automation enters them into a more focused travel sales drip campaign. If the contact doesn’t open either email, the automation enters them into a more general travel marketing flow.

Automating your re-engagement email series lets you connect with past customers at the right time and encourage them to rebook with your company. For the best re-engagement emails, you can use:

  • An enticing re-engagement email subject line
  • Personalized email copy
  • Copy that targets their emotions — like their love of travel!
  • A promotion, giveaway, or special offer

Before you import this automation, make sure you have (and use!) a date-based custom field to track when a contact last booked a trip with you. You can use this automation with the Last Booking Date automation.

Here’s how the guest re-engagement email series automation works:

  1. The automation is triggered a year after a contact’s last booked trip date.
  2. The automation sends the contact the first email in the re-engagement series. The emails in this series should remind contacts how much they love to travel — and that they should book their next trip with you sooner rather than later. In our example, we use “Don’t Let Travel Pass You By” for the first email.
  3. The automation waits 2 days. Feel free to adjust the wait steps to the timeline that makes sense for your business.
  4. The automation sends the contact the second email in the re-engagement series. In our example, we use “Top 10 Places To Travel” for the second email.
  5. The automation waits 2 days. Feel free to adjust the wait steps to the timeline that makes sense for your business.
  6. An If/Else step checks to see if the contact has opened either email in the series. This step gauges the contact’s interest level in booking another trip.
  7. If the contact has opened one or both emails, the automation will enter them into the automation of your choosing. Since the contact is already thinking about travel and booking another trip, this should be a more sales-driven automation series.
  8. If the contact has not opened either one of the emails, the automation enters them into an automation of your choosing. Since the contact didn’t engage with your re-engagement emails, this automation should be a more awareness-focused drip email series, with emails sent less frequently.
  9. The automation ends.

10. Travel: Hotel Checkout Reminder Automation Recipe

If you host guests at a hotel or vacation rental, it can be difficult to keep track (and remind them) of their checkout dates and times.

This automation makes it easy to remind hotel guests of their checkout time, checkout instructions, and any other information they need. Send an email the night before checkout and an SMS the morning of to remind guests that their checkout time is coming up.

Before importing this automation, build a custom date field for “Checkout Date.”

Here’s how the hotel checkout reminder automation works:

  1. The automation is triggered 1 day before the date in a contact’s “Checkout Date” custom date field.
  2. The automation waits until after 6 pm on the day before the “Checkout Date.” Feel free to adjust this time to what makes sense for your business.
  3. The contact is sent an email with the checkout time and instructions for the next day.
  4. The automation waits until 7 am the next morning. Feel free to adjust this time to what makes sense for your business.
  5. The automation sends the contact an SMS message as a reminder that checkout is today.
  6. The automation ends.

11. Travel: Hotel Stay Follow-up Email Automation Recipe

Follow up with hotel guests after their stay with this email automation.

This automation lets you send follow-up emails to guests after checkout. You can thank them for staying, offer a future discount, or request a review.

Use this follow-up email to hotel guests to:

  • Encourage guests to leave a review
  • Offer guests discounts on future hotel stays
  • Ask guests to fill out a feedback survey
  • Invite guests to join your hotel loyalty program
  • Whatever makes the most sense for your business goals — but make sure not to ask too much of your guests at once.

These emails show your guests that you care about the customer experience and encourage loyalty. Plus, the guest’s stay is fresh in their mind — so it’s a perfect time to ask for their feedback.

Before importing this recipe, build a custom date field for “Checkout Date.”

Here’s how the hotel stay follow-up email automation works:

  1. The automation is triggered 1 day after the date in a contact’s “Checkout Date” custom date field.
  2. The automation sends the contact a “Thanks for staying with us!” follow-up email. You can include whatever you want in this email — we recommend asking guests for a review and/or offering them a discount on their next stay.
  3. The automation waits 2 days. (Feel free to adjust the time to what makes sense for your business.)
  4. The automation sends the contact an email reminding them to submit feedback or leave a review. Feel free to build out more messages and other actions depending on what makes sense for your business.
  5. An If/Else step checks to see if the contact has joined your loyalty or rewards program.
  6. If the contact has joined your loyalty or rewards program, the automation ends.
  7. If the contact has not joined your loyalty or rewards program, the automation sends them an email reminding them of your membership program and its benefits.
  8. The automation ends.

12. Travel: Special Occasion Rebooking Automation Recipe

Recognize your guests’ special occasions and invite them to celebrate with you again. This automation lets you reach out to a guest that previously stayed with you for a special occasion and encourage them to rebook.

Special occasions might include:

  • Birthday celebrations
  • Anniversary trips
  • Any other special day that your guest celebrates annually!

Whether or not a guest chooses to book another stay through your hotel or travel company, you can send them a congratulations or happy birthday message. This shows guests that you care about them and their special occasions, and helps keep your travel agency or hotel top-of-mind for them during this special time.

Before importing this automation, build a date-based custom field to store a contact’s check-out date. You will also need a tag for “Stay – Special Occasion” to denote when a guest is celebrating a special occasion on the trip.

Here’s how the special occasion rebooking automation works:

  1. The automation is triggered on a contact’s check-out date, which is recorded in a date-based custom field. The trigger is also segmented so that it only triggers if the contact also has a “Stay – Special Occasion” tag.
  2. The automation removes the “Stay – Special Occasion” tag so that if the contact stays with the hotel again, they don’t accidentally trigger the automation more than once.
  3. The automation waits 10 months – early enough that they are still in the planning phase of their celebration. Feel free to adjust this wait time to what makes the most sense for your business.
  4. The automation sends the contact an email letting them know that you’re thinking about their special occasion and inviting them to celebrate with you again. You can include a promotional offer or discount code in this email to incentivize rebooking.
  5. The automation waits for 1 month.
  6. The automation sends the contact an email encouraging them to rebook with your hotel or agency for their special occasion.
  7. An If/Else steps check whether or not the contact has rebooked with you for their special occasion. Our example uses tag conditions, but you can use event tracking, integrations, or however you track bookings for your business.
  8. If the contact has rebooked with you, the automation adds a “Stay – Special Occasion” tag to the contact.
  9. The automation waits until the guest’s check-in date is 4 days away.
  10. The automation sends an email to whoever oversees promotions and offers at your hotel to let them know you have special guests staying with you.
  11. The automaton waits until the day of the guest’s check-in date.
  12. The automation sends the guest an email to congratulate them on their special day and let them know about any special offers during their stay.
  13. If the contact has not rebooked with you, the automation waits 30 days.
  14. The automation sends the contact an email to congratulate them on their special day. Even though the client didn’t rebook with you, this email keeps your brand top-of-mind and shows that you care about your customers.
  15. The automation ends.

13. Loyalty Program: Add Points After Purchase (Automation Recipe)

How do you track points for your customer loyalty program?

When a customer makes a purchase, this automation adds points to their loyalty score — or encourages them to join your loyalty points program.

A point-based loyalty program can help you retain customers. It costs at least 5x more to acquire a new customer than to keep an existing one, so rewarding customer loyalty through a frequent buyer program can help your business save money and increase retention.

One way to create a customer rewards system is by offering points for purchases — especially if you reward customers based on how often they buy. 68% of customers say coupons generate loyalty, and 57% of consumers join frequent buyer programs to save money.

With this automation, you can reward a purchase with points if the customer is already a member of your loyalty program. If the customer is not a member of your loyalty program, the automation sends them an email letting them know that they earned points on their purchase. To get those points, all they need to do is sign up for your membership program. If they sign up within your time limit, the points are added to their account.

Before importing this automation, build out scoring in ActiveCampaign for your customer loyalty program.

Here’s how the “give points after purchase” loyalty program automation works:

  1. The automation is triggered when a customer makes a purchase through your ecommerce store. Make sure you choose the ecommerce store you want to associate the loyalty program with. If all purchases from any of your stores go to the same loyalty program, feel free to choose any ecommerce store. If you don’t use an ecommerce integration to track purchases in ActiveCampaign, create a trigger for how you track purchases (tags, event tracking, etc.).
  2. An If/Else condition checks whether the contact associated with the customer is a member of your loyalty program.
  3. If the contact is already a member of your loyalty program, the automation sends them an email letting them know that they earned points on their most recent purchase.
  4. The automation adds 20 points to the contact score. You can choose the score you wish to adjust and how many points you want customers to earn per purchase. The score should be tied into your loyalty program. If you track your loyalty program through an external program, you can create a webhook or other integrated action to replace this scoring step.
  5. If the contact is not already a member of your loyalty program, the automation sends them an email encouraging them to join. The email should let the contact know that they will receive points on their most recent purchase if they join the program within a set amount of time. Make sure you share the benefits of the loyalty program to incentivize the customer to join.
  6. The automation waits 7 days. Feel free to adjust this wait step.
  7. An If/Else condition checks whether the contact is a member of your loyalty program.
  8. If the contact is a member of your loyalty program, the automation adds 20 points to their contact score. The automation ends.
  9. If the contact is not a member of your loyalty program, the automation ends.

14. Tiered Loyalty Program Automation Recipe

This tiered loyalty program automation lets you segment members of your customer loyalty program into tiers based on a point-based score.

How do you reward customer loyalty?

Many businesses run customer loyalty programs that reward customers for repeat purchases or bookings. There are many different types of loyalty programs to choose from, including:

  • Customer loyalty cards
  • Frequent flyer programs
  • Point-based loyalty programs
  • Frequent shopper programs
  • Email rewards programs
  • Tiered loyalty programs

What is a tiered loyalty program?

A tiered loyalty program is a type of membership program where customers receive different perks and benefits based on their level. Levels (aka tiers) are usually determined by a metric, like the number of purchases or amount of money spent by a customer. The higher the tier, the more valuable (and exclusive) the rewards.

To reach the next tier, loyalty program members need to pass a measurable milestone, like dollars spent or purchases made. With the ActiveCampaign CRM and lead scoring, you can segment loyalty program tiers based on customers’ point-based scores. This automation lets you segment your customers into tiers based on their score.

Before importing this automation, build out scoring in ActiveCampaign for your customer loyalty or membership program. Make sure you also have a “Loyalty Program” custom field to track the contact’s loyalty program tier.

Here’s how the tiered loyalty program automation works:

  1. The automation is triggered when a contact’s loyalty program score is above 0.
  2. An If/Else condition checks whether or not the contact’s current score is within the point range for the lowest tier of your program: Greater than or equal to zero and less than or equal to the next tier’s threshold. Feel free to adjust the score range to match your program’s tiers.
  3. If the contact’s score matches the lowest tier, the automation updates their “Loyalty Program” custom field to match the lowest tier. In our example, we update the field to Bronze. The automation ends.
  4. If the contact’s score does not match the lowest tier, another If/Else condition checks whether the contact’s score is within the point range for the middle tier of your program. Feel free to adjust the score range to match your program’s tiers.
  5. If the contact’s score matches the middle tier of your program, the automation updates their “Loyalty Program” custom field to match the middle tier. In our example, we update the field to Silver. The automation ends.
  6. If the contact’s score does not match the middle tier, another If/Else condition checks whether the contact’s score is within the point range for the highest tier of your program. Feel free to adjust the score range or add more If/Else steps to match your program’s tiers.
  7. If the contact’s score matches the highest tier of your program, the automation updates their “Loyalty Program” custom field to match the highest tier. In our example, we update the field to Gold. The automation ends.
  8. If the contact’s score does not match the highest tier of your program, the automation ends.