Automated Loyalty Tier Upgrade Drafts
Every night, WebRun opens VitaHealth POS, checks member loyalty balances against your tier thresholds, finds customers who upgraded that day, and drafts a personal congratulations message in Klaviyo naming their new tier and its perk, left unsent for review.
How do I notify customers when they reach a new loyalty tier?
WebRun checks VitaHealth POS every night for members whose loyalty balance crossed into a new tier that day and drafts a congratulations message in Klaviyo naming their new tier and the perk it unlocks. Each draft waits unsent for a team member to review and send, so every upgrade gets a personal note without an automatic message.
- Every tier upgrade gets a same day congratulations draft
- Members feel recognized right when they earn a new perk
- No message reaches a customer without a team review
Built for supplement shop loyalty programs · vitamin store owners · health food retail marketing · member discount programs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.vitahealthpos.comin a real browser with your saved login - no setup, no API keys. -
1
VitaHealth POS - find tier upgrades
vitahealthpos.com
WebRun opens VitaHealth POS to find tier upgrades. - Open VitaHealth POS and check member loyalty balances against tier thresholds
- Find customers who crossed into a new tier today
- Capture their name, new tier, and the discount or perk that tier unlocks
Done when Every customer who upgraded a tier today is listed with their new perk.
-
2
Klaviyo - draft the congratulations message
klaviyo.com
WebRun opens Klaviyo to draft the congratulations message. - Draft a congratulations message for each upgraded customer naming their new tier and what it unlocks
- Save every message as an unsent draft
- Never send a Klaviyo message automatically, leave it for a team member to review and send
Done when A tier upgrade draft sits in Klaviyo for every customer who moved up today.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it message customers the moment they qualify?
No. WebRun drafts the congratulations message in Klaviyo and leaves it unsent. Your team reviews and sends each one, so no customer is messaged automatically.
How does it know a customer's tier changed?
It checks each member's loyalty balance in VitaHealth POS against your tier thresholds every night, so an upgrade is caught the same day it happens.
What if a customer's balance drops back below the threshold later?
The draft is only built off the balance at the moment of upgrade. Later purchases or returns do not undo a draft already queued for review.
Related templates
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