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Beyond the 'Buy' Button: Build a Cost-Effective Omnichannel Loyalty Program

Is your loyalty program stuck in your online store, only rewarding purchases? Valuable customer actions like newsletter sign-ups, email engagement, and social follows go completely unrecognized. This creates a fragmented experience, making your loyalty program feel one-dimensional and weakening the very customer retention you're trying to build.

This playbook breaks your loyalty program out of its e-commerce silo—without breaking the bank. By connecting free-tier powerhouses like MailerLite and HubSpot CRM using the visual automation of Make.com, you can start rewarding customers for valuable engagement beyond the point of sale. Automatically grant loyalty points for newsletter sign-ups, track email interactions, or reward customers for simply updating their profile. You'll create a truly unified loyalty experience that recognizes every valuable touchpoint, boosting engagement and long-term retention.

Expected Outcomes

  • A unified loyalty program that rewards customers for email and CRM interactions, not just purchases.
  • Increased newsletter sign-ups and email engagement as customers are incentivized to interact.
  • Richer, more accurate customer profiles in your CRM as users are rewarded for providing their data.
  • A significant boost in customer retention by making your loyalty program feel more valuable and comprehensive.
  • A fully automated, low-cost marketing system that runs 24/7 without manual intervention.

Core Tools in This Stack

Make.com

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Make is a visual no-code platform that allows users to design, build, and automate tasks, workflows, and applications by connecting various apps and services through a drag-and-drop interface.

Key Features
  • Visual drag-and-drop workflow editor
  • Extensive library of 1,700+ pre-built app integrations
  • Ability to connect to any public API
  • Advanced error handling and data processing tools
  • Pre-built workflow templates for common use cases
  • Real-time execution monitoring and detailed logs
  • Role-based access control and team management features
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Other

Pricing

Model: Free, Subscription, Pay-as-you-go

Tier: Low-cost

Ease of Use

Easy

MailerLite

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An all-in-one digital marketing platform that helps businesses of all sizes grow their audience and revenue through email marketing, automation, websites, and landing pages.

Key Features
  • Email Automation
  • Drag & Drop Editor
  • Landing Pages & Websites
  • Signup Forms & Pop-ups
  • A/B Testing
  • E-commerce Integration
  • AI Content Generation
  • Segmentation
Ideal For

Company Size: Micro, Small, Medium

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription

Tier: Low

Ease of Use

Beginner

HubSpot CRM

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A comprehensive CRM platform that includes a suite of tools for marketing, sales, content management, and customer service, with a completely free CRM at its core to help businesses manage customer relationships and accelerate growth.

Key Features
  • Contact & Lead Management
  • Sales Pipeline Visualization
  • Deal Tracking and Management
  • Email Tracking and Templates
  • Meeting Scheduling Tool
  • Live Chat and Chatbots
  • Reporting and Analytics Dashboards
  • Task and Activity Automation
Ideal For

Company Size: Small, Medium

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media

Pricing

Model: Freemium, Subscription

Tier: Starter

Ease of Use

Very High

The Workflow

graph TD subgraph "Email & Social Engagement Rewards" direction LR N0["Make.com"] N1["MailerLite"] N2["HubSpot CRM"] N1 -- "Triggers on New Subscriber" --> N0 N0 -- "Searches, Creates, or Updates Contact" --> N2 N2 -- "Triggers on 'Reward Status' Update" --> N0 N0 -- "Syncs 'Reward Status' field" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue; class N2 blue;

Integration Logic

  • OmniChannel Rewards Sync

    This integration triggers when a new subscriber is added to a specific group in MailerLite. Make.com captures this event, searches for the contact in HubSpot CRM by email. If the contact doesn't exist, a new contact is created in HubSpot with a default reward status. If the contact already exists, it is updated to reflect their new subscription status. The integration is designed to be extended with a second scenario that watches for updates to a custom 'Reward Status' field in HubSpot and syncs that change back to a corresponding custom field in MailerLite, making HubSpot the single source of truth for customer loyalty data.

Build Your Omnichannel Loyalty Playbook

Learn to reward every customer interaction, not just purchases, to build a stronger, more unified retention strategy.