ApproveThis manages your LoyaltySurf Integration approvals.

Two Tools, One Goal: Smarter Decisions + Better Engagement

LoyaltySurf helps businesses turn customers into advocates through targeted rewards programs. ApproveThis keeps teams moving by automating approvals. Together through Zapier, they solve a critical problem: aligning internal decision-making with customer-facing actions. This integration lets companies review loyalty campaign performance, approve reward redemptions, and trigger engagement actions – all while maintaining clear audit trails and reducing delays.

For marketing teams, this means campaign budgets get approved faster. For customer success teams, reward requests get processed before users lose interest. For operations leaders, it creates a closed-loop system where approvals directly impact customer retention metrics. Let's explore why this pairing works and how specific teams benefit.

Where ApproveThis Complements LoyaltySurf

LoyaltySurf excels at tracking customer actions and managing reward catalogs but wasn't built for internal governance. ApproveThis adds structured oversight without slowing things down:

• Campaign Reviews: Automatically route ended campaigns for financial/ROI approval before renewing
• Reward Audits: Flag high-value redemptions for manager review to prevent fraud

Key differentiator: Approvers only need ApproveThis access, not LoyaltySurf licenses. This makes it ideal for involving external agencies in campaign sign-offs or finance teams in budget approvals.

Real-World Use Cases (Beyond the Templates)

1. Post-Campaign Performance Reviews

Thematic Value: Closing the loop between marketing spend and measurable results.
Example: A FinTech app runs a loyalty campaign offering stock trading credits for referrals. When the campaign ends via LoyaltySurf, ApproveThis automatically:

• Routes ROI data to the CMO for renewal approval
• Sends CPA figures to Finance for budget reconciliation

Why It Works: ApproveThis' calculated fields automatically compare campaign costs against Lifetime Value (LTV) thresholds, escalating only borderline cases.

2. High-Stakes Reward Approvals

Thematic Value: Balancing customer delight with risk management.
Example: A travel SaaS company using LoyaltySurf's reward forms for free flight upgrades. ApproveThis adds:

• Auto-approvals for Silver-tier members
• Manual review for Gold-tier upgrades exceeding $500

Pro Tip: Use ApproveThis' vacation delegation to avoid bottlenecks when approvers are OOO during peak travel seasons.

3. Compliance-Driven Participant Onboarding

Thematic Value: Scaling loyalty programs without compromising regulatory controls.
Example: A healthtech company enrolls patients in a clinical trial rewards program via LoyaltySurf. ApproveThis ensures:

• IRB compliance checks before granting reward access
• Legal team sign-off on incentive disclosures

Setup Essentials (15 Minutes)

Step 1: In Zapier, connect your LoyaltySurf and ApproveThis accounts
Step 2: Choose a trigger event from LoyaltySurf (e.g., "Campaign Ended")
Step 3: Map key LoyaltySurf data points to ApproveThis fields (campaign ID, reward value)
Step 4: Set approval rules in ApproveThis (thresholds, approvers)
Step 5: Test with a live campaign or reward submission

For two-way syncs: Create separate Zaps for LoyaltySurf→ApproveThis and ApproveThis→LoyaltySurf actions.

Team-Specific Benefits

Marketing Teams

Accelerate campaign iteration cycles by tying approval workflows to clear KPIs. Example: Auto-approve campaigns with ≥15% referral conversion rates while flagging underperformers.

Customer Success Teams

Reduce reward fulfillment time from days to hours. ApproveThis' email approvals let agents resolve issues while approvers review via mobile.

Finance Teams

Maintain budget control without micromanaging. Set automatic approvals for campaigns under $10k, with escalations only for exceptions.

Advanced Tactics

Combine ApproveThis' features for maximum impact:

Approval Thresholds + Loyalty Tiers: Gold members get instant approvals up to $1k; Silver requires manager review over $500.
Calculated Fields + Campaign Metrics: Auto-approve campaigns where (LTV - Cost Per Acquisition) ≥ $200.
Real-Time Dashboards: Track pending loyalty approvals alongside standard procurement requests in one view.

When to Consider This Integration

This pairing delivers most value for:

• Companies scaling loyalty programs rapidly
• Industries with high compliance needs (healthcare, finance)
• Teams using external agencies for campaign design

It's less critical for businesses with simple reward structures (e.g., single-tier point systems).

Getting Started

Start with a single high-impact workflow:

1. Identify a loyalty program bottleneck (e.g., reward approval delays)
2. Map the current manual process
3. Build a parallel Zapier flow with ApproveThis checks
4. Run both processes for 2 weeks, compare metrics

Most users see 40-60% faster approvals in initial tests.

Final Thoughts

Loyalty programs live or die by speed and relevance. ApproveThis removes internal friction, letting LoyaltySurf deliver experiences that feel both generous and effortless. For teams tired of "I'll approve it tomorrow" becoming next week's problem, this integration is a legitimate game-changer.

Ready to test drive? Register for ApproveThis or explore LoyaltySurf's plans. For integration help, visit Zapier's guide.