Plans
Search on the site

Frequently asked questions about Smartbis.

Find answers about plans, implementation, cashback, points, vouchers, integrations, WhatsApp Marketing, and repurchase reports.

Choose a topic or search by keyword.

29 available questions.

Overview

Understand Smartbis before choosing the program structure.

What is Smartbis?

Smartbis is a platform for creating loyalty programs, cashback, points, vouchers, benefits club, automatic communication, and repurchase reports.

Is Smartbis only for loyalty programs?

No. The loyalty program is one of the bases, but the platform also covers customer recovery, marketing automation, WhatsApp Marketing, coupons, referrals, gamification, and reports.

Does it work for physical store and e-commerce?

Yes. Smartbis can operate in physical stores, e-commerce, or hybrid operations, using integrations, API, widget, import, or manual configuration depending on the case.

Does the customer need to download an app?

Not necessarily. Customers can access benefits through the portal, links, messages, and channels defined by the store. The experience may vary depending on the configured model.

Plans

Contracting, plans, and program growth.

Can I change plans later?

Yes. The plan can adapt to the program's evolution as the base grows, new channels are added to the operation, or the company begins using more automations.

Is there a plan to start without complex implementation?

Yes. The idea of self-service plans is to allow starting with rules, benefits, communication, and portal without a lengthy implementation project.

Does the price depend on the number of clients?

Limits and values follow the plan table. Scenarios with high volume, connected channels, or specific integrations may require a commercial assessment.

Does Smartbis replace my ERP, e-commerce, or POS?

No. Smartbis complements the current operation to turn sales into relationships, benefits, and repurchase. The goal is not to replace your main systems.

Implementation

How the operation goes from paper to the store's routine.

How long does it take to activate?

It depends on the structure, rules, and integrations chosen. In simple operations, the goal is to quickly activate the repurchase cycle.

Do I need to create campaigns manually?

Not necessarily. The platform can generate benefits after the sale and send reminders via WhatsApp or email at the right moment, according to the configured rules.

How do I define the program rules?

The store defines benefit types, validity, usage conditions, channels, segments, participating stores, and messages. Smartbis applies these rules in the operational flow.

Can I start simple and evolve later?

Yes. Many operations start with cashback, points, or vouchers and later add automations, integrations, campaigns, referrals, gamification, and more comprehensive reports.

Benefits

Cashback, points, vouchers, and incentives for repurchase.

How is cashback created?

The store defines the rules. After the purchase, Smartbis can generate cashback balance with validity, usage conditions, and communication to encourage the next purchase.

Is cashback better than a discount?

It depends on the strategy. Cashback tends to better preserve the return logic because the customer has a reason to buy again, rather than just paying less on the current purchase.

What is the difference between points, cashback, and vouchers?

Points create progressive accumulation, cashback refunds for future use, and vouchers offer a benefit with clear redemption rules. They can be used separately or together.

Do you offer a network of partners, benefits, and coupons?

Yes. Smartbis has the Smartbis Network, where the company can activate and deactivate benefits, partners, and store coupons to enrich its club. The company can also register its own partners, coupons, vouchers, and rules.

Can I control validity and usage rules?

Yes. Benefits can have validity, conditions, limits, channels, and usage rules to reduce misuse and make repurchases more measurable.

Integrations

Connect Smartbis to the systems the company already uses.

What integrations does Smartbis support?

Smartbis works with e-commerce platforms, ERPs, POS, API, website widget, manual import, and operation. The integration pages detail each case.

Do I need to change my current theme, checkout, or system?

That's not the proposal. Integration should work with the existing operation, using orders, customers, and events as sources for the loyalty program.

Can I use e-commerce and physical store simultaneously?

Yes. Online and in-person channels can coexist in a unified relationship strategy, provided data sources and rules are properly configured.

Does Smartbis have an API?

Yes. The API can be used for tailored integrations, sales registration, customers, benefits, and specific operational flows.

Automations

Messages, reminders, and recovery without relying on manual action.

Does Smartbis send messages via WhatsApp?

Yes. The platform can use WhatsApp Marketing to communicate benefits, remind customers, and support recovery flows, according to the configured rules and channels.

Does it also work with email?

Yes. Communication can combine WhatsApp and email to inform about benefits, saldo, vouchers, expiration, and return opportunities.

Can I recover inactive customers?

Yes. Smartbis can support recovery flows with history, benefits, segmentation, and messages to bring customers back.

Do messages depend on a campaign created every week?

It doesn't have to be like that. The goal is to transform operational events, such as sales or benefit expiration, into automatic relationship triggers.

Reports

Follow if the program is generating real return.

Can I measure the return?

Yes. The store can monitor benefits generated, used, recovered customers, redemptions, and purchases linked to the program.

Does the report show expired and used benefits?

Yes. This monitoring helps understand usage, expiration, customer behavior, and opportunities to adjust rules.

Does Smartbis show which customers have returned?

The platform was designed to connect benefit, communication, and repurchase, allowing you to track recovered customers and new purchases linked to the program.

Can I use the data to improve campaigns?

Yes. The data helps review benefits, validity, channels, segments, and messages to make the program more efficient over time.

Still need a more specific answer?

Contact the team to understand the best way for your operation, integrations, benefits rules, and plan.