Configure the loyalty rule
Choose whether the program will work with cashback, points, vouchers, coupons, benefits club, referral, or a combination of these resources.
From the first purchase to customer retention, Smartbis automates the loyalty cycle.
The platform connects sales, benefit rules, communication, and redemption to turn each purchase into a clear reason for the customer to return.
- Cashback, points, and vouchers
- Automated WhatsApp and email
- Customer portal with your branding
The program goes from paper to implementation in a simple sequence.
Smartbis organizes the deployment so that the company defines the mechanics, connects the operation, and publishes a clear experience for the end customer.
Personalize the brand experience
Define program name, colors, logo, regulations, customer service, and pages of the portal/PWA used by customers.
Connect sales and customers
Sales can be recorded via e-commerce, ERP, POS, API, import or manually entered by the store team. The widget provides access to the program on the website.
Activate communication and redemption
The customer tracks balance, statement, coupons, and vouchers, while the company sends return reminders at the right times.
Monitor results
Track customers, benefits generated, vouchers used, recurrence, repurchase and NPS. The metrics have their own criteria and update schedules.
Each profile uses the part of the platform it needs.
The manager, the operator, and the final customer do not experience the same. Smartbis separates permissions and flows to keep the operation simple.
Dashboard to control program, rules, and results.
Configure benefits, customize brand, monitor customers, create automations, view reports, and manage integrations.
Tools to record sales and validate benefits.
The store team can register customers, credit points or cashback, validate vouchers, and consult operational information.
Portal to monitor balance, coupons, and vouchers.
The customer accesses an experience with the company's brand, views their statement, redeems benefits, invites friends, and returns to shop.
The sale can reach Smartbis in several ways.
The ideal path depends on the operation. An online store can integrate checkout; a physical store can use POS, import, or manual entry; proprietary systems can use API.
Integrations
Connect e-commerce platforms, ERP, POS, and tools already used by the operation.
Public APIRegister customers, sales, coupons, and vouchers from proprietary systems.
Site widgetBring the program inside the current website with script installation.
Manual operation
Use the dashboard to record sales, import histories, and validate benefits when there is no integration.
Start with the customer base your company already has.
Importing helps bring customers from another platform, including an initial balance when provided in the template. Prepare the data before putting the program into operation.
Prepare the data
Use the dashboard template with name, international phone number with country code and email. The initial balance is optional; documents, birth date and address follow the fields accepted by the importer.
Check currency and balance
Choose the cashback or points model before migrating. Review the values provided and verify the resulting customer records and balances before announcing the program to your base.
Connect subsequent sales
The initial import does not keep future orders synchronized. Configure the integration or the sales recording routine, benefit rules and communication channels.
The customer understands the benefit, receives return incentives, and the company measures what happened.
This is the difference between just offering a discount and operating loyalty: Smartbis records the complete cycle, from purchase to redemption, so that the repurchase no longer depends on isolated manual actions.