Sale
The order originates in the online store.
Tray Integration
Connect your Tray store to Smartbis loyalty program.
The integration allows automatic importing of sales and customers from the online store to activate cashback, points, vouchers, and notifications after purchase.
Sale origin
Loyalty engine
Connected flow
Integration ready
01
Order approvedSale completed on Tray.
entry02
Customer identifiedBuyer data enters into the relationship.
Customer03
Benefit appliedCashback, points, or voucher follow their rules.
loyaltySynchronization
Smartbis receives the necessary data.
Rule
The program calculates the benefit.
Return
The customer is prompted to buy again.
Step by step
How to activate the Tray integration.
The flow below is the expected path to connect the store, validate data, and prepare the program to operate after purchase.
STEP 01
Connect Tray
Access the Integrations menu in the Smartbis control panel and click on Connect on the Tray card. If you prefer, install Smartbis through the Tray app area.
STEP 02
Authorize store access
The store manager validates the connection to allow required orders and customer data to be read by the integration.
STEP 03
Define program rules
Choose how cashback, points, vouchers, validity, and campaigns should behave for online sales.
STEP 04
Test a reference sale
Validate if the order, customer, and benefit appear correctly before releasing the operation.
STEP 05
Activate automatic communication
After validation, Smartbis begins to operate balance messages, benefits, redemption, and repurchase.
What connects
The integration turns store orders into relationships.
Smartbis uses online operation events to recognize the customer, apply rules, and keep the return active without relying on manual campaigns.
Sale approved
Order finalized in the store serves as a trigger to generate benefits according to the configuration.
Automatic import
Online store customers are automatically entered into Smartbis, with relationship data to monitor saldo, benefits, and return.
Cashback, points, and vouchers
The rules define how much the customer earns, when they can use it, and how they will be notified.
WhatsApp Marketing
Automatic messages notify the customer about benefits, redemption, and next steps.
After the connection
The program continues running after the customer makes a purchase.
The integration is not just technical. It creates a routine to transform Tray orders into repeat purchases, redemptions, and return monitoring.
Balance generated from the orderThe benefit can consider purchase value, campaign rules, and operational conditions.
Redemption for next purchaseThe customer can receive incentives to return to the e-commerce using a clear benefit.
Online customers enter the databaseSmartbis organizes history, contact, and behavior for future actions.
Automatic messages after the saleWhatsApp Marketing and email reduce reliance on manual campaigns to bring the customer back.
Common questions about Tray and Smartbis.
Do I need to change my theme or checkout?
That is not the intention. The integration works with the existing store operations, using orders and customers as the source for the loyalty program.
Does the benefit appear automatically for the customer?
After configuring rules and channels, Smartbis can communicate cashback, points, vouchers, and reminders via WhatsApp Marketing and email.
Can I use Tray and a physical store at the same time?
Yes. The online integration can coexist with other channels, such as POS, ERP, import, or manual operation, maintaining a unified relationship strategy.
Tray Activation
Request activation
Connect your online store to the loyalty program.
Use online sales to create cashback, vouchers, automatic communication, and new reasons for the customer to buy again.