Forgotten post-sale
The sale occurs, but the customer doesn't receive a clear next step to return.
Marketing automation
Marketing automation to turn behavior into return.
Create automated flows for post-sale, recovery, birthday, soon-to-expire voucher, NPS survey, and continuous customer engagement.
- Automated flows based on customer behavior
- WhatsApp and email connected to the program
- Benefits, vouchers, and messages at the right moment
Active flows
Automatic return
01
Event occurs
Sale, registration, birthday, inactivity, voucher or NPS response triggers the flow.
02
Rule decision
Smartbis considers the program, benefit, duration, and configured conditions.
03
Message call
The customer receives the notification via WhatsApp, email, or portal to return, redeem, or complete an action.
Manual campaigns leave money idle in the customer base.
When communication depends on remembering, segmenting, and manually triggering everything, the store loses the timing of post-sale, recovery, and the benefit that could already bring the customer back.
Voucher without notification
Benefits with an expiry date lose strength when the customer is not reminded at the right moment.
Cold base
Inactive customers, birthday celebrants, and NPS opportunities are scattered without a relationship routine.
Smartbis connects triggers, benefits, and channels to keep the relationship active.
Choose the trigger
Use purchase, registration, birthday, inactivity, issued voucher, voucher nearing expiry, NPS, or plan.
Configure the message
Define content, channel, timing, and call to access balance, voucher, coupon, or portal.
Connect to the program
Automation respects the active store model, be it cashback, points, vouchers, coupons, plans, or benefits club.
Monitor return
See reached customers, benefits used, redemptions, repurchases, and impact of actions on the relationship.
Automation works best when it talks with the entire loyalty program.
WhatsApp Marketing
Send reminders, notices, and return calls through the most direct response channel.
Customer recoveryEngage inactive customers with incentives and messages suited to their purchase history.
Vouchers and couponsNotify about issued, available, or upcoming expiring benefits.
CashbackInform about available balance and turn the previous purchase into a reason to return.
PointsShow balance, progress, and reward possibilities in the points program.
Return reportsTell me which messages, benefits, and flows generate repeat purchases and engagement.
Automatic flows cover moments that every operation needs to monitor.
Notify balance, points, voucher, or benefits right after the purchase is registered.
Remind the customer before the usage deadline ends and increase the chance of return.
Create messages with benefits or calls to visit the store at relevant moments.
Use surveys and responses to understand satisfaction, adjust service, and generate new actions.
Automation is not a loose trigger. It is a connected relationship to the history.
At Smartbis, the message is part of the purchase cycle: benefit, notification, usage, and return. This reduces manual campaigns and makes the operation more predictable.
Manual trigger
Depends on remembering, assembling a list, creating a campaign, and measuring externally.
Isolated tool
Sends messages but may not know saldo, voucher, points, or repurchase.
Smartbis.
Uses program data to trigger messages, benefits, and reports.
Common questions about marketing automation.
Which channels can automation use?
Smartbis works with WhatsApp, email, and customer portal communication, according to the channels configured in the operation.
Can automation notify about expiring vouchers?
Yes. Cashback balance and points do not expire in Smartbis, but vouchers may have an expiration date. Automation can remind the customer before this deadline.
Does it serve to recover inactive customers?
Yes. The store can use purchase history, inactivity, and benefits to create reactivation flows and monitor the generated return.
Do I need to trigger everything manually?
No. After the triggers, channels, and messages are configured, Smartbis can execute the flows automatically according to program events.
Make each program event trigger a next action.
Configure flows to communicate benefits, recover customers, and turn relationships into repurchase.