Setup GuideIntermediate Difficulty2 hours Setup

How to Set Up a Loyalty Program via WhatsApp

Build a complete customer loyalty program within WhatsApp. Let customers earn points, check balances, and redeem rewards without a separate app.

1

Define your loyalty program structure

Decide on points per purchase (e.g., 1 point per $1 spent), redemption value (e.g., 100 points = $5 off), tier thresholds (Silver/Gold/Platinum), and any special earning events (birthday double points, referral bonus).

2

Build a customer points tracking system

Set up a way to track each customer's points balance — this can be in a simple spreadsheet, a CRM, or a dedicated loyalty platform. Replyot can trigger points additions via webhook when orders are completed.

3

Configure WhatsApp loyalty check-in commands

Train Replyot's AI to handle loyalty-related customer requests: 'check my points', 'how many points do I have', 'how do I redeem points', and 'what tier am I'. Link these to your points tracking system.

4

Set up milestone notification templates

Create WhatsApp templates that congratulate customers when they reach point milestones (100, 500, 1000 points) or tier upgrades. These proactive messages drive repeat purchases.

5

Promote the loyalty program via WhatsApp broadcast

Announce your loyalty program to all existing customers via a WhatsApp broadcast. Explain how to earn points and check balance. Early adopters who feel invested in the program become loyal repeat buyers.

FAQ

Frequently Asked Questions

Can the loyalty program work without a separate loyalty app?
Yes. The entire loyalty experience — enrollment, points checking, redemption, and tier benefits — can be delivered through WhatsApp using Replyot's AI, eliminating the need for a separate loyalty app.
How do I award points for purchases made outside WhatsApp?
Configure a webhook from your order management system or POS to award points when orders are fulfilled, regardless of which channel the order was placed on.
Can customers earn points for actions beyond purchases?
Yes. You can award points for leaving a review (post a code in the review request flow), making a referral, or celebrating a birthday — configured as special earning events in your loyalty rules.

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