Loyalty programs

Where loyalty programs are located and how they are configured

All programs are created and managed in the admin panel under "Engagement → Loyalty programs". Here the entrepreneur chooses the program type, sets its rules, adds a description and images if needed, and sees statistics: number of participants, customer progress, and issued rewards.

You can use one program or several at once. For example: a reward for visits, cashback for purchases, a coupon promotion, and a separate discount for repeat customers on new orders.

Main loyalty program types

Reward for visits

This is a classic mechanic familiar to offline businesses: every Nth visit gives the customer a gift or bonus. The entrepreneur sets how many visits are required for a reward, and the system automatically counts customer progress.

This program is especially suitable for coffee shops, beauty salons, barbershops, massage studios, and any services with regular visits. It is easy for the customer to understand and builds a habit of returning specifically to you.

You can also specify whether only unique visits during a day should count. This protects against a situation where several consecutive visits are counted as separate visits.

Reward by order amount

In this option, the system counts not the number of visits, but the total amount of completed customer orders. When the amount reaches the set threshold, the customer receives a reward: a gift, bonus, or another encouraging scenario.

This approach works well for services, delivery, stores, and rental, where it is important to motivate the customer not just to return, but to keep buying from you until a clear goal is reached.

Repeat-customer discount

This is a separate mechanic for businesses that want not to credit cashback after purchase, but to immediately give a better price on a new order to a regular customer. In settings you can specify a threshold by completed order count, total completed order amount, or both conditions.

If both thresholds are set, the customer is considered regular when either of them is reached. After that, the discount is applied automatically to new orders inside the system. For the customer, it is very simple: they do not activate anything manually and do not spend bonuses; the price is already calculated with their status.

Discount coupons

Coupons are a separate loyalty type for promotions, campaigns, and special offers. Unlike cashback or repeat-customer discount, a coupon is not permanent and does not depend on accumulated status. It is a separate code with its own discount and lifetime.

When configuring a coupon program, the entrepreneur sets discount percentage, program validity, coupon validity after issue, number of coupons per issue, and total coupon limit for the program.

The workflow is:

• the company creates a coupon program and receives a link or QR code;
• the customer follows that link to the Telegram bot;
• the bot automatically issues one or several coupons according to program rules;
• each coupon receives its own code and, if needed, expiration date;
• the customer sees coupons in a separate bot section and can show a QR or name the code to staff;
• after use, the coupon is marked as used and cannot be applied again.

Coupons are especially useful for advertising, offline flyers, partner promotions, welcome offers, and limited promo periods. This is not an accumulating mechanic, but controlled discount issuing with clear limits.

Cashback: a separate loyalty flow

Cashback in BotMarketing.pro should be treated as a separate loyalty flow, not as a variety of coupon or permanent discount. It works by different logic: first the customer performs an action, and then receives a bonus balance inside the business.

Cashback for purchases

Cashback is one of the most universal and flexible loyalty mechanics. The customer receives a percentage of the order amount as a bonus balance that can be used on future purchases. You simply set the return percentage, and the system automatically credits bonuses after each completed order.

You can also set cashback expiration, for example to motivate the customer to return in the coming weeks instead of saving the bonus "for later".

For the customer, it feels not like an abstract discount, but like their own money already accumulated inside your business.

Cashback for friends (referral program)

This is one of the strongest mechanics in the system because it turns customers into a customer acquisition channel.

Each customer automatically has a personal link. They can send it to friends, and the system counts a referral only when the invited person actually completes the required condition: places an order. The customer receives cashback for each active friend, not just for a link click.

This way, the business rewards not "interest", but real results. It is especially effective for local businesses, cafes, services with regular demand, and private specialists, where a recommendation from someone familiar has a high level of trust.

Loyalty levels and cashback with levels

Loyalty levels are not required for cashback to work. They are an extension of the cashback mechanic.

• If levels are not used, cashback is credited at a fixed percentage for every order.
• If levels are enabled, the cashback percentage depends on customer activity and current level.
• Level upgrade can depend on order amount or number of active friends.

Levels do not create a separate program by themselves; they strengthen the cashback flow. It becomes profitable for the customer to buy more often, spend more, or recommend the business to friends to reach a higher level and receive better terms.

All levels are configured separately under "Engagement → Loyalty levels", and the entrepreneur decides whether to use them.

How the customer sees loyalty in the Telegram bot

From the customer side, all loyalty information is collected in one place inside the company Telegram bot. They see cashback balance, current loyalty level if used, progress toward the next reward, invited-friend data, personal referral link, and a separate section with available coupons.

If the company has a repeat-customer discount, the customer does not need to do anything separately: the correct price is applied automatically to the new order when conditions are reached.

This creates a feeling of transparency and control: the customer understands why they receive bonuses, which discounts are available now, and what they need to do to receive more.

POS integrations and synchronization with the bot

For businesses using a POS system, such as cafes, coffee shops, stores, or retail, BotMarketing.pro can be integrated with the cash register solution. Such integration is implemented by request for a specific POS system and links offline sales with loyalty in the Telegram bot.

In this case, the Telegram bot becomes the customer-facing part of the system, and the POS becomes the operational part. The customer is identified in the POS in any convenient way: by QR code, loyalty card number, or phone. After checkout in the POS, data is synchronized with BotMarketing.pro. Based on this data, the system automatically credits or spends cashback, updates progress in loyalty programs, and sends the corresponding message to the customer in the Telegram bot. For the customer, this looks like one process, without manual entry or explanations from staff.