Put Loyalty Where You Already Talk to Customers
HighLevel, ActiveCampaign, ManyChat, Altegio and UChat. Card balances land on your contacts, chats hand out cards, and bookings earn stamps - connected by our team, and tested before your list ever hears about it.
Pick a Tool, Watch What It Does
Each of these connects your loyalty card to a place you already talk to customers. Pick one to see what the connection actually does, and what we will need from you to set it up.
What Every One of These Needs
The tools differ, but the groundwork is the same. Sort these three out and the rest is ours.
The Business plan
For most of them
Fields to put the data in
Custom fields, made first
One test contact
Not your real list
Four Ways a CRM Connection Goes Wrong
All four are switches or settings. We check every one of them with you before launch.
Every HighLevel contact, messaged at once
Pick a card and switch on SMS or email delivery, and every existing contact is imported, given a card and sent the link straight away. We test on an empty account first.
A WhatsApp blast from Altegio
Altegio’s card delivery option sends card links to your clients over WhatsApp in bulk, which can get the account blocked for spam. We leave it off.
ActiveCampaign emails that never arrive
A contact who is not subscribed to email in ActiveCampaign does not get the message, however well the automation is built. Check your list settings first.
Editing contact details in the wrong place
With HighLevel, HighLevel is the source of truth for names, phones and emails. Change a customer’s details there and let them flow across, not the other way round.
Tell Us Where You Talk to Customers
Name the tool and what you want to happen — a card for every new chat, an email at nine stamps, points on a birthday. We will tell you whether it works with your card and your plan before anything is connected.
