Turn sign-ups into instant digital loyalty cards

Turns a signup form into an instant digital loyalty card, sent by WhatsApp and email, with no paper cards.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"customer submits signup form"]:::trig s0["check existing card"]:::task s1[("update customer record")]:::store trig --> s0 gx{"× new or returning customer"}:::gate s0 --> gx p00["create digital wallet card"]:::task gx -->|"new customer"| p00 p01["send card by whatsapp and email"]:::task p00 --> p01 p10["send reminder with existing link"]:::task gx -->|"returning customer"| p10 jn{"○ record updated"}:::gate p01 --> jn p10 --> jn jn --> s1 out[/"digital loyalty card issued or resent"/]:::out pay{{"customers actually use rewards program"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database Ops
Connects
PassslotGoogle SheetsWhatsApp
Featured in

The problem it solves

Paper loyalty cards get lost, forgotten, or left at home, so customers stop using your rewards program. You end up managing punch cards by hand and can't easily tell who's actually enrolled.

Who it fits

A retail shop, cafe, or salon that wants customers to actually use their loyalty program.

How it works

  1. A customer fills out a signup form
  2. The system checks whether that phone number already has a card
  3. New customers get a scannable digital wallet card created automatically
  4. The card is sent to them by WhatsApp and email
  5. Returning customers get a reminder with their existing card link
What you get

Customers carrying your loyalty card on their phone

New customers get a scannable digital loyalty card sent straight to WhatsApp and email the moment they sign up, with no paper cards to manage.

What you get

A digital loyalty card added to the customer's phone, plus an updated customer record.

What you need

A digital wallet card service, a Google Sheets account, and WhatsApp and email sending access.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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