Engage Customers with SMS, WhatsApp & Automated Messages

The Engage module is Loyaltty’s customer outreach and messaging engine. It enables small businesses to: • Stay in touch with customers via SMS, WhatsApp, and email • Send reminders, personalized offers, and follow-ups • Run automated campaigns that drive repeat visits and customer retention Engage turns your contact list into an active, revenue-generating communication channel—without requiring a marketing team.

Engage supports the three primary channels most small businesses rely on for customer engagement: • SMS text messaging • WhatsApp messaging • Email campaigns All three are managed from a single dashboard, so you can align your outreach strategy and use the channels your customers actually prefer and have opted in to.

Engage is available as an add-on within Loyaltty’s modular platform. You can start with a free trial (no credit card required) to test automated messaging and campaign flows. Ongoing subscription pricing for Engage is shown on the Pricing page. Note that carrier fees for SMS/WhatsApp are billed separately by your messaging provider, similar to postage.

Yes. Engage supports date-based automations such as: • Birthday messages with special offers • Anniversary or signup-date campaigns • “Customer since” milestones Simply store the relevant date (e.g., birthday or join date) and Engage will automatically send the appropriate message and reward on schedule each year.

Yes. Explicit customer consent is required for SMS, WhatsApp, and marketing emails. Loyaltty provides built-in compliance tools to help you: • Capture opt-in consent at sign-up or deal claim • Honor STOP/UNSUBSCRIBE keywords and opt-out requests • Maintain consent logs for regulatory purposes Engage is designed to support compliance with carrier policies and messaging regulations, but you remain the data controller and are responsible for using the tools lawfully.

You can add customers in several ways: • Import contacts via CSV from an existing system • Capture contacts via QR codes at checkout, in-store signage, or receipts • Collect details during deal claims or loyalty enrollment • Manually add high-value customers if appropriate and consent is obtained All opted-in contacts flow into your Loyaltty customer list, where they can be segmented and targeted within Engage.