Loyalty Program & High-Value Customer Re-Engagement System
A done-for-you cannabis automation built for the Dispensary Owner, connecting Twilio, Airtable, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Every purchase automatically updates the customer's loyalty point balance, and customers who hit a tier milestone receive an automatic notification with their reward offer and an expiration date that creates urgency without being pushy.
Customers who haven't purchased in 30 days enter a re-engagement sequence, a "we miss you" message with a limited offer on a product category they've purchased before.
VIP customers identified by spend threshold receive early access announcements for new drops and limited menu items, giving the dispensary a direct revenue lever that doesn't depend on paid advertising every time a new product arrives.
- Dispensary POS (e.g., Dutchie, Treez, or Jane Technologies) with loyalty module
- Zapier or Make.com
- Twilio (loyalty milestone and re-engagement SMS, compliant channels only)
- Mailchimp or email (VIP and lapsed customer sequences)
- Airtable (customer segment tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a dispensary owner has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Prescription Refill Reminder & Reorder System
Every prescription filled through the practice is logged with its expected refill date based on dosing instructions, and 5 days before that date the…
Post-Purchase Cross-Sell & Review Request Sequence
Seven days after a customer's first order is delivered, they automatically receive a product-specific email recommending complementary items based…
VIP Early Access to New Product Launches
Customers already tagged as VIP based on lifetime spend or loyalty tier inside Smile.io are automatically added to a dedicated early-access segment…
Membership Renewal & Lapse Alert System
Members are automatically notified before their renewal date with a one-click renew option, and staff are automatically flagged the moment a…
Referral Program Tracking & Payout Automation
When an existing customer or partner submits a referral through a branded form built in JotForm, the record automatically creates a new lead in…
Population Health Screening Outreach Campaign
This automation automatically identifies patient segments who are overdue for a specific test or screening, such as diabetic patients overdue for an…