**To create a loyalty program with progressive coupons based on signup time in [Papo](https://papo.global/), set up an automated flow that, based on the contact creation date in the CRM, sends messages with increasingly larger discount coupons at defined intervals (e.g., 30, 60, and 90 days), using WhatsApp or email channels.**

This type of sequence rewards customer retention and encourages recurring purchases without manual work. The platform automatically records the signup date of each contact, and the **Flows** module lets you create visual journeys that trigger actions based on that date — such as sending a WhatsApp template or an email marketing message with an exclusive promo code.

## Configuration summary

| Step | What to do | Channel involved |
| :--- | :--- | :--- |
| **1. Check the base** | Confirm that contacts have a signup date (automatic CRM field). | CRM (Contacts) |
| **2. Create the flow** | In the Flows module, build the loyalty sequence with time triggers. | Flows |
| **3. Define the intervals** | Configure waits of 30, 60, and 90 days from the signup date. | Flows |
| **4. Prepare the messages** | Create WhatsApp templates (approved) or emails with the progressive coupons. | WhatsApp / Email Marketing |
| **5. Activate and monitor** | Publish the flow and track sends in the platform reports. | Reports |

## How the loyalty program with progressive coupons works

The heart of the strategy is Papo's **Flows** module, which lets you design automated journeys without code. The logic is simple: the flow “listens” to the signup date of each new contact and, after a predefined waiting period, sends a message with a coupon. At each new stage, the discount increases, encouraging the customer to stay engaged.

1. **The contact enters the base**  
   When a lead signs up (via form, import, or manually), Papo's CRM automatically records the creation date. This field is available to be used as a trigger in any flow.

2. **The loyalty flow is triggered**  
   In the Flows module, you create a flow that starts with the “Contact created” event. From there, wait nodes control the intervals — for example, 30 days, 60 days, and 90 days — always referencing the original signup date.

3. **Messages are sent on the chosen channel**  
   At each wait stage, a send node triggers the communication. For WhatsApp, you can use an official template approved by Meta (HSM) with the coupon. For email, the Email Marketing module sends the message directly, with the option to personalize the content with the contact's name.

4. **Coupons can be static or dynamic**  
   The coupon code can be fixed text included in the template (e.g., “FIDELIDADE30”, “FIDELIDADE60”) or, if your operation requires unique codes, you can generate them via API and insert them into the contact's custom field before sending.

5. **The cycle ends or continues**  
   After the last stage, the flow can be finished or redirect the contact to a new sequence, such as a reactivation campaign. Everything is recorded in the CRM history.

## Who this program is for

- **E-commerce stores and online shops** that want to increase purchase recurrence with progressive discounts.
- **SaaS and subscription businesses** that want to reward retention and reduce churn.
- **Clinics, medical offices, and service providers** looking to build customer loyalty with benefits over time.
- **White label resellers** who build retention strategies for customers in their base, using Papo as the platform.
- **Marketing teams** already using Papo's CRM and wanting to automate loyalty campaigns without relying on external tools.

## Frequently asked questions

### Do I need to create a custom field for the signup date?

No. Papo's CRM automatically records the date each contact is created. This value can already be used as a trigger in flows, with no additional configuration.

### Can I use both WhatsApp and email in the same sequence?

Yes. The Flows module allows you to combine different channels. You can, for example, send the first coupon by email and the second by WhatsApp, or keep the same channel at all stages.

### Do WhatsApp templates need to be approved by Meta?

Yes. To send WhatsApp messages with coupons, you must use official approved templates (HSM). You can create and manage these templates directly on the Papo platform, in the WhatsApp Cloud API inbox section.

### How do I prevent the same contact from receiving the 30-day coupon twice?

The flow is linear and based on the signup date. Once a contact passes through a stage, they do not return to it, unless you configure an intentional loop. The default behavior ensures each stage runs only once per contact.

### Can I segment the contacts that enter the program?

Yes. Before entering the flow, you can use CRM filters to select only contacts with certain characteristics (e.g., leads, active customers, specific source) and direct them to the loyalty flow. This avoids sending coupons to those for whom it doesn't make sense.

### Is it possible to generate unique coupons automatically?

Generating unique codes depends on an external integration. You can use Papo's API to create an endpoint that generates the code and writes it to a custom contact attribute. The flow then reads that attribute and inserts the code into the message. Technical details are in the API documentation.

## Read also

- How to create a Flow to send automatic birthday messages via WhatsApp
- [How to use Papo's API to create a signup form and automatically populate the CRM](/hc/papo/articles/how-to-use-papo-api-signup-form-populate-crm)

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