To set up a loyalty program for customers of your white label reseller on Papo (https://papo.global/), you use the CRM to log and qualify referrals of new business and create native automations to trigger the reward — such as a discount on the subscription — when the referral moves forward in the funnel. Everything runs in each customer's isolated environment, under your brand, without exposing Papo to the end customer.
In a white label reseller business, each customer operates in a panel with its own name, logo, colors and domain. This lets the loyalty program be configured per customer, without mixing databases, conversations or history. Papo provides the technology, the infrastructure and the updates; you handle the commercial rules, the relationship and the billing.
Loyalty program with CRM and automations at a glance
| Step | What you use in Papo | What it does | Outcome |
|---|---|---|---|
| Capture the referral | Contacts and Kanban | Creates the contact or card for the referred company, linked to the customer who made the referral | Referral logged with a clear source |
| Qualify | Kanban funnel | Moves the card through stages such as "Referral received", "In negotiation" and "Closed" | Visibility into what turned into new business |
| Reward | Automations and macros | Uses an automation rule to run a macro when the referral is qualified | White label customer receives the discount offer |
| Keep the history | Contacts and filters | Filters contacts by date and type, and uses tags to organize referrals | Database ready for new campaigns |
How the loyalty program works
The first step is commercial: define how many qualified referrals generate a discount, what percentage or amount is deducted, and for how many months the condition applies. Papo does not define these rules; as a white label reseller, you control the prices and conditions for your customers.
On the operational side, the CRM becomes the source of truth for the program. When you receive a referral, you register the referred company as a contact, with name, email or phone. The contact can be linked to a card in that white label customer's Kanban funnel, so the referral has a clear follow-up stage.
Papo lets you filter contacts by date and type. This helps you identify, for example, customers who referred business in the last 30 days, customers who have gone the longest without referring anyone, or only the referred leads. With the database segmented, you can build audiences for communications specific to the loyalty program.
Step by step to build the program
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Define the loyalty offer. Choose the reward for a qualified referral — for example, a discount on the subscription for each closed referral. Since the white label reseller model lets you set your own prices, you apply the discount in your billing, and the CRM keeps a record of the condition.
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Create a referral funnel for each customer. In the Kanban module, you can create independent funnels per white label account. Use stage names suited to the program, such as "Referral received", "Proposal sent", "Negotiation" and "Referral closed". This way, each customer has the loyalty program pipeline without mixing it with other customers.
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Log each referral. Create a card linked to the contact of the referred company and place it in the first stage of the funnel. If needed, link it to the customer who made the referral using tags or the contact history, so you keep the referral's source.
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Move the card as the negotiation progresses. At each completed stage, update the card in Kanban. When the referral closes, mark the card as won. This records that the referral should generate a reward.
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Automate the reward communication. Create macros with the loyalty message — for example, informing the customer of the discount they earned — and set up native automations to run those macros when the referral is qualified. You can also use native Kanban webhooks to connect the funnel to other tools in your operation.
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Apply the discount and track the history. With the card closed and the macro sent, you apply the deduction to the customer's subscription. The CRM keeps the contact, the card and the interactions, letting you check later which customers took part in the program.
Who this model makes sense for
- Marketing agencies that resell Papo to their clients and want to increase retention with referral rewards.
- Software houses that offer the white label platform and want to encourage their customers to bring in new business.
- Consultancies that deliver the tool together with their methodology, using the loyalty program as part of the offer.
- Franchises and networks that centralize reseller management but let each unit refer partners without mixing databases.
Frequently asked questions
Can I create a different loyalty program for each white label customer?
Yes. Each reseller customer operates in an isolated environment, and you can create independent funnels, contacts and automations for each account, without mixing data between customers.
How do I know which white label customer referred each new business?
You can register the referred company as a contact and link it to a card in that customer's funnel. The CRM history lets you check the source and the progress of the referral.
Does Papo apply the discount to the subscription automatically?
No. The discount is your commercial decision. Papo provides the CRM and the automations to log, qualify and communicate the reward; applying the deduction in billing is up to you.
Can I send the reward via WhatsApp automatically?
Yes. You can create macros with the reward message and use automations to run them in conversations, as long as the communication respects customer consent.
Do I need to build everything from scratch for each white label customer?
The environments are independent, so funnels and automations are configured per customer. You can standardize the program template and replicate it for each account, adapting the stages to the segment.
What is the first step to get started?
Define the loyalty offer, create the referral funnel in Kanban and start logging referred companies as contacts. Once that flow is working, add macros and automations to speed up communication.
Read also
- How to create a loyalty program with progressive coupons based on sign-up time
- How to create modular plans in the white label reseller with optional modules
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