Customers
A lightweight CRM to target benefits at specific people or segments, check eligibility and keep a history of what each customer has already used.
Platform
One engine for every benefit you offer your customers.
Promotions, coupons, wallets, gift cards, referrals and loyalty, managed from a single platform by a single team.
Five modules. One source of truth.
Each module solves a different problem, but they all read the same rules, the same customers and the same catalog.
Promotions & couponsDiscounts, bundles and the rules behind them
Order recalculationAdjusts the promotion when the order changes
Loyalty & walletsPoints, store credit, tiers and gift cards
The Payloot engine
A condition is met. A benefit is triggered.
Every rule, in every module, runs on the same model and goes live instantly across all your channels.
Every promotion type. One structure.
You change what you configure, never how you configure it. A 3-for-2, a gift with purchase and double points all follow the same logic: a condition and a benefit.
BOGO3 for 2Buy X, get Y
TieredBundle
Gift with purchaseCustomer segment
For your merchandising team, that means launching new campaigns without learning a new tool. For your engineers, it means one set of logic to maintain.
IF order.subtotal >= 150 && customer.segment == 'vip' AND NOT order.items.contains('restricted_category') THEN trigger.benefit({ type: 'gift_with_purchase', sku: 'premium_glass' }) > STATUS: rule evaluated and approved for checkout #9012
IF item.category == 'dairy' && item.quantity >= 3 THEN trigger.benefit({ type: 'nxm', buy: 3, pay: 2 }) > STATUS: applied at line level on cart #8821
IF order.channel == 'in_store' AND item.category == 'personal_care' THEN loyalty.earn({ multiplier: 2 }) > STATUS: earn recorded as an independent transaction
What each module does.
Pick a module to see what it can do and what it looks like in day-to-day operation.
Promotions & coupons
Any promotion retail runs today, with the controls to keep it from leaking margin.
- Buy X get Y, tiered discounts, bundles, gifts with purchase and segment-only offers
- Percentage or fixed-amount discounts, on one item or prorated across the cart
- Limits by day, time, region, channel and customer, down to once per lifetime
- Coupons for customer service, campaigns and surveys
Sample promotion settings
| Type | 3 for 2 on dairy |
|---|---|
| Schedule | Friday to Sunday |
| Region | All stores except Monterrey |
| Channel | In store |
| Limit | 2 uses per customer |
Order recalculation
When an order changes after payment, the promotion is re-evaluated automatically.
- Detects substitutions, weight changes and stockouts at pick time
- Keeps, removes or replaces the promotion based on your rules
- Never stops fulfillment or calls for a manual fix
- Typically applies to orders paid by card
Sample order events
SSubstitution detected
EEligibility re-checked
RPromotion kept
Loyalty, wallets & gift cards
Reward the whole relationship, not just the purchase, in any channel.
- Points for purchases and engagement: sign-ups, newsletter, social and campaigns
- Separate rules for earning and redeeming
- Apple Wallet and Google Wallet passes, no app download needed
- Membership tiers and gift cards on the same engine
Sample ways to earn
Online purchase +120In-store purchase +180
Account sign-up +50Newsletter +20
Campaigns +200Social activity +15
Illustrative values. Every business sets its own.
Referrals New
The recommendations already happening among your customers, rewarded and measured.
- A unique code and link once delivery is confirmed
- A discount for the new customer, credit for the referrer
- Wired into loyalty and promotions, with the same limits
- Triggered by a webhook from your ERP
Sample referral loop
01Delivery confirmed
02Code issued
03Everyone wins
Simulator & reports
Test every rule before it reaches a customer, and understand what each promotion really costs.
- The exact math behind every coupon and rule, line by line
- An audit trail of every change
- Usage reports for promotions and benefits
- Margin tracking by channel
Sample simulation
Test cartvip_gift
- Subtotal$162.00
- Customer in VIP segmentYes
- Restricted categoryNo
- Premium glass, free gift$0.00
Rule approved$162.00
The foundation every module shares.
Promotions, products and customers are the three most-used areas in Payloot. Two supporting modules keep that data in order.
Orders & products
Your catalog, mapped in so every rule knows which products it covers, and every cart validated before a benefit is calculated.
The message follows the shopper.
Promotions show up at every step, calculated at the line-item level, so customers know what they'll pay before they pay it.
Where every promotion appears
Applied at the line-item level- Catalog
- Product page
- Cart
- Checkout
- Order
For engineers: messages are exposed on product listing pages (PLP), product detail pages (PDP), cart, checkout and your order management system (OMS).
What changes with Payloot.
| Without Payloot | With Payloot |
|---|---|
| Promotions, loyalty and coupons scattered across tools | One engine that handles transactions and rewards together |
| Each channel with its own rules | The same rules on web, app and in store |
| Changes that take hours to show up | Changes live instantly |
| Campaigns set up store by store | Rolled out through your ERP's store hierarchy |
| Orders that lose their discount when they change | Orders that recalculate themselves |
| Promotions published without knowing what they'll cost | Every rule tested in the simulator before it goes live |
Pick up where it matters to you.
For business teams
The two ways to implement Payloot, what you need to get started and what happens behind every promotion.
For engineering teams
Architecture, REST API, live evaluation, field mapping, security and the real scope of the platform.
See your promotions running on one engine
We'll show you what your rules, your channels and your customers look like on Payloot.