Templates · E-Commerce

VIP / Loyalty Bot Template

Engage loyalty program members with points, rewards, and exclusive offers.

Best for
E-commerce with loyalty programs
Estimated setup
10 minutes
You fill in
Store Name, Referral Bonus Amount ($), Friend's Discount Amount ($), Website URL, Support Email

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. Welcome back, VIP! Thanks for being a loyal [Store Name] customer.
  2. What would you like to do today?
    • Redeem Points
    • View Exclusive Offers
    • Check Points Balance
    • Invite Friends & Earn
  3. You can redeem your points at checkout on [Website URL]. Your available rewards will appear automatically during the checkout process!
  4. As a VIP member, you get early access to sales and exclusive deals! Check your email for the latest offers, or browse VIP exclusives at [Website URL].
  5. You can check your current points balance by logging into your account at [Website URL]. Your points and tier status are displayed on your account dashboard.
  6. Share the love! Give your friends $[Friend's Discount Amount ($)] off their first order, and you'll get $[Referral Bonus Amount ($)] when they buy. Log into your account at [Website URL] to find your unique referral link!
  7. How would you like to share?
    • Get My Referral Link
    • Share via Email
  8. The visitor is saved as a lead, tagged:
    • vip-member
    • loyalty-engaged
  9. Anything else I can help with?
    • Back to Menu
    • That's all, thanks!
  10. Thanks for being a valued [Store Name] VIP! Happy shopping.

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: vip-member, loyalty-engaged. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

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