Engagement
Beta
Engage Customers.
Drive Sales.
AI-powered toolkit to run targeted Email & SMS campaigns that increase revenue and strengthen customer relationships.
Powerful Features
Driven by AI
bLoyal’s Engagement Solution uses Ace™, our intelligent AI agent, to transform how you interact with your customers in real-time.
Dynamic Segmentation
Create and automatically update customer segments based on behavior, preferences, and engagement patterns in real-time.
Multi-Channel Automation
Seamlessly orchestrate SMS and email notifications across all customer touchpoints.
Trigger-Based Journeys
Launch personalized campaigns instantly when customers sign up, make purchases, celebrate birthdays, or take any action.
Plans That Scale With You
Choose the edition that matches your needs. Adjust your monthly cost by active profiles and optional SMS credits.
| Key Features | |||
|---|---|---|---|
|
Included Engagement Credits
Credits consumed when sending emails or text messages. Each message sent to a customer deducts credits based on channel and volume.
|
7,500 | 5,000 | 2,500 |
| — Emails | 1 engagement credit per email | 1 engagement credit per email | 1 engagement credit per email |
|
Customer Management
Defines how customer profiles are created and updated, including data syncing, enrichment, and lifecycle updates.
|
Automated | Automated | Manual |
|
Static and Opt-in Segments
Create customer groups manually or based on explicit opt-ins, such as newsletter subscriptions or loyalty enrollment.
|
Available | Available | Available |
|
Dynamic Segments
Automatically updated customer segments based on behaviors, attributes, or calculated metrics like spend or engagement.
|
Custom | Custom | Standard Pre-Configured |
|
Customer Journeys
Automated, multi-step workflows that trigger messages and actions based on customer behavior or profile changes.
|
Custom | Custom | Standard Pre-Configured |
|
Ace™ Beta
Access to bLoyal Ace™, the AI assistant, with basic functionality for search, insights, and in-app support during beta.
|
Basic functionality | Basic functionality | Basic functionality |
|
Dashboards
Pre-built or customizable dashboards that surface key performance metrics across campaigns, customers, and journeys.
|
Custom | Custom | Standard Pre-Configured |
|
Import Tools
Tools for importing customer data from CSV files or external systems to quickly populate and update your database.
|
Available | Available | Available |
|
API Access
Programmatic access to bLoyal data and functionality for custom integrations and advanced use cases.
|
Available | Available | Not available |
|
Multi-Brand Flexibility
Support for managing multiple brands within a single account, with shared or isolated data as needed.
|
Available | Not available | Not available |
|
Multi-Location
Support for businesses operating across multiple physical or virtual locations, enabling location-aware data and segmentation.
|
Available | Available | Available |
Included Engagement Credits Credits consumed when sending emails or text messages. Each message sent to a customer deducts credits based on channel and volume.
— Emails
Customer Management Defines how customer profiles are created and updated, including data syncing, enrichment, and lifecycle updates.
Static and Opt-in Segments Create customer groups manually or based on explicit opt-ins, such as newsletter subscriptions or loyalty enrollment.
Dynamic Segments Automatically updated customer segments based on behaviors, attributes, or calculated metrics like spend or engagement.
Customer Journeys Automated, multi-step workflows that trigger messages and actions based on customer behavior or profile changes.
Ace™ Beta Access to bLoyal Ace™, the AI assistant, with basic functionality for search, insights, and in-app support during beta.
Dashboards Pre-built or customizable dashboards that surface key performance metrics across campaigns, customers, and journeys.
Import Tools Tools for importing customer data from CSV files or external systems to quickly populate and update your database.
API Access Programmatic access to bLoyal data and functionality for custom integrations and advanced use cases.
Multi-Brand Flexibility Support for managing multiple brands within a single account, with shared or isolated data as needed.
Multi-Location Support for businesses operating across multiple physical or virtual locations, enabling location-aware data and segmentation.
Fully Integrated
bLoyal is integrated to multiple POS and ecommerce systems, to make your onboarding and data automation seamless. And if we are not currently connected to your systems, we have all the APIs you will need to make sure you can take advantage of everything bLoyal has to offer.
Frequently Asked Questions
How is bLoyal different from other platforms?
Our POS + eCommerce integrations give you automatic data flow (no importing needed) and valuable purchase data down to the SKU level to create the most targeted campaigns possible to impact customer behavior.
Pair with bLoyal loyalty and/or subscriptions to further supercharge your growing revenue.
What’s the difference between the Starter, Plus, and Max plans?
Starter offers essential engagement tools, Plus adds automation and customization, and Max delivers full enterprise capabilities, including multi-brand support. Scroll up to see a full features comparison.
Can I switch plans later as my business grows?
Absolutely. You can upgrade or adjust your plan at any time, we’ll help you transition without disrupting your workflows or data.
What is an active customer profile?
An active customer profile refers to an individual contact stored in your account, along with all of that contact’s customer data: events, preferences, profile properties, and more. You can think of each profile as a digital file on a specific contact. Profiles can be one of two statuses—active or paused.
— Active profiles are any profiles that are able to be emailed. Your number of active profiles is a factor in the plan you choose.
— Paused profiles are profiles that cannot be emailed but still store all the relevant customer data. These profiles are not a factor in pricing.
What happens if the number of active profiles exceeds my current plan limit?
As your database continues to grow, you will automatically be upgraded to a plan according to your profile count. Utilize bLoyal’s automatic stale profile remover to ensure you are only paying for profiles that are providing value.
How does pricing work if I have more than 250,000 active customer profiles? Or if I am a high volume email or SMS user?
We offer custom pricing for larger enterprises. Please contact us at sales@bloyal.com or book a demo on this page.
What is a credit?
A credit can be 1 SMS segment (Link to support article), a POS alert, or a web alert.
What happens if I send more emails than what’s available in my plan?
If you use more credits than your current plan has, you will be charged accordingly. Meaning, if you are over the credits, for that month you will be charged to the level of emails sent, and the next month you will be moved back to the original account settings.
Can I use SMS or email independently, or do I need to purchase both?
Every plan includes email, and SMS messaging can be added separately. If you need more volume, you can scale email and SMS on their own.
Are there limits on campaigns or segments?
No. Email campaigns, SMS campaigns, and segmentation are unlimited across all plans.
Can I run automated customer journeys?
Absolutely. Starter includes pre-built journeys, while Plus and Max allow you to create fully custom automations that match your strategy.
Will I need a developer to use your platform?
No. Our tools are designed to be easy to use without technical experience. Developers are only needed for advanced integrations via API.
Does your platform integrate with my POS or existing tools?
Yes. We integrate with leading POS systems and offer API access (Plus and Max plans) for custom integrations.
What types of customer data can I import?
We have robust import tools so you can easily import customer profiles, purchase history, preferences, and more. Our import tools make onboarding simple.
How secure is my customer data?
Security is one of our top priorities. We leverage Microsoft Azure’s industry leading capabilities including data encryption, access controls, and ongoing monitoring to keep your data safe.
Do you provide onboarding or training?
Yes, all plans include onboarding assistance to help you get set up quickly. Plus and Max clients have access to expanded support and training options.
What types of support plans do you offer?
All clients get chat and email support. Plus includes phone support, while Max clients receive priority phone support with the fastest response times.
Do you support multi-location or multi-brand businesses?
Yes, our Max plan is designed specifically for organizations managing multiple brands and locations, and the rest of the editions can support multiple locations under one brand.
What’s the difference between multi-brand flexibility and multi-location business support?
They solve two different business needs.
— Multi-Brand Flexibility means you can manage different brands under one company—each with its own identity, loyalty rules, offers, messaging style, and customer experience.
— Multi-Location Support means you can manage multiple stores or franchise locations under the same brand while keeping operations, reporting, and loyalty rules organized and unified.
Who typically needs Multi-Brand Flexibility?
Businesses that operate multiple distinct brands, such as:
— A restaurant group with different restaurant concepts
— A retailer with different store banners
— A hospitality group with boutique sub-brands
Each brand can have its own:
✓ Loyalty program
✓ Offers & promotions
✓ Messaging templates
✓ Customer segmentation
✓ Visual identity
Who needs Multi-Location Support?
Businesses with one brand across many stores, such as:
— Franchises
— Regional chains
— Multi-store retail operations
— Restaurants with several locations
Locations share:
✓ One loyalty program
✓ Standardized offers
✓ Consistent rules
✓ Central reporting
But can still have location-specific controls like inventory, staff permissions, and operational settings.