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Automated Loyverse New Member Welcome Drafts

Every morning, WebRun opens Loyverse, finds every customer who joined your loyalty program the day before, logs each new member with their join date and first purchase in Google Sheets, and drafts a warm WhatsApp welcome message for each, leaving every message unsent for you to review and send.

Runs on WebRun · Strict Lockdown policy
Every day at 8:30 AM WebRunorchestrates each step
1 Loyverse find new loyalty members
2 Google Sheets log new members
3 WhatsApp draft welcome messages for approval
In short

How do I welcome new Loyverse loyalty members automatically?

Every morning WebRun opens Loyverse, finds customers who joined your loyalty program the day before, and logs each one with their join date and first purchase in Google Sheets. It then drafts a warm WhatsApp welcome per new member and leaves it unsent, so every new member gets a personal note only after you approve it.

  • Every new member gets a personal welcome the next morning
  • Every message is drafted for approval, never auto sent
  • New member growth is logged automatically for the record

Built for cafes and coffee shops · salons and spas · retail shops · quick service restaurants

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens r.loyverse.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Loyverse - find new loyalty members
    loyverse.com
    WebRun in Loyverse: find new loyalty members
    WebRun opens Loyverse to find new loyalty members.
    • Open the Loyverse back office and go to Customers
    • Find every customer who joined the loyalty program yesterday
    • Capture each member's name, phone number, and first purchase
    • Skip anyone without a phone number on file

    Done when Every new member from yesterday is listed with their details.

  3. 2
    Google Sheets - log new members
    google.com
    WebRun in Google Sheets: log new members
    WebRun opens Google Sheets to log new members.
    • Open the New Members sheet
    • Add a row per new member with join date, first purchase, and phone number
    • Keep a running log so member growth is visible over time

    Done when Yesterday's new members are logged in the sheet.

  4. 3
    WhatsApp - draft welcome messages for approval
    whatsapp.com
    WebRun in WhatsApp: draft welcome messages for approval
    WebRun opens WhatsApp to draft welcome messages for approval.
    • Draft a warm, on brand welcome message for each new member naming their first purchase
    • Mention how their loyalty points work and how to check their balance
    • Leave every message unsent as a draft for you to review and send

    Done when A welcome draft exists for every new member and is left unsent for your approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
r.loyverse.com
ScheduleRuns automatically on this cadence
Every day at 8:30 AM
DeliveryHow each run's result reaches you
Draft welcomes · WhatsApp
OutputWhat each run produces - A logged list of new loyalty members in Google Sheets, plus a drafted WhatsApp welcome per member, left unsent for review.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it message new members without my approval?

No. WebRun drafts every WhatsApp welcome and leaves it unsent. Nothing reaches a new member until you read the draft and press send yourself.

What does the welcome message say?

A short, warm note that names their first purchase and explains how their loyalty points work. Give WebRun a tone or example and it will match your voice on every draft.

What if a member has no phone number?

WebRun skips drafting a message for anyone without a phone number on file, and still logs them in Google Sheets so you know to collect it next visit.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.