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Automated Yoco Loyal Customer Follow-up

Every Monday, WebRun checks your loyalty member list against recent Yoco transactions to find who has not paid a visit in a while, drafts a short, friendly WhatsApp check in for each one and leaves it unsent for your review, and posts your marketing channel a Telegram digest of who was flagged.

Runs on WebRun · Strict Lockdown policy
Every Monday at 10:00 AM WebRunorchestrates each step
1 Yoco find loyalty members who have gone quiet
2 WhatsApp draft a check in message for each
3 Telegram post the team a digest of who was flagged
In short

How do I follow up with loyal customers who have not visited in a while?

WebRun finds the loyalty members who have gone quiet by matching your list against recent Yoco transactions every Monday. It drafts a short, friendly WhatsApp check in for each one, referencing their last visit, and leaves every message unsent for your review, while your team gets a Telegram digest of who was flagged, so no message reaches a customer without your approval.

  • Quiet loyalty members are flagged before they are gone for good
  • Every message is drafted and reviewed, none go out unapproved
  • The team sees this week's flagged list without digging through Yoco

Built for cafes and restaurants · salons and spas · independent retailers · loyalty program operators

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 app.yoco.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Yoco - find loyalty members who have gone quiet
    yoco.com
    WebRun in Yoco: find loyalty members who have gone quiet
    WebRun opens Yoco to find loyalty members who have gone quiet.
    • Match your loyalty member list against the last few weeks of Yoco transactions
    • Flag any member who has not shown up in longer than their usual gap
    • Note each flagged member's last visit and typical spend

    Done when Every loyalty member who has gone quiet is identified with their last visit.

  3. 2
    WhatsApp - draft a check in message for each
    whatsapp.com
    WebRun in WhatsApp: draft a check in message for each
    WebRun opens WhatsApp to draft a check in message for each.
    • Draft a short, friendly check in message for each flagged member
    • Reference something specific, like their usual order or last visit
    • Leave every message unsent in WhatsApp for you to review before it goes out

    Done when A drafted check in message is ready and waiting for your review for every flagged member. None are sent automatically.

  4. 3
    Telegram - post the team a digest of who was flagged
    telegram.org
    WebRun in Telegram: post the team a digest of who was flagged
    WebRun opens Telegram to post the team a digest of who was flagged.
    • Post your marketing or front of house channel a digest of who was flagged this week
    • Include each member's last visit so the team has context
    • Note how many drafts are waiting for your review in WhatsApp

    Done when The team has this week's list of quiet loyalty members in Telegram.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.yoco.com
ScheduleRuns automatically on this cadence
Every Monday at 10:00 AM
DeliveryHow each run's result reaches you
Weekly digest · Telegram
OutputWhat each run produces - A drafted WhatsApp check in message for each loyalty member who has gone quiet, held for your review, plus a Telegram digest of who was flagged.
Drafts
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 my customers without my approval?

No. Every check in message is drafted and left unsent in WhatsApp. WebRun never sends a message to a customer on its own, you review and send each one yourself.

How does it know a member has gone quiet?

It matches your loyalty list against recent Yoco transactions and compares each member's gap since their last visit to their own usual pattern, not a fixed number of days for everyone.

What if I do not keep a formal loyalty list?

You will need some list of members to check against, even a simple one. WebRun matches that list to Yoco activity, it does not invent a loyalty program for you.

Put this on autopilot.

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