Marketing agency customer retention case study
Mid-Market Business Use Case

Launch a marketing agency community program for your agency where members are recognized across all participating stores. Start with Community Deals for coupon management and a public Community Deals web portal— customers claim deals by mobile number and redeem on-phone with a simple “mark as claimed” flow (cashiers don’t need software). Or choose Community Connect for loyalty cash and/or points with rewards, where merchants use the merchant portal to process sales and claim rewards. White-label branding keeps the entire experience under your agency brand.

Minutes to launch Most merchants go live the same day. Templates and no-code setup keep it fast. No-code setup Guided templates—no coding required. Configure rewards and messaging in minutes. No POS change required Issue cash back or points via cashier entry, QR, or kiosk; integrate later if desired. Deals or Rewards programs Community Deals = coupon portal + claim flow. Community Connect = loyalty cash and/or points with rewards. Email + SMS messaging Email campaigns included (up to 25/mo). SMS available via purchased credits as needed. True white-label branding Your brand across app, wallet, emails, SMS, and kiosks—no vendor footprints. Real-time analytics & ROI Dashboards for enrollments, redemptions, repeat rate, frequency, and spend. Multi-location ready Manage multiple stores with roles, permissions, and location-level reporting.

Why Community Programs for Marketing Agencies? One shared member base across every merchant — powered by Community Deals or Community Connect

Agencies win when participating merchants share a single community member base—so customers can discover and redeem across the community, and you can prove results. Community Deals focuses on coupon management through a public deals portal and on-phone claim flow. Community Connect adds loyalty cash and/or points with rewards—tracked through the merchant portal.

  • Shared community membership — members are recognized across every participating merchant.
  • Community Deals portal turns offers into discovery: customers browse, claim by mobile #, and redeem on-phone.
  • Measurable results with reporting on coupon claims/redemptions and community engagement.
  • Low merchant overhead: Community Deals requires no cashier software; Community Connect uses the merchant portal for sales + rewards.
  • White-label experience across app, wallet, and email — SMS available via purchased credits.

See: How it works | Plans & pricing | FAQs

How Community Deals & Community Connect Work

Note: Community Deals is coupon-only: customers browse the Community Deals portal, claim offers by mobile number, and redeem on-phone (no cashier software required).

Community Deals steps: visit coupon portal, claim deal on phone, show offer in store, happy customer
Community Connect steps: visit store kiosk, join loyalty program, earn points, redeem rewards

Plans tailored for Marketing Agencies

Choose Community Deals (coupon portal + claim flow) or Community Connect (loyalty cash and/or points with rewards) for your agency community. Full feature lists and add-ons are on our Pricing page.

There is a base agency subscription fee of $99/mo, with a minimum of 3 participating locations required, as detailed below.

Zero Overhead

Community Deals

$30/mo

Coupon Management

Portal → claim by mobile # → redeem on phone (no cashier software).

  • Coupon Program
  • Online Coupon Directoryweb portal ✔
  • Unlimited coupons (per merchant)✔
  • Customer claims via mobile #✔
  • On-phone redeem flow (mark as claimed)✔
  • No cashier software required✔
  • Merchant Tools
  • Merchant portal for coupon setup✔
  • Coupon reporting✔
  • CRM (Customer Management)
  • Customer database✔
  • Customer import✔
  • Segmentation & Filteringbasic ✔
  • Messaging
  • Transactional SMS creditsincluded ✔
  • Marketing SMS creditspurchased separately ✔
  • Email campaignsup to 25/mo ✔
  • App notificationsunlimited ✔
  • Reporting & Metrics
  • Reportingreal-time & scheduled ✔
  • Visual dashboard, metrics & KPIsbasic ✔
  • Exclusions
  • Rewards program (cash back / points)✖
  • Referral aautomation✖
  • Mobile app✖
  • Scratch & Win games✖
  • Win-back automation✖
  • Gift Cards✖
  • POS Integrations✖
  • API Integrations✖

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Most Powerful

Community Connect

$59/mo

Loyalty Cash + Points

Merchants use the portal to record sales & redeem rewards (cash back and/or points).

  • Community Program
  • White-labelPreferred Patron branding is concealed across emails, SMS, kiosks, the member portal, and in-app experiences, except for the Patron Loyalty mobile container app when used. A community-branded mobile app is optionally available for an additional fee.✔
  • Program brandingThe program is branded to the community brand.✔
  • Standalone OperationPOS integration is not required.✔
  • POS IntegrationsIntegrations with Lightspeed Retail (X-Series) and Square POS are included.✔
  • Admin console – system management✔
  • ~5,000 customers 5,000 customers per participating merchant, aggregated as a single pool for the community.✔
  • MEMBER FEATURES
  • Single EnrollmentMembers enroll once. Member profiles automatically replicate and synchronize to merchants the member visits. ✔
  • Opt-In ManagementCommunity setting: SMS and email opt-ins may be configured to span the entire community or be isolated to individual merchants. ✔
  • Merchant DirectoryA merchant directory is provided for members, with nearby search filters. ✔
  • Member Portal/App
  • Portal BrandingEach merchant has their own distinctly branded member portal. No app download needed. ✔
  • Portal AccessMerchants may link directly to their own portal from their website, bypassing the merchant directory. ✔
  • Mobile AppThe Patron Loyalty container app is available to members. Participating merchants are searchable within the app container. Once a merchant is chosen, the app rebrands to match that merchant's brand. ✔
  • Reward methods
  • Rewards programEach merchant within the community operates its own rewards program. Limited to one (1) rewards program per merchant (cash back and/or points), with unlimited rewards inside each program. ✔
  • Loyalty Cash programManage loyalty cash instead of points and apply it toward discounts on future purchases. ✔
  • Points ManagementPoint balances are maintained individually at each participating merchant. Usage is limited to the merchants where the points were earned. ✔
  • Earning RulesEach merchant establishes its own point-earning rules and rewards structure. ✔
  • Promotions
  • Scratch & Win games✔
  • CouponsCoupons and offers are specific to each participating merchant and member. ✔
  • Birthday club✔
  • Join incentivesJoin incentives are specific to each participating merchant. ✔
  • Win-back automation(1-tier)ONE TIER
    On a per-merchant basis, the system automatically targets customers after a configurable inactivity window (e.g., 30, 60, or 90 days) and sends timed win-back offers via SMS/email—then stops automatically once they return.    ✔
  • CRM (Customer Management)
  • Customer database✔
  • Customer import✔
  • Segmentation & Filteringbasic ✔
  • Messaging
  • Transactional SMS creditsincluded ✔
  • Marketing SMS creditspurchased separately ✔
  • Email campaignsup to 25/mo ✔
  • App notificationsunlimited ✔
  • Reporting & Metrics
  • Reportingreal-time & scheduled ✔
  • Visual dashboard, metrics & KPIsbasic ✔
  • Extra features
  • Gift Cardsvirtual | physicalGift cards are redeemable at the issuing merchant only unless the community is pre-configured for shared gift cards.✔
  • API IntegrationsA REST API is available for custom integrations.✔

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Explore Standard Small Business Plans or Standard Mid-Market Plans

Marketing Agency Loyalty FAQs

What is a marketing agency loyalty program?
A marketing agency loyalty program rewards repeat customers using cash back or points-based rewards (or both). You control the design, track results in real time, and automate engagement with SMS/email messaging.
No. Customers use the Patron Loyalty container app, which transforms to your brand upon login. It’s faster to deploy than a custom app and stays fully branded across email, SMS, kiosks, and mobile wallet.
Community Connect provides customer import capability. Import customer lists via CSV. We’ll provide a template and guidance so you keep members, balances, and opt-ins intact.
Each participating merchant owns their customer and activity data—restricted to the transactions and engagement that occur at their business. If a customer frequents multiple businesses in a community, each business can access that customer's profile data and preferences, plus the customer's history at that business. You can export your business's data at any time (customers, activity, rewards balances, and transactions) via CSV from the portal; API access is also available for ongoing syncs.
Community Deals is coupon-only—ideal for low-overhead community discounts and incentives. Multiple coupons can be offered at the same time.
Community Deals offers coupons only. For points-based rewards or cash back, choose Community Connect, which combines coupons and points with rewards.
Your program can be provisioned the same day you purchase it. We recommend first reviewing key features, options, and our online training material.
No. You can issue coupons, loyalty cash, or points without replacing your POS. Many merchants start with cashier entry, QR, or kiosk and integrate later if needed.
Yes. Use prebuilt templates for coupons, loyalty cash, and points rules—no coding required.
Yes. Email is included. Transactional SMS is included. SMS credits for marketing are purchased separately as needed.
Yes. We provide opt-in tools and recommended practices; you remain responsible for obtaining consent and following local regulations.
Yes. Community Deals and Community Connect include multi-store support and scale with additional locations.
Real-time dashboards for enrollments, redemptions, repeat visit rate, frequency, average spend, and campaign attribution.
In-app messages are great for customers who actively open your app, but SMS reaches customers even when the app is uninstalled or notifications are disabled. That makes SMS essential for win-back, time-sensitive promos, and service alerts.
  • Reach: Delivers without requiring app installs, push permissions, or foreground use.
  • Recovery: If a customer churns and removes the app, SMS is often the only path to re-engage.
  • Speed: Ideal for limited-time offers, pickup/appointment reminders, and expiration nudges.
  • Best practice: Use in-app for active users; use SMS as a safety net for lapsed or critical messages.
Note: obtain SMS opt-in and follow applicable laws (e.g., TCPA). Provide opt-out and quiet-hours settings.
Customers can join once (typically by mobile number) and be recognized across participating merchants. Each merchant can access the customer's profile data and preferences, plus the customer's history at that merchant.
Yes. Each merchant controls their own offers, reward structure, and branding. Agencies can also standardize templates and best practices so programs feel consistent across the community while still letting each business keep its identity.
Opt-ins are captured and stored per merchant (and for community-wide messaging if you enable it). Customers can unsubscribe at any time, and you can control cadence and quiet hours—helping keep compliance straightforward in multi-merchant communities.

Rated overall 4.9 out of 5.0 across 100+ reviews!

Ready to launch your Marketing Agency Loyalty Program?

Run loyalty cash back and points-based rewards. Engage every customer with automation. Loyalty Cash & Points — Engage Every Customer.

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No POS change required. Upgrade anytime. See our Privacy for SMS/email consent.

  • No Lock-In Agreement
  • Cancel Anytime
  • No Setup Fees