Turn Casual Shoppers Into Repeat Members
Customer retention is harder in regulated retail. Rules change, promotions need to stay member-only, and you still need a way to bring people back consistently. Preferred Patron™ helps cannabis & CBD dispensaries, vape shops, smoke shops, liquor stores, and tobacco retailers run points or store credit, VIP tiers, and automated win-backs—with a private messaging center so sensitive offer details can live behind login.
- ✓ Points, store credit (closed-loop), or hybrid earn rules
- ✓ VIP tiers, milestones, and member-only perks
- ✓ Private member portal + in-app messaging center
- ✓ Consent capture + opt-out management for SMS & email
- ✓ Automated birthday, win-back, and targeted campaigns
Cannabis Smoke Shop CBD Vape Liquor Tobacco
Square POS Lightspeed Series X Barnet Liquor POS Rest API Standalone Mode
Regulated-Industry Ready Private Member Portal No POS Replacement
Program pricing starts at $129/mo
Talk With Us
Tell us about your dispensary, vape, smoke, tobacco or liquor retail locations. We’ll send details fast—and keep it practical.
POS & Checkout Compatibility
Pricing for Regulated Retail Loyalty
Three plans for dispensaries, vape shops, smoke shops, tobacco retailers, liquor stores, and other regulated categories. Start with a single-location program, then upgrade when you need advanced tiers, automation, and multi-location controls. Click a plan to preselect it in the request form.
Regulated Launch
- Unlimited customers + Single store
- Unlimited staff users with granular security roles
- Digital stamp cards + points rewards
- Private member portal + Exclusive Private Messaging™
- Mobile app with in-app branding
- Unlimited Transactional SMS included
- Consent capture + double opt‑in support (where required)
- Full birthdate collection + 18+ / 21+ age gating options
- Standalone + POS compatibility options
- 25K/mo email + 1K/mo SMS marketing allowance
- Automations (welcome, birthday, win‑back, referral)
- Real-time data exports
- Dashboards for redemptions, repeat rate, and lift
Regulated Growth
- Everything in Regulated Launch
- Unlimited customers + multi-location ready
- Advanced points engine (Spend / Visit / Product / Behavior)
- Vanity point label (e.g., Points → Buds)
- Bonus point boosters (2Ă— | 3Ă— | custom) with eligibility rules
- Program tiers (3 levels: e.g., Bronze, Silver, Gold)
- Automated promotion/demotion between tiers
- Coupons with advanced eligibility rules
- Packages/bundles for pre-sales
- Appreciation campaigns
- In-app games: Scratch & Play
- Four (4) E-mail marketing blasts per month
- Survey & review collection
- Member & transaction imports/exports
Regulated Franchise
- Everything in Regulated Growth
- Unlimited customers
- Organization-level roles & permissions
- 3K/mo SMS marketing allowance
- Five (5) E-mail marketing blasts per month
- Cashback earning rules
- Hybrid points/cashback options with points-to-cash conversions
- Code on Pack (mystery codes)
- Centralized reporting across stores/regions
- Real-time callbacks (Webhooks)
- REST API for integrations
- Advanced win-back with follow-up and re-targeting
- Advanced referral campaigns< with referrer acknowledgements
- Program tiers (unlimited) for complex VIP structures
Pricing shown is per location. Growth and Franchise plans are annual by default (paid monthly). A cancel-anytime option is available at a higher monthly rate.
Compliance note: messaging and promotional rules vary by jurisdiction and carrier/policy. Always obtain consent and follow applicable regulations for your market.
SMS Engineered for Regulated Industries
In restricted categories—cannabis, CBD, vape, tobacco, liquor, gaming, and more—traditional SMS models can be limiting. Preferred Patron™ supports compliant text marketing through Exclusive Private Messaging™, a gated communication structure designed for regulated markets. No App Required!
Instead of forcing every promotion into an industry‑agnostic template, a safe and compliant text message can serve as a secure notification that opens an offer inside a member‑authenticated message center. You get more flexibility in how promotions are presented, while keeping visibility controlled and member‑only.
When it comes to SMS Marketing in regulated Industries, templated texting isn’t sufficient. Exclusive Private Messaging™ gives you unrestrained freedom, control and flexibility—while keeping sensitive messages in a secure, member‑only experience.
Compliant Text Marketing
Built for regulated categories where consent, carrier policy, and auditability matter.
Preferred Patron helps you comply with federal and state level regulations, such as TCPA, FCC guidance, and Canadian rules often governed by CRTC/CASL—while maintaining clear records for internal review. Enrollment flows can support both implied and express consent, including double opt‑in where appropriate, and can collect full birthdate with 18+ / 21+ age gating options for restricted industries.
Opt‑outs are handled automatically with easy reply STOP handling and suppression controls. Our platform complies with carrier messaging policies—including content categories known as SHAFT rules. Avoid brand and campaign registration headaches—just concentrate on growing your business!
Other compliance assistance includes honoring quiet days/hours, an AI Content Advisor, and adherence to the National Do Not Call Registry through suppression controls.
Examples from dispensaries, smoke shops & vape retailers
Preferred Patron delivers loyalty program software that helps regulated retailers increase repeat visits and customer lifetime value using points or store credit, VIP tiers, and member-only offers—with a private messaging center that keeps promotions more controlled.
We replaced constant discounting with points and store credit. Customers feel rewarded—and margin stays protected.
The private messaging center solved our promo problem: we can notify members without putting sensitive details in a public text blast.
VIP tiers make loyalty feel like a club. Staff can recognize top members and offer early access to new drops.
Automated win-backs bring lapsed members back when inventory is fresh. We stay top-of-mind without adding workload for staff.
QR signup at the counter grew our member list fast—and consent/preferences are stored on the profile for cleaner outreach.
Multi-location reporting shows what’s working by store and customer tier—so offers stay consistent and measurable.
Examples shown are representative program patterns. Results vary by market, brand, offer design, and outreach cadence.
Benchmarks & KPIs for Regulated Retail Loyalty
Track these numbers to see if your program is improving retention and engagement.
Benchmarks vary by state/province, product mix, price points, and messaging/compliance limitations. Metrics shown represent “healthy program” targets for most businesses. A well-implemented regulated retail loyalty program can achieve higher numbers, depending on offer strategy and how much of the business you can message/target. Lift = increase vs. your baseline
ROI Metrics That Matter for Dispensaries & Smoke Shops
More repeat visits, larger baskets, cleaner member lists—and better control over promotions in regulated environments
Points / store credit + VIP tiers + automation create a repeatable retention engine
So customers return in rhythm and staff spends less time chasing traffic
Member Capture Rate
Increase opt-in signups at checkout (cashier, QR, or kiosk) so every transaction can become a relationship.
Repeat Visits
Win-backs and milestone rewards nudge members back before they lapse—without running constant public discounts.
Basket Size
Use tier perks and targeted offers to encourage add-ons, bundles, and higher-value categories.
Margin
Reward with store credit or points-based perks instead of steep price cuts. Keep offers member-only and measurable.
Redemptions
Measure what members actually redeem—and which rewards move the needle—by store, tier, or segment.
Compliance Risk
Capture consent, honor opt-outs, and keep sensitive offer details in a private member portal/messaging center when needed.
Built for regulated retail loyalty
All the essentials to drive repeat visits—with messaging controls that fit cannabis, vape, smoke shop, and tobacco environments
Compliance & Messaging Controls
Stear clear of legal issues and class action lawsuits! Capture explicit opt-ins, honor STOP/opt-out requests, and engage in compliant promotional messaging with risk filtering and preference management.
Learn morePrivate Messaging Center
Notify members of new messages and keep sensitive offer details behind an age-gated login, when needed. This keeps messages inaccessible until the target recipient is validated with correct birthdate entry. Once verification is cached on a given device, age-verification is bypassed, allowing no hassle one-click viewing.
Learn moreAge Gating & Birthdate Capture
Require 18+ or 21+ eligibility to enroll and/or receive messages—and collect full birthdate when you need stronger gating.
Learn moreReporting & Redemption Controls
Measure performance by store, tier, and segment—and set redemption rules to keep value controlled and reduce misuse.
Learn moreAlso included: points programs, stamp cards, reward tiers, store credits, cash-back rewards and kiosk-friendly signups—configured to your compliance needs.
App images above are for illustration purposes only. Actual app screens vary by configuration and integrations.
Frequently Asked Questions
Common questions regulated retailers ask when launching loyalty and private messaging for cannabis, vape, smoke shop, and tobacco programs.
Preferred Patron is designed to help regulated retailers run loyalty with better control over enrollment and outreach. Common compliance-minded features include age gating and birthdate capture at enrollment, consent capture for SMS/email, preference management, STOP opt-outs, and a private messaging center so sensitive offer details can be delivered behind a member login instead of in a public text blast. Always follow your local and federal requirements.
You can require members to confirm an age threshold (18+ or 21+) before enrolling and/or before receiving offers or messages. Programs can also collect a full birthdate at signup to support age verification workflows and segmentation. Your rules can be tuned to your store category and local requirements.
Instead of placing restricted details in SMS, members receive a short notification and then view the full message inside a private member message center protected behind a login. After a member logs in once on their device, a secure token can be cached on that device so future messages can be opened quickly with the login step bypassed for a smoother experience.
Push notifications only reach customers who still have your app installed and who have notifications turned on. Private Messaging lets you alert opted-in members with a short SMS (which is typically seen and read more reliably because it lands in the phone’s default inbox), then deliver the full details inside a secure message center behind a member login. Because the alert can still reach a customer even if the app was removed, it’s especially effective for win-back, balance reminders, and time-sensitive updates—while keeping restricted content protected.
Yes. The same loyalty framework works across cannabis, vape, smoke shop, and specialty tobacco retail. You can tailor earn rules, rewards, and messaging by product category, store location, and customer tier.
Yes. You can run points-based rewards, closed-loop store credit, or a hybrid. Many regulated retailers use member-only pricing and credit-style rewards to encourage repeat visits without relying on broad public discounting.
Common automations include enrollment welcomes, points/credit balance reminders, tier progress nudges, and win-back messages for lapsed members. For sensitive offers, you can notify via SMS/email and deliver the full details in the private message center.
Enrollment flows can capture consent for email and text messaging, record preferences, and manage opt-outs (e.g., STOP). We recommend following TCPA requirements and CTIA messaging best practices, including clear consent language and frequency expectations.
No. Most retailers launch without replacing their POS. Depending on your setup, we can work alongside your POS using integration options such as API connections, exports/imports, or cashier-assisted enrollment and redemption workflows.
Yes. You can build segments based on purchase patterns, visit frequency, tier status, location, and engagement. This helps you send more relevant messages and rewards to the right members while keeping outreach controlled.
Yes. If you have an existing customer list, loyalty export, or email/SMS list, we can help map fields and import members so you can launch with an audience on day one (as long as messaging permissions are respected).
Programs can use redemption controls such as limits, maximum sales with approval, minimum purchase rules, tier requirements, mobile number validation with affirmative device confirmation and cashier verification prompts. Audit reporting helps you monitor redemptions and adjust rules to reduce leakage.
Most programs can launch quickly once rewards rules, branding, and messaging flows are finalized. We’ll help you map earn rules, redemption, and compliant outreach before you go live.
Compliance note: Requirements vary by jurisdiction and carrier policies. Preferred Patron provides tools to help you manage consent, preferences, and private delivery of sensitive content, but you should always follow applicable laws and guidelines.
Use cases for dispensaries, vape shops & smoke shops
Four proven loyalty patterns operators use to grow repeat visits—while keeping offers controlled and compliant.
VIP Tiers + Point Boosters
Best fit: Regulated Growth. Add Bronze/Silver/Gold tiers, automated transitions, and 2Ă—/3Ă— point boosters so regulars feel rewarded without constant public discounts.
Use CaseStamp Cards + Simple Points
Best fit: Regulated Launch. Start fast with visit or category stamps plus everyday points—easy for staff to explain and quick to roll out.
Use CaseCash-Back Store Credit Across Locations
Best fit: Regulated Franchise. Issue closed-loop credit with location-aware rules and centralized reporting—built for multi-store teams.
Use CaseApp images above are for illustration purposes only. Actual app images will vary.
