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How to create a bot that gives discounts automatically to subscribers on a particular order

Updated over a week ago

One of the most effective ways to reduce churn and reward long-term customers is by offering a "loyalty milestone" discount. With the Recurpay Bot, you don't have to track these milestones manually. You can create a simple automation that identifies exactly which order a customer is on and applies a discount automatically.

Whether it’s a "thank you" for reaching a 3rd order or a permanent discount for those who stay past their 6th, here is how to set it up.


Step-by-Step: Setting Up Milestone Discounts

The Recurpay Bot uses "If/Then" logic to monitor your subscriptions and apply changes the moment a criteria is met.

1. Navigate to the Bot Feature

  • Log in to your Recurpay Dashboard.

  • Go to Settings > Recurpay Bots.

  • Choose to edit an existing bot or click Create New Bot.

2. Set the "If" Condition (The Milestone)

In the "If" section, you define the trigger.

Using the If condition for any of these triggers

If Subscription Amount, If Subscribed Product, If Delivery Frequency, If Subscription Created Date, If Subscription Tags

3. Define the "Then" Action (The Reward)

Under the "Then" section, select "Give discount to customer" as the action. Choose the percentage discount you want to apply automatically when the condition is met.

If you want the discount to apply to all orders after a certain order (e.g., after the 3rd order), set the trigger to "After" instead of "On."

Click Apply to activate your automation. The discount will now be automatically applied to qualifying subscription orders.


Advanced Customization: Refining Your Rules

While order numbers are a great starting point, you can layer other conditions to make your discounts even more strategic:

  • Subscription Amount: Only give a discount if the subscription value is over a certain amount (e.g., $50+).

  • Subscribed Product: Limit the loyalty discount to specific high-margin items or "Premium" collections.

  • Subscription Tags: Apply the discount only to customers tagged as "VIP" or "Early Adopter."

  • Delivery Frequency: Offer a higher discount to customers who receive products every month versus every three months.


Why Automate Your Loyalty Program?

  • Surprise and Delight: Automatically applying a discount on a milestone order creates a "wow" moment for the customer without any administrative effort from your team.

  • Increased Lifetime Value (LTV): Customers are much more likely to keep their subscription active if they know a reward is coming up on their next renewal.

  • Consistency: Automated bots ensure that no loyal customer is ever missed, providing a fair and reliable experience for every subscriber.

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