AI TOOL PROFILE
Workbook AI Review: Loyalty and Reputation Platform
- Marketing
- Marketing Automation
- Small Businesses
- Mid-Market Companies
- D2C Brands
- Retail Stores
Pricing
Pricing starts with a free tier for up to 100 orders, with paid plans starting at $39/month. Higher tiers (Growth and Plus) include additional costs per 100 orders beyond their included limits.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, D2C Brands, Retail Stores
- Key use cases
- Increasing Repeat Purchases, Customer Acquisition via Referrals, Rewarding High-Value Customers, Compliant Feedback Collection
- Integrations
- Shopify, Carbon
- Official website
- Visit workbook official website
How AI is used
Workbook AI is a loyalty and reputation management tool designed for brands using Shopify. It provides a framework for customers to earn points through purchases, signups, and social actions, which can then be redeemed for discounts, free shipping, or products.
The software is designed for small to mid-market retail companies that want to implement structured loyalty, such as tiered VIP levels (Bronze, Silver, Gold, and Platinum) and referral programs.
Beyond rewards, the tool includes reputation management features designed to comply with UK CMA and ASA guidelines to help brands collect genuine customer feedback.
Buyers should confirm that advanced features like VIP tiers and points expiry are reserved for higher-priced plans, and that the monthly cost scales based on the number of orders processed.
Key Features
Points-Based Loyalty
Supports customers earning points for purchases, signups, and social interactions, redeemable for discounts or free products.
VIP Tier Levels
A tiered system (Bronze, Silver, Gold, Platinum) that provides rewards and perks based on customer spending thresholds.
Referral System
Tools for existing customers to refer new shoppers, with rewards for both the referrer and the new customer upon the first purchase.
AI-Driven Personalization
Uses AI to help personalize reward journeys and curate deals based on customer preferences.
Ethical Review Management
Supports the collection of genuine customer feedback in compliance with UK CMA and ASA advertising guidelines.
Loyalty Hub and Launcher
On-site floating buttons and dedicated hub pages where customers can track their points and available rewards.
Use Cases
Increasing Repeat Purchases
Using points-based rewards and bonus events, such as double-points weekends, to encourage customers to shop more frequently.
Customer Acquisition via Referrals
Setting up referral rewards to encourage existing customers to bring in new shoppers.
Rewarding High-Value Customers
Implementing VIP tiers to provide exclusive perks and early access to sales for frequent buyers.
Compliant Feedback Collection
Managing customer reviews through transparent, disclosed incentives that meet consumer law standards.
Integrations
- Shopify
- Carbon
FAQ
Does Workbook AI have a free version?
- Yes, there is a Free plan available for stores with up to 100 monthly orders, which includes a basic points program and referral system.
Which platforms does Workbook AI integrate with?
- The platform is designed for Shopify stores and also features a Carbon integration.
Can I set points to expire in Workbook AI?
- Points expiry can be configured, but this feature is only available on the Growth and Plus plans.
How does the software handle customer reviews?
- It provides ethical review management that complies with UK CMA and ASA guidelines, focusing on genuine feedback.
Source category: Marketing
Source subcategory: Marketing Automation
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