Create your first loyalty program

Tabata Vossen -

Creating a loyalty program can be a lot of work. Here’s how to get started.

In a basic loyalty program, a member earns points based on their interactions and can redeem them on selected rewards according to a set of rules.

Prerequisite: integrate

  • Members will need to connect to your loyalty program via SSO. But you can also connect our platform to a wide variety of services you already use, such as Facebook, Instagram, your marketing automation platform or POS system. Please work with your Customer Success Manager to determine which integrations better suit your business needs. 
  • Finally, the Qualifio Loyalty platform is also natively integrated with Qualifio Engage, making it easy to build a loyalty program that is powered by interaction and gamification and to focus on engaging members instead of just getting transactions from them.

Once Qualifio Loyalty is integrated, configuring, launching and maintaining your loyalty program can be done within weeks by non-technical staff by following the steps below.

1. Define the earning rules of your program

You should start by defining what behaviours should be rewarded and how to reward them (i.e. how many points members will get for which action).

Beyond making a purchase, here are some examples of earning events for your program:

  • signing up for the customer loyalty program
  • writing a review
  • joining the newsletter
  • taking part in a survey or contest
  • filling out their profile
  • shopping at your partner’s store
  • liking your company on Facebook (coming soon)
  • referring another member (coming soon)
  • etc.

For more information about how to set up earning rules, see Earning rules.

2. Define the loyalty rewards

You also need to define which rewards to offer your loyal members. Once you give them points (or any other custom currency), they are allowed to choose their preferred reward from a broader reward catalogue.

Beyond free products or services, here are some examples of rewards you can offer in your program:

  • free samples
  • discounts
  • charity donations
  • priority access
  • personalised products
  • VIP experiences
  • free shipping
  • better return policy or extended warranty
  • etc.

For more information about how to set up rewards, see How to set up the rewards?.

3. Define the burning rules

Once you have created your rewards, you can define the “burning” rules for how members can spend points and redeem rewards in your loyalty program.

This is done by setting the number of points a member must accumulate before being able to redeem a reward (i.e. how many points members must spend for which reward).

For example, let’s say you work for a pet store and you’ve defined two loyalty rewards:

  • the reward “10% discount” could be redeemed for 1,000 CatPoints,
  • and the “personalised water bottle with your cat photo” could require 10,000 CatPoints.

Members can use their loyalty points to redeem a reward, assuming they have accumulated enough points. For example, with her 5,003 CatPoints, your program member Leanna may be able to redeem the 10% discount, but the personalised water bottle won’t be available to her just yet.

For more information about how to set up burning rules, see Burning rules & reward redemption.

4. Optional: establish the loyalty program levels

Levels (also called “tiers”) are optional in your loyalty program but they can help you differentiate between less and more loyal members based on the annual points collected. The other main benefit is that you can set up level-based rewards:

  • Different levels can have different rewards available. For example, you could choose to offer different rewards only to VIP members (such as invitations to “Meet & Greet” events or access to an exclusive online community).
  • Vary the number of points you give for every level. For example, regular members could be rewarded with 10 points for engaging with your brand on social media, while VIP members could earn 20 points for the same type of interaction.

For more information about how to set up levels, see How to create a tiered loyalty program.

5. Design the member portal

The member portal is where members can see all available rewards and points. They could also be presented with their transaction history, information about their current level, and more.

For more information about how to set up the member portal, see How to customise and brand your member portal.

6. Schedule loyalty program notifications

Note: To be able to set up automated notifications to send updates to your members about their activity, you’ll need an integration between your automation platform and Qualifio.

For example, you could notify your members about:

  • joining the program
  • progress in the program (points earned)
  • rewards redeemed
  • entering a new level
  • etc.

7. Choose the publication channels and bring your program to life!

Time to integrate your loyalty program into your website or publish it as a dedicated landing page.

Now that you have learned how to implement rules, brand your portal, and launch your loyalty program, don’t forget to check if the program is effective.

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