Customer Loyalty System Checklist
🎯 Customer Loyalty System Checklist
📐 Strategy Design
Define loyalty goals (retention, referrals, upsell)
Identify target customer segments
Choose loyalty model (points, tiers, cashback)
Set program rules & eligibility
🔧 System Setup
Select loyalty platform or build custom
Integrate with CRM and POS systems
Develop customer dashboard/portal
Enable mobile/web access to rewards
🎁 Reward Management
Define types of rewards (discounts, gifts, perks)
Set redemption thresholds
Automate reward issuance
Update and rotate reward options regularly
📣 Communication & Engagement
Set up automated email/SMS triggers
Promote loyalty program on social & site
Notify users of points, milestones, rewards
Send re-engagement campaigns
📊 Analytics & Optimization
Track redemption and participation rates
Monitor customer LTV and churn
A/B test incentives and timing
Refine program based on feedback/data
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