All Collections
Loyalty
Loyalty: Common Scenarios & Best Practices
Loyalty: Common Scenarios & Best Practices

List of common Loyalty scenarios to inspire your Loyalty program.

Crystal McHenry avatar
Written by Crystal McHenry
Updated over a week ago

Overview

Read below for a list of common scenarios and best practices to inspire your Loyalty program.

Best Practice Recommendations

While planning or optimizing your referral program, consider the following:

  1. Make it easy to join the program.

  2. Make it easy to earn their first points

  3. Setup a reward they can earn right away to encourage participation, such as a free shipping voucher or voucher code for a small dollar value off their next purchase.

  4. Keep your program easy to understand, such as start with 5 or less ways to earn points and 5 or less rewards they can redeem those points for.

    1. You can always optimize the program later to add new ways to earn and spend over time to maximize the value of the program!

  5. Customize and brand all details of the program, such as your enrollment method, emails, and Portal experience.

Common Scenarios

  1. Issue Badges for:

  2. Issue rewards or points for:

    • Joining the Loyalty program

      • When someone first enrolls in the referral and loyalty program.

    • Making a referral

      • When a participant makes a referral, issue points as their reward, and setup rewards in the Portal that they can redeem those points for.

    • First purchase

      • When customers make they make their first purchase as a way to welcome them to the Loyalty program.

    • Repeat purchases

      • For every subsequent purchase, encouraging repeat business.

    • Purchase of $X or more

      • For a purchase that meets a certain dollar value.

    • Purchase of a specific product/sku

      • When a customer purchases a specific product or SKU

    • Purchase during a specific time frame

      • For making a purchase during a specific promotion period, season, or holiday.

    • Follow on Social Media

      • When someone clicks to follow your company on a social site.

      • Note: This is only click tracking and will not verify the follow was complete.

    • Sign up for Newsletter / Email List

      • When someone has signed up for a Newsletter / Email List

    • Leave a Review

      • Encourage customers to give a review about the company or a specific product in exchange for loyalty points or a discount reward.

    • Membership Anniversary

      • Celebrate the anniversary of a customer joining the loyalty program with special rewards or recognition.

    • Customer Anniversary

      • Consider rewarding a customer once they've been a customer for a specific period of time.

    • Completing Loyalty Profile

      • For completing their profile in the Portal data you deem necessary for your program, such as name, address, birthday.

    • Annual points for each Birthday

      • Reward points on a participants birthday.

    • Referral Shares

      • Reward points for the first time someone shares from the referral module, or once they get a certain number of shares.

    • Share Link Clicks

      • Reward points when a participant gets their first share link click or once they meet a certain number of share link clicks.

    • Customer Feedback

      • Reward customers for providing feedback through surveys or questionnaires.

    • Special Events / Webinars

      • Trigger rewards for participation in special events or webinars.

    • Mobile App Downloads or Usage

      • Incentivize customers to download and use your mobile app.

    • Subscription / Contract Renewals

      • Offer points or perks for renewing subscriptions to services or products.

    • Completing a Course

      • Reward points for completing a course you offer.

    • Total Lifetime Spend Met

      • Customer has spent at least $X with client over participation with loyalty program.

    • CRM Custom Field

      • Reward or give points for something applied to a custom field in your CRM.

For other ideas and best practices, check out our Blog - https://www.getambassador.com/blog.

For questions, contact your Customer Success Manager or support@getambassador.com.

Did this answer your question?