Skip to the main content.

Featured Guide

marketing-b2b-loyalty-program
Marketing B2B Loyalty and Incentive Programs: A How-To Guide

Read Now →

- Loyalty Program Strategy & Design -

Create an engaging and data-driven loyalty program backed by experts


Whether you’re looking to refresh and modernize an existing program or launch a full-scale loyalty program for the first time, our loyalty experts can work with you to design a solution that aligns with your strategic goals and brings your vision to life.

Asset 131
 

Loyalty program design methodology that delivers world-class customer experiences


Our loyalty strategists utilize a proven loyalty program design methodology to create smarter, more innovative loyalty programs that attract and activate customers, and boost business results.

Asset 19

1. Foundational Principles Of Design


We follow 8 guiding principles for successful loyalty program implementations, rooted in customer experience and best practices. 

Asset 18

2. Framework for Ongoing Design 


Our 4-phase methodology is an agile process that allows for ongoing alignment and refinement. It considers internal, customer, and marketplace factors to produce a recommended design and/or redesign. 

Asset 7-3

3. Aspirational Metrics


Using our 4 dimensions of value we outline ideal-state measurement for best-in-class programs. We will work with your team to establish goals for each key metric and build our online dashboards accordingly.

 

Loyalty Program Design Process

Discovery

Objectives Alignment

  • Goals - gain upfront alignment of goals and gather input to establish objectives and guardrails.
  • Stakeholder Insights - conduct stakeholder interviews to identify audience insights and highest value behaviors for each audience segment.
  • Scope - define loyalty program goals and success metrics, both qualitative and quantitative.
lightbulb

Assessment

Insights & Analysis

We assess all the critical components that will factor into the upcoming loyalty program design phase, such as financial performance reviews and defining audience demographics and persona attributes for segmentation purposes.

  • Company
  • Culture
  • Customer
  • Competition
  • Cost/Benefit
audit

Design

Design & Journey Mapping

  • Structure - Finalize loyalty program rules, tiering structure, and terms & conditions. 
  • Value Proposition - establish brand alignment and persona-based value proposition, messaging, KPIs, and goals. 
  • Technical Requirements & Scope - establish a timeline for a phased approach for implementing new features and growing the loyalty program.
  • Rewards Recommendations - determine loyalty program rewards strategy,  hard & soft member benefits, and member engagement opportunities. 
design tools 2

Implement

Launch & Roll-Out

  • Marketing & Communications Plan - establish a detailed, multi-channel marketing & communications plan covering the entire member lifecycle from enrollment to re-activation. 
  • Launch & Roll-Out - deliver full loyalty program launch and execution plan including recommended technical scope, service, and ongoing support. 
  • KPI Scorecard - deliver final rules structure recommendations, metrics measurement plan, and loyalty program financial model showing earnings and lift.
Advance-2
 

Design Model

The PAVE Engagement Model™


The PAVE Engagement Model™ is Brandmovers's proprietary diagnostic tool that helps brands create roadmaps for growing deeper levels of engagement and loyalty among the program audience by identifying and prioritizing the different behavioral drivers that motivate people to act. This survey-based insights tool creates a brand connection index that will help focus effort and deliver impactful business results.

PAVE model

Passion

The brand's values and the individual's beliefs are aligned. The consumer trusts the brand implicitly and is a passionate brand advocate.

Authenticity 

The individual genuinely buys brand products to complement their lifestyle and because they identify with the brand's meaning or purpose, forming brand affinity. 

Value

The individual is happy with the current value and financial benefits they receive and is excited about the growth potential. They feel truly recognized and appreciated by the brand for their achievements. 

Empowerment

The brand's products and offerings are relevant to the individual and readily available. The brand helps provide what the individual needs to be successful and they feel confident in their ability to achieve their goals with the brand. 

 

Customer Lifecycle Engagement Strategy and Planning


Our work doesn't end once your loyalty program launches. We help ensure your loyalty program has a strong foundation for acquiring, engaging, and retaining customers by building a customer engagement plan that covers the entire customer relationship lifecycle. 

dotted line graph showing the 4 stages of the customer relationship lifecycle - acquire, optimize, retain, decline/lapsed

Acquisition

Welcome & onboarding communications & emails, paid search, social and promotional executions. 

Engagement

Member-centric content, fresh and high-perceived value rewards, growth offers, anniversary & birthday recognitions, and product trials. 

Retention

Member personalization using data integrations, gamification, interactive digital promotions, surprise & delight offers, and rewards. 

Reactivation

Reactivation campaigns with personal, 1-1 appeal. Edutainment videos and content, "Sneak Peek" announcements, and special offers. 

 

Ready to start designing your ideal customer loyalty program?

 

Talk To An Expert