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Loyalty Program Planning
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StageDueStageDueStageDueStageDue
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Fact GatheringPlanningCreationMarketing
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Due
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Analyze competitionSeparate customer base into 4 segmentsDesign banner ads for announcementSet up email campaign for announcements & reminders
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Set goals for loyalty programChoose tactic mix (tiered rewards, discounts, buy x get y, personalized rewards)Set up loyalty section of websiteSchedule social media messaging
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Determine available tech for implementationDetermine how rewards will be storedDesign emails for announcementSet up banner ad campaign
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Determine how this will support customer experienceDetermine how rewards will be redeemedCreate discount codes as necessaryLaunch loyalty program content on website
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Gather customer data (preferences, purchase history, etc.)Choose intangible rewards (if appropriate)
Update privacy policy to reflect data usage
Launch direct mail campaign
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How much budget is available for all stages?Choose tangible rewards (if appropriate)Design and launch sign up pageLaunch customer advocacy challenges
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Do you have merchant partners?Acquire any additional tech necessaryDesign direct mail
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Do you (or will you) have a customer advocacy group?Train employees on program featuresSet up customer advocacy challenges to promote loyalty program
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Which customer segments will be addressed?
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Who will monitor data?
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How will data be stored?
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Will the program have an end date?
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Build wire frames for program & test in focus groups
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Set up or confirm merchant partners' involvement
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Completed!
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