10 Steps to Developing an Optimal Loyalty Program

Our customers usually approach us with the same question: “Where do I start?”. The importance of customer loyalty is well known, but the process of achieving it is less so. To demystify the process, R3 Marketing has created the infographic 10 Steps to Developing an Optimal Loyalty Program.

Before you start

Developing a relationship or loyalty program is a stimulant process, but it’s also a challenging one. Many people confuse relationship strategy with marketing strategy. But there is a clear difference between the two.

The creation of a program is not the result of a quarterly marketing plan. It’s a process that stretches over several years, generally from 2 to 5. Moreover, the marketing team is not the only contributor of this type of project. Above all, senior management must validate the relational vision.

Collaboration with other company departments (technology, sales, operations, marketing, communications, etc.) is also required throughout the 10 steps to developing a loyalty program. The profitability and success of your program will depend, in part, on its integration within your company.

Also read: 7 Success Factors for your Loyalty Program

One process for all

Contrary to popular belief, the 10 steps are the same for all business sectors. In fact, the process remains the same whether you’re in B2C or B2B. Actually, if you run a B2B company, your program is likely to be less costly than in B2C.

In our LoyalT study, our team takes a look at loyalty programs across all industries: supermarkets, pharmacies, c-stores, hardware, specialty food, entertainment, transportation, restaurants, fashion and beauty and pet care.