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Buyer guide library

Practical loyalty guides for decisions that matter.

Choose the operating model first. Then work through setup, staff workflow, economics, and the product limits that affect the decision.

Browse guides
Library27 maintained pages
EvidenceCurrent product documentation
Reading pathDecision first, setup second

About this directory

Start with the decision in front of you.

These guides cover ownership, implementation, privacy, loyalty mechanics, and migration. Each one links to the current setup documentation behind the recommendation.

Self-hosted loyalty software

Choose self-hosting with a clear view of ownership, infrastructure, maintenance, and source access.

  • Ownership
  • Infrastructure
Buyer guide · Ownership

GDPR and loyalty software

Map data roles, hosting choices, consent, exports, deletion, security, and operator responsibility.

  • Privacy
  • Operations
Buyer guide · Privacy

Loyalty software without a subscription

Compare a one-time software license with hosting, maintenance, support, and managed SaaS costs.

  • Cost model
  • Ownership
Buyer guide · Cost model

How to start a loyalty program

Choose one mechanic, protect the economics, train staff, launch calmly, and review the first month.

  • Planning
  • Launch
Buyer guide · Launch

Self-hosted versus SaaS loyalty

Compare ownership, implementation, support, integrations, cost structure, and operating risk.

  • Decision guide
  • Deployment
Buyer guide · Deployment model

Open source versus source-available

Separate code access, license rights, redistribution, support, roadmap, and maintenance.

  • Licensing
  • Source code
Buyer guide · Licensing

QR-code loyalty programs

Plan customer enrollment, staff scanning, printed placements, fallback workflows, and integrations.

  • QR workflow
  • Staff
Buyer guide · QR workflow

Digital stamp-card software

Set the qualifying purchase, stamp target, reward, completion workflow, and fraud controls.

  • Stamp cards
  • Repeat visits
Buyer guide · Stamp cards

Prepaid pass software

Sell a fixed number of future uses, define expiry, train staff, and track redemption liability.

  • Prepaid passes
  • Cash flow
Buyer guide · Prepaid passes

Migrate a loyalty program

Inventory balances, export data, decide what moves, rehearse the cutover, and explain the change.

  • Migration
  • Data
Buyer guide · Migration

Set up loyalty for your own business

Take one business from domain planning to its first live loyalty checkout with one mechanic and one worthwhile reward.

  • Path to live
  • Own business
Path to live · Own business

Launch a loyalty platform for your clients

Configure one shared installation with isolated partner businesses, Portal, practical billing, and a repeatable client launch.

  • Path to live
  • Client platform
Path to live · Client platform

Launch a loyalty directory for your district

Build a program-led Public Listing for a district, mall, association, or tourism network and launch it at participating counters.

  • Path to live
  • District directory
Path to live · District directory

Points, stamps, or prepaid passes

Choose one core mechanic from purchase rhythm, basket variation, capacity, staff work, and cash-flow timing.

  • Mechanism
  • Decision
Buyer guide · Mechanism

Loyalty program reward economics

Set thresholds, direct-cost exposure, capacity controls, breakage assumptions, and stacking rules.

  • Economics
  • Rewards
Buyer guide · Economics

Loyalty program ROI

Build a break-even model from incremental gross profit, complete program cost, and defensible evidence.

  • ROI
  • Measurement
Buyer guide · ROI

Small-business loyalty program ideas

Choose one practical pilot from repeat behavior, reward cost, staff capacity, and customer clarity.

  • Small business
  • Pilot
Buyer guide · Small business

Loyalty program reward ideas

Choose rewards by perceived value, direct cost, capacity, fulfilment, and margin protection.

  • Rewards
  • Decision
Buyer guide · Reward selection

How to promote a loyalty program

Place one clear promise across the counter, QR print, receipt, service messages, email, and staff prompts.

  • Promotion
  • Operations
Buyer guide · Promotion

Loyalty program metrics

Choose useful measures by program stage, denominator, decision, and evidence strength.

  • Metrics
  • Measurement
Buyer guide · Metrics

Loyalty program fraud prevention

Build prevent, detect, correct, and escalate controls around customer and staff workflows.

  • Controls
  • Operations
Buyer guide · Controls

Loyalty points expiry policy

Choose a points lifetime from earning cadence, liability, customer value, communication, and law.

  • Points
  • Policy
Buyer guide · Expiry policy

Loyalty reactivation campaigns

Define dormancy, choose a bounded return offer, select delivery, and measure a real return.

  • Reactivation
  • Campaigns
Buyer guide · Reactivation

Loyalty program email campaigns

Separate essential mail, loyalty updates, and marketing before choosing audiences and messages.

  • Email
  • Consent
Buyer guide · Email campaigns

Loyalty referral program design

Set two-sided point rewards, the qualifying purchase, economics, sharing, and abuse controls.

  • Referrals
  • Growth
Buyer guide · Referrals

Loyalty tier program design

Set qualification thresholds, benefits, downgrade policy, and multiplier economics from member data.

  • Tiers
  • Status
Buyer guide · Tiers

Loyalty program terms and conditions

Publish program rules the software can enforce: eligibility, earning, exclusions, expiry, changes, and closure.

  • Program rules
  • Policy
Buyer guide · Program rules

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