Loyalty program implementation: Checklist and good practices

Robert Ĺšwietlicki
Robert Ĺšwietlicki
Senior Product Marketing Manager
Loyalty program Implementation checklist
Whitepaper

Loyalty program implementation: Checklist and good practices

A complete guide dedicated to planning, setting up and launching a successful loyalty program prepared by loyalty experts.

Ready to unlock the true potential of customer loyalty? Looking for a comprehensive guide that walks you through every stage of creating and implementing a successful loyalty program? You are in the right place!

We are excited to present our latest whitepaper, "Loyalty program implementation checklist." Inside the material, you will find a step-by-step breakdown of events, loyalty expert best practices, and a downloadable spreadsheet checklist for practical use. 

What will you learn from this report?

Designing Your Loyalty Program

  • Understand the core concepts and mechanisms behind a successful loyalty program
  • Learn how to create a program that resonates with your unique customer base

Overcoming Implementation Challenges

  • Get equipped to navigate common hurdles when implementing a loyalty program
  • From technical system integration issues to stakeholder communication, we've got you covered

Seamless Systems Integration

  • Learn how to harmoniously merge your loyalty program with existing systems
  • How to integrate point-of-sale platform to your CRM software
  • Efficient ways to ensure accurate tracking and personalization

Effective Stakeholder Engagement

  • Discover techniques to get your employees onboard and excited about the program right from the start
  • How to keep all stakeholders engaged for the long run

Clear KPI Definition & Expectation Management

  • Understand how to clearly define your goals
  • Learn how to measure program success
  • Know how to manage customer expectations effectively

Loyalty experts behind the whitepaper

Monika Motus 

A seasoned loyalty expert with experience at some of the world’s top brands: Starbucks (AmRest), iSpot and Douglas. She’s a true loyalty enthusiast, carefully following the loyalty industry, always eager to extra valuable insights from both loyalty programs and trends unraveling in the loyalty industry.

Paweł Dziadkowiec

Paweł is a marketing and loyalty expert with 20+ years of experience in building loyalty programs. Formerly a Loyalty Manager at BP, involved in implementing successful rewards programs at multiple BP locations across Europe. Currently CRM & Loyalty Director (CEE) at Answear.com.

Checklist to help you with the loyalty program implementation

We understand that implementing a loyalty program is a complex task. With multiple areas to cover across marketing, sales, logistics, legal and technology aspects - it is easy to get lost.

This is why we have created this comprehensive guide for loyalty managers - to streamline the implementation process. Our whitepaper is a practical walk-through of the key implementation stages with tips on reaching a successful program launch.

In the whitepaper, you will find all the necessary materials, including:

  • A step-by-step breakdown of all implementation events
  • In-depth overview of each step on the process
  • Industry best practices from our network of loyalty experts
  • A downloadable spreadsheet checklist to use in your daily work

Don't miss out on this opportunity to revolutionize your approach to customer loyalty. Download your copy of "Loyalty Program Implementation Checklist" today and embark on the journey to sustained customer loyalty and exponential business growth!

Join the community of 1000+ Loyalty Builders

Get a weekly dose of actionable tips on how to acquire, engage, and retain your customers

Starbucks logoDisney logoMcDonald's logoVodafone logoadidas logo
Tell us about your challenges and we will together
Loyalty Program Trends 2025

200+ loyalty experts reveal trends, challenges, and strategies you can’t miss.

Download report

Table of contents

Success stories

See how Open Loyalty helps brands grow their business

limango

limango used gamification to drive user engagement and triple buying frequency
Banner - client Equiva

EQUIVA

EQUIVA doubled purchase frequency and saved EUR 68.000 with loyalty app-powered referrals

dacadoo

dacadoo’s digital health app boosted user activation by 62% with gamification