In the third quarter of 2024, our team introduced major updates and enhancements to Open Loyalty, designed to help our clients boost business outcomes through their loyalty programs.
Below is a breakdown of the latest improvements, organized by category:
Segmentation and Targeting
Campaigns
Usability
Units
Achievements
Tiers
We’re excited to bring you these updates and look forward to helping you maximize the potential of your loyalty programs!
Loyalty campaigns mix different mechanics to achieve business goals.
You can now trigger campaigns automatically using two additional triggers:
Previously existing triggers include daily and member's birthdays. It’s possible to mix and match campaigns.
Automatic campaigns help the business scale operations while keeping the personalized touch.
Learn how to use: Time-Based Campaign | Open Loyalty.
Let’s imagine some uses to increase user engagement with low effort.
In Open Loyalty, you can do this automatically:
This quarter, we fine-tuned many elements of the admin panel, from buttons to panels, to ensure the best navigation experience while crafting the perfect loyalty program.
Loyalty tiers allow you to differentiate members based on chosen criteria. You can then promote different actions, promotions, and messaging to each tier.
Tier-based segmentation helps businesses target specific groups of loyalty members to enhance engagement and increase customer lifetime value (CLV).
You can now dynamically segment users based on their loyalty tier, with the option to automatically update the segments. This eliminates the need for ongoing manual updates, simplifying campaign management.
Using tier segmentation allows businesses to craft hyper-personalized campaigns, boosting customer satisfaction and loyalty by addressing their specific needs and preferences.
Note that tier is one of many segment conditions (such as age, location, and achievement status) that can be mixed and matched.
Learn how to use: Segment Conditions | Open Loyalty.
Let’s imagine a few ways to boost engagement and CLV by using tier segments:
Custom events help you connect the loyalty program to specific member behaviors. Custom events are set as required – examples include "videos watched", "login performed", "products reviewed," and "steps walked." Events can be accessed through Open Loyalty's API.
Event-based segmentation enables businesses to track specific user actions and create tailored campaigns based on recent member activity.
You can now segment users more precisely by tracking custom events. These segments are automatically updated based on the user's event history within a set time frame.
This level of detailed targeting allows you to engage members based on their most recent interactions, helping to drive repeat behavior and align their actions with your business goals.
Learn how to use: Segment Conditions | Open Loyalty.
Let’s imagine a few ways to boost engagement by using custom event segments:
Open Loyalty allows you to create digital wallets with units, also called points, and reward members with that currency for performing specific actions.
Pending and expiring units create a sense of urgency and anticipation, encouraging members to engage with your loyalty program and make timely purchases.
You can now configure when units will expire or unlock during each campaign, allowing for greater flexibility in designing campaigns that drive specific behaviors, such as frequent purchases or referrals.
By strategically setting expiration and pending dates for loyalty units, businesses can influence member behavior, encouraging more immediate action or longer-term engagement.
Learn how to use: Creating Campaigns | Open Loyalty.
Let’s explore two simple ways to use units to boost engagement.
First case: Award different types of points based on how many products the member shops:
Second case: Award different unit types based on how the user is interacting with the shop.
You can now set a precise annual expiration date for units, allowing businesses to align point expiration with key dates like fiscal years or seasonal campaigns. This new flexibility makes it easier to predict and manage point redemption.
Setting predictable expiration dates improves financial planning, while allowing businesses to craft personalized marketing campaigns tied to each member’s point expiration. This also gives companies the ability to optimize the program by adjusting expiration dates based on customer behavior.
Learn how to use: Wallet Types and Configuration | Open Loyalty.
Let’s explore how you can use annual unit expiration to drive engagement:
You can now enable wallets to go into a negative balance, providing more flexibility when handling member transactions, returns, and large rewards.
Allowing negative balances in wallets is an advanced use case that can maintain a seamless user experience, even when members return products or redeem significant rewards.
Learn how to use: Wallet Types and Configuration | Open Loyalty.
Let’s explore how a negative balance can keep members engaged:
Achievements are a great way to motivate members by rewarding them for completing specific actions, from purchases to referrals.
You can now use pre-built achievement templates that cover a wide range of activities. These templates are fully customizable, allowing you to quickly implement achievements tailored to your program while reducing the time needed for setup.
Achievement templates streamline the process of creating engaging milestones for members, whether they are based on transactions, custom events, or referrals. This helps boost member satisfaction and loyalty while aligning achievements with your business goals.
Learn how to use: Creating achievements | Open Loyalty.
Let’s explore how achievement can drive member engagement:
You can now create follow-up achievements that are triggered when members complete specific prior achievements.
Follow-up achievements provide a structured way to increase member engagement over time. By rewarding members who achieve specific goals, businesses can create a sense of accomplishment and drive ongoing interaction with the program.
Learn how to use: Follow up Achievements | Open Loyalty.
Let’s explore how follow-up achievements can increase mobile app engagement:
You can now create custom tier sets tailored to different business goals, such as increasing purchase frequency or driving community engagement.
Crucially, you can enable different tier sets at the same time to mix and match different strategies.
Custom tier sets allow businesses to structure loyalty programs that motivate members to engage more frequently or spend more, based on different types of interactions or behaviors.
Custom tier sets enable businesses to align loyalty rewards with their goals, whether it’s boosting average order value (AOV) or increasing member engagement. By setting specific actions tied to each tier, members are motivated to progress through the levels, encouraging greater commitment to the brand.
Learn how to use: Adding Tiers | Open Loyalty.
One example custom tiers setup that drives engagement and increase spending:
