Loyalty & Retention
Reward repeat customers with points, tiers, and automated birthday perks.
Last verified: 2026-04-16
Acquiring a new customer costs 5-7x more than retaining an existing one. A well-designed loyalty program turns one-time visitors into regulars and regulars into advocates. This template configures a full loyalty engine — from points earning to tier upgrades to automated reward redemption — all managed by your AI agent.
You will define your rewards tiers (bronze, silver, gold or custom), set the earning rules that determine how customers accumulate points, configure redemption options and their point costs, enable birthday automation for personalized perks, and set up metrics tracking to measure program effectiveness over time.
5 Steps
Define rewards tiers
Create tier levels with names, point thresholds, and tier-specific perks (e.g. priority booking, free dessert).
Set earning rules
Configure how customers earn points — per visit, per dollar spent, bonus multipliers for events or referrals.
Configure redemption
Define what points can be redeemed for — discounts, free items, upgrades, or exclusive experiences.
Enable birthday automation
Set up automated birthday detection, personalized messages, and birthday-specific rewards or offers.
Track metrics
Enable loyalty dashboards — enrollment rate, active member %, redemption rate, and program ROI.
Ready to set this up?
Get your AI agent configured with this template in 30 min. Our team can walk you through every step.