Simple Loyalty Offer Planner

Loyalty Quiz Email Templates Offer Planner

1 Pick Your Mechanic

Choose the one that fits your business best:

Visit milestone — reward customers after X visits
e.g. "6th visit free" / "5 classes = 1 free session" Time-based perk — reward customers who return within a set window
e.g. "Come back within 30 days and get 15% off" Birthday / anniversary reward — celebrate personal milestones
e.g. "Free entry on your birthday month" Referral reward — reward customers who bring new people
e.g. "Bring a friend, you both get £5 off" Spend milestone — reward based on total spend
e.g. "Every £50 spent earns a £5 voucher"

My chosen mechanic:

2 Set Your Trigger

What does a customer need to do to earn the reward?

Trigger (be specific):

How will you track this?

3 Define the Reward

What does the customer get? Make it feel meaningful, not token.

My reward:

Cost to me per redemption (estimate):

Is this worth it if it brings them back for more visits? Yes Let me rethink

4 Write the Customer-Facing Promise

How will you explain this to customers? Keep it to one sentence.

e.g. "Visit us 6 times and your 7th visit is on us — no catches, no forms, just a stamp on your card."

My promise sentence:

5 Plan the Touchpoints

How and when will customers hear about this?

At first visit (mention it in-person) In the welcome email On a physical card / poster in the space On social media In a dedicated email announcement

Launch date:

6 What's Your Next Level?

Once this is running, what system would make it easier?

Right now, I'm tracking loyalty manually via:

The biggest friction point in my current plan:

If I could automate one thing, it would be:

Quick Reference: What Works for Each Business Type

Business Type	Best Starting Mechanic	Quick Win
Family attractions / soft play	Visit milestone (e.g. 6th visit free)	Paper punch card + welcome email
Doggy daycare	Time-based return (rebook within 30 days)	Follow-up email with booking link
Activity centre / classes	Class pack loyalty (10 classes = 1 free)	Milestone email when they hit 8
Birthday party venue	Referral reward (refer a party booking)	Follow-up email 3 months post-party
Seasonal attraction	Annual return perk (returning visitor discount)	Re-engagement email each season

Pick one mechanic, launch it this month, and measure what happens. The businesses that win on repeat visits aren't doing anything magical — they're just consistent.