Build your customer loyalty app.

How to build your customer loyalty app

1. 1

   Describe the job

   Build loyalty balances around earning rules, redemptions and reversals.

2. 2

   Review the first version

   Choose how the loyalty coordinator records the member alias and how the programme owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your customer loyalty app

• Keep the member alias in context

  Keep member alias, earning event, points rule, redemption, reversal and balance together so the next person can understand the request or record.

• When the next step needs a decision

  A returned sample purchase had earned ten points. Record a reversal separately so the displayed balance has an explainable history.

• Keep balance visible

  Keep the reversed purchase linked to its points adjustment.

• Choose what each person needs

  Give the loyalty coordinator a working view and the programme owner a review view. Keep member alias and earning event attached to the decision as the work moves between them.