Webinar Summary - Lesson on Loyalty

Webinar Overview

In this session, we walked through how to create loyalty offers in the Incentivio Dashboard, focusing on both earn-based and redeem-based offer types. The goal was to help clients and internal teams understand how to build offers that align with the structure of their loyalty program.

Video Recording

Key Takeaways

Know Your Program Type

• Point-based: Guests earn points (typically per dollar spent) and redeem them for discounts or free items.

• Punch-based: Guests earn punches per qualifying action (like a visit or item purchase) and redeem them after reaching a threshold.

• Make sure to match your offer type with your program — for example, a point redemption won’t apply if your program is set up as a punch card.
  
  For more details on Loyalty Options, please see our Loyalty Overview Guide

Franchisee Note
Franchisees interested in sending offers directly to guests should coordinate with their corporate team to ensure access and alignment with brand-wide settings.

Best Practices for Loyalty Offers

Start Simple

• Avoid overwhelming guests with too many offers or unclear earning paths.

• Begin with 3-4 core offers that align with your most popular items or highest-margin categories.

Reward Core Behaviors

• Design offers around actions that naturally occur — like “Earn 100 points when you spend $20” or “Get a punch for a sandwich purchased.”

• Reinforce habits, such as daily coffee runs or weekly family meals, to build brand loyalty.

Create Urgency with Limited-Time Redemptions

• Offers that expire or are tied to certain times (e.g., “Redeem 250 points for a free iced latte this week only”) can drive faster action.

• Weekly or monthly “member exclusives” keep things fresh and reduce program fatigue.

Personalize When Possible

• Tailor offers to guest behavior — such as offering a reward after a guest hasn’t visited in 30 days. Leverage Guest Journey for rewards and win back offers!

Monitor and Adjust

• Don’t be afraid to tweak offer amounts, expiration dates, or qualifying conditions based on real usage.

How-To Guides

• Dashboard - Creating a Loyalty Offer
• Dashboard - How to Award Bonus Points for a Transaction
• Universal Loyalty / Sliding Loyalty

Other Offer Guides

• Dashboard - Gift Card Bonus Offers
  • Think about offering bonus points for a digital gift card purchase
• Dashboard - Creating a BOGO Offer (Buy one, get the same item free)
  • Great for limited time offers
• Birthday Offers
  • Bonus points for a birthday anyone? 
• Dashboard Creating Referral Offers
  • Encourage more signups by rewarding existing members for referring friends! Another great time for bonus points!

Example Programs

Not sure where to start? Don't worry! Here are some example programs you can use to get some ideas flowing! Make sure to tailor these to your brand and menu! 

Coffee/Tea Shop – Point-Based Program

Program Setup:

• Earning: 1 point per $1 spent

• Bonus: 50 bonus points for every 3 hot drinks ordered in one transaction

• Redemption Options:

  • 150 points = Free regular coffee

  • 250 points = Free bakery item (e.g., muffin, croissant)

  • 300 points = $5 off your order

  • 500 points = Specialty drink (e.g., seasonal latte or matcha)

• Customization: Double points on Wednesdays to drive slow-day traffic

• Notes: Promotes daily habits and encourages repeat visits through bonus triggers for specific order combinations.

Pizza Restaurant – Point-Based Program

Program Setup:

• Earning: 2 points per $1 spent 

• Bonus: 75 bonus points for purchasing a party tray pizza! (this is their largest item)

• Redemption Options:

  • 200 points = Free soft drink

  • 400 points = Free appetizer (e.g., garlic knots, side salad)

  • 600 points = Free 2-topping personal pizza

  • 800 points = $10 off any large order (over $50)

• Customization: Birthday bonus of 100 points 

• Notes: Points are used to drive larger ticket sizes and reward loyalty around celebratory or group meals.

Burger Takeout – Punch-Based Program

Program Setup:

• Punch Type: Item-based

• Earning: 1 punch per entrée (burger or sandwich)

• Reward: After 8 punches, get 1 free burger

• Limitations: Only 1 punch per day to avoid abuse

• Customization:  Referral bonus of 1 punch for referring a friend

• Notes: A simple, straightforward loyalty structure well-suited for high-volume, fast-paced environments.

Need More? Check out our Loyalty Reward Ideas and, as always, feel free to reach out to support if you need guidance on setting up a specific offer!