Create advanced Works with: Any AI

Referral and Loyalty Campaign Mechanics

Decision tree Has example

Design reward systems that are profitable.

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Help me design a referral or loyalty program that is profitable. Business model and margins: [BUSINESS_MODEL_AND_MARGINS]. Customer lifetime value and acquisition cost: [LTV_AND_CAC]. Purchase frequency: [PURCHASE_FREQUENCY]. Customer behavior and channels: [CUSTOMER_BEHAVIOR].

Take me through the tree:
1. Which problem am I solving: acquisition, repeat purchase, or advocacy? Referral addresses acquisition; points-based loyalty addresses frequency; tiers address high-value retention.
2. Can I afford the reward? Compute the maximum reward per referred customer from margin and LTV; show the arithmetic.
3. Reward type: cash or credit, product, discount, experience, charity. Pick based on my margin and customer type; explain effects on fraud and perceived value.
4. Two-sided or one-sided? Describe the trade-offs.
5. Rules: qualifying actions, timing, limits, expiry, and prevention of abuse (self-referrals, fake accounts).
6. Mechanics: how the link or code works, tracking, payout, and customer messaging.
7. Compliance: disclosure rules for incentivized referrals, data and marketing consent [VERIFY].
8. Test: start with a pilot of a small segment and measure referral rate, cost per new customer, quality of referred customers, and effect on profit.

Output a program design, terms in plain language, three message templates, a financial model table, and a launch checklist.

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Problem: acquisition. Affordability: average margin 45 on an order of 80 (36 per order), customer lifetime value 240 gross profit (estimate). Acquisition cost today 40. Maximum reward per referral: 25% of the first-year gross profit, about 25.
Reward: 15 credit to the new customer and 15 credit to the referrer after the first order (total 30 per referral; below the 40 paid acquisition).
Rules: qualifying action = first paid order; limit 10 referrals per customer a year; no self-referrals (same payment method or address).
Compliance: disclose incentives clearly [VERIFY].
Pilot: 500 customers for 6 weeks; measure referral rate, cost per new customer, 90-day retention. Message templates: invite, reminder, reward notice.

• loyalty
• referral-campaign