Budget Planning 101 for Loyalty Programs

Planning a Loyalty Program Cost-effectively

How to budget for your loyalty program


  • Step 1: Determine whether you wish to design the program yourself or partner up with an agency or technology provider
  • Step 2: Review all predictable costs for staff, technology, and marketing
  • Step 3: Plan your rewards system, which can involve
    harder-to-predict costs
  • Final step: Use our spreadsheet template to start calculating your budget plan

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Zsuzsa Kecsmar
Co-founder & CCO of Antavo

“As the CCO at Antavo, I’ve seen all sorts of client budgets. Still, there’s nothing more disheartening than seeing a promising loyalty program fail to achieve its full potential. It doesn’t have to be this way. Our loyalty strategists have amassed a wealth of time-tested knowledge about budget planning to help you draft a budget and make every penny count.”

Zsuzsa Kecsmar
Co-founder & CCO of Antavo

“As the CCO at Antavo, I’ve seen all sorts of client budgets. Still, there’s nothing more disheartening than seeing a promising loyalty program fail to achieve its full potential. It doesn’t have to be this way. Our loyalty strategists have amassed a wealth of time-tested knowledge about budget planning to help you draft a budget and make every penny count.”

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Frequently Asked Questions

What is the smartest way to plan my loyalty program?

The key to a successful budget plan lies in smart spending, such as investing in SaaS loyalty solutions, balancing out reward thresholds, and determining the right marketing budget. You may enjoy our articles that dive into the business and promotion side of loyalty membership programs.

Can I receive hands-on advice for the launch of my loyalty program?

Antavo is proud to not only deliver software, but also the knowledge required to run a loyalty program. Our team excels at finding solutions that move your company’s KPIs, and we are ready to provide personalized answers to your questions during a consultation session with our top loyalty experts.

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