Loyalty Program Concept Worksheet

Start considering key characteristics for your future loyalty program to make concept planning smoother

Antavo's Ebook: Loyalty Program Concept Worksheet

Answer our questions to get inspiration
for your reward program’s concept


  • Identify your main focuses
  • Map out the customer journey
  • Think about how members can interact with the program
  • Plan how you will reward and engage members
  • Consider how you will collect data

Download worksheet

Headshot of Giulia Filoso, Head of Customer Success Quotation regarding Antavo

Giulia Filoso
Head of Customer Success

A solid concept is at the heart of any successful loyalty program. Having a strong vision from the very beginning not only makes implementation much quicker and smoother, but also proves valuable for choosing the right loyalty technology provider. In this worksheet, we go over the crucial overarching steps required to create a baseline for your loyalty program, from identifying KPIs to choosing the right program type. By answering our questions, you’ll come one step closer to developing a rewards program that truly fits your business.

Headshot of Giulia Filoso, Head of Customer Success Quotation regarding Antavo
Giulia Filoso
Head of Customer Success
Design element on Antavo's website

A solid concept is at the heart of any successful loyalty program. Having a strong vision from the very beginning not only makes implementation much quicker and smoother, but also proves valuable for choosing the right loyalty technology provider. In this worksheet, we go over the crucial overarching steps required to create a baseline for your loyalty program, from identifying KPIs to choosing the right program type. By answering our questions, you’ll come one step closer to developing a rewards program that truly fits your business.

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Clients include
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A partial list of Antavos's clients. A partial list of Antavos's clients.

Take a look inside

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Antavo's Ebook: Loyalty Program Concept Worksheet pt. 1.
Antavo's Ebook: Loyalty Program Concept Worksheet pt. 2.

Frequently Asked Questions

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How does this worksheet work?

The worksheet consists of a series of categories, dedicated to crucial elements of your loyalty program’s concept. Each category contains a series of questions, sometimes accompanied by suggestions that are meant to inspire your creativity. Going through the worksheet will give you a better understanding of your business’s loyalty program priorities, and help you explore program components that you might have otherwise missed.

What should be my next step?

Once you’ve finalized the concept, you’re ready to start searching for a loyalty technology provider that has the capabilities to make your program a reality. Alternatively, you can also move on to start drafting the concept for your rewards. Nevertheless, keep in mind that the initial concept almost always changes due to technology limitations or shifts in scope. So make sure to explore every single aspect of the concept with the vendor you choose.

Partners who trust us
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Logo line of partners working together with Antavo. Logo line of partners working together with Antavo.

recognition

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Antavo's listing in Gartner.
Antavo's inclusion in Forrester.
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