YegertekA Standard Loyalty Program Done Properly
Most loyalty programs are built on the same basic mechanic — earn points, reach a threshold, redeem a reward. The difference between a program that retains customers and one that quietly costs money is in the economics, the rules, and how consistently the program is operated.
Overview
Most loyalty programs are built on the same basic mechanic — earn points, reach a threshold, redeem a reward. The difference between a program that retains customers and one that quietly costs money is in the economics, the rules, and how consistently the program is operated. Yegertek designs standard points-and-rewards programs on Engage 365 with proper economic modeling from the start, so the program becomes a retention asset rather than an open liability.
The Challenge
- ✕Points liability modeled too late. Programs launched without rigorous earn/burn modeling accumulate redemption liability that surprises the finance team later.
- ✕Inconsistent member experience. Points that behave differently across channels — in-store versus online — erode trust in the program.
- ✕Low redemption as a warning sign. Low redemption often indicates the reward catalog isn't compelling, not that the program is succeeding.
- ✕No ongoing governance. Programs configured once and left unmanaged drift from their original economic assumptions.
Our Approach
Economics first, not last. Earn rates and redemption rules are modeled against real margin and liability scenarios before a single screen is designed. Consistent cross-channel experience. Points post to a single member record regardless of channel, so the balance the member sees in the app matches what the cashier sees at the till. Governed and optimized over time. Program performance is reviewed against the retention and liability targets agreed at design, not left static.
Capabilities
Outcome-labeled features, not a laundry list.
Configurable earn and burn rules
Program mechanics matched to your business model, not a template
Economic modeling at design stage
Points liability and margin impact modeled before launch
Multi-channel consistency
One balance, visible and spendable everywhere
Reward catalog management
Catalog configured and updated without engineering involvement
Ongoing performance governance
Earn and burn rules adjusted based on real program data
Business Benefits
A properly designed standard loyalty program earns its keep: retention rates improve because the program is built around behavior worth rewarding, not just spend volume. Points liability is managed as a financial metric from day one, not discovered as a problem after a finance audit. And because the program sits on the same Microsoft Dynamics 365 record as the CRM, every member interaction — in-store, online, or on the phone — is informed by the same point balance and purchase history.
Implementation Process
Discover
Program economics modeled — earn rates, redemption costs, and expected liability — before any configuration begins.
Design
Rules, tiers, and reward catalog designed to achieve the target retention outcome at the modeled cost.
Deploy
Engage 365 launched with all channel integrations by Yegertek's consultants.
Grow
Program performance reviewed and rules adjusted quarterly based on real earn, burn, and retention data.
Technology Stack
- ✓
Core engine: Engage 365 on Microsoft Dynamics 365
- ✓
Analytics: Rubix for program performance and member segmentation
- ✓
Channels: POS, e-commerce, and mobile app integrations
Integrations
- ✓
POS: Real-time earn at the point of sale
- ✓
E-commerce: Online earn and redemption
- ✓
CRM: Native Dynamics 365 customer record
- ✓
Communications: Email and push for milestone and offer notifications