Open Loyalty Features
Marketing Gamification (6)
Templates
Offers templates or examples of commonly used competition or game structures
Simultaneous Competitions
Allows administrator to run multiple campaigns at the same time
Behaviors
Ability to define and track custom user behaviors
Rewards
Offers a variety of different rewards for completing actions
Customization
Allows administrator to create custom competitions and rewards based on marketing campaigns
Mobile App
Mobile app or mobile optimized site allows users to participate and view scores on their mobile devices
Integrations (3)
CRM Integration
Integration with CRM software to access and incorporate customer data
Social Media Integration
Integration with popular social networks for users to promote content or share their progress
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform (6)
Public Leaderboard
Offers a public leaderboard for users to view current standings
Private Leaderboard
Offers a private leaderboard for administrators to view current standings
Analytics
Measure and report on user engagement with the platform
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Analytics
Analyze and gain insights into data in real-time
Loyalty Experience (6)
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Loyalty Engine
Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.
Rewards
Offers a flexible and customizable reward system.
Membership
Segments customers into tiers or membership groups.
Personalization
Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.
Gamification
Provides gamified features such as badges, achievements, and leaderboards.
Loyalty Cards
Includes tools for managing and designing branded physical or digital loyalty cards.
Loyalty Platform (14)
Communication Tools
Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.
Customer Relationship Management (CRM)
Allows users to view and manage customer profiles within the platform.
Loyalty Analytics
Offers comprehensive analytics to track ROI and engagement with the loyalty program.
Localization
Supports multiple languages and currencies.
Integrations
Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Membership Management
Database of members to track personal information of individuals and families
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Survey/Poll Management
Create and administer polls and surveys
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Agentic AI - Loyalty Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Gamification (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Additional Functionality (83)
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Content Creation
The ability to create unique content
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
API
Application programming interface that allows for integration with other systems/databases
Gamification
Games or game-like elements to track progress and reward accomplishments
Customizable Reports
Alter the layout and content of reports
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Email Management
Manage, store and organize emails within the system or via third-party apps
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Fields
Customize data fields to support various needs and use cases
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customer History
Access previous interactions or concerns to maintain customer relationships
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Portal
A website or login for customers to access information
Churn Management
Identify customers at risk of migration and activate strategies to retain them
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Multi-Language
Manage and support multiple languages
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Live Chat
Ability to chat online in real time
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Assessment Management
Creation, administration, and evaluation of assessments or tests
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
For Sales Teams/Organizations
Caters to sales teams
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Training/Education
Used for training or educational purposes
Learning Management
Organize and track educational activities
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Training Management
Track employee/learner's progression through training programs
Badge Management
Create, manage, and print wearable badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Dashboard Creation
Creation and customization of dashboards
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access
Access software remotely via mobile devices
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Contest Management
Organize and manage interactive contests or challenges
Interactive Content
Allow the audience to interact or engage with the content
Personalization
Adjust communications based on previous interactions or personal preferences
Data Import/Export
Import and export data to and from software applications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Referral Tracking
Log and store the source of contacts/leads
Customizable Branding
Add customized logos and colors to align with company branding
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Member Portal
Online gateway through which members can access/update personal information
Campaign Planning
Plan and strategize marketing campaigns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Email Marketing
Create and send email blasts/campaigns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Campaign
Manage multiple campaigns in one system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Profiles
Record customer information, purchase history, and other notes
Social Promotion
Market event via social media tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customer Activity Tracking
A report showing what actions customers perform
