Modernize Your Loyalty Program Through a Digital Strategy

Align loyalty with business goals like growth, retention, and personalization.
Integrate loyalty across POS, e-commerce, CRM, and marketing systems.
Prove ROI and value across the organization.
Ensure data security in personalized programs.

Our Advice

Critical Insight

Most loyalty programs fail not because of weak rewards, but because they don’t align with the emotional and behavioral drivers of their highest-value customers.

Impact and Result

Analyze loyalty strategy value drivers and enable a more targeted and effective loyalty program.
Uncover, organize, and prioritize digital loyalty opportunities that drive strategic impact.
Translate insights into a prioritized, outcome-driven loyalty modernization roadmap.

Modernize Your Loyalty Program Through a Digital Strategy Research & Tools

1. Modernize Your Loyalty Program Through a Digital Strategy Deck – Learn how to shape a customer-centric loyalty strategy with clear gaps, priorities, and a digital roadmap.

Use this storyboard to build a modern, customer-centric loyalty strategy by identifying gaps, prioritizing opportunities, and creating a digitally aligned roadmap for execution.

2. Modernize Your Loyalty Program Stakeholder Interview Guide –A guide for leading stakeholder conversations to surface loyalty goals, challenges, and expectations for cross-functional alignment.

This guide helps you lead focused, non-technical conversations with key stakeholders to surface loyalty program goals, challenges, and expectations. It ensures you capture valuable input across functions, like Marketing, IT, and Operations, to align initiatives with real business needs and customer outcomes.

3. Modernize Your Loyalty Program Final Report Template – Use this template to consolidate insights, priorities, and roadmaps into a clear report that aligns stakeholders and guides loyalty modernization.

This template helps you consolidate key insights, prioritized opportunities, and initiative roadmaps into a clear, professional report. It provides a structured format to align stakeholders, summarize strategic decisions, and guide execution of your loyalty modernization journey.

4. Modernize Your Loyalty Program Workbook – Use this workbook to evaluate and prioritize loyalty opportunities and create a clear, phased roadmap that drives cross-functional alignment.

This workbook guides teams through evaluating and prioritizing loyalty opportunities based on impact, feasibility, and alignment to business goals. It helps capture initiative details and visually map out a clear, phased roadmap, ensuring focus, alignment, and momentum across cross-functional teams.

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About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 5-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1:

Call 1: Scope requirements, objectives, and your specific challenges.

Guided Implementation 2:

Call 1: Review business context.
Call 2: Create persona journey map.

Guided Implementation 3:

Call 1: Define value streams and stages.
Call 2: Explore the digital horizon.

Guided Implementation 4:

Call 1: Identify and rank opportunities.
Call 2: Break opportunities into initiatives and align across departments.

Guided Implementation 5:

Call 1: Define your loyalty roadmap.
Call 2: Summarize results and plan next steps.

Author

Donnafay MacDonald

Contributors

Craig Broussard, Senior Executive Counselor, Info-Tech Research Group
Elizabeth Silva Smulski, Senior Research Analyst, Info-Tech Research Group
Terra Higginson, Principal Research Director, Info-Tech Research Group
Brian Jackson, Principal Research Director, Info-Tech Research Group
Manish Jain, Principal Research Director, Info-Tech Research Group
4 external anonymous contributors

Search Code: 108842
Last Revised: November 13, 2025

TAGS:

customer engagement strategy, retail loyalty programs, loyalty program strategy, loyalty program best practices, loyalty program roi, how to improve customer loyalty programs, customer retention in retail, digital loyalty strategy