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Comparison of Loyalty Solutions

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INTERFACES AND DEVICES

Runs on Your Windows Computer
Runs on a Windows 7, 8, 10 Tablet
Runs on Your Mac (cashier only via Safari)
Available as a True Windows Application
Available as a Web Application
Web Portal for Members
Mobile Application for Members
Touch Optimized Cashier Interface (Windows 7, 8.1, 10)
Tablet Optimized Kiosk Interface (Windows 8.1/10)
Tablet with Stand Rental ($29.95/mo USD each additional tablet)
 

GENERAL

Card Based Operation (QR code, barcode, magstripe)
Cardless Operation (phone or email)
Self-Service Web Enrollments and Card Activations
Interactive Customer Kiosk Software (enroll, check-in, inquire, redeem)
Unlimited Gift Card Processing
Unlimited Loyalty Transactions
Automatic Software Updates Included (minor and major releases)
Onboard Customers - Initial Load (bulk load)
Data Import Automation (recurring import of enrollments and sales)
Marketing Tool Box (marketing software tools for full control plus email editor)
Preferred Patron™ Branded Cards
Store-Branded Custom Cards (based on custom camera-ready artwork)
 

MARKETING SERVICES

Campaign Setup and Launch
Program and E-mail Branding
Account Representative
Marketing Guidance and Advice
 

ACCOUNT TYPES

Loyalty Point Account
Gift Card (anonymous $value cards)
Gift Card (holder identified $value cards)
Loyalty Plus $Value  
Pre-Funded Account ($value draw down over time)  
Packages/Bundle    
Fundraiser Accounts    
eGift Card (Virtual Gift Card)    
 

CUSTOMER MANAGEMENT FEATURES

Full Customer Profile Tracking (name, address, contact information)
Life-Time Value (LTV) Tracking (lifetime points, visits and spend)
RFM Ranking (Recency, Frequency and Monetary Value Indicators)
Customer Segmentation by Postal Code and Area Code
Customer Segmentation by Store
Customer Segmentation by User-Defined Categories
Customer Segmentation by Import Lists
Sticky Note Tracking with Information Alerts
Real-time E-mail Address Verification
Customer Complaint Tracking & Resolution Management  
User-Definable Fields for Extended Detail Tracking    
 

ACCRUAL METHODS

Visit Based Point Accruals
Promotion Based Point and Cash Accruals
Monetary Based Point and Cash Accruals
Product Level and Service Based Point and Cash Accruals  
 

MARKETING CAMPAIGNS

New Member
Social Media Integration (Points for Like, Tweet, Follow)
Newsletter/Information Blast
Rewards Program - One Tier (unlimited reward levels)
Rewards Program - Cash Back (automatic point conversion to monetary vouchers)
Rewards Program - Multiple Tiers (ex, gold, silver, platinum, etc)  
Rewards Program - Automatic Tier Transition (auto promotion/demotion)  
Cash Back (optionally limited to qualifying purchases based on minimum spend thresholds)  
Cash Awards (Cash incentives awarded for defined actions, such as attending an event)  
Birthday
Miss You
Referral (word of mouth incentives, social media shares)
Raffle/Sweepstakes
Anniversary (wedding and membership)
Appreciation (thankyou, best member, etc)
Reminders for Events & Appointments  
e-Coupon(s)  
Print Ad ROI Tracking (via Text-4-Points Targeted Campaigns)  
Surveys - Interactive Online    
Mystery Rewards / Gamification    
Cause Marketing / Fundraiser    
Customizable Rules Designer    
 

OMNI-CHANNEL MARKETING

Drip Delivery (Drip Marketing)
Auto-Recurring Loyalty Emails
Unlimited, On-Demand Email Blasts
Reward Level Change Notifications
Rules Based Promotional Notifications
Social Media Posts and Shares
Transactional SMS Messaging (Trigger Based/System Generated)
One-Off SMS Notifications (table ready, order ready, car ready, etc)
Inbound Interactive SMS
On-Demand SMS Bulk Blasts
Auto-Recurring SMS Bulk Blasts
Direct Mail Rewards Vouchers (USA only, 200 piece min)
Behavioral/Engagement Triggered Marketing (18 engagement trigger options)    
 

REPORTING AND DATA

You Own Your Data! (data is never shared)
Real-Time, On-Demand Reporting (over 65 included reports)
Recurring, Scheduled Data Extractions (delivered by email)
Real-Time, On-Demand Data Export (export your data at will)
Automated, Scheduled Data Import Capability
 

SYSTEMS INTEGRATION

Standalone Operation (POS/DMS/PMS Integration not required)
Seamless Toggle (Windows software version only)
Sales Total Auto-Capture (Windows version, if compatible)
RESTful API with JSON Data Exchange Format  
DMS Automotive Systems (USA only, most systems)
Shop Management Systems (most SMS systems)
WebRezPro Property Management System (Read More)
 

TRAINING AND SUPPORT

Video Library
Getting Started Training via Remote Presentation
Online Documentation
Unlimited E-mail Support
Unlimited Phone Support (within standard business hours)  
Priority Support (phone/email/remote login)    
 

MULTIPLE LOCATION POOLING

Corporate Style Pooling (common card, points, promotions)
Franchise Style Pooling (common card, common points)
Coalition Style Pooling (common card, different brands)
Community Style Pooling (common card, unified brand)
Individualized Store-Level Reporting and Marketing
Consolidated Pool-Level Reporting and Marketing
 

DATA MANAGEMENT AND HOSTING

Secured Tier-1 Data Hosting
Full Data Storage Redundancy and Backup
Geographically Separate Disaster Recovery Data Centers
Microsoft SQL Server Database Management with Continuous Data Mirror
Secured/Encrypted Data Transmission
 
Included Feature      Optional Add-on Feature      Choose Any three    
 
* Features shown represent general capabilities and may vary between editions. Options, where noted, may carry additional fees in some cases or they may not be available in your area. To use bulk SMS features, SMS credits are required and sold separately. Volume limitations exist on free Preferred Patron™ branded cards (see price page for details).
 

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© 2016 Preferred Market Solutions, LLC. All rights reserved.

Creators of the Preferred Patron™ Loyalty Software Program & Rewards Software Program for Small, Medium and Large Businesses!