| Member enrollment & profiles | CONTINUE | Forms, staff enrollment, QR, kiosk, import, app and portal | Map IDs, contact fields and permissions. |
| Visit- or spend-based rewards | CONTINUE | Points, visits, digital stamps, rewards and optional cashback | Define a conversion rule and reconcile aggregate balances. |
| VIP programs | EXPAND | Automated tiers, qualification rules, advancement and demotion | Map status criteria, benefits and transition treatment. |
| Email marketing | CONTINUE | Branded email, triggered campaigns and reporting | Import opt-in status only for valid, permission-aware recipients; opt-out explicit for those known and opt-out implicit for the rest. |
| Mobile and push engagement | EXPAND | iOS/Android app plus no-download mobile portal and deep links | Choose the member experience and communication plan. |
| SMS text messaging | EXPAND | Built-in transactional and campaign SMS | Separate loyalty membership from SMS consent and preserve available records evidencing consent, opt-outs and suppression status in accordance with applicable requirements. |
| Gift cards | CONTINUE | Physical and virtual gift card support | Confirm reliable card identifiers and outstanding balances before the new program goes live. |
| Customer surveys | CONTINUE | DIY one-question surveys and assisted advanced interactive surveys | Rebuild active questions |
| Refer-a-friend | CONTINUE | Referral capture, campaigns, recognition and rewards | Define the qualifying event and benefit for each party. |
| Direct-mail campaigns | CONTINUE | Automated loyalty-triggered postcards through the built-in PostcardMania integration | Connect your own PostcardMania account and approved creative. PostcardMania prints, mails and bills you directly; Preferred Patron adds no direct-mail integration fee or markup. |
| POS-connected operation | FLEXIBLE | Direct integrations, REST API, data exchange or standalone use | Preferred Patron™ can often keep your existing POS through a direct integration, API, data exchange or standalone operating path. |
| Shopify checkout & reward redemption | IN PROGRESS | Shopify integration actively being developed for RepeatRewards clients whose migrations depend on it, with direct reward redemption planned | Expected availability by the end of 2026, subject to completion and release. If you need Shopify at the October 31 service transition, confirm the launch date and an interim checkout workflow before committing. |
| Reporting & analytics | EXPAND | Member, visit, spend, reward, campaign and retention reporting | Keep prior reports available for historical comparison after the transition. |