Small Business Customer Retention Case Study
Small Business Case-Study

Launch a small business loyalty program that’s fully white-label, easy to use, and built to grow—from a single store to multi-location small franchises. Preferred Patron’s mobile wallet + app delivers digital stamp cards and points-based rewards, birthday rewards, automated win-backs, and built-in SMS / email—no complex POS required. Get started in minutes!

Why a Loyalty Program for Small Business? Digital Stamp Cards & Points-Based Rewards that Actually Move the Needle

Paper punch cards get lost, can be gamed, and can’t be measured. A modern digital loyalty program that supports stamps and points gives your team real data, automated outreach, and a better customer experience.

Minutes to launch Most merchants go live the same day. Templates and no-code setup keep it fast. No-code setup Guided templates—no coding required. Configure rewards and messaging in minutes. No POS change required Issue stamps or points via cashier entry, QR, or kiosk; integrate later if desired. Stamps + Points rewards Run stamps, points, or both—support tiers, boosters, and seasonal promos. Built-in SMS & Email Messaging allowances included. Automate welcome, birthday, and win-back journeys. True white-label branding Your brand across app, wallet, emails, SMS, and kiosks—no vendor footprints. Real-time analytics & ROI Dashboards for enrollments, redemptions, repeat rate, frequency, and spend. Multi-location ready Manage multiple stores with roles, permissions, and location-level reporting.
  • Higher repeat visits with visible progress toward a reward.
  • Automated engagement via welcome, birthday, and win-back.
  • Real-time data on redemptions, frequency, and customer value.
  • Less fraud & chargebacks vs. paper stamping.
  • White-label branding across app, wallet, email, SMS, and kiosks.
  • Flexible rewards: keep stamps or add points (Stamp Beyond).

See: How it works | Plans & pricing | Compare us | FAQs

How Our Small Business Loyalty Programs Work

1
Create a stamp or points-based reward design for customer loyalty

Create Your Program

2
Customers join using mobile app or kiosk and view branded loyalty card

Customers Join Instantly

3
Customers earn stamps or points and track progress in real time

Earn Stamps or Points

4
Completed cards or point thresholds trigger reward offers

Redeem Rewards Automatically

5
Drive repeat visits with built-in SMS, email, and app messaging

Drive Repeat Visits

Small Business Plans & Pricing

Best-Value

Stamp Lite

$29/mo

Essential Basics

  • The Patron Loyalty App✔
  • White-Label branding(emails, SMS, kiosks, in-app)✔
  • Admin console – system management✔
  • Multiple stamp cardsLimit two active designs
    per subscription    2 ✔
  • Multiple location capableOne (1) store per plan
    multiple plans may be pooled    ✔
  • Unlimited users✔
  • Unlimited customers✔
  • Stamp methods
  • App stamp, QR scan, Kiosk, Cashier✔
  • Auto-issue & Auto-replenish✔
  • Auto-expiration (promotion terms)✖
  • Sell stamp cards (monetize)✖
  • Point methods
  • Point earning rules✖
  • Point-based rewards✖
  • Promotions
  • Scratch & Win games✖
  • Birthday Club✔
  • Join Incentives✔
  • Lapsed Customer TargetingIdentify & target customers lapsed 30+ days✔
  • Referral automation✖
  • CRM (Customer Management)
  • Customer database✔
  • Customer import✖
  • Segmentation & Filteringbasic ✔
  • Service Events✖
  • Dashboard, metrics & KPIsbasic ✔
  • Reporting & Metrics
  • Reportingreal-time ✔
  • Data Extractions✖
  • Visual dashboard, metrics & KPIsbasic ✔
  • Extra features
  • SMS plan250/mo ✔
  • Email plan500/mo ✔
  • App notificationsunlimited ✔
  • Sell eGift Cards✖
  • Sell Plastic Cards✖
  • Mobile Wallet (hold cards)✔
  • IntegrationsLightspeed X or Square POS✔
  • API & Webhooks✖

GET STARTED

Best-in-Class

Stamp Pro

$69/mo

Deluxe Stamping

  • The Patron Loyalty App✔
  • White-Label branding(emails, SMS, kiosks, in-app)✔
  • Admin console – system management✔
  • Multiple stamp cardsUnlimited active stamp card designsunlimited ✔
  • Multiple locationsTwo (2) stores per plan
    multiple plans may be pooled    2 ✔
  • Unlimited users✔
  • Unlimited customers✔
  • Stamp methods
  • App stamp, QR scan, Kiosk, Cashier✔
  • Auto-replenish & Auto-issue✔
  • Auto-expiration (promotional terms)✔
  • Sell stamp cards (monetize)✔
  • Point methods
  • Point earning rules✖
  • Point-based rewards✖
  • Promotions
  • Scratch & Win games✔
  • Birthday Club✔
  • Join Incentives✔
  • Win-Back automationAutomatically targets customers after a configurable inactivity window (e.g., 30/60/90 days) and sends timed win-back offers via SMS/email—then stops automatically once they return.✔
  • Referral automation✖
  • CRM (Customer Management)
  • Customer database✔
  • Customer import✖
  • Segmentation & Filteringfull ✔
  • Service Events✖
  • Dashboard, metrics & KPIsfull ✔
  • Reporting & Metrics
  • Reportingreal-time ✔
  • Data Extractionsreal-time ✔
  • Visual dashboard, metrics & KPIsfull ✔
  • Extra features
  • SMS plan500/mo ✔
  • Email plan30k/mo ✔
  • App notificationsunlimited ✔
  • Sell eGift Cards✔
  • Sell Plastic Cards✖
  • Mobile Wallet (hold cards)✔
  • IntegrationsLightspeed X or Square POS✔
  • API & Webhooks✖

GET STARTED

Most Powerful

Stamp Beyond

$129/mo

Stamps + Points

  • The Patron Loyalty App✔
  • White-Label branding(emails, SMS, kiosks, in-app)✔
  • Admin console – system management✔
  • Multiple stamp cardsUnlimited active stamp card designsunlimited ✔
  • Multiple location capableIncludes one (1) store.
    Add more as needed — $25/store    ✔
  • Unlimited users✔
  • Unlimited customers✔
  • Stamp methods
  • App stamp, QR scan, Kiosk, Cashier✔
  • Auto-replenish & Auto-issue✔
  • Auto-expiration (promotional terms)✔
  • Sell stamp cards (monetize)✔
  • Point methods
  • Point earning rules✔
  • Point-based rewards✔
  • Promotions
  • Scratch & Win games✔
  • Birthday Club✔
  • Join Incentives✔
  • Win-Back automation2 Tiered win-back campaigns.
    Automatically targets customers after a configurable inactivity window (e.g., 30 then 60 days) and sends timed win-back offers via SMS/email—then stops automatically once they return.    ✔
  • Referral automation✔
  • CRM (Customer Management)
  • Customer database✔
  • Customer import✔
  • Segmentation & Filteringfull ✔
  • Service Events✔
  • Dashboard, metrics & KPIsfull ✔
  • Reporting & Metrics
  • Reportingreal-time & scheduled ✔
  • Data Extractionsreal-time ✔
  • Visual dashboard, metrics & KPIsfull ✔
  • Extra features
  • SMS plan1000/mo ✔
  • Email plan50k/mo ✔
  • App notificationsunlimited ✔
  • Sell eGift Cards✔
  • Sell Plastic Cards✔
  • Mobile Wallet (hold cards)✔
  • IntegrationsLightspeed X or Square POS✔
  • API & Webhooks✔

GET STARTED

Best Small Business Loyalty Program: How We Compare

Pick any two loyalty products to compare. Left side is fixed to Preferred Patron (Lite or Pro). Right side can be any comparable vendor.

Feature / Plan Stamp Lite Loopy (Lite)

Notes: Competitor names and prices are shown for directional comparison only. Features vary by plan and region; check each vendor’s site for current details.

True White-Label: Your Brand, Everywhere

Customers download the Patron Loyalty container app once. When they join your program, the experience instantly transforms to your logo, colors, and theme inside the app and mobile wallet. Emails, SMS, kiosks, and gift cards are all fully branded to your business—no vendor footers, no generic sender IDs.

Download on the App Store
Digital stamp card and gift card preview
Get it on Google Play

Small Business Loyalty FAQs

A small business loyalty program rewards repeat customers using digital stamp cards or points-based rewards (or both). You control the design, track results in real time, and automate engagement with SMS/email messaging.
No. Customers use the Patron Loyalty container app which transforms to your brand upon login. It’s faster to deploy than a custom app and stays fully branded across email, SMS, kiosks, and mobile wallet.
Yes. Import customer lists via CSV and use one-time setup options to convert paper progress into starter stamps or points. We’ll provide a template and guidance so you keep members, balances, and opt-ins intact.
You own your customer and transaction data. You can export contacts, activity, and balances at any time via CSV, and use our API/webhooks for ongoing syncs. We follow standard privacy and security practices; ask us about SSO, access controls, and data retention options.
Stamp Lite includes 2 active designs (with unlimited issuance). Stamp Pro and Stamp Beyond unlock unlimited active designs—ideal for running product-specific or seasonal promos simultaneously.
Stamp Lite/Pro are stamp-only. For points-based rewards or cashback, choose Stamp Beyond, which combines stamps and points with tiered rewards.
Your program can be provisioned the same day of purchase. We recommend you first review key features, options, and our online training material.
No. You can issue stamps or points without replacing your POS. Many merchants start with cashier entry, QR, or kiosk and integrate later if needed.
Yes. Use prebuilt templates for stamp cards, points rules, and campaigns—no coding required.
Yes. Messaging allowances are included per plan, with optional overages if you need more.
Yes. We provide opt-in tools and recommended practices; you remain responsible for obtaining consent and following local regulations.
Yes. Stamp Pro and Stamp Beyond include multi-store support and scale with additional locations.
Real-time dashboards for enrollments, redemptions, repeat visit rate, frequency, average spend, and campaign attribution.
In-app messages are great for customers who actively open your app, but SMS reaches customers even when the app is uninstalled or notifications are disabled. That makes SMS essential for win-back, time-sensitive promos, and service alerts.
  • Reach: Delivers without requiring app installs, push permissions, or foreground use.
  • Recovery: If a customer churns and removes the app, SMS is often the only path to re-engage.
  • Speed: Ideal for limited-time offers, pickup/appointment reminders, and expiration nudges.
  • Best practice: Use in-app for active users; use SMS as a safety net for lapsed or critical messages.
Note: obtain SMS opt-in and follow applicable laws (e.g., TCPA). Provide opt-out and quiet-hours settings.

Next-Level Loyalty: Cashback, Points, Tiers & Digital Rewards

Looking for a more advanced loyalty solution with cashback, points, membership tiers or digital rewards?
Explore all loyalty software features and compare mid-market and enterprise plans.

Rated overall 4.9 out of 5.0 across 100+ reviews!

Best Functionality & Features | GetApp
Preferred Patron Loyalty’s Key Features
Customizable branding
Rated 5.0 ⭐⭐⭐⭐⭐
Rewards management
Rated 4.9 ⭐⭐⭐⭐⭐
Loyalty program
Rated 5.0 ⭐⭐⭐⭐⭐
Member portal
Rated 5.0 ⭐⭐⭐⭐⭐
Referral tracking
Rated 5.0 ⭐⭐⭐⭐⭐
Churn management
Rated 5.0 ⭐⭐⭐⭐⭐
SMS marketing
Rated 5.0 ⭐⭐⭐⭐⭐
Gift card
Rated 5.0 ⭐⭐⭐⭐⭐
Reporting & statistics
Rated 5.0 ⭐⭐⭐⭐⭐
Multi-Channel marketing
Rated 5.0 ⭐⭐⭐⭐⭐
– Source: GetApp Feature Ratings
Best Value | Capterra
“Great — implementing this program was much easier and cheaper than doing it ourselves. At no extra cost, the fact they offer such great lifetime care at such a great cost is a blessing in today’s marketplace.”
– Capterra Review
Best Ease of Use
“We’ve had such a great experience with Preferred Patron. The platform is easy to use, the team is fantastic to work with, and the email tool is exactly what we needed to connect with our customers. It’s been the perfect fit for our business.”
– Capterra Review

Ready to launch your small business loyalty program?

Run stamp cards and points-based rewards. Engage every customer with limitless automation. Stamps & points — unlimited growth.

GET STARTED

No POS change required. Upgrade anytime. See our Privacy for SMS/email consent.

  • No Lock-in Agreement
  • Cancel Anytime
  • No Setup Fees