Your Current Platform Is Ending
Build a controlled transition around the available export, remaining timeline, member communication and testing rather than waiting for the final cutoff.
CONSIDERING A DIFFERENT LOYALTY PLATFORM?
Move Your Loyalty Program Without Starting Over
Your loyalty platform can change without treating your member base like a brand-new program. Preferred Patron™ helps you evaluate the data you can take with you, preserve the customer value that can be reliably transferred, rebuild the workflows that matter and launch a stronger retention program around your existing business.
Whether your current provider is being discontinued, your business has outgrown it, or you want more control over rewards, automation, branding, integrations or cost, the first step is the same: understand exactly what must continue before deciding what should change.
Protect member continuity Reconcile balances Keep your POS where practical Human onboarding support
Your Program, Mapped Forward
CURRENT LOYALTY PLATFORM
Protect Members
Reconcile Value
Rebuild Rules
PREFERRED PATRON™
The exact migration scope depends on the fields, identifiers, balances, permissions and program information your current provider can export.
START WITH THE BUSINESS REASON
A Platform Switch Should Solve More Than a Contract Problem
Changing loyalty software creates work. It is worth doing when the move protects what already works and removes a limitation that is holding the program back.
You Need More Flexibility
Expand beyond a narrow points model with stamps, tiers, cashback, packages, gift cards, promotions, surveys and more configurable earning and redemption.
You Want Less Platform Lock-In
Evaluate direct POS integrations, REST APIs, webhooks, data exchange and standalone operation instead of assuming loyalty has to follow one checkout stack.
You Have Outgrown the Program
Add deeper automation, segmentation, multi-location controls, branding, reporting and retention strategies without discarding the customer relationships already earned.
PROTECT THE CUSTOMER ASSET
Know What Must Survive the Move
A useful migration plan separates customer identity, earned value, behavioral history, program logic and integration requirements. They are related, but they are not the same data problem.
Member Identity & Permission
Member IDs, phone, email, custom fields, birthdays, consent records and any identifiers used to recognize the customer across channels.
Points, Rewards & Stored Value
Current balances, earned rewards, tier status, visits, gift cards and other value customers reasonably expect to remain accurate after the move.
History & Segmentation
Transactions, visits, redemption history, survey answers, custom fields and other data that makes future targeting and reporting more useful.
Program Rules
Earning, redemption, expirations, VIP or tier rules, birthday offers, referrals, promotions, exclusions and the operational exceptions staff rely on.
Campaign Journeys
Welcome, milestone, birthday, reward, inactivity, win-back and other automated journeys should be mapped by purpose, timing, audience and incentive.
POS & Integration Flow
Document where enrollment, accrual, redemption and customer lookup happen today so the new operating path supports real front-line workflows.
REQUEST THE BROADEST EXPORT
You Do Not Need to Decide What to Throw Away Before We See the Data
Ask your current provider for the most complete export and any program documentation available. Fields that are not imported directly can still help reconcile balances, understand customer history and rebuild program logic.
- Member IDs and contact fields
- Email and SMS permission data
- Points, visits and reward balances
- Tier or VIP status and progress
- Earned and active offers
- Transaction or visit history
- Gift card IDs and balances
- Birthdays and custom fields
- Survey questions and answers
- Campaign and automation details
- Program rules and templates
- POS and integration specifications
Migration scope is confirmed after review. Export availability, identifiers, permissions and data quality determine what can be imported, reconciled, transformed or recreated.
A CONTROLLED MIGRATION PATH
Five Steps From Current Platform to Preferred Patron™
The goal is not to move data as quickly as possible. The goal is to know what moved, what was rebuilt, what changed and what customers will experience on launch day.
1
Review the Export
Confirm identifiers, permissions, balances, history, gift cards and the program information actually available.
2
Map the Existing Program
Document earning, rewards, tiers, offers, campaigns, expirations, locations and customer-facing workflows.
3
Configure the New Path
Select the Preferred Patron edition, reward model, member experience and POS, API, data-exchange or standalone operating path.
4
Import, Test & Reconcile
Verify representative accounts, record counts, balances, rewards, duplicate handling and real front-line earning and redemption scenarios.
5
Train, Communicate & Launch
Prepare staff, explain the transition to members, launch the new program and monitor the first transactions and campaign activity.
COMPARE THE OPERATING MODEL
Do Not Choose a Replacement From a Feature Checklist Alone
The best replacement is the platform that can support the way your business actually enrolls customers, awards value, communicates, integrates and grows.
Data ownership and exportability. Know which member, balance, transaction and permission fields you can receive now and later.
POS and integration fit. Confirm whether direct integration, REST API, webhooks, scheduled exchange or standalone operation best matches the business.
Member experience. Compare app, no-download mobile access, enrollment, rewards visibility and branding rather than assuming every mobile program works the same way.
Total operating cost. Compare the actual invoice, locations, messaging, hardware, integration, setup and contract terms instead of plan names alone.
WHAT YOU CAN GAIN AFTER THE MOVE
Use the Migration to Build a More Capable Retention Program
Preferred Patron™ can preserve familiar loyalty mechanics while opening additional ways to reward, understand and re-engage customers. Availability depends on edition, configuration and industry requirements.
Digital Stamps, Packages & Flexible Rewards
Use points, visits, digital stamp cards, tiers, cashback, packages, gift cards and configurable promotions instead of forcing every business into one loyalty model.
Explore promotion optionsPersonalized Visit Cadence & Strategy Central
Go beyond a single inactivity rule by using customer-specific return patterns, momentum stages and practical retention strategies to decide when different customers need intervention.
See Customer MomentumWeatherSmart™ + Sports Event Timing
Make promotions respond to real-world context, including weather conditions and selected-team game windows before, during and immediately after games.
Explore WeatherSmart™App + No-Download Mobile Access
Give members convenient access through the Patron Loyalty app or mobile web portal, with broader brand-control options depending on the selected edition and configuration.
See mobile loyaltyInteractive Surveys & Preference Discovery
Collect customer feedback and preferences, connect answers to member profiles and use what customers tell you to support more relevant segmentation and follow-up.
Explore preference discoveryPrivate Messaging for Regulated Businesses
For industries with tighter content, age or messaging constraints, use permission controls and private member-message workflows that can keep sensitive offer details inside a more controlled customer experience.
Review messaging optionsPLATFORM-SPECIFIC SWITCH GUIDES
Start With the Guide That Matches the Platform You Use Today
The migration framework is consistent, but the source data, product terminology, operating model and reasons for moving can differ by provider. These guides focus on those platform-specific details.
Fivestars / SumUp ConnectAlternative Guide
Considering a Move From Fivestars or SumUp Connect?
Compare member and points continuity, AutoPilot-style lifecycle campaigns, text-to-join, mobile access, Nearby/community-connected options, POS flexibility, public pricing context and the additional retention tools available in Preferred Patron™.
View the Fivestars alternative guideRepeatRewardsOct. 31 Transition
Received the RepeatRewards Service-Ending Notice?
Plan around the October 31, 2026 deadline, request the broadest available export, preserve usable members and balances, map surveys, gift cards and direct-mail data, confirm the operating path and test before launch.
View the RepeatRewards migration guideFivestars, SumUp Connect and RepeatRewards are trademarks of their respective owners. Product names are used only to identify platforms a prospective client may currently use. Preferred Patron Loyalty, LLC. is not affiliated with or endorsed by those providers unless separately stated in writing.
LOYALTY PLATFORM MIGRATION FAQ
Questions to Answer Before You Switch
How do I switch loyalty platforms without losing members?
Start with the broadest export your current provider can supply, then map member identifiers, contact fields, permissions, balances, rewards, history and program rules before importing anything. Preferred Patron™ reviews the available data, defines the migration scope, tests representative accounts and confirms the launch path before cutover.
Can points and rewards move to a new loyalty platform?
Often, when the source system provides reliable member identifiers and balance data. Points, rewards, visits, tier status and stored value should be reconciled separately because each may have different source fields and business rules. The exact treatment is confirmed after the export is reviewed.
Will customers have to re-enroll when we change loyalty software?
Not necessarily. When reliable member identifiers and contact data are available, the preferred approach is to import usable member records rather than make customers start over. Authentication, app access, communication permissions and incomplete records are reviewed separately.
Can we keep our current POS when switching loyalty platforms?
Possibly. Preferred Patron™ can operate through supported direct integrations, REST APIs, webhooks, scheduled data exchange or standalone cashier, browser, tablet and kiosk workflows. Compatibility is confirmed during discovery, and a POS replacement is not automatically required.
What data should we request from our current loyalty provider?
Request the broadest available export, including member IDs, contact fields, permissions, points, rewards, visits, tiers, transaction history, birthdays, custom fields, gift card identifiers and balances, campaign information, program rules and integration specifications. Not every field must be imported to be useful during reconciliation and program mapping.
What if our current loyalty platform provides only a partial export?
A partial export does not automatically prevent a migration. Preferred Patron™ can preserve reliable member and balance data, rebuild program rules, document gaps and choose a controlled re-enrollment or bridge strategy for information that cannot be transferred.
How long does a loyalty platform migration take?
Timing depends on data quality, member volume, points and reward rules, gift cards, locations, POS integration, campaign complexity and staff readiness. A clean standalone program may move quickly, while a multi-location or deeply integrated program requires more configuration, testing and launch coordination.
What can we improve when moving to Preferred Patron?
A migration can preserve the core loyalty experience while adding options such as digital stamp cards, tiers, cashback, packages, gift cards, interactive surveys, branded mobile access, personalized visit cadence automation, WeatherSmart™ conditions, sports-event campaign conditions, private member messaging and broader integration choices, depending on edition and configuration.
READY TO MAP YOUR CURRENT PROGRAM?
Bring the Export, Invoice and Program Rules. We Will Help You Build the Switch Plan.
Share what you use today and what you want to improve. We will review the available data, identify continuity risks, recommend the right Preferred Patron™ edition and outline the configuration, integration, testing and launch path.
- Member and balance review
- Reward and campaign mapping
- POS and integration assessment
- Clear pricing and launch scope
