When it comes to customer retention, most brands rely on ad-hoc actions and hope their loyalty program will keep people coming back. But retention doesn’t happen by accident—it’s the result of consistent, timely, and meaningful engagement.
That’s where Loyalty Tasks come in.
Turn Loyalty into a To-Do List That Runs Itself
Loyalty Tasks automatically create and assign retention actions based on real customer behavior. That means no more forgetting to thank your best customers, missing a reward opportunity, or waiting too long to re-engage someone who’s slipping away.
Every task is tied to a specific trigger—like earning a badge, reaching a points milestone, or completing a repeat purchase—so your team knows exactly what needs to be done, when, and for whom.
Examples of Loyalty Tasks in Action
- Thank-You Outreach: Automatically create a task for your CX team to send a personal message to a customer who just reached VIP tier.
- Reward Delivery: Trigger a task to send a discount code or gift card when points hit a set threshold.
- Re-Engagement: Assign a follow-up when a previously active customer hasn’t engaged in 60 days.
- Advocacy Activation: Prompt your team to invite top-tier customers into referral or advocacy programs.
Why This Matters
Retention isn’t just about perks—it’s about making customers feel seen. With Loyalty Tasks, every important moment gets an action, and no loyal customer slips through the cracks.
Better yet, your team doesn’t need to manually track or plan these touchpoints. The system does it for you, ensuring retention efforts are consistent, scalable, and aligned with your loyalty strategy.
Retention isn’t a guess anymore—it’s a checklist you never have to write.