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For Dealership Leadership

How the Retention Platform Works

A guided walkthrough of the engine behind Rewards by LoyalCX — how one connected system keeps customers coming back across your entire dealer group.

Rewards by LoyalCX Platform Mechanics ~10 min
01 — The Foundation

One customer account. Your whole group.

A customer signs up once and their wallet works at every rooftop you run. No re-registration, no separate logins — and each store still sees only its own data.

  • Customers join once, then earn everywhere in your group
  • Complete store-level isolation — one rooftop never sees another's data
  • Less signup friction means far higher enrollment
02 — Structure

Built to mirror how a dealer group runs.

The platform's structure maps directly onto your org chart — so permissions, programs, and reporting line up with the way you already operate.

03 — Access

Three roles, clear permissions.

Everyone sees exactly what they need — nothing more. The server enforces it, not just the interface.

Partner

Owner / GM

Designs cards, sets rewards, manages staff, and views business analytics for their rooftop.

Staff

Advisor / Cashier

Scans customer codes, awards points, and processes redemptions — limited to their assigned club.

Member

Your customer

Collects cards, earns points, tracks progress, and redeems rewards from their own wallet.

04 — Programs

Points that build. Or stamps that finish.

Two program types cover every retention play — long-term value or quick, repeatable wins. Run both.

Loyalty Card

Open-ended points

Customers accumulate points on every service visit and purchase, then redeem across multiple reward tiers. Best for ongoing lifetime value.

e.g. 1 pt per $1 → redeem for service credit
Stamp Card

Fixed goal

A punch-card model — collect a set number of visits, earn the reward, repeat. Best for driving frequency on a specific service.

e.g. 5 oil changes → 6th free
05 — At the Counter

Every visit earns — in one scan.

An advisor scans the customer's QR code, enters the ticket total, and points post instantly. Welcome bonuses and tier multipliers apply automatically.

  • Points calculate from the purchase total automatically
  • First-visit welcome bonus applied on enrollment
  • Tier multipliers stack without staff input
  • Online orders can earn without any scan at all
06 — Household

Points that move across the household.

A member can send points to a family member on the same program with a shareable request link — keeping a household's business under one roof.

Points only move within the same program — never converted across businesses.

07 — Status

Turn regulars into VIPs.

Membership tiers reward your best customers automatically — based on lifetime points, so spending never costs a customer their status.

08 — Campaigns

Digital offers, at scale.

Create targeted discount vouchers — percentage, fixed amount, free service, or bonus points — and generate thousands of unique codes for a campaign in seconds.

  • Four discount types for any promotion
  • Batch-generate unique codes for email or QR campaigns
  • Target by tier, new customers, or minimum spend
  • Track views, claims, and redemptions per campaign
09 — Hands-Off

Rewards that fire on their own.

Two automations run in the background — no staff action, no campaign to build. Set them once and they work every day.

Birthday reward

Each member receives a personal, single-use voucher on their birthday — automatically, branded to your store.

Win-back reward

When a regular goes quiet for the days you set, the platform sends a "we miss you" offer to bring them back.

10 — Upfront Revenue

Sell the next five visits up front.

Staff sell multi-visit passes at the counter — a 5-wash card, a service pack, a maintenance plan. The customer pays once; the platform counts visits down and handles expiry.

  • Revenue collected today for visits made later
  • Counted passes or unlimited-time memberships
  • Each visit ticks off with one scan
11 — Word of Mouth

Your best customers bring you more.

Members share a unique link. When a friend signs up and makes their first purchase, both earn bonus points — turning happy customers into a referral channel.

1

Share

Member sends their unique referral link.

2

Join

Friend signs up through the link.

3

First purchase

Referral stays pending until they buy.

4

Both earn

Referrer and friend get bonus points.

Pending until first purchase — so rewards only pay out on real, converted customers.

Let's Talk

One platform. Every retention play.

From the shared wallet to automated win-backs, it's all one connected system — built for dealer groups and running on its own once it's set up.

Rewards by LoyalCX · Fort Lauderdale, Florida