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Loyalty program resources for enterprise teams

Resources · 40 guides

Guides to design, measure and choose a loyalty program: points finance, loyalty at the point of payment, how to choose and migrate a platform, and a glossary. For loyalty, finance, technology and procurement teams.

Browse the guides

Program finance

What finance needs to measure.

Liability, point value, breakage, accounting and coalition economics: how they are calculated and what data to ask your platform for.

  • FinancePoints liability

    Points liability is not the balance in circulation: it is what honoring the expected redemptions would cost.

  • FinancePoint value

    Every point has two values: what it costs the company to deliver and what the member perceives.

  • FinanceBreakage

    Expiration is a rule with a date; breakage is an estimate of what will never be redeemed.

  • FinanceLoyalty points accounting

    Under IFRS 15 and ASC 606, points are a separate performance obligation and part of the revenue is deferred.

  • FinanceCoalition economics

    A coalition can share one currency or connect separate programs through an exchange rate.

Loyalty in the payment

Deciding the reward while the customer pays.

What changes when loyalty acts inside the transaction, compared with offers and cashback that arrive later.

  • ConceptTransaction Intelligence

    Transaction Intelligence acts while the payment is being authorized; transaction analytics explains payments that already closed.

  • ConceptReal-time loyalty

    Real time means earning, balance, rewards and events happen while the customer is buying, not in an overnight batch.

  • ConceptData-driven loyalty program

    A data-driven loyalty program is defined not by how much data it collects but by where it uses it: in the reward decision, while the customer is buying.

  • ConceptCard-linked offers

    With card-linked offers, the customer activates the offer and gets the reward later, once the transaction is reconciled.

  • ConceptMerchant-funded cashback

    Merchant-funded cashback is paid, fully or in part, by the merchant of the purchase.

  • GuideLoyalty gamification with real prizes

    A game with prizes has two layers: the one that shows it and the one that decides what it can pay and records it.

Choosing and switching platforms

For the team evaluating vendors.

What to ask at each buying stage, what to require to run in several countries and how to migrate without losing balances.

  • GuidePoints and rewards engine

    A points engine in production is rules, balances with accounting, secure redemption, integrations and maintenance.

  • Buying guideRFI, RFP and RFQ checklist

    The RFI screens vendors, the RFP compares how they solve your program and the RFQ compares total cost.

  • GuideEnterprise loyalty in Latin America

    A regional program runs several countries from one base, with each market's currency, taxes and rules.

  • GuideLoyalty migration

    Each migration stage ends with something verifiable, from an inventory to cutover with the old system switched off.

By country and industry

Your market and your business model.

What changes in Argentina, Chile and Mexico, and how to build a program for a multi-brand group or for couriers and drivers, with the clients that already run one.

  • CountryLoyalty in Argentina

    In Argentina, point value and spend-based rules must be adjustable without development work.

  • CountryLoyalty in Chile

    In Chile, a benefits program earns and burns across many brands: airlines, banks and retailers.

  • CountryLoyalty in Mexico

    In Mexico, many loyalty programs work as stored value: the peso balance is used to pay.

  • IndustryMulti-brand loyalty

    A multi-brand program recognizes the same customer across all of a group's brands.

  • IndustryCourier and driver loyalty

    Courier and driver churn is a cost that a loyalty program can reduce.

Comparisons

Qurable compared with other platforms.

Comparisons using each vendor's public data, with source and date, and when each one fits.

  • ComparisonQurable vs Comarch

    Comarch targets global, multibrand, multiregion programs; Qurable targets Latin America.

  • ComparisonQurable vs Talon.One

    This comparison uses only public data about Talon.One, with source and date.

  • ComparisonQurable vs Capillary Technologies

    This comparison uses only public data about Capillary Technologies, with source and date.

  • ComparisonQurable vs Salesforce Loyalty Management

    This comparison uses only public data about Salesforce Loyalty Management, with source and date.

  • ComparisonQurable vs Reworth

    This comparison uses only public data about Reworth, with source and date.

  • ComparisonQurable vs SAP Emarsys

    This comparison uses only public data about SAP Emarsys, with source and date.

  • ComparisonQurable vs Leal

    This comparison uses only public data about Leal, with source and date.

  • ComparisonQurable vs CRMBonus

    This comparison uses only public data about CRMBonus, with source and date.

  • ComparisonQurable vs Open Loyalty

    This comparison uses only public data about Open Loyalty, with source and date.

  • ComparisonQurable vs Antavo

    This comparison uses only public data about Antavo, with source and date.

  • ComparisonQurable vs Eagle Eye

    This comparison uses only public data about Eagle Eye, with source and date.

  • ComparisonQurable vs Braze

    This comparison uses only public data about Braze, with source and date.

  • ComparisonQurable vs Insider One

    This comparison uses only public data about Insider One, with source and date.

  • ComparisonQurable vs Voucherify

    This comparison uses only public data about Voucherify, with source and date.

  • ComparisonQurable vs Bloomreach

    This comparison uses only public data about Bloomreach, with source and date.

  • ComparisonQurable vs Epsilon

    This comparison uses only public data about Epsilon, with source and date.

  • ComparisonQurable vs Kobie

    This comparison uses only public data about Kobie, with source and date.

  • ComparisonQurable vs PAR Punchh

    This comparison uses only public data about PAR Punchh, with source and date.

  • ComparisonQurable vs Spoonity

    This comparison uses only public data about Spoonity, with source and date.

Glossary

Industry terms, defined.

Short, neutral definitions grouped by topic, ready for a brief, an RFP or an internal presentation.

  • GlossaryGlossary

    Points, liability and breakage are different concepts: a unit of value, an obligation and an estimate of unredeemed points.

Want to see these concepts in your program?

Read the documentation