Creating an effective loyalty program

Marketing

Duration

2 days

Calendar

Custom dates

Format

In-person / Hybrid

Rates

Contact us

Training Objectives

Overall objective

  • Understand the methodology, tools, and key concepts needed to build an effective loyalty program—one that appeals to your customers and addresses your company’s specific needs

Detailed objectives

  • Understand the key concepts of corporate customer loyalty and loyalty programs

  • Understand the different steps involved in developing a loyalty program and the tools associated with it

  • Share examples of loyalty programs and stay up to date on the latest market trends

Who is this training intended for?

Target audience

Businesses: Marketing Managers and Staff

Level

All levels

Prerequisites

This course has no prerequisites

Training Program

A two-day training course divided into seven modules, featuring practical exercises based on a central case study.
 

Module 01

  • Understanding the challenges of customer retention and loyalty programs
  • Understanding the different types of loyalty programs
  • Overview of the case study that served as the central theme throughout the two-day training session

Module 02

  • Gain a thorough understanding of your customer base and identify your top priorities
  • Define specific objectives for each priority target

Module 03

  • Choose the loyalty program that best aligns with your goals
  • Break down the components of the offer based on its mechanics (eligibility, generosity, rewards, support, etc.)

Module 04

  • Promote your offering through storytelling that highlights customer expectations and benefits

Module 05

  • Understand the step-by-step process for developing the program’s engagement plan (recruitment, engagement, re-engagement, program completion)

Module 06

  • Understanding the key elements of program modeling
  • Define KPIs and performance tracking tools

Module 07

  • Know how to organize and manage a project through its various phases (preparation, launch, and monitoring)

Teaching Methods and Adaptation

Teaching method

This training course alternates between presentations of the concepts, methods, and tools needed to design a loyalty program, hands-on exercises organized around a central case study, and discussions between participants and the instructor.

The training draws on numerous examples of loyalty programs from the Vertone Loyalty Program Benchmark (a multi-sector benchmark updated every two years and unique in the market). Training materials are provided to participants as part of the course.

Adaptation of the training program

The training program can be tailored to the company's needs:
- Adjusting the duration of modules to suit the trainees' needs
- Customizing the materials and tools provided (incorporating the company's brand guidelines and logo)
- Designing practical case studies based on data provided by the company

Practical Information

The training will take place at our offices (7th arrondissement, Paris) or at the company's premises, and/or via video conference.
Each session can accommodate a maximum of 12 participants.

Assessment of Learning Outcomes

Participants' progress is assessed throughout the training program using a variety of appropriate assessment methods (multiple-choice questions, role-playing exercises, practical assignments, self-assessments, etc.).
A certificate of completion is issued upon completion of the course. 

Satisfaction Survey

Satisfaction is assessed at the end of the training.
 

Funding

This training course may be covered by your company's training budget.

Accessibility and Disabilities

Our training programs are accessible to people with disabilities.

For more information, visit our section Accessibility

Fabienne Goarzin

Partner at Vertone & Marketing Trainer

Vertone in figures

Overall attendance rate
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Average pass rate on the final quiz
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Satisfaction rate
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