Customer loyalty

Customer loyalty software built into your register

Points, member offers and gift cards run from your free Esplanda POS, in store and online, with profit counted after rewards.

No monthly fee, no setup fee, no contract. See Esplanda pricing.

A phone showing three drafted texts to 214 wine club members who have not been in lately, each with an opt-out line and an Approve button, next to two speech bubbles and a glass of rosé

Illustrative example

Your customer list

A customer list that builds itself

Most local stores have thousands of customers and a list of almost none of them. Esplanda builds the record from sales you were already making, so your loyalty program and your CRM are one list.

  • Start with a phone number

    A record starts the first time a sale can be tied to a person: a phone number, an email, a loyalty scan or an online order. Every later purchase attaches on its own.

  • What they bought, not just a name

    What, when, at what price, how often and what they stopped buying. A mailing list tells you who to contact; a record tells you what to say.

  • Duplicates merged

    The same person often shows up once at the counter and again online. Esplanda merges matching records and flags unclear ones instead of guessing.

  • Sign-ups without holding the line

    Take a phone number and nothing else at the counter, and collect the rest later by email, or by text if they opted in.

Customer groups that tell you what to send

Each customer is measured against their own buying rhythm, and groups update as people come back.
GroupWho is in itWhat it is for
Weekly regularsBuy about every seven days, or more oftenProtect them. No discount: they were coming anyway
Lapsed customersNo purchase in 60 days, when their own usual gap is far shorterUsually the most valuable message you can send
Best customers by marginThe top tenth by margin over the past year, not by spendEarly access, allocations or a phone call, rarely a coupon
One-visit customersOne purchase ever, more than three weeks agoA reason for a second visit, tied to what they bought
Category buyersRepeat purchases in one departmentNew arrivals in that category, not a store-wide blast

Keep the register you have, or use ours. With Esplanda POS the customer and the purchase are captured together at the counter. A register you keep is bridged through our POS integrations, and the record is built from its sales data. Details on our POS system with inventory management.

Choosing a program

Points, visits or spend, and which one fits

The right loyalty program for small business owners depends on your average basket and how often people come in, not on what sounds generous. Retail loyalty program software should show you the cost before the first reward goes out.

General guidance for independent stores, not a result from any store.
ProgramSuitsWhat goes wrong
Visit-basedSmall baskets and frequent trips: coffee, convenience, quick serviceRewarding a visit that was already a habit
Spend-basedBigger, less frequent baskets: wine, apparel, specialty retailThresholds set so high that nobody reaches them
PointsMixed baskets and mixed visit rhythms; the most flexibleAn earn rate so low the reward is months away
TieredStores with a real group of high-value regularsTiers that give status but no real benefit

How to start a loyalty program

  1. Pick the type by your basketMatch it to your average basket and how often people come in, using the table above.
  2. See what it would have costEsplanda runs the rules against your own past year of sales, so the reward is set with the math in front of you.
  3. Sign people up with a phone numberOnly the number at a busy counter, so the line keeps moving. The rest of the record fills in later.
  4. Measure it against a held-back groupMembers are compared with matched customers who didn't get the offer, so you see the margin after rewards.

Why most programs fail. The reward sits too many visits away, so people stop tracking it, and sign-up happens at a busy counter where nobody wants to spell out an email address. Both are set-up problems, not card-design problems, and Esplanda's setup handles both: the reward is set with your own past year of sales in front of you, and sign-up takes only a phone number.

Offers and gift cards

Promotions that ring up right

Coupons, member offers, promotions and gift cards live in the same system as the register, so every one rings up the same way at the counter.

Gift cards on the register

Sell and redeem gift cards at the counter. Every balance, and the total still owed on unspent cards, sits in one ledger you can open any time.

Coupons and promotions

Set a rule once, such as a percent off a category or a buy-two deal, and it applies at the register and online.

Inside your limits

Every discount stays under the ceiling you set. Esplanda suggests the offer, prepares it for your one-tap OK, or sends it inside your discount ceiling: that setting is yours. Refund requests always come to you. Read why Esplanda is safe to trust.

What it earned

Loyalty measured in margin, not sign-ups

If a weekly regular redeems a reward on a trip they were making anyway, that isn't new revenue. It's a smaller margin dressed up as a marketing win.

  • A held-back group. Esplanda keeps a matched set of comparable customers out of each offer and reports the difference: extra margin from members, minus every reward redeemed.
  • Best customers by margin. High-value means the most margin over the past year, not the most spend. A customer who buys only your thinnest-margin items isn't automatically your best one.
  • Every result on the record. Each program is reported in margin after rewards, next to your other results, so you keep what pays and change what doesn't; see how we measure results.

Questions

Loyalty questions owners ask

What is customer loyalty software?

Customer loyalty software keeps track of who your customers are and what they buy, and rewards them for coming back with points, visit rewards or member offers. Esplanda's version runs from the register and your website on one customer list, and measures each program in margin after the rewards it gave away.

How does loyalty software improve customer retention?

It gives customers a reason to come back and catches the ones drifting away. Esplanda measures each customer against their own buying rhythm, spots who has lapsed or visited only once, and lines up an offer tied to what they bought. You choose whether Esplanda suggests it, prepares it for your approval or sends it inside your discount ceiling.

How do I choose customer loyalty software for a retail store?

Choose software that runs from your register, so points and offers ring up the same way at the counter and online; signs people up with just a phone number; shows what a program would have cost on your own past sales before launch; and reports margin after rewards, not sign-ups. Esplanda does all four.

Should my loyalty program use points, visits or spend?

Visit-based suits small baskets and frequent trips, because the reward arrives quickly. Spend-based suits larger, less frequent baskets such as wine or apparel. Points are the most flexible and the easiest to make meaningless, because the earn rate often ends up too low.

How does a gift card program work for a small business?

Customers buy a card now and spend it later, and the program keeps track of every balance. In Esplanda, gift cards are sold and redeemed at the register, and every balance and the total still owed on unspent cards sit in one ledger, as part of the free Esplanda POS.

How do I know if my loyalty program makes money?

Esplanda compares members with a matched group of comparable customers who didn't get the offer, and reports the extra margin minus the cost of every reward redeemed. A reward redeemed on a trip that was already happening is a cost, not new revenue.

Do I need separate small business CRM software?

For most local stores, no. A stand-alone CRM can't see item margins or stock, so it can report who opened an email but not what an offer cost you. Esplanda keeps the customer record next to your sales, costs and stock.

How much does customer loyalty software cost with Esplanda?

Nothing. Loyalty, member offers, promotions and gift cards are part of the free Esplanda POS, with no setup fee and no contract. Keep Square, Clover, Lightspeed or KORONA if you prefer; they connect with no change at the counter. Win-back and birthday emails and texts go out through Marketing — Do It Yourself, a separate line you add only if you want it.

Give regulars a reason to come back

Start free today, or book a demo and we'll set up points and a first member offer for a store like yours.

Esplanda POS and your website are free to start, with no card needed. Add paid tools only when you want them.

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