Checklist: before you go live

Want to launch your loyalty program as soon as possible? Work through this checklist first. Each item links to the article with the steps.

Create a sign-up form. A form lets contacts join your program in seconds. Decide which data you want to collect, add those fields, and give it a strong call to action. See How to create a form.
Promote your program. Every form has its own link and QR code. Put them on every channel you have. How to market your program to get more sign-ups? shows where to find them and where to put them.
Connect your systems. Link your POS, webshop, kiosk, email marketing or booking system so contacts can use the program everywhere. See Find, install or request an integration.
Import your existing contacts. Contacts from an old system don't have to start over. See How to import a list of contacts.

Welcome every new member. Open your form, click Automation and then Enable automation. That's how a welcome email hooks onto every sign-up. Explain how your program works, and consider a bonus of points or a voucher as a thank-you for joining. See Automated emails: setting one up for any trigger.
Set up rewards. Rewards are what contacts spend their points on. Make them attractive enough to save for. See How to create a reward.
Create vouchers. Unlike rewards, vouchers are one-off deals for promotion. You can add them to emails and combine them with seasonal deals. See How to create a voucher.

Follow your results. Under Data → Insights you can see what's happening across your program.
Send campaigns. Regular emails about your deals and news keep contacts coming back. See Campaigns: sending a one-off email, and every option.
Build more automations. Once the basics run, plan journeys that improve retention and repeat visits. See How to build an automation.