Category: Marketing Strategy

Discover Perx’s Maker-Checker Workflow | Streamline Operations & Ensure Compliance

Perx Maker-Checker: Bringing the
4-Eyes Principle to You

Shriram Venugopal

Sr Product Manager| Jan 29, 2025


When every decision your organization makes carries weight—accuracy, compliance, and security aren’t just nice-to-haves; they’re critical. That’s why we designed the Maker-Checker Workflow, a robust feature that ensures every action is reviewed, verified, and executed with precision.
Imagine being able to prevent errors, minimize fraud, and stay compliant—all while maintaining seamless operations. Whether you’re issuing rewards, creating campaigns, or managing bulk actions, our Maker-Checker Workflow empowers your team with the tools they need to work smarter, not harder.
Curious to see it in action? We’ve created a short demo video that walks you through how it works and why it’s a game-changer for your business. In under a few minutes, you’ll see how this simple yet powerful feature can enhance collaboration, reduce risks, and ensure everything runs like clockwork.


Don’t wait—unlock the power of Maker-Checker today and take the first step towards better control and peace of mind.

Sign me up

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Discover Perx’s Maker-Checker Workflow | Streamline Operations & Ensure Compliance

Perx Maker-Checker: Bringing the 4-Eyes Principle to You

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


When every decision your organization makes carries weight—accuracy, compliance, and security aren’t just nice-to-haves; they’re critical. That’s why we designed the Maker-Checker Workflow, a robust feature that ensures every action is reviewed, verified, and executed with precision.

Imagine being able to prevent errors, minimize fraud, and stay compliant—all while maintaining seamless operations. Whether you’re issuing rewards, creating campaigns, or managing bulk actions, our Maker-Checker Workflow empowers your team with the tools they need to work smarter, not harder.

Curious to see it in action? We’ve created a short demo video that walks you through how it works and why it’s a game-changer for your business. In under a few minutes, you’ll see how this simple yet powerful feature can enhance collaboration, reduce risks, and ensure everything runs like clockwork.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Watch the Demo Now

Don’t wait—unlock the power of Maker-Checker today and take the first step towards better control and peace of mind.

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


Webinar Recap: Unveiling Perx Orion™

On May 30th, Perx unveiled the much-anticipated Perx Orion™, an autonomous loyalty framework designed to revolutionize customer engagement. This webinar provided an in-depth introduction to Perx Orion™ and its groundbreaking features, offering attendees a glimpse into the future of loyalty engagement powered by AI and advanced analytics.

Introduction to Perx Orion™

The webinar kicked-off with a comprehensive introduction to Perx Orion™, highlighting its unique approach to transforming traditional loyalty frameworks. The platform integrates AI, data-driven insights, and creative strategies to deliver personalized and impactful customer experiences. This new framework aims to address the challenges brands face in engaging customers and driving loyalty in today’s fast-paced digital landscape.


Perx eMind™ at a Glance

The session delved into the six core features of Perx eMind™, each designed to enhance different aspects of customer engagement and loyalty management:

  1. Impact Dashboard: This feature offers real-time analytics and insights, enabling brands to maximize campaign success, track ROI, and benchmark performance. The dashboard provides a comprehensive view of customer engagement and loyalty, helping brands make data-driven decisions to improve their strategies.
  2. Conversational Insights: Leveraging natural language processing (NLP), this tool allows users to interact with their data using plain language, simplifying data analysis and enhancing decision-making capabilities. This feature makes it easy for users to fetch insights and analytics without needing technical expertise.
  3. Connect+ Expert: Designed as a comprehensive knowledge resource, Connect+ Expert assists users with product questions, feature explanations, and idea generation. It empowers users to achieve product mastery and better adoption through continuous learning and minimal support intervention.
  4. Spark Ideas: This AI-powered tool automates the generation of campaign concepts and contextual details, significantly reducing the time and effort required for campaign planning and execution. Spark Ideas helps brands streamline their campaign creation process and boost operational efficiency
  5. No-Code CX Builder: An interactive tool within the Connect+ platform, the No-Code CX Builder enables users to create customizable in-app experiences and launch microsites with full Perx loyalty engagement functionalities, all without writing a single line of code. This feature empowers users to design and deploy solutions quickly and efficiently.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Sign me up

for eMind™ Early Adopters Program

Live Webinar Interactions 

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


Webinar Recap: Unveiling Perx Orion™

On May 30th, Perx unveiled the much-anticipated Perx Orion™, an autonomous loyalty framework designed to revolutionize customer engagement. This webinar provided an in-depth introduction to Perx Orion™ and its groundbreaking features, offering attendees a glimpse into the future of loyalty engagement powered by AI and advanced analytics.

Introduction to Perx Orion™

The webinar kicked-off with a comprehensive introduction to Perx Orion™, highlighting its unique approach to transforming traditional loyalty frameworks. The platform integrates AI, data-driven insights, and creative strategies to deliver personalized and impactful customer experiences. This new framework aims to address the challenges brands face in engaging customers and driving loyalty in today’s fast-paced digital landscape.

Key Features of Perx Orion™

The session delved into the six core features of Perx Orion™, each designed to enhance different aspects of customer engagement and loyalty management:

  1. Impact Dashboard: This feature offers real-time analytics and insights, enabling brands to maximize campaign success, track ROI, and benchmark performance. The dashboard provides a comprehensive view of customer engagement and loyalty, helping brands make data-driven decisions to improve their strategies.
  2. Conversational Insights: Leveraging natural language processing (NLP), this tool allows users to interact with their data using plain language, simplifying data analysis and enhancing decision-making capabilities. This feature makes it easy for users to fetch insights and analytics without needing technical expertise.
  3. Connect+ Expert: Designed as a comprehensive knowledge resource, Connect+ Expert assists users with product questions, feature explanations, and idea generation. It empowers users to achieve product mastery and better adoption through continuous learning and minimal support intervention.
  4. Spark Ideas: This AI-powered tool automates the generation of campaign concepts and contextual details, significantly reducing the time and effort required for campaign planning and execution. Spark Ideas helps brands streamline their campaign creation process and boost operational efficiency
  5. No-Code CX Builder: An interactive tool within the Connect+ platform, the No-Code CX Builder enables users to create customizable in-app experiences and launch microsites with full Perx loyalty engagement functionalities, all without writing a single line of code. This feature empowers users to design and deploy solutions quickly and efficiently.
  6. Perx eMind™: A GenAI-driven analytics and creative copilot, Perx eMind™ offers smart engagement solutions that enhance customer experience and loyalty. This feature provides actionable insights and recommendations, helping brands optimize their engagement strategies and achieve sustainable growth.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Sign me up

for eMind™ Early Adopters Program

Live Webinar Interactions 

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Marketing Trends with Perx

Navigating the Marketing Landscape: Trends to Watch in 2024

Marketing Trends with Perx

Navigating the Marketing Landscape: Trends to Watch in 2024

Navigating the Marketing Landscape: Trends to Watch in 2024

Gillian Setiawan

MarTech Blogger | Mar 02 2023


Beyond the buzz of technological marvels and data-driven insights lies a deeper narrative – a tale of brands striving to forge genuine connections in an era of digital saturation. As we embark on a journey through the marketing trends of 2024, prepare to discover the strategies, innovations, and human-centric approaches that define this new chapter in consumer engagement.

The Trends

1. Branding: Fostering Meaningful and Enduring Connections

In the realm of branding, it’s not just pixels and screens that matter. Rather, it’s the emotional connection that truly distinguishes one brand from another. A well-crafted brand identity extends far beyond a mere logo; it encapsulates a promise, embodies values, and stands as a beacon of trust.

As attention spans wane and trends fade, authenticity and consistency are the bedrock upon which long-lasting relationships are built.

2. Personalization: Crafting Tailored Experiences Amongst the Noise

Nowadays, consumers find themselves inundated with a ceaseless barrage of marketing messages, leading to the phenomenon called “marketing fatigue.” It is that overwhelming feeling of being flooded with irrelevant and/or repetitive ads, causing disengagement and apathy amongst its audiences. But, amidst this deluge of noise, personalization emerges as a signal of hope. 

By leveraging the power of data analytics and AI-driven insights, marketers can break through the clutter to deliver tailored experiences that resonate with each individual customer’s preferences, needs, and behaviors.

3. AI & CGI: Empowering Marketing through Technology

Advancements in artificial intelligence (AI) and computer-generated imagery (CGI) are revolutionizing the marketing landscape.

AI algorithms meticulously sift through vast datasets, unveiling insights that empower marketers to anticipate consumer behavior with unprecedented precision. This enables the creation of hyper-targeted campaigns and personalized messaging that resonate on a deeply individual level.

CGI, on the other hand, emerges as a formidable tool in visual storytelling, elevating brand narratives to new heights of immersion. From breathtaking virtual environments to lifelike product demonstrations, CGI enables brands to craft experiences that captivate and enthrall audiences.

Consider the image of Big Ben adorned in a vibrant yellow North Face jacket or the latest AI-driven filters on platforms like TikTok. These are just glimpses into the boundless potential of AI and CGI in marketing – a technology that continues to evolve and innovate at a staggering pace, promising endless possibilities for brands willing to embrace it.

4. Transparency: Building Trust in a Data-Driven World

As concerns regarding data privacy and security mount, transparency emerges as a cornerstone of consumer trust.

Nowadays, companies must adopt transparent practices regarding data collection, usage, and protection.

By providing clear and concise privacy policies and consent mechanisms, brands empower consumers with a sense of control over their personal information.

5. Omnichannel Experiences: Redefining Customer Engagement

Amidst the digital overflow, consumers crave meaningful connections and tangible experiences. In response, marketers are increasingly embracing holistic approaches by integrating offline touchpoints alongside their online strategies. 

From experiential events to pop-up stores and direct mail campaigns, brands are bridging the gap between the virtual and physical realms. By immersing consumers in memorable experiences that stimulate the senses and evoke emotions, businesses forge deeper connections and foster genuine engagement with their audience.

Conclusion

As we traverse the marketing landscape of 2024, a delicate dance between technology and humanity unfolds. While the advancements of AI and CGI propel innovation and streamline processes, it’s the human touch that reigns supreme.

In the midst of cutting-edge tools, a human-centric approach to branding, personalization, and transparency emerges as the true catalyst for consumer connection. It’s about crafting narratives that resonate, tailoring experiences that delight, and fostering trust through openness and authenticity.

By deftly navigating these trends, businesses have the opportunity to cultivate meaningful relationships amidst the ever-evolving digital ecosystem. In striking this balance, they pave the way for sustainable growth and enduring success in the years ahead.

The Perx Advantage

With its comprehensive suite of services, Perx offers unmatched personalization, cutting-edge data-driven tools, and the added assurance of the globally recognized dual ISO certification for information security and privacy. With Perx by your side, you can elevate your marketing strategies and gain a significant competitive edge in your industry. 

Ready to experience the power of Perx firsthand? Book a demo today and unlock the full potential of your marketing efforts!

Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Recommended for you


Marketer's Cape

Revolutionize Your Marketing with AI: The Creative Content Stack

The Marketing Cape

From a Stick Transmission to Dual Clutch to All-electric in Under 8 Months – AI in Marketing

Amrith G.

SVP, Marketing & Customer Analytics | Feb 19, 2024


The Intro

With GPT, Gemini, Sora, and a few others the typical Marketing Tech stack – the staple that manages, measures, and helps improve marketing a product is now taking the pillion seat – giving way to a new stack.

The Driver’s seat previously held by creative thinking, content-led strategic GTMs powered by our grey matter is now getting a boost in the form of an all-new stack.

For now, let’s call it the Creative Content Stack.

The creative content stack has grown from 1 to 4 already and will grow into a dozen services by the end of the year. GPT 4 + Bard + Sora + Gemini Pro 1.5 enables marketers to jab and nudge their target audience ‘every few days’ with creative, fresh, compelling content – driving outcomes, collectively impacting brands and their top lines. For those who are wondering what I am talking about watch this video on Sora from Marques Brownlee

The Impact

AI in Marketing

The growing timeline vs the shrinking – and it’s all good for marketing.

Marketers typically aim to set the perception of what a product can do, 6 months ahead of the product’s functional reality. We see this happen especially with startups and large enterprises with a startup culture. Simply put it’s the art of building anticipation and buzz about something that will eventually hit the market a few months down the line. With this new stack, that timeline is bound to grow to even 40% of the product’s envisioned road map.

This growth is a consequence of something else shrinking

On the other side of the GTM spectrum, something else at the top of the funnel is shrinking. Thanks to this stack the campaign-to-market timelines are and will continue to shrink further. The speed, and variety of content delivered from ideation to launch is shrinking – and let me tell you, as a marketer, it’s as satisfying to watch it as it is to see hard drives clear up temporary internet files. Your entire team feels like they just borrowed a superhero’s cape – waiting only for some guidance and nips and tucks along the way.

From Time and effort estimations to near-instant

This stack unshackles marketers from time-bound and resource-bound GTMs into the era of near-instant ‘value prop-to-market.

From whiteboarding – to creating – to coding – to packaging – to hitting the market – everything has just shrunk so much in the last 8 months thanks to OpenAI, Google DeepMind, NVIDIA AI

From whiteboarding - to creating - to coding - to packaging

Calling it something cool

It’s so good, that I am compelled to coin something around it.

In the 1970s we were introduced to JIT (Just In Time) a Japanese management philosophy used in accelerated efficiencies in manufacturing. I think we are on the cusp of the Just In Time Marketing era. But for marketing’s sake let’s just coin it something cooler: The Marketer’s cape

The Marketing Cape

As a petrohead myself, to all those who are still on the wall about What’s so great about AI in marketing, allow me to leave you with a comparison.

With GPT-4, Midjourney and Bard(Gemini) marketing went from a 6-speed manual (a stick) to a Dual clutch DSG* or PDK*.

With the addition of Sora and Gemini 1.5 Pro to the creative marketing stack, we are going gearless (or all-electric)

The next leap is yet to come, but I am hoping for pure jet propulsion.

My Wishlist for what’s next

  1. Shift from converting multiple text prompts = multiple video clips to 1 detailed storyline prompt = a fully edited 60-second video ready for post.
  2. Shift from just cartooning visuals to realistic visualizations across a broad spectrum from low fidelity to high fidelity. (we can do this now on Midjourney but it is quite cumbersome)
  3. Enable listening prompts based on Voice recording dumps
  4. Build the ability to research current affairs or what’s hot on the pan at present for more contextual outputs
  5. Shift from being super obedient and well-mannered to a bit humorous and sarcastic when reviewing something – grow a personality.

* PDK – Porsche Doppelkupplungsgetriebe or Porsche Dual-Clutch Transmission

*DSG – Direct Shift Gearbox

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


5 Reasons Your Loyalty Program Isn’t Yielding Results

5 Reasons Your Loyalty Program Isn’t Yielding Results

Delve into the top 5 reasons why customer loyalty programs are underperforming and explore how businesses can overcome these challenges.

MarTech Blogger | May 12, 2023


Launching a loyalty program can be compared to embarking on an arduous and unpredictable journey. You will encounter countless twists and turns that can either propel you forward or hinder your progress. However, despite your best efforts, you may still find yourself struggling to make any significant headway.

The 5 Problems With Loyalty Programs

The reason behind your stagnation could be attributed to neglecting seemingly minor details that can thwart the potential success of your reward program. To help you evaluate your program’s effectiveness, we have assembled a list of five common reasons why loyalty programs fail. These invaluable insights will enable you to gain a deeper understanding of why your program may not be performing up to par. 

The Lack of Customer Satisfaction: Earning rewards is too Time-Consuming

Customers are drawn to loyalty programs because of the promise of rewards and immediate satisfaction. However, over-promising can lead to disappointment and ultimately cause customers to turn away. Delayed reward redemption is one of the most significant pain points for loyalty program members, causing frustration and a sense of unappreciation for their loyalty.

Furthermore, earning rewards can prove to be a difficult and daunting task for some, further adding to their discontent. To overcome the issue of delayed gratification and keep customers satisfied, loyalty program providers must implement effective strategies.

Offering a mix of high and low-value rewards, ensuring they are both affordable and desirable, is an excellent approach. Providing a welcome gift to new members can create a favorable first impression and offer a taste of the program’s benefits. Additionally, adjusting the type of rewards can make them more accessible to customers, increasing their engagement and loyalty. 

The Program Only Focuses on One Kind of Benefit, Neglecting Others

Achieving a balance in the value proposition of a rewards program can be challenging, especially when each customer segment has unique preferences. While it’s advisable to leave customers with a manageable number of reward types, diversifying beyond discounts is one way to keep the program fresh and captivating.

Customers typically prefer financial benefits such as cashback or coupons that provide tangible, flexible value. Nevertheless, a considerable number of customers also appreciate personalized and experiential rewards, such as exclusive access, VIP treatment, and birthday rewards. To prevent issues with loyalty programs, a balance between various reward types is essential.

Overly focusing on discounts or experiential rewards can lead to an uneven customer experience. Additionally, incorporating partner rewards can increase the range of rewards available and make them more enticing, particularly if they include freebies, gifts, or merchandise. Lastly, offering high-perceived-value rewards like early product access, VIP customer service, and downloadable content can enhance the program’s appeal, and increase customer engagement and satisfaction.

Personalization is Insufficient or Nonexistent

Personalization is key to a successful loyalty program, and customized deals and offers are the secret ingredients. When customers receive rewards that resonate with their interests, they’re more likely to use them. On the other hand, a one-size-fits-all approach can leave them disengaged and motivated to explore competitors’ programs. To avoid this pitfall, it’s critical to gather and leverage customer data for personalization. 

One effective way to do this is by sending personalized birthday reward emails that surprise and delight customers. Furthermore, gamified surveys can help you understand customers’ reward preferences, enabling you to tailor your offerings to their individual needs and preferences.

The X Factor is Missing

For customer loyalty programs to be successful, they must provide an enjoyable and exciting experience for everyone while also offering a unique attraction that sets them apart from competitors. In today’s crowded marketplace, it’s essential to make a strong impression on your customers to stand out and retain their loyalty. One strategy that can help you achieve this is gamification. By incorporating game-like elements into your loyalty program, you can create a more engaging and entertaining experience for your customers.

This can include challenges, badges, point systems, leaderboards, and other interactive elements that make the experience more enjoyable. To use gamification effectively, it’s important to offer highly valuable experiential rewards that customers can unlock by completing specific actions or achieving certain goals.

These rewards should be unique, exciting, and exclusive, such as special event privileges, personalized merchandise, or travel packages. By creating a sense of exclusivity, you can increase the perceived value of the rewards and motivate customers to participate in your loyalty program. 

There are No Exclusive Offers for Members

Consumers view customer loyalty programs as exclusive clubs, expecting extra perks for their allegiance. Neglecting to make members feel valued could lead to disloyalty. To prevent this, invest in offer management and segmentation, creating region or channel-specific rewards. Enhance the exclusivity with special access to premium content and exclusive community events. These thoughtful touches can foster an unbreakable bond with your customers and elevate their overall experience.

A successful loyalty program demands careful attention to critical factors like gamification and personalization, which can make or break customer engagement and retention. Neglecting these elements can hinder progress. Optimize your customer loyalty program with The Perx Platform – a cost-effective solution that supercharges user acquisition, in-app engagement, and reduces churn. Book a demo today to learn more about how the Perx customer loyalty and engagement platform can elevate your loyalty program and improve customer engagement.

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


The Right Customer Engagement Trick? Treat Them Right!

The right customer engagement trick? Treat them right!

Despite the fact that the campaign was launched a decade ago, it continues to haunt me.

Sundeep Keramalu
Director, Marketing Content | November 01, 2021

Was Coke crazy to put random people names on its ‘#ShareACoke’ campaign? Yes. No. No. Yes. Yes, when one considers the campaign’s general desperation. No, when you consider how it made people feel. And no, when you consider the campaign’s stated purpose. And yes, when you consider how Coke was catapulting addiction to new heights.

While Coke’s amazing taste is refreshing, we must keep in mind that even the great ice age reached a point where it was no longer cool.

Share A Coke was no doubt a sweet campaign. That is, having your name appear on a billion-dollar brand. How frequently do you see that? What bothers me is that Coca-Cola is a well-known brand. It has its own name. It has taken decades and hundreds of millions of dollars to get to this point. And suddenly, it was willing to gamble with its identity by putting random, unknown names on its bottles to boost sales for one summer in Australia? It is self-evident that Coke has the absolute right to do anything it wants with its bottles. But, if you know that your product is not exactly health-beneficial and has addictive elements, you want to enable your customer to be disabled from being addicted — not the other way around.

Brands cannot capitalize on the unconditional condition unless they are willing to allow their customers to explore the condition of conditionality.

The goal of any brand is to make the customer fall in love with it unconditionally. Unfortunately, brands cannot capitalize on the unconditional condition unless they are willing to allow their customers to explore the condition of conditionality.

Simply put, to receive anything, you must first offer something. While Coke’s amazing taste is refreshing, we must keep in mind that even the great ice age reached a point where it was no longer cool.

The ethical question remains whether a brand can go as far as to entice consumers to purchase a product simply because it bears their name.

To keep consumers’ hearts warm for the brand, even a “cool” brand must step up and do something genuinely cool that also ends up being a warm gesture for the brand. Coke’s “nice” gesture was to put people’s names on its bottles. Of course, Coke, like any other marketing campaign, had its own agenda. Putting random people’s names on its bottles would be akin to a jilted Bollywood lover in one of those 90s movies engraving the name of the lady in his blood — since she does not feel the same way about him or, worse, has no idea who he is to begin with! Coca-Cola did not want a one-sided relationship. During the summer of 2011, it sought to increase sales in Australia.

Influential personalities and multimillion-dollar deceptive marketing messages are damaging to one’s willpower when it comes to resisting unhealthy and harmful lifestyle choices.

As much as people enjoyed seeing their or their loved ones’ names on Coke bottles, the question we must ask is if it was the proper experience. True, the ethical question remains whether a brand can go as far as to entice consumers to purchase a product simply because it bears their name. However, when a brand is aware that its product is bad enough to be a good pesticide, I believe it should refrain from influencing people in this way — from persuading them to share something this bad.

As it is, influential personalities and multimillion-dollar deceptive marketing messages are damaging to one’s willpower when it comes to resisting unhealthy and harmful lifestyle choices. In any event, when compared to Kendall Jenner’s ‘Live for Now’ Pepsi fiasco, Coke’s ‘Share a Coke’ campaign was more thoughtful and positive.

When you are a brand that is bad for the body and bad for the mind, you cannot give people any more reasons to buy it than they need. There is a very thin line to walk. This means that you should not compel your customers to adopt your brand. Rather than that, develop incentives for people to adore your brand. There is a significant difference, but the line is really thin. I am not being a snob and slamming the idea of sharing a Coke with a close friend. It is just that you would not want to share anything harmful to your health with someone you care about. That contradicts the point of the campaign’s purported goodness.

Brands that make essentially harmful products to one’s health have additional avenues for customer engagement. Coke tricked its customers into purchasing more Coke. And, mind you, this was done in the name of “treating” its customers. Did not expect this from you, Coke!

Even for a beauty brand that wants to reward its customers, it cannot be skin-deep in its approach to rewarding them.

As much as we would like to believe that the #ShareACoke campaign was an engaging sales-increasing, brand-building, emotionally-engaging campaign, the reality is that it was not as engaging as it could have been. So, the deal was that Coke gave a platform for people to share a virtual Coke with pals or, if they were lucky, find a bottle of Coke with their or their friend’s name on it.

All of this, you see, is still quite transactional. In the end, it is just a name on a bottle! That is all there is to it. When the campaign ended, the transaction concluded. When you invest millions of dollars in advertising a campaign, you spend far more to market and nurture the campaign so that people remember it.

While beauty is in the eye of the beholder, the beauty of a reward is in the embrace of a participant.

Rewards cannot be superficial. Let me give you a perspective. Beauty is considered superficial, right? But even for a global cosmetics brand that wants to reward its customers, it cannot be skin-deep in its approach.

How did a global cosmetics giant under Louis Vuitton increase its in-store sales with the Perx Platform? They did not go around handing out random rewards or sample cosmetics to the passing crowd. Instead, they incentivized regular in-mall footfall to visit their stores

It was a simple and straightforward approach. With smartphones being the single common denominator across shoppers in developed countries, QR-coded posters were placed throughout a highly popular mall. Customers were rewarded every time they scanned the QR code. However, to receive the reward, they had to enter the store — the point of sale.

The dynamic campaigns connected offline footfall, incentivizing them to walk into the store, where purchases were built and launched using the Perx platform. In addition, Perx’s advanced gamification and engagement mechanics transformed the whole experience into a gamified and instantly gratifying one.

Before launch, the brand researched customer footfall and buying patterns before designing the experience around them. They wanted to reward them for their intention to buy something from the brand. Even if they did not intend to do so, the dynamic mobile engagements influenced them to engage with the brand. In other words, I am attempting to convey that, in light of the example, the reward offered should not be based merely on the customer’s pleasure; rather, it should be based on the customer’s intent.

It is true. Beauty is in the eye of the beholder. Therefore, Coke’s #ShareACoke campaign might have made the day for some of its customers. But at the end of the day, we must remember, while beauty is in the eye of the beholder, the beauty of a reward is in the embrace of a participant.

A disconnect or a pause between you, the brand, and your customer will cause them to seek another brand that meets their requirements.

While each beginning and each campaign should have a conclusion, the reality is that engaging customers is a continuous process. Brands are required to engage in a never-ending cycle of evolution, progress, and improvisation. A disconnect or a pause between you, the brand, and your customer will cause them to seek another brand that meets their requirements. This is why brands must focus on engaging their customers in ways that transcend beyond transactional interactions — something that keeps the connection going for a long, long, long time — how about forever!

Treat the relationship with your customer as though it were a long and happy marriage and not a one-night stand.

Treat the relationship with your customer as though it were a long and happy marriage and not a one-night stand.

Given that you have read this far, we are here to assist you if you are looking for a superpower to build that long-lasting, deeply-engaging relationship with your customers. Now keep in mind that we do not help you treat your customers just for the heck of it. Instead, we assist you in treating them genuinely and sensibly – you know, for the right reasons!

We work on making sure your customers do not just remain customers, instead we turn them into level-headed superfans.

It all boils down to giving you the satisfaction of knowing that you as a brand did not trick your customers and that you treated them appropriately. And understanding that will help prevent your conscience from being haunted.

Here is to a #CleanConscience!

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?