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Mobilize your loyalty 
program with mobile wallet 
@!! DevelopmentNow 
@AdamLorts
Empowered consumers demand more control
Your customers are “always on”
Your customers have more choices and can switch on demand
The role of mobile in loyalty cannot be 
understated.
Over two-thirds of consumers belong to at least one 
loyalty program 
“Which of the following types of customer loyalty programs do you belong to?” 
5% 
26% 
25% 
22% 
22% 
39% 
37% 
35% 
34% 
33% 
Supermarket/Grocery store 
Pharmacy/Drug store 
Bank/credit card 
Specialty retail 
Hotel 
Airline/frequent flyer 
Shopper club 
Quick service restaurant 
Department store 
Entertainment 
Gas station 
Other 
consumers belong 
to about 8 loyalty 
programs. 
Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs 
Source: North American Technographics Customer Life Cycle Survey, Q2 2013 
68% 
60% 
On average,
Organizations are prioritizing their loyalty programs 
Base: 98 loyalty program marketers; Source: Q3 2013 Global Loyalty 
Program Service Providers Forrester Wave™ Customer Online Survey 
Loyalty is a key strategic 
imperative 
Budget support is strong 
“How has your loyalty budget changed 
year over year in 2013?” 
43% 
34% 
Increase Stay the same 
3% 
Decrease 
Base: 50 loyalty program marketers; Source: Q3 2012 
North America Loyalty Benchmark Online Survey
Consumers participate in the programs they join 
"Which of the following statements best describes your level of involvement with customer 
loyalty programs you join?" 
I regularly participate 
in most of the loyalty 
programs I join 
59% 
I rarely, if ever, 
participate in the 
loyalty programs I 
join 
5% 
I regularly participate 
in just a few of the 
loyalty programs I 
join 
36% 
Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs 
Source: North American Technographics Customer Life Cycle Survey, Q2 2013
Consumers view programs as a way to save 
“How much do you agree with the following statements regarding customer loyalty programs?” 
(4 and 5 responses on a scale of 1 [Do not agree at all] to 5 [Agree completely] shown) 
24% 
50% 
48% 
64% 
78% 
Loyalty programs save me money 
Loyalty programs influence where I make purchases 
Loyalty programs influence what I buy 
Loyalty programs influence how much I spend 
I belong to too many loyalty programs 
Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs 
Source: North American Technographics Customer Life Cycle Survey, Q2 2013
64% 
(4 and 5 responses on a scale of 1 [Do not agree at all] to 5 [Agree completely] shown) 
59% 
56% 
Active program members are willing to pay and share 
50% 
52% 
37% 
51% 
50% 
44% 
43% 
48% 
“How much do you agree with the following statements?” 
36% 
I regularly participate in most of the loyalty programs I join 
I rarely, if ever, participate in the loyalty programs I join 
33% 
24% 
When I find a brand I like, I stick to it 
A brand's reputation is important to me 
I prefer to buy brands that I have owned previously 
Price is more important to me than brand names 
I would pay more for products or services that save me 
time and hassles 
I often tell my friends and family about new brands, 
products, or services that I have discovered 
I would pay more for brands or products consistent with 
an image I like 
Base: 3,266 US online adults (18+) who belong to loyalty programs 
Source: North American Technographics Customer Life Cycle Survey, Q2 2013
Consumers have an appetite for mobile rewards 
44% of consumers are interested in 
joining programs that offer mobile 
coupons. 
50% of loyalty program members want 
mobile gift cards and reward 
certificates. 
Source: North American Technographics Customer Life Cycle Survey, Q2 2013
12 
It’s time to seize the mobile moment.
Why mobilize your loyalty program?! 35 
For the Consumer! For the Marketer! 
Convenience 
Timely reminders (expiring points) 
Location triggers 
Great way to engage loyalty members 
Ability to update points real-time 
Low cost location-based marketing
First, mobile boosts customer understanding 
› Mobile helps marketers follow 
program members across the 
customer lifecycle 
› Mobile channels are highly 
trackable 
› Mobile interactions create new
Second, mobile streamlines loyalty program utility 
Then Now 
Mobile simplifies the member experience, and 
gives members more control over when, where, 
and how they participate.
Third, mobile increases the relevance of loyalty programs 
› Contextual insights help 
marketers deliver more 
personalized marketing content 
› But it goes beyond creating a 
mobile version of the loyalty card 
and offers. 
› Mobile also creates new 
opportunities for engagement that 
go beyond typical program
17 
Mobile Landscape
Mobile landscape overview! 29 
Mobile 
marketing ! 
mobile 
alerts 
m-commerce Mobile 
Mobile 
advertising! 
mobile web 
experiences 
Mobile ! 
experiences! 
Mobile 
service! 
display 
ads 
rich 
media 
ads 
apps 
media 
buys 
mobile wallet! 
marketing! 
SMS 
MMS 
QR 
codes 
mobile 
database 
loyalty 
program 
activation 
service 
alerts 
targeting & 
segmentation 
push 
notification 
payments 
Programmatic 
(RTB) 
mobile 
service 
apps 
mobile! 
coupons!
The “non-payment” mobile wallet marketing movement! 30 
Apple launched Passbook in 
September 2012 
The new Google Wallet app launched 
in 2013 for iPhone & Android 
Rewards 
certificates 
cards 
Offers and 
coupons 
Loyalty
Mobile wallet marketing is making a big impact! 33 
Are people using it?! 
On average, 70% of 
consumers will save a 
Passbook offer to their 
phone when presented 
with a pass. 
Does wallet lift 
email conversion?! 
When email is activated 
with Mobile Wallet – 8% 
increase in conversion ! 
Does it work?! 
64% higher conversion 
rate over static mobile 
web coupons 
26% increase in AOV 
over static mobile web 
offers
38 
Keep Reward 
Balance above the 
fold for easy viewing 
Dedicate label value to 
showcase loyalty 
program join date 
Feature unique 
loyalty ID beneath 
barcode 
Prompt users to 
download your app 
Deliver lock screen 
notifications to 
consumers 
Include information 
like: 
• Location of 
favorite store 
• Phone number 
• Store hours 
Terms and conditions 
located beneath all 
company information 
Apple’s Passbook – Mobile Loyalty Card! 
Personalize with name, points, and even colors for loyalty tiers
39 
Include retailer 
name and offer! 
Make sure logo is 
sized appropriately! 
Assign a unique 
barcode ID to track 
redemption! 
Include store 
information and 
hours! 
Put important 
information like 
exclusive offers in the 
“Messages” field! 
Place information 
about the loyalty 
program at the end! 
Google Wallet – Mobile Loyalty Card! 
1:1 personal messaging to loyalty members with offers, custom messages & more
Mobilize reward certificates too…! 40 
Deliver time-sensitive reward certificates and send special offers to members 
Google Wallet Apple’s Passbook
Google Wallet and Passbook are location-aware solutions! 44 
Vibes
46 
How mobile wallet can strengthen your loyalty program 
AWARENESS! ENGAGEMENT! TRANSACTION! SERVICE! 
Raise awareness about Drive engagement 
loyalty program 
and available rewards 
with real-time points 
notifications 
Drive foot traffic and 
enable easy 
redemption at POS 
Offset expensive call 
center calls by 
providing timely info
Think holistically about your mobile wallet marketing strategy ! 48 
1. Create! 
2. Distribute! 
5. Optimize! 
4. Measure! 3. Manage!
27 
Mobile Tips
Select a platform that makes mobile wallet management easy! 52 
Mobile wallet 
metrics 
Single “smartlink” 
Manage 
Passbook & 
Google Wallet in 
one interface 
Manage 
locations (geo 
or iBeacon IDs)
53 Make sure to build solutions for both iPhone and Android users ! 
Google Wallet Apple Passbook
4. Identify KPIs and actively update and monitor campaigns ! 54

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Mobile Loyalty Programs

  • 1. Mobilize your loyalty program with mobile wallet @!! DevelopmentNow @AdamLorts
  • 3. Your customers are “always on”
  • 4. Your customers have more choices and can switch on demand
  • 5. The role of mobile in loyalty cannot be understated.
  • 6. Over two-thirds of consumers belong to at least one loyalty program “Which of the following types of customer loyalty programs do you belong to?” 5% 26% 25% 22% 22% 39% 37% 35% 34% 33% Supermarket/Grocery store Pharmacy/Drug store Bank/credit card Specialty retail Hotel Airline/frequent flyer Shopper club Quick service restaurant Department store Entertainment Gas station Other consumers belong to about 8 loyalty programs. Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs Source: North American Technographics Customer Life Cycle Survey, Q2 2013 68% 60% On average,
  • 7. Organizations are prioritizing their loyalty programs Base: 98 loyalty program marketers; Source: Q3 2013 Global Loyalty Program Service Providers Forrester Wave™ Customer Online Survey Loyalty is a key strategic imperative Budget support is strong “How has your loyalty budget changed year over year in 2013?” 43% 34% Increase Stay the same 3% Decrease Base: 50 loyalty program marketers; Source: Q3 2012 North America Loyalty Benchmark Online Survey
  • 8. Consumers participate in the programs they join "Which of the following statements best describes your level of involvement with customer loyalty programs you join?" I regularly participate in most of the loyalty programs I join 59% I rarely, if ever, participate in the loyalty programs I join 5% I regularly participate in just a few of the loyalty programs I join 36% Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs Source: North American Technographics Customer Life Cycle Survey, Q2 2013
  • 9. Consumers view programs as a way to save “How much do you agree with the following statements regarding customer loyalty programs?” (4 and 5 responses on a scale of 1 [Do not agree at all] to 5 [Agree completely] shown) 24% 50% 48% 64% 78% Loyalty programs save me money Loyalty programs influence where I make purchases Loyalty programs influence what I buy Loyalty programs influence how much I spend I belong to too many loyalty programs Base: US Online Adults 18+ (Online Weekly or More) who belong to loyalty programs Source: North American Technographics Customer Life Cycle Survey, Q2 2013
  • 10. 64% (4 and 5 responses on a scale of 1 [Do not agree at all] to 5 [Agree completely] shown) 59% 56% Active program members are willing to pay and share 50% 52% 37% 51% 50% 44% 43% 48% “How much do you agree with the following statements?” 36% I regularly participate in most of the loyalty programs I join I rarely, if ever, participate in the loyalty programs I join 33% 24% When I find a brand I like, I stick to it A brand's reputation is important to me I prefer to buy brands that I have owned previously Price is more important to me than brand names I would pay more for products or services that save me time and hassles I often tell my friends and family about new brands, products, or services that I have discovered I would pay more for brands or products consistent with an image I like Base: 3,266 US online adults (18+) who belong to loyalty programs Source: North American Technographics Customer Life Cycle Survey, Q2 2013
  • 11. Consumers have an appetite for mobile rewards 44% of consumers are interested in joining programs that offer mobile coupons. 50% of loyalty program members want mobile gift cards and reward certificates. Source: North American Technographics Customer Life Cycle Survey, Q2 2013
  • 12. 12 It’s time to seize the mobile moment.
  • 13. Why mobilize your loyalty program?! 35 For the Consumer! For the Marketer! Convenience Timely reminders (expiring points) Location triggers Great way to engage loyalty members Ability to update points real-time Low cost location-based marketing
  • 14. First, mobile boosts customer understanding › Mobile helps marketers follow program members across the customer lifecycle › Mobile channels are highly trackable › Mobile interactions create new
  • 15. Second, mobile streamlines loyalty program utility Then Now Mobile simplifies the member experience, and gives members more control over when, where, and how they participate.
  • 16. Third, mobile increases the relevance of loyalty programs › Contextual insights help marketers deliver more personalized marketing content › But it goes beyond creating a mobile version of the loyalty card and offers. › Mobile also creates new opportunities for engagement that go beyond typical program
  • 18. Mobile landscape overview! 29 Mobile marketing ! mobile alerts m-commerce Mobile Mobile advertising! mobile web experiences Mobile ! experiences! Mobile service! display ads rich media ads apps media buys mobile wallet! marketing! SMS MMS QR codes mobile database loyalty program activation service alerts targeting & segmentation push notification payments Programmatic (RTB) mobile service apps mobile! coupons!
  • 19. The “non-payment” mobile wallet marketing movement! 30 Apple launched Passbook in September 2012 The new Google Wallet app launched in 2013 for iPhone & Android Rewards certificates cards Offers and coupons Loyalty
  • 20. Mobile wallet marketing is making a big impact! 33 Are people using it?! On average, 70% of consumers will save a Passbook offer to their phone when presented with a pass. Does wallet lift email conversion?! When email is activated with Mobile Wallet – 8% increase in conversion ! Does it work?! 64% higher conversion rate over static mobile web coupons 26% increase in AOV over static mobile web offers
  • 21. 38 Keep Reward Balance above the fold for easy viewing Dedicate label value to showcase loyalty program join date Feature unique loyalty ID beneath barcode Prompt users to download your app Deliver lock screen notifications to consumers Include information like: • Location of favorite store • Phone number • Store hours Terms and conditions located beneath all company information Apple’s Passbook – Mobile Loyalty Card! Personalize with name, points, and even colors for loyalty tiers
  • 22. 39 Include retailer name and offer! Make sure logo is sized appropriately! Assign a unique barcode ID to track redemption! Include store information and hours! Put important information like exclusive offers in the “Messages” field! Place information about the loyalty program at the end! Google Wallet – Mobile Loyalty Card! 1:1 personal messaging to loyalty members with offers, custom messages & more
  • 23. Mobilize reward certificates too…! 40 Deliver time-sensitive reward certificates and send special offers to members Google Wallet Apple’s Passbook
  • 24. Google Wallet and Passbook are location-aware solutions! 44 Vibes
  • 25. 46 How mobile wallet can strengthen your loyalty program AWARENESS! ENGAGEMENT! TRANSACTION! SERVICE! Raise awareness about Drive engagement loyalty program and available rewards with real-time points notifications Drive foot traffic and enable easy redemption at POS Offset expensive call center calls by providing timely info
  • 26. Think holistically about your mobile wallet marketing strategy ! 48 1. Create! 2. Distribute! 5. Optimize! 4. Measure! 3. Manage!
  • 28. Select a platform that makes mobile wallet management easy! 52 Mobile wallet metrics Single “smartlink” Manage Passbook & Google Wallet in one interface Manage locations (geo or iBeacon IDs)
  • 29. 53 Make sure to build solutions for both iPhone and Android users ! Google Wallet Apple Passbook
  • 30. 4. Identify KPIs and actively update and monitor campaigns ! 54