Loopy Loyalty

• Initial Consultation & Needs Assessment:

  
  Understanding your business, goals, and specific loyalty program requirements.

• Demo & Planning:

  
  Reviewing the platform features and designing a tailored loyalty program structure.

• Setup & Configuration:

  • Integrating with existing POS systems, websites, or apps.

  • Customizing branding, reward rules, and customer data flows.

• Data Migration:

  
  Moving existing customer data into the platform, if applicable.

• Testing:

  
  Ensuring all features work properly and align with business needs.

• Training & Onboarding:

  
  Educating staff on using the system and managing the program.

• Go-Live & Monitoring:

  
  Launching the program, with ongoing support and adjustments as needed.

• Program Types: Points, tiers, referrals, rewards, etc.

• Branding & UI: Custom themes, logos, and messaging.

• Reward Structures: Custom rules for earning and redeeming points.

• Integration: Connects with POS, eCommerce platforms, email marketing, etc.

• Customer Data & Segmentation: Custom fields and targeted campaigns.

• Setup Fees:

  • Typically one-time, ranging from \500 to \3,000+ depending on complexity.

• Monthly Subscription/Software Fees:

  • Usually quoted per month, pricing can be from \50 to \500+, depending on the number of users/customers.

• Support & Maintenance:

  • Basic support often included with the subscription.

  • Premium support or dedicated account manager may cost extra (100−100−500/month).

• Integration & Customization Fees:

  • Custom development or API integration costs may be billed separately.

• Training & Onboarding:

  • May be included or charged additionally, often around 200−200−1,000 depending on scope.

• Onboarding & Training:

  • Live training sessions or webinars for staff.

  • Documentation and tutorials to help understand platform features.

  • Customized onboarding to suit business needs.

• Customer Support:

  • Email and phone support during business hours.

  • Access to a help center with FAQs and guides.

  • Ongoing technical support and troubleshooting.

• Additional Support Options:

  • Premium or dedicated support packages may include personalized onboarding, account management, and faster response times.

• Data encryption both in transit (SSL/TLS) and at rest.

• Regular security audits and vulnerability assessments.

• Role-based access control within the platform to limit data access.

• Compliance with industry standards such as GDPR or CCPA for data privacy.

• Secure API integrations and data handling practices.

• Updates are typically rolled out seamlessly with minimal downtime.

• Customers are usually informed in advance of significant upgrades.

• Maintenance windows are planned to reduce impact on operations.

• Bug fixes and security patches.

• New features and improvements based on customer feedback.

• Compatibility updates for integrations.

• Data Ownership:
  Loopy Loyalty generally states that the customer owns all data entered into the platform, including customer info, transaction records, and loyalty data.

• Data Portability:
  Customers usually have the right to export their data in common formats (CSV, Excel, etc.) upon request, enabling them to migrate to other systems if needed.

• Flexible Plans:
  Loopy Loyalty typically offers tiered plans or usage-based pricing, allowing you to scale up or down based on your business growth or seasonal needs.

• Contract Terms:

  • Changes in plan levels are often handled with minimal notice.

  • Cancellation or downgrades usually require prior notice (e.g., 30 days) as specified in the contract.

• Support for Growth:
  If your business expands, onboarding new locations or increasing user limits is usually supported with straightforward upgrades.

• Renewal Terms:

  • Contracts often auto-renew annually unless cancelled ahead of the renewal date.

  • Renewal terms and notices are typically outlined in the service agreement.

• Cancellation Policy:

  • Usually requires written notice (e.g., 30 days) before the contract end or renewal date.

  • Some plans may include termination fees for early cancellation (though many SaaS providers avoid this).

• Data Handling on Termination:

  • Customers are typically given a window (e.g., 30 days post-cancellation) to export their data.

  • Remaining data and customer info are retained securely or deleted per the agreement.

GDPR: For customers in the EU, ensuring data privacy and user rights.
CCPA: For California-based customers, aligning with California Consumer Privacy Act.
PCI DSS: If handling payment data directly via integrations.
General Security & Privacy Standards: Regular audits and compliance practices to protect sensitive data.