Automotive Customer Loyalty Program Management Checklist
Unlock repeat business & boost customer lifetime value! Our Automotive Customer Loyalty Program Management Checklist ensures your program runs smoothly, from enrollment to reward redemption. Drive engagement, track performance, and maximize ROI - download now for a streamlined loyalty experience.
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Program Enrollment & Onboarding
Covers the initial process of enrolling customers and welcoming them to the loyalty program.
Customer Consent & Agreement
Preferred Communication Method
Referral Code (If Applicable)
Enrollment Date
Areas of Interest (For Targeted Offers)
First Name
Last Name
Points Accrual & Tracking
Ensures accurate and consistent points are awarded for eligible purchases and activities.
Points Earned per Dollar Spent (New Vehicles)
Points Earned per Dollar Spent (Service)
Points Earned per Referral
Bonus Points Awarded (e.g., Birthday)
Point Accrual Method
Date of Point Accrual
Notes Regarding Point Accrual
Reward Redemption & Fulfillment
Outlines the steps for customers to redeem their points for rewards and for the dealership to fulfill those rewards.
Points Redeemed
Reward Type Selected
Discount Amount (if applicable)
Redemption Date
Redemption Time
Redemption Notes (if any)
Reward Fulfillment Status
Proof of Redemption (if applicable)
Communication & Engagement
Details ongoing communication with loyalty members to keep them engaged and informed about program benefits.
Last Email Campaign Send Date
Average Email Open Rate (%)
Average Click-Through Rate (%)
Primary Communication Channel
Sample Email Subject Line
Summary of Recent Communication Initiatives
Personalized Communication Status
Next Scheduled Communication Date
Program Performance Monitoring
Focuses on tracking key metrics to assess the program's effectiveness and identify areas for improvement.
Total Loyalty Member Count
Points Redeemed This Month
Average Points Per Member
Customer Retention Rate (Loyalty Members)
Incremental Revenue Attributed to Loyalty Program
Overall Program Satisfaction (Dealer Feedback)
Date of Last Performance Review
Summary of Key Performance Insights
Legal & Compliance
Addresses legal and regulatory considerations related to the loyalty program.
Program Terms & Conditions Version Number
Summary of Key Legal Considerations
Last Review Date by Legal Counsel
Applicable State Loyalty Program Laws (if any)
Copy of Terms & Conditions Document
Record Keeping Retention Period (Years)
Summary of Consumer Rights Disclosures
Data Security & Privacy
Covers the protection of customer data and adherence to privacy regulations.
Data Encryption Method Used
Specific details if 'Other' encryption method is selected
Compliance Standard Adherence (Select all that apply)
Details of other compliance standards adhered to
Number of Security Audits Conducted Annually
Date of Last Data Security Risk Assessment
Privacy Policy Document
Employee Training on Data Privacy
Program Updates & Enhancements
Processes for regularly reviewing and updating the program to stay competitive and meet customer needs.
Last Program Review Date
Summary of Changes Discussed
Number of New Rewards Introduced
Reward Tier Adjustment?
Marketing Channels for Update Announcement
Planned Implementation Date
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