Worksheet

Loyalty offer rules sheet

A single sheet with four blocks. Block one names the design and its earn rule. Block two sets redemption rules for minimum, limit per bill, expiry and returns. Block three lists counter controls such as stacking, overrides and who approves them. Block four is a weekly tracker covering points or wallet outstanding, new members, redemptions and complaints, with a line for the owner’s note.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Points, cashback or tiered offers: which loyalty design suits a shop”, www.gullysystem.com/blog/points-cashback-or-tiered-offers-which-loyalty-design-suits-a-shop