Set up programs quickly and manage them intuitively
Our loyalty backend is the technical heart and brain of our bonus and incentive programs. The software suite, which is permanently extended to meet the requirements of our customers, enables the rapid connection of external CRM systems and the intuitive control of all aspects of a successful loyalty program.
Ready to go within a few weeks
Extensive and professional loyalty programs do not have to tie up your IT teams for months. With the Coloyal Loyalty Suite, you save time, reduce stress, and optimize budgets.
Many processes, rules, and authorizations are preconfigured, and data transfer interfaces are mostly standardized. This allows you to set up a solution for customers or employees in just a few weeks.
The SaaS-based loyalty backend runs in European cloud data centers and includes functions to acquire, activate, and analyze program participants efficiently.
The 11 most important features
Bonus programs for business customers require high standards for functionality, processes, and cost-efficiency. They must address multiple employee accounts, status classes, international rollouts, business-use rewards, and tax verification, even if the participant numbers are manageable.
For more than three years, Coloyal has focused on developing its loyalty backend specifically for these B2B requirements. As a result, we provide functional solutions even for the most demanding programs.
With Coloyal, you can implement the following features efficiently and reliably.
1 | Intuitive customer data management
Whether it’s customer, company, transaction, or booking data, everything is available in one place. The detailed search function allows program managers or service agents to quickly find individual profiles and bookings. Participation processes, including registration, newsletter subscription, double opt-in, login, and password assignment, are fully integrated into the tool.
2 | Transparent account management
We turn your customer, purchase, and promotion data into a rich source of new subscriptions, points credits, and rewarding experiences. By converting sales files, cash register bookings, or invoice scans into reward and status points based on clear rules, you can track every step of the process. At the same time, you stay in control of credit balances, points validity, and accounting provisions, ensuring transparency and reliability throughout.
3 | Sophisticated booking rules
The loyalty backend offers a wide range of rules that can be combined flexibly, allowing you to respond to many types of subscriber promotions. This means you can provide collectible promotions, extra points, status upgrades, one-time rewards, sales contests, sweepstakes, vouchers, and other value-added offers. By using these tools, you can actively influence participant behavior and create a more engaging program.
4 | Differentiated status classes
Reward your most loyal and active customers with exclusive services and additional benefits linked to different status levels. The loyalty backend calculates status classes individually based on customer potential and motivates participants to reach the next level. Upgrades and downgrades are accompanied by automated mails and notifications, keeping customers informed and engaged.
5 | High-reach campaigns
Stable customer relationships thrive when regular prompts and actions are provided. The loyalty backend offers many options to create positive reasons for engagement. You can generate promotions, coupons, sweepstakes, surveys, extra points, and campaigns yourself, while simultaneously collecting valuable customer data.
6 | Individual system communication
Automatically keep participants informed about their personal progress in the program. The loyalty backend includes more than 25 templates for this purpose. These templates notify participants individually via email or push message about their achievements, completed goals, upcoming points expiry, or status changes.
7 | Publish your own content
Use the possibilities of the integrated editorial system to edit your own articles and messages and publish them time-controlled. The CMS allows the maintenance of texts, images and links in different languages and is easy to use even for administrators without programming skills. This way you can keep your participants up to date on promotions, events and seasonal offers yourself.
8 | Capturing invoice data
Invoices or sales receipts are often the only way to validly verify purchases and make transaction data usable in the program. As a neutral data processor, we are able to reliably and quickly extract a variety of valuable data from digitally submitted purchase receipts and make it usable in the program.
9 | Extensive customer adaptations
Coloyal is constantly expanding its roadmap to the loyalty backend with customer-specific functions. New, relevant features such as tax receipts, cash rewards, sales data uploads or connections to marketing and voucher portals are developed and integrated in such a way that they are also attractive and transferable for other existing and new customers.
10 | Established interfaces
As the core of the modular “Coloyal Loyalty Suite”, the backend is networked via internal interfaces with other components such as the reward stores, merchandise management or the mobile app. In addition, the SaaS solution supports APIs to popular CRM systems such as Salesforce, Microsoft CRM, SAP or HubSpot and SSO standards such as OpenID, OAuth or Azure AD.
11 | Detailed Dashboards & Reports
Fast and transparent reports are essential for the active management of loyalty programs. That’s why we place great emphasis on intuitive data preparation: Program and campaign managers always have an overview of the performance of the program and individual users with the help of individual dashboards and exports.
Ideal for program management and service teams
After initial configuration, the loyalty backend is used in daily program operation and primarily serves as an information and promotion portal. You decide who in your company can use the platform for what purposes. An individual role rights concept is implemented for each program, defining for more than 350 different parameters which user groups are allowed to access certain data, make changes or download reports.
Service or support teams can process inquiries efficiently by quickly accessing all information and are able to provide information to participants quickly. The loyalty software also supports manual intervention by authorized users. In simple steps, for example, user data can be anonymized, bonus points credited, promotion coupons generated or status upgrades performed. All administrative actions are logged separately for control purposes.
As a full-service partner, Coloyal is able to take over the control and customer service in the program for you. Learn more about our Customer Service here.
