How to make changes to your advocate program

Let's say that you want to increase your reward amount in your existing LoyaltySurf campaign from $10 to $20 as a temporary promotional boost. This page serves as an end-to-end checklist of what changes you should be making to your LoyaltySurf campaign and other areas of implementation.

Marketing checklist

🚀 = Use reward metadata to save time on these steps

  • Update your rewards (in Campaign Editor > 1. Rewards)
  • 🚀 Update the email messaging to ensure any old messaging is updated (in Campaign Editor > 2. Emails) 
  • If you are using a reward automation integration (e.g, Stripe, PayPal, Tango Card) make sure that the values (e.g, $10) are updated to be the new reward values (in Campaign Editor > 3. Options) 
  • Work with your development team to accomplish the following changes (referenced in the checklist further below):
    • Make sure your website and/or web app have the updated info in header/footer messaging
    • [If connected to an email integration like Mailchimp] If you have loyalty messaging in your email templates, update your email copy and images
    • If you have messaging anywhere else on your website or web app that promotes your loyalty program, provide your developer with any new messaging
  • Work with your customer success team for updated info:
    • Touch base on the new loyalty promotion for customer interactions -- establish a formal new protocol or provide updated reward values
  • Create/update marketing game plan: 
    • Determine official launch date [of changes]
    • Queue up email announcements and social media blasts
    • Include loyalty link promotions in all upcoming/future promotional emails

Development checklist

Provide this checklist to your development team or developer.


🚀 = Use reward metadata to save time on these steps

  • 🚀 If you are using Webhooks or Zapier to automate rewards, update any values that may need to be updated (provided by marketing).
  • Make sure website and/or web app have the updated header/footer messaging (provided by marketing) 
  • [If connected to an ESP like Mailchimp] If you have loyalty messaging in your email templates, update them with new messaging and/or images (provided by marketing) 
  • If you have messaging on your website and/or web app that promotes the loyalty program (e.g, header/footer link), update them with new messaging (provided by marketing)
  • Go through testing to ensure loyalty action triggers still work. Make sure that reward(s) get unlocked and that emails get sent out

Customer success checklist

Provide this checklist to your customer success lead or manager.

  • [If rewards were updated] Inform team of new changes and when they will happen.
  • Update or create canned responses for customer loyalty asks
  • Implement formal loyalty asking protocol for support/success teams for all satisfied customer interactions and tickets
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.