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The Ultimate Guide to Loyalty for Multi-Unit Retailers

The 2026 Loyalty Playbook

Unlock the strategies driving retention and revenue growth for leading retail brands. Learn how to build programs that go beyond discounts to create real relationships, smarter personalization, and long-term growth.

The 2026 Loyalty Playbook shown on a tablet
76%

of consumers get frustrated when a brand doesn't deliver a personalized experience.

Up to 15%

revenue lift for brands that leverage data for personalization.

Up to 30%

increase in marketing ROI from data-driven personalization.

What's Inside

A practical framework for modern loyalty

Eight chapters that build a complete framework for developing, evolving, or modernizing your loyalty program.

The Evolution of Loyalty

How brands are moving from transactional rewards to behavioral engagement that drives measurable growth.

Data-Driven CRM Frameworks

Practical models for unifying customer data and activating personalized journeys through Salesforce Marketing Cloud.

AI & Predictive Personalization

How to identify high-value customers and optimize lifetime value through automation and intelligence.

Integrated Media Activation

Turning loyalty insights into targeted, omnichannel engagement that deepens customer connection.

Behavioral Loyalty

The data engine behind behavioral loyalty

The foundation of behavioral loyalty is data intelligence. It's the ability to unify behavioral, transactional, and emotional signals across channels to paint a complete picture of the customer. By capturing signals across digital and physical touchpoints, brands can identify not only who their best customers are, but also how they interact and what motivates them.

Increasing customer retention rates by 5% increases profits 25% to 95%

“”

The brands that win in the next decade will be those that stop treating loyalty as a punch card and start treating it as a relationship. Loyalty is no longer about rewarding the past. It's about shaping the future of customer engagement.

Andy Locke

Andy Locke

Partner & Director of Strategy & Data

Personalization only scales when data is unified

Download our free Loyalty Playbook to see how your CRM becomes a true growth engine.

The 2026 Loyalty Playbook shown on mobile devices