Home Products Platform Company Contact Book a demo
Module 05 · Retention

Loop

Loyalty & referral engine

Your happiest customers are your cheapest acquisition channel and most programs do nothing with that. Loop makes the reward fit the person and the margin, and traces every referred sale back to the invite that caused it.

  • Tiered programs with rewards that adapt to behavior and margin
  • Referral attribution traceable down to the individual invite
  • Continuous experimentation on offers, thresholds, and reward structures
Loop · member view
Tier · Gold
2,340 points
660 to Platinum · early access + free returns
My friend wants to try it — do I get anything?
You do. Here is your personal link: they get 15% off their first order, you get 500 points when it ships. Want me to send it to them directly?Loop · referral · attributed to invite #7741
Reward within margin floor Illustrative

Illustrative interface. Not real customer data.

Why it exists

Points nobody redeems are a liability, not a program.

Most loyalty schemes are a flat points table bolted to checkout. Everyone earns at the same rate regardless of margin, the rewards are the same discount you already run publicly, and referral tracking stops at "came from a coupon code".

Loop treats retention as something you tune. Rewards adapt to behaviour and to what the margin can carry, referrals are traced to the individual invite, and every threshold is a variable you can test rather than a number someone picked in a meeting.

Capabilities

What Loop actually does.

Tiered programs

Tiers with benefits that mean something — early access, free returns, priority support — not just a bigger discount at the bottom of the funnel.

Adaptive rewards

Reward value responds to purchase behaviour and product margin, so you are not paying the same incentive on a 60% margin item and a 6% one.

Individual referral attribution

Every invite is a traceable object. You see who referred whom, what they bought, and what the acquisition actually cost.

Built-in experimentation

Offers, thresholds, and reward structures run as tests with holdouts, so program changes are decisions rather than guesses.

Conversational enrolment

Members join, check balances, and share invites inside the conversation they are already having — not on a page they will never visit.

Liability and fraud controls

Point liability visible in real time, margin floors on rewards, and self-referral and abuse detection on invites.

How it works

From connected to live.

Four stages. The first two are where the real work is; the rest is calibration.

Design the structure

Tiers, earn rates, and benefits, set against your actual margin profile rather than a template.

Wire the rewards

Connect to your storefront, POS, and payments so earning and redemption work everywhere the customer transacts.

Launch referrals

Personal invite links surfaced at the moments that matter — post-delivery, after a good support outcome, at tier upgrade.

Test continuously

Run structured experiments on thresholds and offers, with holdouts, and keep the versions that pay.

In practice

Where teams point it first.

Replenishment loyalty

Consumable categories where the entire business is the second, fifth, and twentieth order.

In-conversation referrals

The invite is offered right after a customer says something positive, which is the only moment it converts.

Win-back

Lapsed members targeted with an offer sized to their history and margin, not a blanket 20% off.

VIP tiers

Real benefits for the top decile, costed properly and visible in the P&L.

Measurement

What you will be able to measure

Loyalty programs are unusually good at hiding their own cost. These metrics are designed to stop that.

Repeat purchase rate

Members against non-members, with a holdout.

Referral-sourced revenue

Traced to individual invites, not coupon codes.

Effective acquisition cost

What a referred customer actually cost you in reward value.

Program participation

Enrolment, activation, and the redemption rate that follows.

Reward cost as % of revenue

The number that tells you if the program is paying for itself.

Outstanding point liability

Tracked live, because it is a balance-sheet item.

Connects to

Sits on top of the stack you run.

Prebuilt connectors for the common systems, and an integration path for the ones that are yours. Nothing here asks you to migrate.

Do not see yours? Ask us — most integrations are a connector, not a project.

Shopify WooCommerce POS systems Klaviyo / ESP Payment gateways CRM
Questions

Loop, answered plainly.

Will this just train customers to wait for a discount?

That is the failure mode of badly designed loyalty, and it is why rewards are margin-aware and tier benefits are weighted towards non-discount value — early access, free returns, priority support. You also get a holdout, so you can see whether the program is generating incremental purchases or subsidising ones that would have happened anyway.

How do you stop referral fraud?

Self-referral detection, device and payment-instrument checks, reward release on shipment rather than on order, and velocity limits per member. No system stops all of it; these stop the cheap, high-volume versions and flag the rest for review.

Does Loop need Atlas?

It works better with it. Adaptive rewards depend on knowing a customer's real history and margin contribution, which is exactly what Atlas assembles. Without Atlas, Loop runs on your storefront data alone, which is workable but blunter.

Can we migrate an existing program?

Usually yes — members, tiers, and outstanding point balances can be imported. Balance migration is the part that needs care, because it is a real liability and customers notice immediately if it is wrong. We treat it as its own workstream.

Bring a real workflow. We will show you Loop running on it.

Thirty minutes, your data, no slideware. If it is not the right module for your bottleneck we will tell you which one is.