01

1. Define the behaviour

Write an observable result: return within a period, complete visits, renew or use a benefit. Avoid vague goals such as improving engagement.

02

2. Choose the mechanic

Points, stamps, tier or coupon must fit frequency, margin and validation capacity.

03

3. Design enrolment

Decide where value is explained and how the card is saved: counter, post-purchase, email, QR or link. Measure each source.

04

4. Connect operations

Define who updates the card, which data is the source of truth and how errors or complaints are handled.

05

5. Measure and learn

Compare enrolment, use, return and business outcome. Change one hypothesis at a time and document the learning.