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Client Loyalty Tracking

Identify and reward your most loyal repeat customers

Written by Hayden Zammit Meaney
Updated over 2 months ago

Client Loyalty Tracking

Your repeat customers are the foundation of a sustainable tourism business. Launchpad helps you identify, track, and reward loyal clients who return again and again, turning one-time visitors into lifelong advocates.

Why track loyalty?

Understanding client loyalty helps you:

  • Recognise VIPs — identify your most valuable customers

  • Reward repeat business — offer loyalty benefits

  • Predict revenue — forecast based on returning customers

  • Improve retention — spot and re-engage lapsing clients

  • Focus marketing — invest in relationships that pay off

  • Build advocacy — turn loyal clients into referral sources

Loyalty indicators

Launchpad tracks several metrics to measure client loyalty:

Booking frequency

How often a client books with you:

  • First-time customer

  • Repeat customer (2-4 bookings)

  • Regular customer (5-9 bookings)

  • Loyal customer (10+ bookings)


Total spend

Cumulative revenue from the client:

  • Helps identify high-value customers

  • Shows growth in relationship over time

  • Useful for tiered loyalty programs


Tenure

How long they've been a client:

  • New (under 1 year)

  • Established (1-3 years)

  • Long-term (3+ years)


Recency

How recently they last booked:

  • Active (booked in last 6 months)

  • At-risk (6-12 months since last booking)

  • Lapsed (over 12 months)


Viewing loyalty data

On client records

  • Open any client record

  • View the Overview section

  • See loyalty indicators:

- Total bookings - Total spend - Client since (date) - Last booking

Loyalty dashboard

  • Go to CRM

  • Click Reports

  • Select Loyalty Overview

  • View:

- Distribution of clients by loyalty tier - Revenue from repeat customers - Average customer lifetime value - Retention trends

Setting up loyalty tiers

Create tiers to categorise clients by loyalty level:

Access tier settings

  • Go to CRM

  • Click Settings (cog icon)

  • Select Loyalty Settings

  • Click Manage Tiers

Creating tiers

Set up tiers like:

Tier

Criteria

Benefits

Bronze

2+ bookings

5% repeat discount

Silver

5+ bookings OR $2,000+ spend

10% discount, priority booking

Gold

10+ bookings OR $5,000+ spend

15% discount, exclusive access

Platinum

20+ bookings OR $10,000+ spend

20% discount, VIP treatment

Tier criteria

Define each tier with rules:

  • Minimum booking count

  • Minimum total spend

  • Minimum tenure

  • Combination of factors


Automatic tier assignment

Once configured:

  • Clients are automatically assigned to tiers

  • Tiers update as loyalty metrics change

  • You're notified when clients move up (or down)


Loyalty tags

In addition to tiers, use tags to mark loyalty status:

  • VIP — your most important clients

  • Loyalty Member — enrolled in your program

  • At Risk — showing signs of lapsing

  • Win Back — previously loyal, now inactive

Apply tags manually or automatically based on criteria.

Identifying at-risk customers

Catch loyal customers before they leave:

Create an at-risk segment

  • Go to Lists

  • Click Create Segment

  • Set rules:

- Total bookings greater than 3 - Last booking more than 9 months ago - Status equals Active

  • Name it "At Risk Loyal Customers"

  • Save

Automated alerts

Get notified when loyal customers become at-risk:

  • Go to CRM Settings > Notifications

  • Create a rule:

- Trigger: Client matches At Risk segment - Action: Send notification to you/team

  • Save

Loyalty reports

Customer Lifetime Value (CLV)

Track the total value of customer relationships:

  • Go to Insights

  • Select CRM Reports

  • Choose Customer Lifetime Value

  • View:

- Average CLV across all clients - CLV by acquisition channel - CLV by customer segment

Retention cohort analysis

See how well you retain customers over time:

  • Go to CRM Reports

  • Select Retention Analysis

  • View clients by when they first booked

  • Track what percentage return in subsequent periods

Repeat booking rate

Measure how many customers come back:

Repeat Rate = Clients with 2+ bookings / Total clients

Track this over time to measure loyalty program success.

Rewarding loyalty

Loyalty discounts

Set up automatic discounts for loyalty tiers:

  • Go to Products

  • Select a product

  • Click Pricing

  • Add tier-based pricing

  • Loyalty customers see their discounted rate

Exclusive access

Reserve special experiences for loyal clients:

  • Early access to new products

  • Members-only departures

  • Priority booking windows

  • Exclusive events

Personal touches

Small gestures that show appreciation:

  • Birthday messages

  • Anniversary acknowledgements

  • Complimentary upgrades

  • Handwritten thank-you notes

Loyalty program communication

Keep loyal customers engaged:

Welcome to a new tier

When a client moves up a tier:

  • Automatic email congratulating them

  • Explain their new benefits

  • Thank them for their loyalty

Set this up in Automated Follow-ups.

Regular loyalty updates

Periodic updates for loyalty members:

  • Points or status summary

  • Exclusive offers

  • New experiences they might enjoy

  • Reminders of unused benefits

Win-back campaigns

For lapsed loyal customers:

  • Create a segment for lapsed loyal clients

  • Send a re-engagement campaign

  • Offer an incentive to return

  • Make it personal — reference their history

Measuring program success

Track whether your loyalty efforts are working:

Key metrics

  • Repeat rate — percentage of customers who return

  • Average booking frequency — bookings per customer per year

  • Customer lifetime value — total revenue per customer

  • Tier progression — customers moving up tiers

  • Retention rate — customers active year-over-year

A/B testing

Test different loyalty approaches:

  • Different tier thresholds

  • Various reward types

  • Communication frequency

  • Incentive amounts

Tips for building loyalty

  • Make it easy — loyalty benefits should be automatic

  • Be consistent — deliver great experiences every time

  • Show appreciation — thank customers genuinely

  • Personalise — use their history to tailor experiences

  • Ask for feedback — loyal customers want to help you improve

  • Handle problems well — recovery builds stronger loyalty than perfection

What's next?

Strengthen your customer relationships:


Loyalty isn't just about repeat bookings — it's about building relationships where customers feel valued and connected to your brand. Track loyalty to nurture these relationships intentionally.

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