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Client Loyalty Tracking

Identify and reward your most loyal repeat customers

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated today

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


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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