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  5. Welcome to the 5Loyalty customer experience journey
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  2. Knowledge Base
  3. Automations
  4. Welcome to the 5Loyalty customer experience journey

Welcome to the 5Loyalty customer experience journey

Welcome to 5Loyalty!  The customer engagement and retention program is designed to help you get the most out your 5Loyalty loyalty program.

5Loyalty is a turn-key loyalty program for your business that takes all the friction out of the process for your customers, removes the hard work for your team and drives more results.  

The journey that your customers will undertake with our hands-free solution has been proven to increase a customer’s likelihood of visiting by 5x!

How does 5Loyalty work?

We use your loyalty, order at table and transactional data from 5Loyalty and

  • Connect it to your TalkBox account
  • Analyse the customer data daily
  • Send the right message to the right customer at the right time, automatically

Plus with all your valuable data in one place with ready-to-use segments, you can easily engage with your customers around key promotions and events.

Check out the automated promotions that are included in your TalkBox package. These will be set up in your account.

You can VIEW, EDIT, ACTIVATE and DISABLE these messages at any time by navigating to Automated> Date Triggered, Birthday or Recurring.

AUTOMATED PROMOTIONS TO GET YOU MORE VISITS, MORE OFTEN

WELCOME AND ONBOARDING SERIES

Welcome Message

Thank customers for joining your loyalty program and gauge their first impression.

This communication is sent 1 day after a customer’s first visit and includes a Net Promoter Score survey (NPS) to measure customer satisfaction.

Welcome to program

If you already have a customer database we will communicate to them about what they can expect to receive from your business in the future.

Update Details

Capture more information from your customers.

Knowing key information like a DOB can help you get closer to your customer and win valuable function and group bookings. 

Member Nurture Communication

If your business has an additional source of customer data such as bookings, we will invite customers who are not yet members to join your loyalty program with member nurture communication.

RETAIN COMMUNICATIONS SERIES

New Customer Revisit Series – 3 Messages 

Turn first-time visitors into loyal regulars with the Revisit communications.  This series of communications is sent 30, 60 and 120 days after the first visit if the customer doesn’t return.  They include a voucher to incentivise customers.

Existing Customer Retention Series – 3 messages

This series of messages is designed to get customers who have stopped visiting back with a voucher.  This is triggered when a customer misses an expected next visit date.  Expected next visit can be calculated for each contact in your database after they have had 3 visits.

Regular Recapture

Recover a previously highly engaged customer who has had more than 5 visits but has not visited in over 3 months with a voucher.

ENGAGE COMMUNICATIONS 

Gift Cards and Functions

Sending a quarterly communication to remind your whole database that you do great functions, group bookings and sell gift cards not only drives revenue but is also keeping your database fresh.

Milestone Visits 

If your loyalty program is based on visits, we will trigger a series of communications to let customers know they are close to a reward point or they have achieved a reward.  

This is where your brand and creativity can come to life.  All of your critical customer data is accessible in your TalkBox account and it’s refreshed daily with valuable segments easily created by using filters.  Learn more about filters here.

Plus branded templates and sections will be created to allow you to showcase your business and send beautifully designed emails and impactful SMS messages easily.

SURPRISE AND DELIGHT COMMUNICATIONS

Birthday and Milestone Birthday

More than just acknowledging a birthday, these communications are a valuable way to drive lucrative functions and group bookings.

A birthday message can be sent a few weeks before the big day (or a few months in the case of a milestone birthday) to drive that function enquiry.  It’s then followed up with a birthday reward close to the special day.

Customer Anniversary

Acknowledging that your customer has notched up another year on your database and as a valued customer is something to be celebrated.  With our scheduled anniversary messages, we never miss the opportunity to say thank you.

Feedback Request

Feedback is a gift and an important part of a trusted relationship.  This is why your account has the ability to automatically ask for feedback after a visit.  The great news is that if the score is positive we give the customer a link to your Google Review page and ask them to copy their review there.

These communications have been carefully designed to help you get the most out of your 5Loyalty loyalty program and ensure that customers receive the right message, at the right time, with the right offer to get them to return. Your 5Loyalty Program allows you the flexibility of set and forget communications that will drive a great result. 

Updated on June 5, 2026

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