This application helps small and growing businesses manage customer loyalty programs, tracking customer profiles, purchases, point accrual, and reward redemptions. It provides integrated tools for customer engagement and marketing to foster repeat business.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Customer Loyalty Programs”: 6 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Customer
Records individual customer profiles, loyalty program enrollment, and accumulated points.
First Name
Text
Last Name
Text
Email
Text
Phone
Text
Program
One choice: Standard, Premium, VIP, Referral
Enrollment Date
Date
Birthdate
Date
Tier
One choice: Bronze, Silver, Gold, Platinum
Points
Number
Status
One choice: Active, Inactive, Suspended
Loyalty Program
Defines the structure, rules, and benefits of each loyalty program offered.
Name
Text
Description
Long text
Type
One choice: Points-based, Tier-based, Spend-based, Hybrid
Status
One choice: Active, Draft, Archived
Start Date
Date
End Date
Date
Earning Rules
Long text
Redemption Rules
Long text
Owner
Team member
Purchase
Logs individual customer purchases to track spending and award loyalty points.
Belongs to Customer
Date & Time
Text
Amount
Money
Points Earned
Number
Channel
One choice: Online, In-Store, App
Order ID
Text
Notes
Long text
Redemption
Records instances where customers redeem their loyalty points for rewards.
Belongs to Customer
Date & Time
Text
Reward Item
Text
Points Redeemed
Number
Value
Money
Status
One choice: Redeemed, Pending, Cancelled
Staff
Team member
Activity
Tracks all communication and engagement activities with a customer.
Belongs to Customer
Date & Time
Text
Type
One choice: Email, SMS, Call, In-Person, Social Post
Subject
Text
Details
Long text
Assigned To
Team member
Status
One choice: Completed, Scheduled, Cancelled
Media
Stores documents, images, and other files related to customer profiles or loyalty programs.
Belongs to Customer and Loyalty Program
Title
Text
File
Image
Type
One choice: Photo, Document, Marketing Asset, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Customer
Filled in by Staff (Sales, Marketing, Customer Service)
Used by Staff (Sales, Marketing, Customer Service)
Columns
First Name, Last Name, Email, Phone, Program, Enrollment Date, Birthdate, Tier, Points, Status
Time frame
By date: today, this week, this month and more
Related records
Purchase, Redemption, Activity, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Loyalty Program
Filled in by Marketing, Management
Used by Marketing, Management, Sales
Columns
Name, Type, Status, Start Date, End Date, Owner
Opened, it also shows
Description, Earning Rules, Redemption Rules
Related records
Media, a click away on each row
Purchase
Filled in by Staff (Sales, POS Integration)
Used by Staff (Sales, Marketing, Customer Service)
Columns
Date & Time, Amount, Points Earned, Channel, Order ID
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes
Stats
Totals, averages and counts, worked out for you
Redemption
Filled in by Staff (Sales, Customer Service)
Used by Staff (Sales, Marketing, Customer Service)
Columns
Date & Time, Reward Item, Points Redeemed, Value, Status, Staff
Time frame
By date & time: today, this week, this month and more
Stats
Totals, averages and counts, worked out for you
Activity
Filled in by Staff (Sales, Marketing, Customer Service)
Used by Staff (Sales, Marketing, Customer Service)
Columns
Date & Time, Type, Subject, Assigned To, Status
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Details
Media
Filled in by Staff
Used by Staff
Columns
Title, Type, Date
Time frame
By date: today, this week, this month and more
Opened, it also shows
File, Description
How it fits together
The data foundation is structured around Customer records, with purchases, redemptions, and activities directly linked to individual customers. Loyalty Programs define the rules and structure of each program, and Media assets can be attached to both customers and programs.
Purchase belongs to Customer — Records of purchases are linked to specific customer profiles to track points.
Redemption belongs to Customer — Records of reward redemptions are linked to specific customer profiles.
Activity belongs to Customer — Communication logs and engagement activities are tied to individual customer interactions.
Media belongs to Customer and also to Loyalty Program — Files and attachments can be associated with customer profiles (e.g., profile pictures) or loyalty program definitions (e.g., marketing materials).
Customer — no parent entity, these are top-level individual records.
Loyalty Program — no parent entity, these define standalone program configurations.
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.