How to create a custom loyalty plan with AI

Key Takeaways

• Plan Builder helps you create a structured loyalty plan in minutes
  
• It automates market research, competitor benchmarking, and audience analysis
  
• You can review and validate inputs before generating your final strategy
  
• The final plan includes reward structures, engagement mechanics, and implementation guidance
  
• It reduces weeks of research into a simple, actionable process

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What Is Plan Builder?

Plan Builder is TRIFFT’s AI-powered tool for creating clear, data-driven loyalty plans.
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It analyses your website, industry landscape, competitive positioning, and audience profile to generate a fully customised loyalty plan you can review, refine, and implement.

Instead of spending weeks on research and planning, you can move directly from inputs to execution.

Why Traditional Loyalty
Planning Takes Time

Building an effective loyalty plan requires solid research.

Your market position, product offering, customer behaviour, and competitive landscape all influence how your strategy should be designed.
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Traditionally, this process involves:

• Manual competitor analysis
  
• Customer segmentation
  
• Reward structure modelling
  
• Engagement mechanics design
  
• Strategic alignment with business goals
  

For many teams, developing a loyalty strategy can take weeks or even months.

Plan Builder automates this process.

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How AI Helps You Create
a Loyalty Plan Faster

Using AI to generate a loyalty plan helps you move faster while keeping your strategy clear and grounded.

1. Automated Market and Industry Analysis

Plan Builder evaluates your website and market presence to understand your positioning within your industry.

2. Competitive Benchmarking

It identifies relevant competitors and analyses their loyalty structures, reward models, and engagement approaches.

3. Data-Driven Customer Retention Strategy

Instead of relying on assumptions, it uses behavioural patterns and proven engagement frameworks to shape your plan.

4. Faster Time to Execution

What normally takes weeks can now be done in minutes.

5. Review Before You Generate

You can review and refine the inputs before generating your final plan.

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How to Create a Loyalty Plan with AI

Creating a loyalty plan with Plan Builder is simple and easy to follow.

Step 1: Share Your Business Details

Add your website URL and email domain to start the analysis of your business, positioning, and industry context.

Step 2: Review Market and Competitor Insights

See how your business is positioned and how competitors structure their loyalty programs.

Step 3: Refine the Inputs

You’ll see a summary of your market position, audience profile, and competitive insights. You can edit and refine it before moving forward.

Step 4: Generate Your Loyalty Plan

Once confirmed, Plan Builder generates a complete loyalty plan tailored to your goals.
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What’s Inside Your Loyalty Plan

Your report includes:

• A clear customer retention plan tailored to your business
• Recommended reward structures you can apply
• Ways to build emotional loyalty and increase repeat purchases
• Competitor insights and benchmarks
• Suggested mechanics that fit your industry
• Practical guidance on how to implement your plan
• Clear explanations behind each recommendation
  

The result is a data-backed loyalty plan you can use to drive repeat purchases, strengthen customer relationships, and grow long-term engagement.
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Loyalty Plan Ideas Based on
Real Market Data

Unlike generic loyalty templates, Plan Builder generates loyalty strategies based on:

• Industry benchmarking
  
• Audience behavioural insights
  
• Competitive positioning
  
• Retention-focused engagement models
  

This ensures your loyalty program is not just creative — but aligned with real inputs and measurable outcomes.

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Key Benefits of Using AI
for Loyalty Planning

• Create a loyalty plan in minutes, not weeks
• Spend less time on research and manual work
• See what competitors are doing and how you compare
• Use proven engagement ideas based on real behaviour
• Build a loyalty setup that can scale with your business
• Know exactly what to do next
  
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FAQ About Plan Builder

‍What do I need to get started?

Just your website URL and email.

How does Plan Builder research competitors?

It identifies relevant competitors and reviews their loyalty structures, rewards, and engagement mechanics.

How is Plan Builder different from generic loyalty templates?

It builds your plan based on your business, market, and competitors — not pre-defined templates.

Can it improve an existing loyalty program?

Yes. It helps you refine your setup, find gaps, and improve performance.

Is Plan Builder free to use?

Yes. You can generate your initial loyalty plan at no cost.

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