Getting started with the Planner

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When you first open Planner, you land in your workspace, where you can begin designing or refining loyalty programs in a structured, visual environment.

Your workspace is prepared for you, there’s no technical setup required. You can immediately create a new plan, upload your existing loyalty documentation, or start from scratch. Everything you configure becomes part of the member journeys that describe how your program behaves.

Core Concepts

Planner is built around a set of core building blocks that define how loyalty programs come to life:

  • Plan: Container for one loyalty program concept. It holds your concept settings, the Loyalty Map, the member journeys, documents, and all refinements you make over time.

  • Concept Whiteboard: The workspace where you define the core settings of your loyalty program. It guides you through program structure, enrollment rules, rewards, and earning logic, and captures the inputs the Planner uses.

  • Member Journey: Detailed flows generated from the Concept Whiteboard, which represent how your program reacts when a member performs an action, reaches a condition, earns value, redeems value, or moves through tiers.

  • Loyalty Map: Visual model of your program. It organises Member Journeys into stages and stations, helping you understand how your program behaves end-to-end.

Navigating Your Workspace

Planner’s navigation is organized in a sidebar on the left, giving quick access to all main tools.

Create Plan

Use this button when you want to start a new loyalty program concept.

Home

Your general dashboard with:

  • Quick access to Create a Plan

  • Recent Activity
    Shows the plans you recently viewed or updated.

  • My Team & Collaborators (coming soon)
    Displays active collaborators working with you.

  • My Goals
    A snapshot of the goals you’re tracking within your loyalty initiatives.

My Plans

A dedicated page listing all plans you have access to.

Here you can:

  • View all your plans in one place

  • See key details such as name, description, status, and owner

  • Open a plan to continue working on its concept

  • Use the … button to delete a plan (only plans with draft status can be deleted)

Goals

The Goals page is where you can set, track, and manage the expected business outcomes of your loyalty program.

On this page you can:

  • View all goals in one place

  • Create new goals using the Create goal button

    A sidebar opens where you can add the goal name, description and connect the goals to Plan(s).

  • Filter goals by Plan(s) connected

  • Use the … option on goal cards to edit, copy or delete goals

Team (coming soon)

The place to manage collaborators who will be able to access the plan, leave comments on steps, and participate in refining the concept.

First Steps Checklist

To make the most of Planner right away, here’s a checklist for your first session:

  1. Log in with the credentials provided

  2. Use the Create Plan button in the navigation sidebar.
    Choose how to define your concept. You have two options:

    • Upload a PDF using the Loyalty Strategy Interpreter
      Recommended if you already have loyalty documentation.

    • Start from a blank Concept Whiteboard
      Design a concept from scratch.

  3. Complete the Concept Whiteboard
    Define the core of your program:

    • Program Structure

    • Membership Conditions

    • Rewards

    • Earning Mechanics & Campaigns
      When you’re ready, click Generate member journeys.

  4. Explore the Loyalty Map
    Review how Planner translated your concept into:

    • Program stages

    • Stations

    • Connected member journeys

  5. Open and refine journeys
    From the Loyalty Map:

    • Open any journey

    • Edit steps

    • Add requirements

    • Upload documents

    • Add comments

    • Insert custom steps

  6. Set Goals
    Define what success looks like for the loyalty program.