The Planner is an AI-powered design and modeling tool built specifically for loyalty programs.
It helps you turn ideas, documents, and program requirements into a clear, visual concept that can be reviewed, refined, and shared.
The Planner brings all elements of loyalty design into one workspace. Whether you are creating a new program or documenting an existing one, it transforms fragmented information into a structured Plan, a visual Loyalty Map, and detailed Member Journeys that show exactly how your program behaves. This shared visual foundation makes it easier for teams to speak the same language and build programs more consistently.
You don’t need technical setup or integrations to begin. You can start immediately by creating a Plan, then the Planner transforms your inputs into structured program logic, which becomes the basis for your Member Journeys and the visual Loyalty Map.
With Planner, you can:
Create loyalty Plans from documents or manual concepts
Define program rules in the Concept Whiteboard
Generate and explore Member Journeys
Visualise your program on the Loyalty Map
Refine journey logic in the Journey Editor
Store documents and track Goals
What does this guide cover?
Workspace basics and navigation
Creating Plans and importing documentation
Using the Loyalty Strategy Interpreter
Building concepts in the Concept Whiteboard
Generating and reviewing Member Journeys
Navigating the Loyalty Map
Editing journeys and documenting requirements