Rules and ethics
FCA rules for referral marketing software and rewards
Referral marketing software can support compliant loyalty and referral campaigns, but FCA rules depend on the promotion, approval, disclosures and records.
Contributor
Harry Scott
Subject: Loyalty and referral-marketing platforms. Which details change the comparison? Background, definitions and the interpretation of available information belong to this editorial remit. Harry Scott is the editorial byline assigned to this area. The aim is to separate what the sources establish from what they leave open. This is an editorial pen name used by the publication, not a claim of an independently verified personal identity.
Rules and ethics
Loyalty software: Welsh and accessibility duties in Cardiff
How Welsh-language standards, accessibility rules and equality duties shape loyalty software and referral campaigns for Cardiff public bodies.
Rules and ethics
How PECR consent rules change referral emails for UK loyalty schemes
Referral marketing software must follow PECR consent rules for friend-get-friend emails. Learn ICO guidance, soft opt-in limits and referral invite wording.
Costs and pricing
Loyalty software mechanics and rollout in Birmingham
How Birmingham retailers test loyalty software mechanics—points, tiers, referrals—across store formats before a national rollout, using ONS income data.
Outlook
Loyalty software planning: three areas to review
Loyalty software planning for England teams: review member value, referral and data duties, delivery skills and platform fit, then set clear review triggers.
Reviews
How to read loyalty marketing agency reviews without being misled
A UK guide to loyalty marketing agency reviews: check platform disclosures, test performance claims against evidence and understand the rules.
Measurement
Five loyalty marketing attribution methods compared for England teams
Compare five loyalty marketing attribution methods for England teams, from last click to incrementality, with the trade-offs, evidence and reporting each demands.
Measurement
Loyalty benchmarks: how to check one before you reuse it
Loyalty benchmarks only help when the sample, the period and the metric definitions match your own scheme. Test one before you reuse it, and record the source.
Tools and providers
How to check loyalty marketing tool claims against data and sources
A source-led guide for buyers shortlisting loyalty marketing tools: the data to request, the sources to check and how to score candidates on one sheet.
Costs and pricing
Check loyalty marketing cost guide data and sources before you budget
A source-led loyalty marketing cost guide for England: which figures to trust, which regulators to cite, and how to price referral rewards without guessing.
Rules and ethics
Check consent, disclosure and ad claims in loyalty marketing data protection
A UK loyalty marketing checklist covering lawful bases, PECR email consent, partner-data disclosure, UK GDPR privacy notices and CAP Code reward claims.
Rules and ethics
Writing a loyalty marketing disclosure policy without hiding the small print
A practical loyalty marketing disclosure policy guide with reusable wording, clear reward terms and UK rules for marketing, data sharing and promotions.
Outlook
How consent rules and skills gaps reshape a loyalty marketing plan
How PECR consent rules, the soft opt-in and analytics skills gaps reshape a loyalty marketing plan in England, and which triggers force an update.
Measurement
When to rebuild loyalty marketing measurement and reporting
A practical guide to rebuilding loyalty marketing measurement and reporting, covering board-ready metrics, attribution, privacy rules and dashboards.
Operations
Loyalty software: a weekly operating workflow
A weekly workflow for loyalty software: assign owners, run data, consent, campaign and reporting checks, and keep dated handover evidence.
Costs and pricing
What loyalty marketing pricing models mean for your scheme budget
Compare points-based, tiered and subscription loyalty pricing in England, with pound-denominated examples and the data protection costs outside the headline rate.
Reviews
Loyalty marketing product comparison: LoyaltyLion, Yotpo, Smile.io, Antavo, Eagle Eye and Comarch
A buyer's comparison of LoyaltyLion, Yotpo, Smile.io, Antavo, Eagle Eye and Comarch, with pricing models, fit and limits to check before you shortlist.
Costs and pricing
Loyalty software ROI: build a cost model first
Build a loyalty software ROI model with a clear baseline, complete cost lines and a formula for assessing loyalty and referral programmes.
Tools and providers
Loyalty software: questions to ask suppliers
Use this loyalty software checklist to question suppliers on data handling, pricing, attribution, security, implementation and contract terms.
Tools and providers
How to prepare a loyalty marketing tool implementation before launch
A practical guide for implementation leads: map consent with ICO guidance, pilot one earn and one referral journey, then phase the rollout by channel before launch.
Tools and providers
Nine steps to choose loyalty software and providers
Nine steps to choosing loyalty software: define the problem, map journeys, classify data roles, write requirements, score suppliers and negotiate contracts.
Rules and ethics
UK loyalty marketing rules to check before launch
A pre-launch guide to UK loyalty marketing rules, covering UK GDPR, PECR consent and soft opt-in, consumer law, ASA sanctions and referral schemes.
Tools and providers
Loyalty software vendor due diligence without guesswork
A loyalty software due-diligence checklist for UK teams, covering PECR, ICO guidance, data transfers, security evidence, scoring and commercial checks.
Rules and ethics
Guide to GDPR-compliant referral tracking for UK brands
How UK brands can build GDPR-compliant referral tracking, using clear lawful bases, Article 14 notices and retention records that satisfy the ICO.
Operations
How to plan a UK cafe loyalty scheme before buying loyalty software
How to design a UK cafe loyalty scheme: choose the reward rule, price it per visit, cover UK GDPR and test it on paper before buying loyalty software.
Tools and providers
Loyalty app or punch card? A guide for UK shops
A practical guide to choosing a loyalty app or punch card for UK shops, covering staff time, customer data, rewards and when each option suits.
Tools and providers
Referral marketing software for UK small businesses: what to check
This guide names referral tools used by UK small firms, explains common pricing models, and sets out UK GDPR, integration, fraud and payout checks before you choose.
Measurement
Referral marketing ROI: key factors by UK sector
Referral marketing ROI has no official UK sector benchmark. Learn how basket size, reward cost, repeat buying and compliance shape the return you measure.
Tools and providers
Shopify loyalty apps: features and setup checks
Shopify loyalty apps including Smile.io, LoyaltyLion and Marsello, with notes on points storage, Shopify POS, VAT, consent and switching.
Strategy
How ecommerce loyalty fits into UK checkout recovery
How ecommerce loyalty incentives fit alongside abandoned-basket emails, payment choice and delivery clarity in UK checkout recovery.