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Salesforce Loyalty & Referral Ecosystem Case Study | Valuehub
Case Study · Retail

Revamping Loyalty Rewards and Launching an End-to-End Friend Referral Ecosystem

A premium travel and lifestyle retailer rebuilt its loyalty program and launched a referral ecosystem on Salesforce, driving customer retention and acquisition across every channel.

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Overview

Case Study Overview

Project Summary

A premium travel and lifestyle retailer offering luggage, bags, and travel accessories through both online and physical retail channels in Thailand.


Products

Salesforce Loyalty Management Salesforce Marketing Cloud
A collection of modern suitcases neatly arranged in a travel retail store
Project Overview

What We Set Out to Build

Use Case

Revamping loyalty rewards and launching an end-to-end friend referral ecosystem to drive customer retention and acquisition.

Approach

Salesforce Loyalty Management paired with Marketing Cloud for tier-based rewards, referral coupons, and targeted campaign communications.

Go-Live

Targeted for August 2026, spanning storefront, loyalty tiers, and referral touchpoints.

What We're Delivering

Project Features & Highlights

1

Year-Round & Birthday Offer Uplift

Increased Silver tier discounts to 8% and implemented auto-issued, tiered birthday vouchers (up to 12%) with stacked spending multipliers.

2

End-to-End Friend Referral Ecosystem

Launched unique referral links enabling mutually beneficial 10% coupons for both inviters and invitees, valid across online and physical stores.

3

Extended Storefront Experience

Integrated referral entry points across the homepage, header, footer, and account pages, complete with seamless cart redemption and voucher reissue-on-return capabilities.

4

Automated Marketing Cloud Communications

Delivered 8 new campaign enhancements, including real-time tier upgrade/downgrade alerts, birthday EDMs, and targeted referral invitations.

5

Comprehensive Funnel Tracking

Implemented full Google Analytics (GA) tracking to monitor referral engagement, conversion rates, and overall loyalty program performance.

Expected Results

Business Impact

Enhanced Customer Retention

Upgraded year-round offers and automated, tiered birth-month rewards keep members engaged.

New Customer Acquisition

A seamless, omni-channel Friend Referral program drives growth through existing members.

Improved User Experience

Extended storefront touchpoints and automated coupon redemption remove friction at every step.

Increased Engagement Visibility

Targeted Marketing Cloud communications and full GA funnel tracking make performance measurable.

Have a similar loyalty & retention challenge?

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