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Operations16 February 20269 min read

Getting staff to mention the loyalty card without it sounding forced

Enrolment is decided at the till by whether somebody asks. Here is how to make that happen consistently.

staff trainingloyalty operationsenrolmentcustomer experience

A loyalty program's enrolment rate is decided almost entirely by whether a person at the till asks. Not by the poster, not by the reward, and not by how good the offer is on paper.

That makes staff training the highest return work in the whole program, and it is usually the part that gets a paragraph in a briefing and no follow up.

Give the sentence, not the brief

The most common mistake is telling staff about the program and expecting the words to follow. They do not. A member of staff who understands the program perfectly will still hesitate, because they are composing a sentence under time pressure in front of a queue.

Write the exact words down and put them somewhere visible:

"Are you collecting stamps? Ten gets you a free coffee, takes ten seconds."

Three things make that sentence work. It names the reward specifically rather than saying "our loyalty scheme". It states the time commitment, which removes the objection before it is raised. And it is short enough to say without breaking the rhythm of a transaction.

Attach it to a fixed moment

Vague timing is why scripts get forgotten. Pick one moment and use it every time.

The best moment in most businesses is while the card machine is processing. There is a natural three second pause, the customer is standing still, and nothing else is competing for the interaction.

The worst moment is as they walk away, which is when it feels like an afterthought to everyone involved.

Practise it once, properly

Twenty minutes, not a training day.

Have each person say the sentence out loud twice. This feels awkward and it is the entire point: the first time anyone says a scripted line, it sounds scripted, and you want that to happen in the back room rather than to a customer.

Then have someone play a customer who says no, and a customer who asks how it works. Two objections, two answers, done.

Short and repeated beats long and occasional. A minute at the pre-shift briefing for the first fortnight does more than an hour on day one.

The objections, and what to say

"I'm in a rush." Reply: "No problem, the code's on the counter whenever you fancy it." Do not push. Pushing costs you the next interaction as well.

"I don't want loads of messages." Reply honestly, because this is a real concern. "We message about once a month at most, and you can stop it any time." If that is not true, fix the program rather than the script.

"How does it work?" Reply: "Scan that, put in your email, and I'll add your first stamp now." Demonstrate rather than explain. Explanation takes longer and convinces fewer people.

"I never remember to use these." Reply: "It sits on your phone, and you can add it to your wallet so it pops up when you're nearby." This objection is usually about paper cards they have lost, and it is worth answering directly.

Why staff avoid it, and what to do

Staff who do not mention the program are rarely being difficult. The usual causes are specific and fixable.

They think it sounds like selling. Reframe it. They are not selling anything, they are telling a regular about a free coffee. It helps to point out that most customers who find out later ask why nobody told them.

They are unsure of the rules. If someone does not know whether four coffees earns four stamps, they will avoid the topic rather than risk being wrong. Write the rules down, including the awkward ones.

Signup is slow. If joining takes ninety seconds during a rush, staff will protect the queue and skip it, correctly. This is a program problem wearing a training costume. Time it before blaming anyone.

Nobody has mentioned it in three weeks. Habits decay. The fix is a weekly mention rather than a bigger push.

Use the numbers, carefully

Show signup counts by shift weekly. Staff respond to seeing their own numbers, particularly alongside everyone else's.

Two cautions. Do not turn it into a competition with a prize, because that produces customers who joined to end the conversation and never return. And treat a low number as a question rather than a verdict, since a quiet shift with few transactions will always look worse than a busy one.

The number to watch is the proportion of transactions that include a signup offer, not the raw count.

When enrolment stalls

Stand at the till for an hour and count. This is unglamorous and it answers the question definitively.

If fewer than a quarter of transactions include the ask, it is a prompting problem. Change the script placement, put the QR code where the customer already looks, and mention it at every briefing for a fortnight.

If the ask is happening and people are declining, then look at the offer. That is the only situation where changing the reward is the right response.

Where to go next

If enrolment is fine and repeat visits are not, the issue is further down the funnel. How to get repeat customers covers what happens after someone joins.

Helpful next reads:

Common questions

How do I get staff to promote the loyalty program?

Give them the exact sentence rather than a briefing, attach it to a fixed moment in the transaction, and show them the signup numbers weekly. Most staff do not avoid mentioning it because they object to it. They avoid it because they are unsure what to say and when.

What should staff say to get customers to join a loyalty program?

One sentence with the offer in it, said while the card machine is processing. Something like: are you collecting stamps, ten gets you a free coffee, takes ten seconds. Specific beats vague, and a stated time commitment removes the main objection before it is raised.

Why are our loyalty sign-ups low?

Almost always because it is not being asked. Before changing the reward, stand at the till for an hour and count how many transactions include the question. If the answer is under a quarter, the problem is prompting rather than the offer.

How long does it take to train staff on a loyalty program?

About twenty minutes to teach and a few weeks to make habitual. The teaching is one sentence and one demonstration. The habit needs repeating at pre-shift briefings for two or three weeks before it stops requiring reminders.

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