Configurable template

Build the example playbook.

Edit the actions — not only the math. Turn steps on or off, change their order, select the trigger and handoff, define verification, and model the reward economics.

7 actions included

01 Feed + QR fallback · Immediate Create the verified opt-in Turn initial interest into a verified first-party relationship and establish the anchor record.

Reward $2 100% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

02 Data feed · Immediate Confirm the first visit Move the prospect from digital interest into a real human interaction.

Reward $10 50% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

03 Data feed · Same day Verify the conversion Recognize the moment a prospect becomes a customer or member.

Reward $15 35% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

04 Secure link · Same day Book the first onboarding session Carry the energy of conversion into the first meaningful onboarding action.

Reward $5 30% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

05 QR code · Within 7 days Complete onboarding Reward follow-through and attendance — not just the intention to show up.

Reward $5 25% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

06 Secure link · Next day Capture feedback and advocacy Surface issues early and turn a positive experience into public proof.

Reward $5 24% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

07 Secure link · Custom cadence Invite a verified referral Turn a satisfied customer into a promoter while enthusiasm is still high.

Reward $5 15% reach

Action Selecting a standard action fills the fields below. Everything stays editable.

Timing

What this action should move

Trigger method

Reward value

Expected reach

Verification rule

After verification

Live playbook model

Your example, calculated.

Eligible participants

Reward activation

Estimated reward cost

$1,271

Across the enabled actions

Maximum participant value $47

Enabled actions 7

Estimated final actions 209

Illustrative planning model. Reach is the percentage of eligible participants expected to complete each action.

Example journey

1 Create the verified opt-in Feed + QR fallback → Next Momentum step $2

2 Confirm the first visit Data feed → Next Momentum step $10

3 Verify the conversion Data feed → Review Boost $15

4 Book the first onboarding session Secure link → Next Momentum step $5

5 Complete onboarding QR code → Review Boost $5

6 Capture feedback and advocacy Secure link → Referral Boost $5

7 Invite a verified referral Secure link → Referral Boost $5

Illustrative planning model. Reach is the percentage of eligible participants expected to complete each action.

Ready to build?

Choose the action you want to move. Promotion Vault will help identify the moment, design the experience, and put Rewards Vault underneath it.

Create a Free Account

Book a Demo