Preferred Patron Loyalty

Preferred Patron Loyalty

Loyalty marketing and gift card management

4.9/5 (77 reviews)

Preferred Patron Loyalty Overview

Founded in 2004, Preferred Patron Loyalty is a loyalty program and gift card program software for small, medium and large enterprises across a range of industries. Preferred Patron currently helps businesses across the retail, automotive, healthcare, gaming, hospitality, cosmetics, salon & spa, health & fitness, golf resort & country club, and café & pub industries to increase their customer engagement and retention.

Preferred Patron captures all the necessary customer data including demographic data, purchase behaviors, and customer communications to help create loyalty-centric business rules. An integrated marketing management tool manages and coordinates event-triggered offer emails on a real-time basis.

Businesses can deliver dynamic content to customers on real-time, on-demand, or scheduled basis as per individual customer data and loyalty rules. Preferred Patron provides various incentive-based programs such as appreciation, coupons, recognition, referral, miss you, cash back, and more.

Preferred Patron offer four editions: Bronze, Silver, Gold, and Platinum. Each includes cross-device compatibility, marketing services, customer management features, accrual methods, omnichannel marketing, reporting and data, training and support, data management and hosting services.

Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Preferred Patron Loyalty Reviews

Overall rating
4.9/5
100% positive reviews
73
Excellent
4
Very good
0
Average
0
Poor
0
Terrible
Courtney L.

Operations Director

Used Daily for 6-12 months
Reviewed on 2018/08/14
Review Source: Capterra

Overall Preferred Patron is a great loyalty program. They have really spent time understanding how retailers market and what they need to create effective marketing campaigns. This program is intuitive and easy to use solution and most importantly very pliable and customizable. Anytime I have a question or I think of something new I'm not sure how to do I pick up the phone and just ask. The team is always happy to answer my question or walk me thru a new process.

Pros

I used to use a loyalty program that sent customer rewards via direct mail. Before deciding to sign up with Preferred Patron I was concerned about migrating to an entirely electronic based rewards program. My primary concern was that the direct mail our customers were receiving in their mailboxes weekly was driving their shopping frequency. After seeing a very personalized demo and realizing how helpful the team at Preferred Patron is I decided to go with Preferred Patron as our loyalty program. The onboarding process was simple and painless. They migrated our list from our last program into theirs very easily. Once our list was live I was walked thru basic training. Including the steps of creating a personalized automatically generated monthly email my customers receive telling them how many points they have. It has not decreased the shopping frequency at all, in fact, our frequency has increased because we are able to target specific customers categories and create targeted marketing campaigns. This system is so much easier than our last loyalty program. Our customers love that they do not have to keep track of paper cards and they can access their points when they are ready to make a purchase. The customer kiosk is easy to use for existing customers and makes it very easy to capture new customers right at the point of purchase in one step.

Cons

I have not come across anything that has caused us issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Alan G.

I've been a client of Preferred Patron for a few years now, I have always had a positive experience.

Used Daily for 2+ years
Reviewed on 2018/04/17
Review Source: Capterra

Pros

We are very happy with all of the features that Preferred Patron offers, they are up to date with current trends in marketing solutions, they offer excellent help and suggestions and work with you one on one if you should need it.
Preferred Patron allows for us to offer discounts of services and product to those who are supporting our business and weed out those who just want the "cheapest" price at the time.
Preferred Patron also allows us to reward people with additional and unique services that they might not otherwise try.
The automation aspect is particularly useful allowing me to focus my attention elsewhere.
Our clientele routinely receive their automated email and call the office to schedule, at least 65% end up with an additional product or service with little or no additional direct effort on our part!
My employees that utilize the system every day find that it is very quick and easy when assisting our clientele, they are also able to easily converse with them to set up goals to reach their next reward.
Most common things that we utilize include: Rewards Program (obviously), referral program, reminders, raffles and surveys. The text messaging is also very helpful and used very frequently.
Preferred Patron had really made a positive difference in my business and I couldn't imagine having to do with out it.

Cons

I can't really think of any cons to speak of... if I have to say something it would be keeping up with all of the new innovative features that get added.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Leighann J.

An amazing product, excellent customer service, prompt support; you'll be a loyal customer for life!

Used Daily for 2+ years
Reviewed on 2018/04/11
Review Source: Capterra

Increased visibility thanks to the customized rewards cards, ease of use vs our previous rewards system, and a convenient solution for storing customer info and contacting them on special occasions or about promotions.

Pros

Preferred Patron is so unbelievably user friendly! Our initial implementation of the program was quick and easy, and we loved how we were able to really customize it for our needs. We've been using the program in our high volume, fast paced orthodontic office for over 7 years, and haven't once considered changing. Our patients enjoy being able to log into the online portal hosted on our website to check their point balance and available rewards, and we love that the portal helps drive traffic to our site. Preferred Patron takes customer service to another level; I've literally never had a question or issue that wasn't resolved same day, typically within minutes. Brett's been outstanding in every single interaction, and his nearly immediate help and support really makes us feel like we're their only customer.

Cons

We've had nothing but excellent experiences in interacting with Preferred Patron and have recommended them countless times. I'm honestly trying to think of a single con and it's just not possible!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Donna M.

Preferred Patron is "Boss" in this industry!!!

Reviewed on 2016/04/20
Review Source: Capterra

I learned about Preferred Patron from one of our patrons (a dentist), who was currently using this product and saw that I was using Royalty Rewards. Upon comparing our experiences and cost, I knew immediately that I had to contact Preferred Patron, which I did soon after. Upon learning of the various options, pricing and available resources, I could have kicked myself for having spent more than 3 times as much for a product that offered less in the areas that mattered most to our business.

As a business owner who is also a CPA, I use the cost-value approach in managing our financial & other resources. Two of my biggest contentions with Royalty Rewards are: 1) their products and services are bundled in such a way that you MUST pay for what you don't need, use or care about, therefore a higher price tag is forced upon you; and 2) they have a convoluted way of calculating ROI (Return on Investment) that makes it seem that because of their product, your returns are higher. This could not be more false because they are included in the equation, clients that you have cultivated and retained prior to signing up with them. The bottom line is that we was not getting the value we needed for what we were paying and another solution was necessary.

For me, Preferred Patron is "Boss" because they understand that their role is to help the business owner keep current patrons happy while acquiring new ones ... it's that simple! They do this by providing an excellent product with options to CHOOSE from, based upon what is right for your business and budget with the option to upgrade your plan as as your business grows.

I signed up with Preferred Patron about six months ago and intentionally waited this long to do a review because for me, service and support is equally, if not more important than price. Some company are great during the acquisition phase then leaves you to fend for yourself ... not Preferred Patron! From the inception to a today (literally), they have responded to ALL of my request for support whether it is explaining features in the software or signing in to my computer and providing step-by-step guidance on how to get a critical promotional email formulated and sent out ... they have responded timely to all of my request for help and support.

Thank you Brett et al. ... from the inception to today, you've always taken the time to provide the help I needed.

Rating breakdown

Ease of Use
Customer Support

Donna D.

This is a very user friendly and effective software to help keep track of our clients

Used Daily for 2+ years
Reviewed on 2018/04/27
Review Source: Capterra

To be able to keep track of our clients on the last time they have been in our office

Pros

I like the verifying e mail toggle to make sure that the clients have given us a good email address.

Cons

the birthday and miss you points we have set up does not always work. I have to make sure I click the correct points in 2 different places to make sure that the points take effect

Response from Preferred Market Solutions

Hello Donna. Thank you for your feedback. We're glad to hear, after a solid 2.5 years on our system, that it continues to demonstrate value to your business.

Good News! I was able to quickly identify the problem you are experiencing with automatic point credits and applied the necessary changes to your account to make all that work!

Going forward, any point credits associated to any of your campaigns will automatically deposit to the members accounts!

(This was simply as setup parameter not being enabled on Birthday, Anniversary and Miss You campaigns in your account.)

Thank you again
The Preferred Patron Staff

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Preferred Patron Loyalty Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Bronze Edition: $79/month

Silver Edition: $129/month

Gold Edition: $249/month

Preferred Patron Loyalty Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Preferred Patron Loyalty

Key features of Preferred Patron Loyalty

  • Activity management
  • Corporate Memberships
  • Customer accounts
  • Customer loyalty program
  • Discount management
  • Drip email marketing
  • Employee portal
  • Gift card system
  • Referral tracking
  • Survey management
  • Video support
  • WYSIWYG editor

Benefits

• Preferred Patron Loyalty provides visit-based loyalty programs thought its Tablet edition.

• The solution enables businesses to create incentive-based promotions such as Mystery Rewards, Cash Back, Coupons, Appreciation, Best Member, Recognition, Miss You, Referral, Surveys and more.

• The Preferred Patron MyRewards mobile app is available for both iOS and Android and allows customers real-time access to their reward program.

• The suite also offers private loyalty programs with private branded loyalty cards.

• Businesses can choose to fulfill their rewards using services and products that they provide themselves or supplement their incentive catalog with a variety of lifestyle rewards such as flights and vacations.

Preferred Patron Loyalty FAQs

Below are some frequently asked questions for Preferred Patron Loyalty.

Q. What type of pricing plans does Preferred Patron Loyalty offer?

Preferred Patron Loyalty offers the following pricing plans:

Starting from: US$79,00/month

Pricing model: Subscription

Free Trial: Not Available

Bronze Edition: $79/month

Silver Edition: $129/month

Gold Edition: $249/month

Q. What are the main features of Preferred Patron Loyalty?

Preferred Patron Loyalty offers the following features:

  • Activity management
  • Corporate Memberships
  • Customer accounts
  • Customer loyalty program
  • Discount management
  • Drip email marketing
  • Employee portal
  • Gift card system
  • Referral tracking
  • Survey management
  • Video support
  • WYSIWYG editor

Q. Who are the typical users of Preferred Patron Loyalty?

Preferred Patron Loyalty has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Preferred Patron Loyalty support?

Preferred Patron Loyalty supports the following languages:

English

Q. What type of pricing plans does Preferred Patron Loyalty offer?

Preferred Patron Loyalty has the following pricing plans:

Subscription

Q. Does Preferred Patron Loyalty support mobile devices?

Preferred Patron Loyalty supports the following devices:

iPhone

Q. What other apps does Preferred Patron Loyalty integrate with?

Preferred Patron Loyalty integrates with the following applications:

WebRezPro

Q. What level of support does Preferred Patron Loyalty offer?

Preferred Patron Loyalty offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials