This document will help the user in understanding the output of the standard notebooks which have been made for brands that currently have a loyalty program with capillary. 

The Notebook will help you track the movement or customers across different Slabs or tiers across different time periods.

Key Use Cases:

The main use cases of the notebook are listed below:

  1. Upgrades: User can find out Month on Month change in customer counts across different loyalty tiers, even for a previous time period.
  2. No. of Visits taken: User can find out the average no. of visits a customer need to make with the brand to shift to a higher tier.
  3. No. of Days taken: User can find out the average no. of days a customer is going to take to shift to a higher tier.
  4. Downgrades: If the loyalty program of the brand is set up on a rolling window spend then the user can also find out how many customers are getting downgraded in each month, even for a previous time period.
  5. Migration of customers across tiers: The notebook can also be used to see the migration of customers across two time periods.

Applications:

  1. One of the key applications of this notebook is to measure the performance of the loyalty program in terms of customer upgrades and downgrades across the loyalty tiers.
  2. Identify prospective customers who are about to upgrade to higher tiers using the “No of Visits taken” and “No of Days taken” metrics

Notebook Requirements:

There are two versions of this notebook:

  1. Loyalty Program which is set up based on the lifetime Spend.
  2. Loyalty Program which is set up based on the Rolling window Spend.

The fields that the user need to provide input for are mentioned as under:

1. Org_id:

  1. Enter the org id of the brand for which the analysis needs to be done.

2. No. of Slabs:

  1. Enter the no. of slabs which are currently set up with the brand in their loyalty program.

3. Rolling Window (Days):

  1. This field only needs to be entered if the user is running the “rolling window” version of this notebook.
  2. Enter the no. of days in a window of which the customer need to maintain a spending value.

4. Slab Criteria:

  1. Enter the sales criteria which the customer need to maintain during the rolling window or his/her lifetime for being in a given tier.
  2. Enter the comma separated values of the minimum spend a customer need to make for being in a given tier.

5. Slab Names:

  1. Enter the comma separated names of different slabs for which the criteria has been entered in the previous field.

6. First Period end_date:

  1. Enter the ending date of the first period against which the migration of customers needs to analyzed. 
  2. For eg: if the user wants to see the movement of customers across tiers from 2019 to 2020, then ‘2019-12-31’ needs to be entered in this field.

7. Second Period end_date:

  1. Enter the ending date of the second period against which the migration of customers needs to analyzed. 
  2. For eg: if the user wants to see the movement of customers across tiers from 2019 to 2020, then ‘2020-12-31’ needs to be entered in this field.
NotebooksCluster links
Customer Movement across tiers (rolling window spend)
IndiaSEAEMEA
Customer Movement across tiers (lifetime spend)
IndiaSEAEMEA