Wisely offers the most customizable loyalty platform for restaurants - here are some guidelines on how to build your program.

1. Program Design Guidelines

2. 2
PROGRAM TIERS
How tiers works:
You can customize:
• Number of tiers
• Name of tiers (e.g., Silver, Gold, Platinum)
• Number of visits required to reach each tier
• Program period (see more to the right)
1. Guests earn tiers based on how much they visit in a pre-determined time
period
2. Any excess visits roll over to the following period (e.g., if you visit 5 times
and tier 1 is 3 visits, 2 visits will roll over to the next period)
3. Whatever tier is earned in a period carries over to the next period, but will
drop off in the following period, if not maintained
4. Increases in tier take effect immediately. Decreases take effect at the
beginning of the next period
We often see…
Most programs choose a program
period of 6 or 12 months. This creates
the incentive for guests to continue
visiting and renewing or increasing
their tier
More about program
periods
Program period is the number of
months a guest has to reach the visit
threshold. They work off the calendar
year, regardless of when a guest joins.
This creates consistency for guests
and allows for greater group planning
around earning a tier.

3. 3
OTHER WAYS TO EARN REWARDS
Welcome Gift
You can set-up a custom
welcome gift for each
location.
Upon joining, the guest
will have the choice of
which ONE gift they
choose (does not have to
be the location they’re
at).
Welcome gifts can be put
on a delay, requiring that
a guest come back in
order to redeem the gift.
All-time visits
Outside of program tiers,
you can also create
rewards that are earned
based on a number of
visits all-time.
For example, reach 100
visits (ever) and be
inscribed on our Wall of
Fame.
Visits can be across
multiple locations, or, to a
single location.
Birthday
You can create a reward
that is only valid on the
guest’s birth date.
Guest’s are required to
enter their birthday in the
app in order to unlock
these rewards, and once
entered, the date cannot
be changed.
Recurring visits
An example of a recurring
visit award is “Get $10 off
every 10 visits”
These rewards are
different from all-time in
that they can be earned
more than once.
Visits can be across
multiple locations, or, to a
single location.

4. 4
PROGRAM REWARDS
Types of rewards:
• Every visit
• Limited usage (1 time, or multiple but limited times, e.g., 3)
• Unspoken rewards (rewards the guest does not know about, but that
are visible to/redeemable by your staff in the Wisely Staff app)
Supported actions
You can customize…
• Time of day
• Day(s) of week
• Restrictions (e.g., 1 per table per visit, 1 per person per
visit, must call 24 hrs in advance)
• Expiration (number of days)
• Background image
• Redeem now
• Call (e.g., priority reservations)
• Visit URL (e.g., early event invitation w/ link to Eventbrite)
Join us on Mondays and enjoy half off a
bottle of your choosing. Try something new!
Reward detail screen
Background
image
Title
Explanation
copy
Directions
Action

5. 5
HOW LONG DO REWARDS LAST
A limited usage
award…
A reward redeemable
every visit…
Once earned, is kept by the guest until
it is redeemed or expires.
You can customize your expiration
date on a per reward basis; most
programs set the expiration equal to
the term of their program period (e.g.,
6 month program -> 6 month
expiration from time of earn)
Is valid for redemption as long as the
guest maintains the tier level that
reward is tied to.
You can make an every visit reward
span tiers (aka, once you earn it in tier
2, you keep it in tier 3), or you can
limit it to a specific tier.
This allows you to “sweeten” rewards
like as you move up in tier (e.g., add 1
complimentary taco becomes add 2,
etc)

6. 6
Ideas/Example of a Wisely Program
Member Silver Gold Platinum
• 4 visits every 6 months • 8 visits every 6 months • 12 visits every 6 months
• Welcome Gift:
complimentary item
• Access: Invite to
(Quarterly?) Private
Parties
• Branding: House-made
branded items or swag
• Education: Chefs
• Complementary Prix
Fixe lunch for two
• Virality: Special Pricing
for Private Events
• Access: Gold VIP Phone
Line Access
• Access: 24 hour
reservation guarantee
• Access: Invite for you
and a guest to 10 person
prix-fixe
• Education: Private chef
tasting menu & cocktail
pairing for 4
• Experience: Maybe
something offsite that
will create a memory for
the guest (e.g., tickets
to a show)
• Access: Platinum VIP
Phone Line Access
• Access: Guaranteed
reservations Sun - Fri
• Branding: A
conversation piece for
home (e.g., cookbook?)
• Education:
Complementary Chef’s
Tasting & Wine Pairing
dinner, redeemable at
any location in our
restaurant portfolio
• Experience: A travel
related benefit?
• Virality: Benefit for
bringing in 6+ people
• Comped App • Comped App
• Comped Dessert
Access:
Making important guests feel valued
Examples: VIP Phone lines, priority reservations / seating, special
menu items, private event invites, extended happy hour, dinners w/
other VIPs
Education:
Expose guests to nuances & high end ingredients
Examples: Chef menu & tastings, mixology sessions, chef cooking
lessons
Branding:
Customers become brand ambassadors
Examples: Clothing, Cookbooks, Conversation pieces when they
entertain, homemade bitters or hot sauce
Community:
Spend money at your place, benefit the community
Examples: Charitable donations, alliances with / benefits at other
merchants
Virality:
Get existing guests to bring in friends
Examples: Tasting platters for parties of 6+, platinums can gift 1
silver status per year, special event pricing
SpokenUnspoken
Experience:
Create a memory the guest will remember forever.
Examples: Travel accommodations, tickets to a show,