FREE CLAUDE & CODEX PLUGIN TEMPLATE

Customer Loyalty Program Management System PRD Template

A real SOT-based Customer Loyalty Program Management System PRD template connecting member, earning rule, tier, benefit, partner, and campaign registration, point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup, earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation, member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting.

View source on GitHub · MIT licensed

USE CASE

Who this template is for

Teams designing an internal operations system for customer using points, tiers, and benefits and marketing practitioner and crm, loyalty, and partner-operations coordinator

CONTENTS

What the template includes

  • Member, earning rule, tier, benefit, partner, and campaign registration
  • Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup
  • Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation
  • Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting

PRACTICAL GUIDE

How to use and adapt this Customer Loyalty Program Management System

This Customer Loyalty Program Management System connects member, earning rule, tier, benefit, partner, and campaign registration, point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup, earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation, and member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting in one SOT-based planning document. Use the complete HTML to review and share the plan, then adapt the SOT JSON with the VibeSpec plugin in Claude or Codex.

What this Customer Loyalty Program Management System actually includes

Member, earning rule, tier, benefit, partner, and campaign registration

For member, earning rule, tier, benefit, partner, and campaign registration, define the required context, classification rules, and duplicate or missing-data checks before work enters the operating queue.

Point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup

For point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup, keep status, owner, priority, and change history together so the team can find the complete operating context.

Earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation

In earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation, connect assignment, approval or rejection, exception handling, and completion confirmation as one accountable workflow.

Member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting

Use member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting to track due dates, bottlenecks, exceptions, and completion outcomes by team, period, and operating category.

Policy, access, and integration foundations

Set the role-based access, audit history, notifications, and external-system boundaries that Customer Loyalty Program Management System needs to operate safely.

Start in three steps, even without planning experience

1. Review the complete HTML with your team

The download opens in a browser without setup. Compare the PRD, feature specification, screen structure, and user flow with the work your team does today.

2. Name your operating rules

Write down real user roles, required data, approval rules, exceptions, and success metrics. Start with the core flow from member, earning rule, tier, benefit, partner, and campaign registration through earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation.

3. Give the SOT JSON to VibeSpec

Attach the SOT JSON in Claude or Codex with the VibeSpec plugin and describe the change in plain language. VibeSpec keeps requirements, features, screens, and user flows connected.

Adapt this Customer Loyalty Program Management System for your team

Rename terms and states first

Replace the template vocabulary, states, and classification with the terms your team uses. Keep member, earning rule, tier, benefit, partner, and campaign registration and point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup consistent.

Make roles, approvals, and exceptions explicit

Define who registers, reviews, approves, processes, and confirms completion, plus the conditions that trigger rejection or reprocessing in earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation.

Keep screens, metrics, and integrations connected

Decide what member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting should measure, then connect any SSO, messaging, or adjacent-system integration to the related screens and user flow.

Capabilities to add next

Automation and notifications

Create a separate Customer Loyalty Program Management System initiative for due-date alerts, owner assignment, approval reminders, and exception follow-up.

External-system integrations

Before connecting Customer Loyalty Program Management System to source data or adjacent systems, define synchronization cadence, failure handling, access boundaries, and audit records.

Operations analytics

Extend Customer Loyalty Program Management System with team, period, and category analysis plus action rules for deteriorating completion or service levels.

Prompts you can use with VibeSpec

Adapt it to our terminology and roles

Adapt this Customer Loyalty Program Management System for our team. Ask about our user roles, states, required fields, and approval steps first, then update the requirements, screens, and user flows together.

Simplify it into an MVP

Reduce this Customer Loyalty Program Management System to an MVP that keeps member, earning rule, tier, benefit, partner, and campaign registration, point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup, and earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation. Move automation and external integrations into separate initiatives.

Add operations automation

Create a separate initiative on top of this Customer Loyalty Program Management System for due-date alerts and automatic owner assignment. Keep the connection to the existing screens and user flow.

Customer Loyalty Program Management System FAQ

Can I use this template without development experience?

Yes. The complete HTML opens in a browser for review and sharing. To adapt the plan, attach the SOT JSON to Claude or Codex with the VibeSpec plugin and describe the change in plain language.

What is included in this planning template?

It includes member, earning rule, tier, benefit, partner, and campaign registration, point balance, tier, coupon, transaction, redemption, expiry, and fraud-history lookup, earning, deduction, tier recalculation, reward issuance, redemption approval, settlement, and exception investigation, and member activity, earning, redemption, tier movement, expiry, reward cost, and partner-performance reporting, plus foundations for access, audit history, notifications, and integrations.

What is the difference between the HTML and SOT JSON downloads?

The HTML is a complete planning document for reading and sharing. The SOT JSON is source data that VibeSpec can update while keeping requirements, features, screens, and user flows connected.

How should I add a new capability?

For a discrete capability such as automation, integration, or additional analytics, create and review a separate initiative before changing the product plan broadly.

WORKFLOW

Use it with VibeSpec

  1. Open the complete HTML file to review or share it immediately.
  2. Download the SOT JSON and load it in the VibeSpec viewer.
  3. Adapt the features, screens, and flows for your team.