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Loyalty, CRM & gift cards

How we score loyalty, CRM and gift card software

The criteria, weights and formula behind the RTC Score for restaurant loyalty, CRM and gift card software, with the model version and changelog.

Model version 1.0.0

This is version 1.0 of the loyalty model, and it's published: these weights are final. The table below is generated from the model itself, so its weights are always the ones we use.

We score what a restaurant lives with once the program is running:

  • Cost for one location. What a restaurant with one location pays over a year for the cheapest plan with a loyalty program, plus the text messages of a modest campaign program and any setup fee. If the program only comes inside a POS plan, that plan is the price. Optional add-ons are shown, not added, and a price that isn't published counts as missing, never as zero.
  • The loyalty program. How guests earn (points for spending, visits, items bought or levels), whether they earn and redeem on the restaurant's own online orders, and whether you get an app with your brand.
  • Guest list and campaigns. Guest profiles with their history, automatic campaigns (a birthday, a guest who stopped coming), text and email campaigns, and guest feedback.
  • Gift cards. Digital and physical gift cards. Fees that are a share of each gift card sold are shown, not added, because they depend on how many you sell.
  • Your POS. Whether it only works with its own POS or connects to several, against the same closed list of POS systems for every platform.
  • Contract, leaving and support. The initial term, the early termination fee, the notice to avoid a renewal, whether you can take your guest list with you, and live support hours. Every platform gets the same contract template.

In the Spanish edition of this site, the Spanish-language criteria count too: guest sign-up and messages, support, the owner's dashboard, the website and the terms in Spanish. In this English edition they aren't part of the score.

Platforms that only sell gift cards are listed with the same template and no score. Third-party ratings, referral programs, promotions and anything commercial never count toward the score. A platform needs enough verified data before it enters any ranking.

Criteria and weights

Spanish-language criteria count only in the Spanish edition

These criteria count only in the Spanish edition of this site: guest sign-up and messages in Spanish, support in Spanish, owner's dashboard in Spanish, website or help center in Spanish, and terms in Spanish. In this English edition they aren't part of the score, and the weights in the table add up to 100% without them. So a platform can have a different RTC Score in each edition.

Listed, not scored

Gift cards only: we list these products with the same template and sources, but we don't score them. They're bought differently, usually by quote, or they serve other platforms.

Criteria and weights
CriterionPillarWeightWhat we measureHow it's scored
12-month cost (reference restaurant)Cost20%12-month cost12-month cost of the reference restaurant: full score at $600, zero at $3,600
Ways to earn rewardsLoyalty program8%How guests earnBy option: Points for spending → 2.5/10; Visits → 2.5/10; Items bought → 2.5/10; Tiers or levels → 2.5/10; Birthday rewards → 0/10; Referring friends → 0/10
Rewards on your online ordersLoyalty program6%Earn and redeem on online ordersYes = 10/10, No = 0/10
App with your brandLoyalty program6%App with your brandBy option: Included → 10/10; Paid add-on or higher plan → 5/10; Not offered → 0/10
Digital gift cardsGift cards6%Digital gift cardsBy option: Included → 10/10; Paid add-on or separate product → 5/10; Not offered → 0/10
Published pricingCost5%Published pricingBy option: Published → 10/10; Partly published → 5/10; Quote only → 0/10
Automatic campaignsCustomer list and campaigns5%Automatic campaignsYes = 10/10, No = 0/10
Text message campaignsCustomer list and campaigns5%Text message campaignsBy option: Included with an allowance → 10/10; Paid per message → 6/10; Paid add-on or higher plan → 4/10; Not offered → 0/10
Not tied to one POSPOS and equipment5%Works with which POSBy option: Connects to several POS systems → 10/10; Works without a POS connection → 6/10; Only with its own POS → 2/10
POS systems it connects toPOS and equipment5%POS systems it connects toBy option: Toast → 1.4/10; Square → 1.4/10; Clover → 1.4/10; Shift4 POS → 1.4/10; Lightspeed → 1.4/10; SpotOn → 1.4/10; Heartland (Genius) → 1.4/10; TouchBistro → 0/10; PAR → 0/10; Others → 0/10
Guest profiles with historyCustomer list and campaigns4%Guest profiles with historyYes = 10/10, No = 0/10
Email campaignsCustomer list and campaigns4%Email campaignsBy option: Included → 10/10; Paid add-on or higher plan → 5/10; Not offered → 0/10
Physical gift cardsGift cards4%Physical gift cardsBy option: Included → 10/10; You buy the cards or pay an add-on → 6/10; Not offered → 0/10
Initial termContract and exit4%Initial termBy steps: Up to 11 months → 10/10; 12–23 months → 7.5/10; 24–35 months → 5/10; 36–47 months → 2.5/10; 48 months or more → 0/10
Live support hours a weekSupport4%Live support hours a weekLinear: full score at 168, zero at 0
Early termination feeContract and exit3%Early termination feeBy option: None → 10/10; A fixed amount → 5/10; Fees left in the term → 2.5/10; Another formula → 2.5/10
Guest feedbackCustomer list and campaigns2%Guest feedbackYes = 10/10, No = 0/10
Your guest list when you leaveContract and exit2%Your guest list when you leaveBy option: You can download it yourself → 10/10; On request → 5/10; Limited or lost access after you leave → 0/10
Notice to avoid renewalContract and exit1%Notice to avoid renewalLinear: full score at 30 days, zero at 90 days
Dedicated specialistSupport1%Dedicated specialistYes = 10/10, No = 0/10

The formula

Each criterion gives a partial score from 0 to 1. The RTC Score is 10 × the weighted average of the criteria we could verify, reduced when data is missing: × (1 − 0.5 × (1 − completeness)). Completeness is the share of the total weight we could verify.

Below 60% completeness, a platform is marked as not having enough data and isn't ranked. That check always uses the base weights, so a ranking by type of business never includes a platform the overall ranking leaves out. A price the platform doesn't publish counts as missing: it lowers completeness, and with too little data the platform isn't ranked.

Reference profile for cost

Reference: 1 location, 500 text messages a month, 12 months: 1 location(s), 15 people with an account and 0 screen(s) per location, over 12 months.

Loyalty cost calculator

Assumptions behind the cost criteria

  • The cost adds the cheapest plan that covers the reference restaurant (priced per account, location, user or screen), the monthly and yearly fees, usage fees (per guest, text message or invoice) and one-time setup and hardware.
  • Optional add-ons are shown on each pricing page but not added. A module the reference restaurant always needs is added.
  • A price the provider doesn't publish never counts as $0: the estimate stays incomplete and the cost criterion counts as missing.
  • Promotions, like free months, are never taken off the cost and never count in the score.

Weights by type of business

Rankings by type of business multiply some weights. The overall ranking always uses the base weights.

Weights by type of business
Type of businessAdjustments
Small restaurants on a budget12-month cost (reference restaurant) ×1.25 · Initial term ×1.25 · Early termination fee ×1.25 · App with your brand ×0.5
Coffee shops and quick serviceWays to earn rewards ×1.25 · Digital gift cards ×1.25 · Physical gift cards ×1.25
Multi-location12-month cost (reference restaurant) ×0.8 · App with your brand ×1.5 · POS systems it connects to ×1.5 · Dedicated specialist ×2

What never affects a score

Commissions, affiliate deals, sponsorships and price requests. The scoring engine has no access to them, and every vendor gets the same rubric.

How we make money

Changelog

  1. v1.0.0 ·

    Published version. The weights of the 0.1.0 draft are now final, so no score changes with this version. This section is no longer a draft.

  2. v0.1.0 ·

    First draft for loyalty, CRM and gift card software. The score covers 12-month cost for one location with text campaigns (25%), the loyalty program (20%), the customer list and campaigns (20%), gift cards (10%), how it works with your POS (10%), contract and leaving with your guest list (10%) and support (5%). In the Spanish edition, Spanish-language criteria count for 10% and every other weight is scaled by 0.9. Gift-card-only platforms are listed without a score. Third-party ratings, referral programs and promotions don't count toward the score. Weights are pending external validation.