Opterra Loyalty Platform

Enterprise loyalty, without the complexity

Wallet-first loyalty, family sharing, gamification, and no-code automation. Features that enterprise platforms charge a fortune for, at a price that works for growing businesses. Integrates seamlessly with our business growth solutions.

Digital Wallet Passes

Your customers' loyalty cards live right in Apple Wallet or Google Wallet. No app to download, always accessible, and automatically updated.

Native Apple & Google Wallet integration
No app downloads required
Real-time balance and tier updates
Push notifications for offers
Automatic pass updates when status changes
QR code for instant scanning
Apple Wallet
Google Wallet

Member

Sarah Johnson

Points Balance

2,450

Status

Gold Member

Next Reward

550 pts away

Points Economy & Tier Management

A complete points system with expiration, reservations, and clawback handling. Plus sophisticated tier management with automatic progression and entitlement grants.

Points Economy

Flexible Earn Rules

Award points per dollar, per visit, or per action with custom multipliers.

Point Expiration

FIFO-based expiration with configurable policies and grace periods.

Multi-Currency Balances

Support different point types (loyalty points, bonus points, promotional).

Reservations & Clawback

Hold points during checkout and handle returns automatically.

Tier Management

Auto-Progression

Members advance automatically based on spend, visits, or points earned.

Multiple Threshold Types

Qualify by annual spend, lifetime value, points earned, or custom metrics.

Tier History

Track member journey through tiers with full historical data.

Entitlement Grants

Automatically grant benefits when members reach new tiers.

Family & Group Sharing

The most sophisticated relationship modeling in the loyalty industry. Support for households, corporate groups, and custom relationships with configurable benefit propagation.

Growth Plan & Above

Household Accounts

Family members share tier status while maintaining individual point balances.

Corporate Groups

Employee benefits that extend to family members with configurable sharing rules.

Benefit Propagation

Tier benefits automatically flow to connected members based on role.

5+ Group Types

Household, corporate, referral, franchise, and custom relationship types.

Primary Member (Gold)
Spouse

Shared Gold tier

Child

Own points, shared benefits

Referral

Network bonus linked

Gamification

Drive engagement with badges, challenges, streaks, and leaderboards. Turn loyalty into a game your customers want to play.

Growth Plan & Above

Badges

5 rarity levels (common to legendary) with custom unlock criteria and visual assets.

Challenges

Time-limited goals with automatic reward fulfillment on completion.

Streaks

Track consecutive visits or purchases with bonus multipliers for maintaining streaks.

Leaderboards

Rank members by points, purchases, or custom metrics with privacy controls.

Entitlements

Go beyond points with non-monetary benefits. Discounts, fee waivers, priority access, and custom entitlements that make your loyalty program truly valuable.

Growth Plan & Above

Entitlements can be granted automatically based on tier, earned through challenges, or assigned manually. They integrate with your e-commerce checkout for automatic application.

Discounts

Percentage or fixed-amount off purchases

Fee Waivers

Waive shipping, service, or membership fees

Priority Access

Early access to sales, events, or products

Feature Access

Unlock premium features or content

Store Credit

Automatic credit grants on milestones

Custom Benefits

Define your own entitlement types

IF

Member Birthday

Triggers on member's birthday

DO

Award 2x Points

Double points for 24 hours

DO

Send Notification

"Happy Birthday! Enjoy 2x points today"

Rules Engine

No-code campaign automation. Create complex loyalty campaigns with event triggers, conditions, and actions — no developers required.

Growth Plan & Above
Event-triggered automation (purchase, signup, birthday, tier change)
JSON-based conditions with visual builder
Multiple action types (award points, grant badge, send notification)
Priority ordering for complex rule sets
A/B testing support for campaign optimization
Scheduled rules for time-based campaigns

Coalition Networks

Create partner ecosystems where members earn and redeem across multiple businesses. Perfect for shopping centers, franchise networks, and business associations.

Scale Plan & Above

Partner Networks

Create networks where members earn and redeem across multiple businesses.

Point Transfers

Members transfer points between partner programs with configurable exchange rates.

Transfer Constraints

Set limits, fees, and approval workflows for inter-program transfers.

Revenue Sharing

Automated settlement between coalition partners based on point flows.

Opterra Scanner

Ready to scan

Scan Pass
Manual Entry

PWA Scanner

A browser-based scanner that works on any device. No hardware to purchase, no apps to install, and minimal training required.

Any Device

Works on any phone or tablet with a camera

5-Minute Training

Simple interface that staff can learn immediately

Offline Mode

Continues working even with poor connectivity

Analytics & Insights

Understand your customer relationships with powerful analytics. Track engagement, measure ROI, and optimize your loyalty program with data-driven insights.

Customer lifetime value tracking
Retention rate dashboards
Reward redemption analytics
Tier progression reports
Campaign performance metrics
Member engagement scores
Cohort analysis (Growth+)
Predictive churn modeling (Scale+)

Total Members

2,847

+12% this month

Retention Rate

87%

Avg. CLV

$342

Tier Distribution

BronzeSilverGoldPlatinum

Better together with our Business Growth Solutions

The Opterra Loyalty Platform integrates directly with our CRM, marketing automation, and review management tools. Loyalty data feeds into your CRM, triggers automated campaigns, and helps you understand the full customer lifecycle.

Ready to grow smarter?

Whether you need better lead generation, a loyalty program, or the full suite — we'll build a system that works for your business. Schedule a free consultation to see how we can help.

Now accepting integration partners • Founder pricing available