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Family loyalty programmes in retail: reward the household

A family loyalty programme in retail treats the household as the member, because one parent often buys for everyone. Torfs did this with its Ravotclub on Salesforce. Our position: when parents buy for others, a profile per shopper tells you too little.

Child having feet measured in store as part of a family loyalty programme

Key takeaways

1

When one parent buys for the family, the household is the real customer to recognise.

2

Useful family data is small: who, which age, which size. Collect only that.

3

The reward that works best is often better advice, such as the right size first time.

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The decision on the table is whether to model families in your CRM, or keep recognising individual shoppers. A household model changes your data structure, your consent flows and the way every channel greets a customer. It is a bigger step than adding a field. Done well, it turns purchases you could not explain into a pattern you can serve.

Why a single-shopper profile misses the family

A standard customer profile assumes the buyer is the user. In children's shoes, school clothing or toys, that assumption breaks. A mother buying size 31 trainers, size 34 boots and a pair of heels in one basket looks confusing to a recommendation engine. To a family loyalty programme it is three people with three needs.

Torfs, the Belgian shoe retailer, calls its answer Family Relationship Management. The idea is simple: extend the Salesforce customer record with a complete overview of the family, so that advice and offers can match the person the shoes are for. The wider case for one customer record in Salesforce CRM applies here with one change: the record describes a household.

How Torfs built the Ravotclub on Salesforce

The Ravotclub is Torfs' loyalty programme for families, and we worked with Torfs on the Salesforce side of it. Parents add family members to their profile through a dedicated landing page, designed to make that step quick and playful. In return they receive a loyalty experience with advantages matched to each family member, built into the webshop.

In the store, families can start with a 3D digital foot measurement. The measurement travels from the in-store device to the Salesforce platform through an integration layer built on MuleSoft. From there, both the till system and the Commerce Cloud (Agentforce Commerce) webshop can consult it to give size advice. The aim is fewer returns and better insight into how products fit.

Online, the parent selects the family member they are shopping for and sees the shoes that fit that child. Through Marketing Cloud Connect, the link between Salesforce CRM and Marketing Cloud, families also receive journeys about the products they bought and upcoming events. Service Cloud was part of the same Salesforce setup, so the family overview sat in the CRM that service and stores already used.

What a family model asks of your data

A family loyalty programme runs on a small amount of data, used well. For shoes that means who the child is, their age and their size, updated at each measurement. More fields rarely add value. They mostly add risk.

Data about children calls for extra care under the General Data Protection Regulation (GDPR). Make the parent the account holder, explain what each field is for, and keep only what the service needs. That discipline also keeps the data model simple enough for store staff to use at the till, which is where a family programme succeeds or fails.

Jan De Vos
Head of Commerce

More fields rarely add value. They mostly add risk.

Jan De Vos

|

Head of Commerce

Advice is the reward families notice

Parents struggle to balance fit, the child's favourite style and what the shoe is for. A programme that solves that problem can earn more loyalty than a discount code, because it saves a trip back to the store with the wrong size. In a category where feet grow quickly, the next purchase has a natural moment, and good advice gets you invited back.

Points and tiers still have a place. Their design is a separate question, covered in our piece on building a loyalty programme strategy. What a family programme adds is the timing and the unit: reward the household, and time offers to the moments when children outgrow what they have.

Connecting store, webshop and marketing

A family programme only works when every channel sees the same household. The measurement taken in the store must reach the webshop, and the webshop's purchase must reach marketing. At Torfs that meant B2C Commerce for webshop and in-store kiosk, Service Cloud on the CRM side, Marketing Cloud for journeys and MuleSoft to connect the in-store devices.

The light version is a family profile on the webshop only. It is quicker to launch and it teaches you what families actually use. The heavy version connects store devices, the till system and marketing. It costs more in integration, and it is the version where the size advice follows the child from store to sofa.

Where points and tiers need to live on the same records as the family, our overview of what Salesforce Loyalty Management runs sets out where the product fits.

When a family model is worth it

A household model pays off where purchases are regularly made for others and where fit or age drives the choice. Children's fashion, shoes, school supplies and toys are clear cases. For categories where people mostly buy for themselves, a standard profile with good segmentation does the job at lower cost.

Commerce is where FORWARD grew up, and retail loyalty is where Commerce, CRM and marketing meet. Our advice on sequencing follows from that: define the family record first, then the one piece of advice it should improve, then connect the channels that need it.

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About the Author
Jan De Vos
Head of Commerce

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