Loyalty Revenue

Our loyalty program is built to help coffee shop partners control costs while still driving real revenue.

In an industry that’s long relied on the traditional Buy 10, Get 1 Free punch card—roughly a 9–10% cost—and layered on subscription fees, Joe takes a fundamentally different approach to loyalty.

We offer an intelligence-layer marketing program that caps your store at 5% of Marketing Influended Sales. For partners implementing best practices, every $1 invested into our Marketing Programs generates an average $41 return on investment.

That’s because when a customer redeems a reward, Joe reimburses the shop for the redeemed item (Joe reinvestment). At checkout, this does two important things:

• You’re reimbursed for the reward value
• Your customer experiences what’s known as mental accounting: they were already planning to spend a certain amount, and now they’re more likely to add an extra item—often increasing their total order

The result is a loyalty program that drives higher spend, repeat visits, and retention—without the traditional cost burden.

At its core, this report answers three key questions:

1. How much revenue is loyalty generating?
2. What does loyalty actually cost my business?
3. Is my loyalty program delivering a positive return?

Marketing Influenced Sales

Loyalty Attributed Sales

• Definition: Total revenue generated from customers influenced by your loyalty program.
• This includes sales from customers who:
  • Redeemed rewards
  • Used stored value or gift cards
  • Ordered through mobile
  • Opted in to loyalty in person

This metric shows the full revenue impact of loyalty, not just discounts redeemed.

Loyalty Revenue by Channel

This section breaks loyalty revenue into how customers are engaging with your shop:

• Mobile Ordering Net Sales
  Revenue from loyalty customers placing orders through the mobile app.
• Loyalty Balance Net Sales
  Revenue from customers paying with stored value or gift card balances.
• Loyalty In-Person Net Sales
  Revenue from customers who opted into loyalty at the register.
• Marketplace Net Sales
  Revenue from marketplace customers who discovered your shop through the Joe network.

Why this matters: Understanding where loyalty shows up helps you decide where to invest—mobile, in-store opt-in, or stored value.

Marketing OS Investment

• Definition: The total value of rewards issued to customers.

Joe Reinvestment

• Definition: The portion of loyalty costs covered by Joe on your behalf.

Marketing OS Cost

• Definition: Your actual out-of-pocket loyalty cost after Joe reinvestment is applied.

Use View Full Breakdown to see loyalty costs at a transaction level.

Marketing Program ROI

Total Marketing Program ROI per $1

• Definition: Total revenue generated for every $1 invested across your entire loyalty program.
• Includes the influence of:
  • Rewards
  • Mobile orders
  • Stored value usage
  • Repeat visits
  • In-person opt-ins

A higher number means loyalty is driving significant incremental revenue beyond its cost.

Marketing Program ROI

• Definition: Revenue generated for every $1 redeemed through rewards.

This metric helps you understand whether rewards are encouraging larger baskets, more frequent visits, or both.

Redemption Rate

• Definition: Percentage of issued rewards that are redeemed by customers.

A high redemption rate indicates:

• Customers understand your loyalty program
• Rewards feel valuable
• Engagement is strong

Marketing Influenced Sales % of Revenue

• Definition: The percentage of your total revenue influenced by loyalty-engaged customers.

This metric highlights how critical loyalty is to your overall business.

Customer Segment Performance

This table compares how different customer groups behave:

• Loyalty Balance Customers
  Typically show higher order frequency and lifetime value.
• Mobile Ordering Customers
  Often place larger orders and return more frequently.
• In-Person Loyalty Customers
  Represent strong opt-in opportunities at the register.
• Marketplace Customers
  New customers discovering your shop through the network.
• Non-Opt-In Customers
  Baseline behavior without loyalty engagement.

Use this view to identify:

• Which segments spend more
• Where upsell or conversion opportunities exist
• How loyalty impacts order frequency and average spend

Actionable Insights & Best Practices

• If loyalty attributed revenue is high and loyalty cost % is low, your program is working efficiently
• If redemption rate is low, consider simplifying rewards or improving in-store education
• Use mobile and stored value trends to guide promotions and gift card offers
• Compare loyalty vs non-opt-in customers to validate loyalty’s impact

Summary

The Loyalty Revenue report gives you a complete, industry-aligned view of how loyalty drives revenue, retention, and profitability. By reviewing this dashboard regularly, you can confidently invest in loyalty programs that grow your business—not just give discounts.

Generated from Merchant Manager reporting.