A guide to loyalty & Upside

This comprehensive guide shows exactly how Upside works with your existing loyalty investments to boost impact.

Inside, you’ll learn:

  • How we work together to promote your business and drive signups to your loyalty program
  • How Upside accounts for “double-discounting” and takes proactive steps to protect your margin
  • The results we expect to deliver when you pair loyalty with Upside

A guide to loyalty & Upside

Download the report

A guide to loyalty & Upside

This comprehensive guide shows exactly how Upside works with your existing loyalty investments to boost impact.

Inside, you’ll learn:

  • How we work together to promote your business and drive signups to your loyalty program
  • How Upside accounts for “double-discounting” and takes proactive steps to protect your margin
  • The results we expect to deliver when you pair loyalty with Upside

Download report
A guide to loyalty & Upside
A guide to loyalty & Upside

How Loyalty & Upside works

This is one of the easiest instruction manuals you’ll ever follow — most of the work is on Upside.

Getting started

Upside’s marketing and product strategies are designed to get the most out of your existing investments. Take a closer look at the levers we use to drive signups and engagement, like marketing partnerships and API integrations.

Full transaction walkthroughs

From the time the customer walks through your doors to the time they receive their cash back, what does a transaction featuring both loyalty and Upside actually look like? We’ll show you everything that happens on the back end.

Proven results

We see up to 44% of Upside users sign up for a retailer’s loyalty. They visit more often and spend more, too. No matter the retail category, Upside delivers results that go straight to your bottom line.

How Loyalty & Upside works

Nearly 80% of today’s retail customers are uncommitted, shopping across brands and formats in order to maximize their own value. Long-term growth depends on understanding and influencing them — profitably. This new report shows you how.

Select your industry

Grocery

Most grocers’ retention buckets are leakier than they think.

For grocers, 31% of their customers in a given month will churn — even more so for new customers. Loyalty programming helps, but significant churn risks remain.

  • 31% of all customers shopping in a given month won't be back that year
  • 50% of new customers shopping in their first month won't be back that year
  • 14% of loyalty members shopping in a given month won't be back that year
Grocery Bars

Restaurant

Most restaurants’ retention buckets are leakier than they think.

For restaurant retailers, 42% of their customers in a given month will churn — even more so for new customers.

  • 42% of all customers shopping in a given month won't be back that year
  • 64% of new customers shopping in their first month won't be back that year
Restaurant Bars

Fuel

Most fuel retailers’ retention buckets are leakier than they think.

For fuel retailers, 51% of their customers in a given month will churn — even more so for new customers. Loyalty programming helps, but significant churn risks remain.

  • 51% of all customers shopping in a given month won't be back that year
  • 64% of new customers shopping in their first month won't be back that year
  • 20% of loyalty members shopping in a given month won't be back that year
Fuel Bars

Full transaction walkthroughs

From the time the customer walks through your doors to the time they receive their cash back, what does a transaction featuring both loyalty and Upside actually look like? We’ll show you everything that happens on the back end.

New data reveals the key to higher retention rates.

Retained customers spend at higher levels than new customers

Source: Upside transaction data from 7.7 million customers at 335 grocery stores, 2,254 fuel stations, and 1,498 restaurants from March 2022 to February 2025.

Key takeaway

Customer retention is about building habits, visit by visit. Our research shows regular grocery customers are 46 percentage points more likely than new customers to stick around after a year — and that compounds over time.

A guide to loyalty & Upside

Upside complements your existing strategy by acquiring new customers and engaging lapsed members.

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Upside complements your existing strategy by acquiring new customers and engaging lapsed members.

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Complete the form here for access to the tactical guide to loyalty and Upside.