The Scrappy Marketer's Playbook for Omnichannel Loyalty

Your loyalty program is stuck online, rewarding only purchases while valuable customer interactions on social media, in your newsletter, or at in-person events go unnoticed. This creates a disjointed experience, devaluing your program and weakening customer retention.


Introducing 'The Scrappy Marketer' stack—a clever, low-cost solution to unify your loyalty program. This playbook shows you how to use free-tier tools to create a simple yet powerful system. By distributing unique QR or alphanumeric codes, you can reward customers for any interaction, anywhere. They simply scan a code or enter it into a form, and their points are automatically tracked, bridging the gap between your online store and the real world.

Expected Outcomes

  • Create a unified, omnichannel loyalty experience that rewards every valuable customer interaction.
  • Increase customer engagement and retention by showing appreciation beyond just purchases.
  • Bridge the gap between your online and offline channels with a simple, scannable system.
  • Implement a complete loyalty tracking solution with minimal to zero recurring software costs.

Core Tools in This Stack

Mailchimp

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Mailchimp is an all-in-one marketing platform that helps small businesses and larger enterprises market smarter, not harder. It provides AI-powered tools to create and send engaging email campaigns, automate marketing tasks, manage audiences, and analyze campaign performance.

Key Features
  • Email Campaign Builder
  • Marketing Automation
  • Audience Management & Segmentation (CRM)
  • AI-powered Content Optimizer
  • Landing Page and Website Builder
  • A/B Testing
  • Advanced Reporting & Analytics
  • Extensive Integrations with other apps
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Mid-tier

Ease of Use

User-Friendly


Tally.so

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Tally.so is a no-code form builder that allows users to create forms, surveys, and quizzes with a simple, document-like interface. It is known for its generous free plan, which includes unlimited forms and submissions.

Key Features
  • Unlimited forms and submissions
  • Conditional logic
  • Calculations and answer piping
  • Payment collection via Stripe
  • File uploads and e-signatures
  • Customizable thank you screens
  • Wide range of integrations (Notion, Google Sheets, Airtable, Zapier)
  • No-code, document-style editor
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Subscription

Tier: Free

Ease of Use

Very easy


QR Code Generator

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An all-in-one QR Code marketing platform that allows users to create, manage, and track customizable static and dynamic QR codes for various data types, with options for branding, logos, and detailed scan analytics.

Key Features
  • Dynamic and static QR codes
  • Extensive customization with logos, colors, and frames
  • Real-time scan tracking and analytics
  • Support for multiple data types (URL, vCard, WiFi, etc.)
  • High-resolution vector file downloads (SVG, EPS)
  • Bulk QR code generation
  • API for integration
Ideal For

Company Size: Small, Medium

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Other

Pricing

Model: Freemium, Subscription

Tier: Low-cost

Ease of Use

Easy to use

The Workflow

graph TD subgraph "The Scrappy Marketer" direction LR N0["Mailchimp"] N1["Tally.so"] N2["QR Code Generator"] N2 -- "Links to form" --> N1 N1 -- "Creates/Updates Subscriber" --> N0 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue; class N2 blue;

Integration Logic

  • Form-to-List Point Sync

    This integration creates a one-way data flow initiated by a user. First, a QR Code is generated that links to a public Tally.so form. When a user submits this form, it triggers an automation workflow. The workflow takes the submission data (e.g., name, email) from Tally.so and uses it to create or update a subscriber in a specific Mailchimp audience, effectively syncing the new contact from the form to the email list.

Unlock Your Omnichannel Loyalty Playbook

Learn how to reward every customer interaction, online and off, to build a truly unified program that boosts retention.