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
Visit websiteMailchimp 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
Visit websiteTally.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
Visit websiteAn 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
Integration Logic
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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.