Checklist template

Loyalty and fuel rewards promotion at fuel stations

A ready-to-use checklist with 96 items in 6 sections, covering Signage, Pump prompts, Cashier offer, Enrolment, Redemption, Results. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 96 Items
  • 74 Yes / No checks
  • 6 Scored ratings
  • 104 Points

Use this template How audits work

1. Signage 16 items

  1. Dispensers on the forecourt Number
  2. Dispensers carrying a current rewards program sign or decal Number
  3. The rewards sign on each dispenser states the saving per gallon or per liter for members Yes / No 1 pt
  4. The member price is shown on the main price sign where the program calls for it Yes / No 1 pt
  5. Rewards signs state how to join (app, QR code, phone number at the pump, or at the register) Yes / No 1 pt
  6. The QR code on a pump sign opened the enrollment page when scanned during the visit Yes / No 1 pt
  7. A rewards decal is on the store entrance door Yes / No 1 pt
  8. A rewards sign or counter mat faces the customer at every register Yes / No 1 pt
  9. Shelf tags for member-price items show the member price next to the regular price Yes / No 1 pt
  10. Member-only offers of the current period are signed at the shelf or cooler where the product sits Yes / No 1 pt
  11. Every rewards sign carries the current program name and logo Yes / No 1 pt
  12. No sign of a retired rewards program remains on the forecourt or in the store Yes / No 1 pt
  13. Partner logos on the signs (grocery chain, credit card) are those of current partners Yes / No 1 pt
  14. The bonus reward on a car wash purchase is signed at the car wash pay point, where the program offers one Yes / No 1 pt
  15. Enrollment brochures or cards fill the holder at each register Yes / No 1 pt
  16. Visibility of the rewards program to a customer who is not a member Rating
    • Seen at the pump, the door and the register 5 pts
    • Seen at only one or two of these 3 pts
    • Hardly visible 1 pt

2. Pump prompts 16 items

  1. Dispensers tested for the rewards prompt Number
  2. Dispensers tested where the rewards prompt worked Number
  3. Each dispenser tested asks for a rewards ID before payment Yes / No 1 pt
  4. The prompt screen shows the current program name and artwork Yes / No 1 pt
  5. The barcode scanner at the pump read the member barcode from a phone screen Yes / No 1 pt
  6. The pump accepted a phone number typed on the keypad as the member ID Yes / No 1 pt
  7. The pump accepted a swiped or tapped rewards card, where the program issues cards Yes / No 1 pt
  8. The pump asks the member whether to use or save the reward, where the program gives the choice Yes / No 1 pt
  9. The pump screen showed the reward being applied in words or cents Yes / No 1 pt
  10. A customer who is not a member can skip the prompt with one key press Yes / No 1 pt
  11. The prompt is offered in the second language used in the market Yes / No 1 pt
  12. No dispenser shows a "rewards unavailable" message Yes / No 1 pt
  13. A dispenser whose rewards reader does not work is tagged and has been reported Yes / No 1 pt
  14. The receipt printed at the pump shows the reward used and the balance left Yes / No 1 pt
  15. Rewards are applied when fuel is paid through the mobile app at this site Yes / No 1 pt
  16. Rewards experience at the pump Rating
    • Worked on every dispenser tested 5 pts
    • Failed on one dispenser 3 pts
    • Failed on several dispensers 1 pt

3. Cashier offer 16 items

  1. Transactions observed at the register Number
  2. Transactions observed in which the cashier asked for a rewards ID Number
  3. The cashier asked every customer observed for a rewards ID before taking payment Yes / No 1 pt
  4. The cashier invited a customer who is not a member to join Yes / No 1 pt
  5. The cashier can explain in one or two sentences how rewards are earned Yes / No 1 pt
  6. The cashier can explain how to use a reward at the pump Yes / No 1 pt
  7. The cashier can name the bonus offer of the current period Yes / No 1 pt
  8. The cashier can find a member's account from a phone number Yes / No 1 pt
  9. For fuel prepaid inside, the cashier enters the rewards ID before authorizing the pump Yes / No 1 pt
  10. The cashier told the member how much was earned or saved on the purchase Yes / No 1 pt
  11. The customer-facing screen shows the rewards earned during the transaction Yes / No 1 pt
  12. Cashiers do not scan a house card or their own card for customers who are not members Yes / No 1 pt
  13. A prompt card with the rewards offer wording is posted on the employee side of the register Yes / No 1 pt
  14. Training records show every cashier on duty has completed the rewards program training Yes / No 1 pt
  15. The register asks for a rewards ID before the cashier can total the sale Yes / No 1 pt
  16. Cashier's offer of the rewards program Rating
    • Offered to every customer with a clear explanation 5 pts
    • Offered to some customers 3 pts
    • Not offered 1 pt

4. Enrolment 16 items

  1. New members enrolled at the site last week Number
  2. Weekly enrollment target of the site Number
  3. The cashier can start an enrollment at the register or on the PIN pad Yes / No 1 pt
  4. An enrollment started from the QR code or the app was carried to its last step during the visit Yes / No 1 pt
  5. A new member can use a reward on the same visit Yes / No 1 pt
  6. Rewards cards or key tags are in stock, where the program issues them Yes / No 1 pt
  7. The welcome offer for new members is signed at the register Yes / No 1 pt
  8. The welcome offer for new members applied in a test or an observed enrollment Yes / No 1 pt
  9. Customers enter their own contact details and marketing consent, on the PIN pad or on their phone Yes / No 1 pt
  10. No paper with a customer's personal details is left on the counter Yes / No 1 pt
  11. Cell coverage or store Wi-Fi allows the app to be downloaded at the register Yes / No 1 pt
  12. Cell coverage or store Wi-Fi allows the app to be downloaded at the pump Yes / No 1 pt
  13. The QR codes and enrollment cards used carry this site's own code, so sign-ups are credited to the site Yes / No 1 pt
  14. The enrollment target is posted in the back office Yes / No 1 pt
  15. The employee on duty can state the current enrollment contest or incentive Yes / No 1 pt
  16. Ease of joining the program on site Rating
    • Joined in a few minutes with no help 5 pts
    • Joined with help from the cashier 3 pts
    • Could not complete on site 1 pt

5. Redemption 17 items

  1. A test redemption at the pump lowered the price per unit by the reward shown in the member account Yes / No 1 pt
  2. A test redemption at the register lowered the total by the reward shown in the member account Yes / No 1 pt
  3. The register receipt shows the reward used and the balance left Yes / No 1 pt
  4. The maximum quantity of fuel per redemption is stated on the pump screen or on a sign Yes / No 1 pt
  5. Two member-price items scanned with a member ID rang at the member price Yes / No 1 pt
  6. Free-item rewards (for example a coffee club) are redeemed without a manager override Yes / No 1 pt
  7. Rewards earned with a partner (grocery chain, credit card) can be redeemed at this site Yes / No 1 pt
  8. The cashier can say whether a fuel reward combines with a car wash discount or a coupon Yes / No 1 pt
  9. The cashier can tell a member when unused rewards expire, or where to find the date Yes / No 1 pt
  10. A reward applies to fuel prepaid inside as well as at the pump Yes / No 1 pt
  11. The cashier can state what to do when a reward does not apply Yes / No 1 pt
  12. The rewards customer service number or app help page is given on a sign or brochure Yes / No 1 pt
  13. Refunds of purchases made with a reward follow the written procedure at the register Yes / No 1 pt
  14. Member complaints about missing rewards are logged Yes / No 1 pt
  15. Logged complaints about missing rewards were forwarded to the program support team Yes / No 1 pt
  16. Complaints about missing rewards logged in the last 30 days Number
  17. Reliability of redemption Rating
    • Every test redemption worked 5 pts
    • One test failed 3 pts
    • Redemption not working 1 pt

6. Results 15 items

  1. Share of transactions with a rewards ID last week (%) Number
  2. Target share of transactions with a rewards ID (%) Number
  3. Share of fuel volume sold with a rewards ID last week (%) Number
  4. Rank of the site in its district for rewards transactions Number
  5. The site is at or above its target share of rewards transactions Yes / No 1 pt
  6. Rewards results of the last week are posted for employees Yes / No 1 pt
  7. The manager can state last week's share of rewards transactions without looking it up Yes / No 1 pt
  8. Rewards results are reviewed by cashier or by shift Yes / No 1 pt
  9. Coaching records exist for cashiers with the lowest rewards results Yes / No 1 pt
  10. A written action plan exists if the site is below target Yes / No 1 pt
  11. Actions from the previous rewards review have been completed Yes / No 1 pt
  12. Date of the previous rewards review Date
  13. Name of the site manager Short text
  14. Overall promotion of the rewards program Rating
    • Signed, prompted at the pump and offered by the cashier 5 pts
    • One of the three missing 3 pts
    • Two or all three missing 1 pt
  15. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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