联合型忠诚计划研究现状与展望  

Coalition Loyalty Programs: A Literature Review and Prospects

作　　者：康俊 包佳鑫[2] 江林 Kang Jun;Bao Jiaxin;Jiang Lin(School of Economics and Management,Beijing University of Posts and Telecommunications, Beijing100876,China;Business School,Hunan University,Changsha 410082,China;Business School,Renmin University of China,Beijing 100872,China)

机构地区：[1]北京邮电大学经济管理学院,北京100876 [2]湖南大学工商管理学院,湖南长沙410082 [3]中国人民大学商学院,北京100872

出　　处：《外国经济与管理》2019年第4期85-97,共13页Foreign Economics & Management

基　　金：国家自然科学基金项目(71402050;71772059)

摘　　要：联合型忠诚计划是由两家或两家以上的企业合作向顾客推行的共同的忠诚计划,它本质上是一种针对消费者多企业购买行为的回报计划,是管理顾客忠诚的重要工具。本文基于对现有文献的梳理,提出了一个联合型忠诚计划运作机理分析框架(即,设计要素—作用路径—作用结果),并通过整合不同参与方视角,回顾了联合型忠诚计划的主要设计要素(如,用户组合、消费回报、伙伴关系),阐述了联合型忠诚计划在运作中产生的价值创造效应、溢出效应与数据效应三种作用路径,分析了联合型忠诚计划存在的多种忠诚模式,进而针对联合型忠诚计划的结构设计、价值分配和忠诚转化等未来研究方向提出了建议。Coalition loyalty programs, compared with traditional standalone loyalty programs,represent an innovative customer relationship management tool. It is also known as loyalty program partnership, multi-vendor loyalty program, or universal loyalty currency program. This paper provides a framework(i.e., program design-working mechanisms-program outcomes) for understanding the effectiveness of a coalition loyalty program based on the literature review.The paper begins with the review of three most important decisions in the coalition loyalty program design, i.e., user portfolio, reward structure, and partnership portfolio.This paper then reviews three working mechanisms of the coalition loyalty program identified from literature, integrating both positive and negative effects related to each mechanism. First, perceived value, determined by the difference between perceived benefits and perceived costs, is a key mechanism of the coalition loyalty program to attract and maintain both the participating group and consumers.Consumers’ perceived benefits increase due to various opportunities to earn and redeem points, while their perceived costs increase as the program complexity and point price increase. The participating group can perceive more benefits because of the opportunities for co-marketing campaigns and marketbased assets access;whereas the increasing costs for points redemption can increase their perception of program costs. Second, spillover effects occur between the participating group and the program sponsor,and can be either positive or negative. Although positive spillover effects help to keep the participating group in the program overtime, only those companies showing high fit with each other can enjoy such reinforcing effects. Negative spillover effects occur when one or some participating companies fail to serve consumers, which can be mitigated if the program offers high-level special treatment to consumers. Last, data effects indicate that both the program sponsor and the participating group can bene

关 键 词：联合型忠诚计划 顾客关系管理 感知价值 溢出效应 顾客数据隐私 

分 类 号：F270[经济管理—企业管理]