Creating Your First Program (For Business Owners)
Step-by-step guide to setting up a stamp card
Create your first stamp card program in minutes. This guide walks you through every step, from basic details to reward configuration and visual customization.
Before You Start
Ensure you have:
- At least one club created
- A clear idea of your reward (points or physical item)
- If using points rewards: An active loyalty card in the same club
Accessing the Creation Form
- Navigate to Stamp Cards in the partner sidebar
- Click Create New Stamp Card
- The multi-tab creation form opens
The form has six tabs: Details, Card Text, Stamp Configuration, Reward, Validity, Display Settings, and Media. Complete each tab to build your program.
Tab 1: Card Details
Internal Name
Field: Name Required: Yes Purpose: For your organization only, not visible to customers
Example: "Coffee Loyalty Card - Winter 2024"
Tips:
- Use descriptive names that help you identify programs
- Include season or campaign name if applicable
- Keep it clear for your team
Club Selection
Field: Club Required: Yes Purpose: Which location this program belongs to
Select the club where this stamp card will be active. Customers can only participate in programs for clubs they have access to.
Active Status
Field: Active Default: Enabled Purpose: Controls whether customers can earn stamps
Enabled: Program is live and accepting stamp collection Disabled: Program exists but customers cannot earn new stamps
Use this to pause programs without deleting them.
Tab 2: Card Text
All text fields support multiple languages. Add translations to reach international customers.
Title
Field: Title Required: Yes (at least one language) Visible to: Customers Character limit: 255
This is the main program name customers see.
Examples:
- "Free Coffee Card"
- "Buy 10, Get 1 Free"
- "VIP Rewards Program"
Tips:
- Be clear and compelling
- Mention the reward if possible
- Keep it concise
Description
Field: Description Required: No Visible to: Customers Character limit: 1000
Explain what the program offers and how it works.
Example: "Collect 10 stamps and get your next large coffee absolutely free! Earn one stamp with every coffee purchase of $3 or more."
Tips:
- Lead with the benefit
- Explain qualifying purchases
- Keep it friendly and engaging
Reward Title
Field: Reward Title Required: No Visible to: Customers Character limit: 255
Name the reward customers will earn.
Examples:
- "Free Large Coffee"
- "1000 Bonus Points"
- "20% Off Next Purchase"
Reward Description
Field: Reward Description Required: No Visible to: Customers Character limit: 1000
Provide details about the reward.
Example: "Enjoy any large coffee of your choice, including specialty drinks and seasonal favorites. Valid for one-time use."
Tips:
- Be specific about what's included
- Mention any restrictions
- Create excitement
Tab 3: Stamp Configuration
Stamps Required
Field: Stamps Required Required: Yes Range: 1-50 Default: 10
How many stamps customers must collect to complete the card.
Recommendations:
- 5-8 stamps: Quick wins, high completion rate
- 10-12 stamps: Standard programs, balanced engagement
- 15-20 stamps: Premium rewards, longer commitment
- 20+ stamps: Exclusive programs, very high value rewards
Example: Set to 10 for a classic "buy 10, get 1 free" program.
Stamp Icon
Field: Stamp Icon Required: Yes Default: ☕ (coffee cup)
Choose the emoji or icon displayed on each stamp.
To select:
- Click the icon picker
- Browse categories:
- Popular
- Food & Drink
- Retail
- Services
- Emojis
- Click your preferred icon
- See live preview
Popular choices:
- ☕ Coffee shops
- 🍕 Restaurants
- 🛍️ Retail
- ⭐ General loyalty
- 💎 Premium programs
Tips:
- Choose recognizable icons
- Match your business type
- Ensure it works in light and dark mode
Minimum Purchase Amount
Field: Min Purchase Amount Required: No Format: Currency (e.g., $5.00)
The minimum transaction value required to earn a stamp.
Example: Set to $5.00 to require at least $5 spent per stamp.
When to use:
- Prevent stamps on very small purchases
- Ensure meaningful transactions
- Protect program economics
When to skip:
- All purchases should earn stamps
- You want maximum accessibility
- Transaction values are consistent
Max Stamps Per Transaction
Field: Max Stamps Per Transaction Required: No Default: 1 Range: 1-10
Maximum stamps a customer can earn in a single purchase.
Example: Set to 3 to allow bulk purchases to earn up to 3 stamps.
Use cases:
- 1 stamp: Standard programs, one stamp per visit
- 2-3 stamps: Allow bulk purchases to earn multiple stamps
- 5+ stamps: Special promotions or high-value transactions
Calculation: If minimum purchase is $10 and max stamps is 3:
- $10 purchase → 1 stamp
- $25 purchase → 2 stamps
- $40 purchase → 3 stamps (capped)
Daily Stamp Limit
Field: Daily Stamp Limit Required: No Default: None (unlimited)
Maximum stamps a customer can earn per day.
Example: Set to 3 to prevent more than 3 stamps per day.
When to use:
- Prevent abuse or gaming
- Ensure fair distribution
- Slow down completion for longer engagement
When to skip:
- You trust your customers
- Purchases are naturally limited
- You want maximum flexibility
Tab 4: Reward
Choose between points rewards and physical rewards.
Reward Type
Options:
- Loyalty Card Points — Auto-credit points when completed
- Physical Reward — Customer claims tangible item
Points Reward Configuration
If you selected "Loyalty Card Points":
Reward Points Required: Yes Range: 1-1,000,000
How many points to credit when the card is completed.
Example: Set to 1000 to award 1,000 bonus points.
Linked Loyalty Card Required: Yes Options: Active loyalty cards in the same club
Which loyalty card receives the points.
Example: Select "Main Loyalty Program" to credit points there.
Auto-credit behavior:
- Points added instantly upon completion
- Customer receives notification
- Stamp card resets automatically
- Transaction logged in loyalty card history
Physical Reward Configuration
If you selected "Physical Reward":
Requires Physical Claim Default: Checked Purpose: Customer must visit to claim reward
Checked: Customer shows reward QR code to staff Unchecked: Reward is informational only
Requires Staff for Reward Default: Checked Purpose: Staff must process redemption
Checked: Only staff can confirm reward claim Unchecked: Customer can self-redeem (future feature)
Typical setup: Both boxes checked for physical items.
Mixed Rewards
You can configure both:
- Select "Loyalty Card Points" and enter points
- Also check "Requires Physical Claim"
Result: Customer gets points automatically AND must visit for physical item.
Example: 500 points + free coffee
Tab 5: Validity
Optional date range for seasonal or limited-time programs.
Valid From
Field: Valid From Required: No Format: Date picker
When the program becomes active.
Example: Set to December 1 for a holiday program.
Behavior:
- Customers cannot earn stamps before this date
- Program appears but shows "Not yet active"
Valid Until
Field: Valid Until Required: No Format: Date picker
When the program ends.
Example: Set to February 28 for a winter promotion.
Behavior:
- Customers cannot earn stamps after this date
- Uncompleted cards expire
- Completed rewards remain claimable (for a grace period)
Tips:
- Leave blank for perpetual programs
- Use for seasonal campaigns
- Set end dates for limited-time offers
- Ensure "Valid From" is before "Valid Until"
Tab 6: Display Settings
Visible on Homepage
Field: Visible on Homepage Default: Unchecked Purpose: Feature program on customer homepage
Checked: Program appears in featured section Unchecked: Customers must find it in wallet or search
When to enable:
- New program launches
- Seasonal promotions
- High-value rewards
- Maximum visibility desired
Max Enrollments Per Member
Field: Max Enrollments Per Member Required: No Default: Unlimited
Limit how many times one customer can enroll.
Example: Set to 1 for one-time-only programs.
Use cases:
- 1: New customer acquisition programs
- Unlimited: Ongoing loyalty programs
Tab 7: Media
Logo Image
Field: Logo Required: No Format: JPG, PNG, WebP Size limit: 5MB Recommended: 500x500px square
Upload your business or program logo.
Tips:
- Use square format
- High resolution for clarity
- Transparent background works well
- Ensure it's readable at small sizes
Background Image
Field: Background Required: No Format: JPG, PNG, WebP Size limit: 10MB Recommended: 1200x600px horizontal
Upload a background image for the stamp card.
Tips:
- Use horizontal format
- Choose images that don't obscure text
- Ensure good contrast
- Test in light and dark mode
Background Opacity
Field: Background Opacity Range: 0-100% Default: 60%
Controls background image transparency.
Lower opacity: More transparent, text more readable Higher opacity: More visible background, potential readability issues
Recommendation: Keep at 50-70% for best text readability.
Saving Your Stamp Card
Save Button
Click Save to create the stamp card and return to the list.
Save & Continue Button
Click Save & Continue to create the card and stay on the form for further edits.
Validation
The system validates all fields before saving:
Common validation errors:
- Name is required
- Title required in at least one language
- Stamps required must be 1-50
- Valid From must be before Valid Until
- Reward points required if points reward selected
- Reward card required if points reward selected
Fix any errors highlighted in red and save again.
After Creation
Once saved:
- Program is created — Appears in your stamp cards list
- Immediately available — Customers can start enrolling (if active)
- Staff can award stamps — QR scanning is enabled
- Analytics begin tracking — Enrollment and completion data collected
Testing Your Program
Before promoting widely:
- Create a test enrollment — Use a test customer account
- Award stamps — Have staff practice QR scanning
- Complete the card — Test the full redemption flow
- Verify rewards — Ensure points credit or physical rewards work correctly
- Check appearance — View on mobile and desktop
Next Steps
- Configuring Rewards — Deep dive into reward options
- Designing Your Cards — Visual customization tips
- Monitoring Performance — Track program success