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Creating Your First Program (For Business Owners)

Step-by-step guide to setting up a stamp card

Dec 5, 2025

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

  1. Navigate to Stamp Cards in the partner sidebar
  2. Click Create New Stamp Card
  3. 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:

  1. Click the icon picker
  2. Browse categories:
    • Popular
    • Food & Drink
    • Retail
    • Services
    • Emojis
  3. Click your preferred icon
  4. 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:

  1. Program is created — Appears in your stamp cards list
  2. Immediately available — Customers can start enrolling (if active)
  3. Staff can award stamps — QR scanning is enabled
  4. Analytics begin tracking — Enrollment and completion data collected

Testing Your Program

Before promoting widely:

  1. Create a test enrollment — Use a test customer account
  2. Award stamps — Have staff practice QR scanning
  3. Complete the card — Test the full redemption flow
  4. Verify rewards — Ensure points credit or physical rewards work correctly
  5. Check appearance — View on mobile and desktop

Next Steps