Stamp Card
Last updated
Last updated
Instead of physical stamps or punches on a paper card, the e-stamp card enables customers to collect stamps digitally and earn rewards. Customers can easily view their progress towards rewards on their phone.
e.g. Collect 10 stamps to get a free coffee.
1. After a successful login, go to the left-hand menu and click on the icon for the Cards module.
2. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create from scratch. To have a better understanding, we will take a look at card creation from scratch.
3. Card Type - Click on the Stamp card type and then click the Continue button. This will take you to the Settings section.
4. Settings
Choose the language for the stamp card, using the Language dropdown menu.
Select the expiration date by choosing one of the options under Card Expiration Date using the radio buttons.
Set the location(s) of your business where the card can be used from the Locations field. Multiple selections can be made from here.
Based on your location, our geo-location function will automatically send a push notification, with your custom message, to any customers that are within 100 meters of your location.
Under Card Issuing Form, you can define the specific fields you wish to include at the stamp card registration process. To make a field mandatory, enable the "Required" toggle.
The "Unique" toggle marks the particular field as a unique identifier. E.g. There might be 2 people with the same First and Last name, but they are separately identified by either their email address or phone number. (We recommended selecting one of them as "unique")
To remove a field, click the X button. To create a new field, click the "Add field" button. From here, you can select the field type and enter the name of the field you want to add to the card.
The next section is the UTM field, which allows you to create a unique link to track the traffic generated by that specific channel.
For example, if you enter "Facebook" into the field and click "Add a link with UTM tag", it will generate a URL with a UTM tag that you can use to track only Facebook's traffic.
The Phone Mask dropdown feature allows you to set a default area code for the phone number, which is based on the region you are currently in.
If you wish to include the privacy policy on the card, simply enable the toggle button located next to the 'Privacy Policy' heading. Additionally, you can edit the privacy policy by using the field located below the heading.
If you want to include consent when processing a user's personal information, simply enable the toggle button located next to the 'Consent to the processing of personal data' heading.
You can include Google, Facebook, or a customized script for analytics or event codes in the 'Analytics' field.
Once the required fields are filled, click the Continue button. This takes you to the Design section.
5. Design -
To get started, select the number of stamps required to redeem the reward from the 'Stamp Count' heading.
To choose the icon for representing an active stamp, use the 'Active Stamp' dropdown. Similarly, use the 'Inactive Stamp' dropdown to select the icon for an inactive stamp. You also have the option to upload your own icons for both the active and inactive stamps.
To choose a logo to be displayed on the card and release form, click the 'Select File' button under the 'Logo' heading and choose a file from your system storage. Similarly, to choose an icon to be displayed in push messages, click the 'Select File' button under the 'Icon' heading and choose a file from your system storage.
To select a background image for the stamps, click the 'Select File' button under the 'Background under stamps' heading and choose a file from your system storage.
In the 'Colors' section, you can set the colors for the card background, text, stamp background, outline, active and inactive stamps, and the background under the stamp.
Under the 'Fields Name' heading, use the 'Field' dropdown to select the type of field that will appear on the card. Additionally, use the 'Field Name' field to enter the text that will be displayed in the defined field on the card.
If you want the logo to appear on the card issuing form, enable the 'Show logo at card issuing form' toggle button. Likewise, if you want the background color to appear on the card issuing form, enable the 'Show background color on card issuing form' toggle button.
After making all your selections, click the 'Continue' button to proceed. This will take you to the 'Information' section.
6. Information -
In this section, you can fill in the relevant information for the card. You can view the impact of each field in the mobile screen preview displayed on the right side of the screen.
To enter a short description of the card, use the 'Card Description' field.
To define how a customer can earn a stamp, use the 'How to earn a stamp' field.
Use the Company Name field to enter the name of your business.
Enter the details of the reward using the Reward Details field.
To enter the message displayed when a customer earns a stamp, use the 'Earned Stamp Message' field.
To enter the message displayed when a customer earns a reward, use the 'Earned reward message' field.
To define the number of stamps a customer should earn to receive a card, use the 'Number of stamps when issuing a card' field.
To issue multiple rewards based on a defined number of earned stamps, use the 'Multi Rewards' field and enter the number of stamps separated by a comma (e.g., 3, 6, 9).
To automatically redeem earned rewards, select "Yes" in the "Redeem Rewards Automatically?" section.
Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.
Define when the bonus is issued to a customer from the options available under the "Get bonus at the moment when" heading. Then, choose how many stamps a customer earns upon sharing their card via the referral program by using the "Stamps count for referrer" heading.
From the Active Links heading, choose the type of link you want to include on the card using the Type dropdown. The available options include URL, Phone, Email, and Address.
Similarly, use the Link Type dropdown and Link fields under the Feedback Links heading to add your business links for customers to leave reviews.
If you wish to add Terms of Use on the card, please enable the toggle button beside the heading "Terms of Use." Then, enter any terms of use you would like to include on the card using the designated "Terms of Use" field.
Use the Link to full terms and conditions field to provide a link to the complete Terms & Conditions of your business.
To record the card issuer details to be displayed on the back of the card, please fill in the fields for Company Name, Email, and Contact Number located under the Issuer Information heading.
To activate the template, click the Activate button under the card preview.
Once the details are recorded, click the Finish button.
7. Save & Preview
After clicking the Finish button, a Preview popup will be displayed. From there, you can scan the QR code of the card.
To copy the link of the card, click the "Copy link" button. To activate the card, click the "Activate Card" button.