Creating Your First Program

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:

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:

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:

Tips:

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:

Reward Title

Field: Reward Title Required: No Visible to: Customers Character limit: 255

Name the reward customers will earn.

Examples:

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:

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:

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:

  3. Click your preferred icon

  4. See live preview

Popular choices:

Tips:

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:

When to skip:

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:

Calculation: If minimum purchase is $10 and max stamps is 3:

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:

When to skip:

Tab 4: Reward

Choose between points rewards and physical rewards.

Reward Type

Options:

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:

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:

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:

Valid Until

Field: Valid Until Required: No Format: Date picker

When the program ends.

Example: Set to February 28 for a winter promotion.

Behavior:

Tips:

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 through direct link or search

When to enable:

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:

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:

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:

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:

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