Monitoring Performance

Track enrollments, completions, and customer engagement

Track your stamp card program performance with detailed analytics and insights. Monitor enrollments, completion rates, and customer engagement to optimize your programs.

Accessing Performance Data

Stamp Cards List View

Navigate to Stamp Cards in the partner sidebar to see all your programs.

Columns displayed:

Click any program name to view detailed statistics.

Key Performance Metrics

Total Enrollments

What it measures: Unique customers who have received at least one stamp

Good performance:

Low enrollments indicate:

Active Enrollments

What it measures: Customers currently collecting stamps (not yet completed)

Calculation: Total enrollments - Completed cards

Healthy ratio:

High active percentage (90%+):

Low active percentage (30%-):

Total Stamps Awarded

What it measures: All stamps given across all customers

Use for:

Calculation examples:

Total Completions

What it measures: How many times customers have completed the card

Includes:

Success indicators:

Completion Rate

What it measures: Percentage of enrollments that have completed at least once

Formula: (Customers who completed / Total enrollments) × 100

Benchmarks:

Improving low completion rates:

Average Progress

What it measures: Mean percentage completion across all active enrollments

Interpretation:

Use this to:

Viewing Customer-Level Data

Members List Integration

Navigate to Members to see stamp card participation:

Stamp Cards column shows:

Click customer name to view full profile including all stamp card activity.

Transaction History

For each customer enrollment, view:

Access: Members → Select customer → Click stamp card name

Information displayed:

Use for:

Time-Based Analysis

Completion Time

Track how long customers take to complete cards:

Fast completion (1-2 weeks):

Medium completion (3-6 weeks):

Slow completion (2+ months):

Optimize based on goals:

Monitor when customers join:

Launch spike:

Steady growth:

Declining enrollments:

Seasonal patterns:

Comparing Programs

If you have multiple stamp card programs:

Side-by-Side Comparison

Metrics to compare:

Example comparison:

Program

Enrollments

Completion Rate

Avg Time

Coffee Card

250

65%

18 days

Pastry Card

180

72%

12 days

VIP Card

95

38%

45 days

Insights:

Best Performers

Identify your most successful programs:

High enrollment + High completion:

High enrollment + Low completion:

Low enrollment + High completion:

Low enrollment + Low completion:

Export and Reporting

Exporting Data

To export stamp card data:

  1. Navigate to Stamp Cards list

  2. Apply any filters if needed

  3. Click Export button

  4. Select CSV format

  5. Download file

Export includes:

Use exports for:

Custom Reports

Combine stamp card data with other metrics:

Customer lifetime value:

Cross-program participation:

Optimization Strategies

Based on Enrollment Data

Low enrollments:

High enrollments:

Based on Completion Data

Low completion rates:

High completion rates:

Based on Time Data

Slow completion:

Fast completion:

Monitoring Best Practices

Check metrics weekly: Regular monitoring helps catch issues early.

Set performance goals: Define targets for enrollments and completions.

Compare to benchmarks: Measure against industry standards and your other programs.

Act on insights: Use data to make informed program adjustments.

Track changes: Monitor impact of modifications you make.

Celebrate successes: Share positive results with your team.

Troubleshooting Performance Issues

"No enrollments after launch"

Possible causes:

Solutions:

"High enrollments but no completions"

Possible causes:

Solutions:

"Completions but no repeat participation"

Possible causes:

Solutions: