β Getting started - Quick wins!
How to Set Up Your First Loyalty Card for Regular Customers
If you want to launch a simple loyalty program for repeat customers, a stamp card is usually the best place to start. It is familiar, easy to explain, and fast to roll out.
Here is the full process for creating your first digital loyalty card, from template selection to activation and promo materials, so you can go from blank dashboard to a live card that customers can actually use.
Start from the cards section
From the main dashboard, head to the Cards area in the left menu and create a new card. The dashboard itself is where you can later track loyalty activity and performance, but for now the goal is to build your first offer.
You do not need to design from scratch. There are more than a hundred ready-made templates for common local business categories, so the quickest route is to pick one that already fits your business style.
In this example, a bar loyalty card template is used.
Choose the right loyalty mechanic
After choosing a design, the next step is selecting the loyalty mechanic behind the card. There are eight options in total, and they fall into two broad groups:
Retention cards for keeping existing customers coming back
Acquisition cards for bringing in new customers from ads and other channels
For retention, the available card types include:
Stamp card, the classic buy-more-get-rewarded format
Reward card with points or reward tiers
Membership card for building a branded club or member program
Tiered discount card with levels such as bronze, silver, and gold
Cashback card that mimics a traditional cashback model
There are also customer acquisition formats such as coupon cards, plus prepaid-style options like multipass and certificate cards.
For a first setup, the stamp card is the clearest and easiest to understand. Think of the familiar coffee-shop model: collect a set number of stamps, then earn a free reward.
Configure the core card settings
Once the card type is selected, move to the settings page. This is where you define the basic rules and technical setup.
Main language
Pick the default language for the card. English is the starting option, but this should match your customer base.
Expiration date
You can run the card in two ways:
Ongoing loyalty program with no end date
Short-term campaign tied to a specific promotion or season
This makes it flexible enough for both evergreen programs and limited campaigns like Christmas offers or Black Friday promotions.
Business locations
Add your locations if you want location-based push notifications. This can trigger notifications for card holders when they are near your business, which is especially useful for local shops, cafΓ©s, salons, and bars.
Card issue form
This form controls what information customers need to provide before installing the card. The data collected here feeds into your customer database and can later be used for segmentation and more personal communication.
Typical use cases include:
Building a clean CRM contact list
Grouping customers by source or behavior
Sending more relevant follow-up messages
UTM links for distribution tracking
If you plan to share the card across multiple channels, create separate tracking links for each one.
For example:
Facebook ads
Google ads
In-store signage
Partner referrals
This gives you a simple way to understand where installs are coming from.
Region and privacy settings
Set the country or market that fits your business. You can also configure the privacy policy area and analytics settings.
If you want deeper tracking, this is where you can add tools such as:
Facebook Pixel
Google Analytics
That helps you monitor open rates and conversion performance around the card signup flow.
Design the stamp card
After the base settings are finished, move into the design section. This is where the card becomes your own.
Set the number of stamps
Choose how many actions a customer needs to complete before earning the reward. In the example setup, the card uses 10 stamps.
This should match your average purchase frequency and margin. If the reward feels too far away, engagement drops. If it is too easy, the economics may not work.
Customize active and inactive stamp icons
You can style both the earned stamp state and the unearned stamp state.
There are two main options:
Use built-in icon choices from the platform library
Upload your own PNG files for a fully custom look
This is a small detail that makes a big difference. A coffee cup, cocktail glass, burger, or branded symbol instantly makes the card feel more tailored to the business.
Upload logo and notification icon
You can also upload:
Your logo in PNG format
An icon that appears alongside your business name in push notifications
That keeps branding consistent both on the card and in customer notifications.
Adjust background and colors
The editor also lets you change the card background, the area behind the stamps, and overall color settings. You can fine-tune the visual style until it matches your brand identity.
There are also custom fields below the stamp row that can be styled and edited as part of the design.
Write the customer-facing card content
The final customization step is the information section. This is where you explain the offer clearly and make the card useful after installation.
The key fields to complete are:
Promotion name
How customers earn a stamp
Company name
Reward details
Push messages for earned stamps and earned rewards
Initial number of stamps after installation, if you want to give customers a head start
Referral program rules and referral rewards
Active links such as website, social profiles, or booking page
Welcome link and feedback link
Terms of use and issue form information
This section matters more than most people think. A loyalty card should answer the obvious customer questions immediately:
What is this offer?
How do I earn stamps?
What do I get at the end?
Where can I book, contact, or leave feedback?
If you keep those answers simple, the program is much easier to adopt.
Use feedback links to collect more reviews
One especially useful option here is the feedback flow. You can add links that point customers to places like Google Maps, Yelp, or Yellow Pages after a visit.
That turns the loyalty card into more than just a retention tool. It can also support your local visibility and help generate reviews over time.
Finish the setup and generate your card link
Once everything is ready, click Finish. The system will generate a QR code and shareable link for the card.
At this point you can:
Download the QR code
Copy the installation link
Start distributing the card through your channels
Before activation, you can create up to ten cards to test how they look on your own devices. That gives you room to experiment before launching anything publicly.
Activate the card carefully
To launch the program, you need to activate the loyalty card.
This step is important because some core settings become locked after activation. In particular, you can no longer change:
The card type
The loyalty program terms
The expiration setup
The card issue form
So before you hit activate, double-check the structure of the offer, not just the colors and design.
Once activated, you are no longer limited in the same way and can create unlimited loyalty cards based on that setup approach.
Download ready-made promo materials
After activation, the final step is promotion. The system offers ready-made printable materials in formats such as A4 and A5.
You can download the PDF, print it, and place it in your location right away.
That is one of the fastest ways to start issuing loyalty cards in a physical business. Put the QR code where customers order, pay, or wait, and the program becomes visible immediately.
A simple first launch that actually works
If you are setting up your first digital loyalty program, keep it practical:
Choose a template that fits your business
Start with a stamp card
Set clear reward rules
Customize the branding
Add smart links and feedback options
Activate only after reviewing the fixed settings
Print your QR materials and start promoting the card in-store
You do not need a complicated system to get results. A clean offer, a clear reward, and an easy signup flow are usually enough to get regular customers coming back more often.