🚀 Introduction

This platform is a customer loyalty service that helps businesses increase conversions, attract new customers, and retain existing ones.

Dashboard

After logging in, users can view key metrics, including:

• new clients;

• issued cards;

• transactions;

• rewards earned;

• reviews received;

• customer satisfaction data.

Data can also be filtered by date to review customer activity, discount totals, and performance by:

• day;

• week;

• month;

• year.

Cards

The Cards section shows all created cards. From here, you can:

• activate or deactivate cards;

• delete cards;

• manage existing cards.

Create a Card

To create a new card:

1. Click Create Card.

2. Choose a pre-built template or create one from scratch.

3. Select the card type.

Available card types:

• Stamp cards

• Subscription cards

• Discount cards

Card Settings

You can manage:

• language;

• expiration dates;

• locations;

• customer form fields.

Customer details may include:

• first name;

• last name;

• phone number;

• date of birth.

The phone number is used as a unique identifier.

Design

You can customize the card by:

• uploading a logo;

• moving and resizing design elements;

• changing colors;

• enabling or disabling fields.

Note: Uploaded files must be PNG and no larger than 3 MB.

Campaign Setup

You can add:

• terms and conditions;

• campaign descriptions;

• customer-facing messages.

Examples:

• how to earn a stamp;

• how many stamps remain before a reward;

• reward completion messages.

You can also define stamp rules, such as:

• stamps issued when a card is created;

• stamps awarded after each transaction;

• stamps awarded after a set number of purchases.

Multi-level stamp logic is supported, though simpler rules are recommended.

Referral Program

The referral program can reward:

• the customer who shares the card;

• the person who receives the card;

• the new customer who makes the first purchase.

These rules can be adjusted as needed.

Links and Contact Information

You can add business links such as:

• website;

• social media profiles;

• email address;

• Google Maps;

• feedback links.

Card Activation and Reporting

Once setup is complete, the card can be activated and tracked in reports. You can view:

• active cards;

• customers using them;

• completed transactions;

• issued rewards.

Clients

The Clients section includes customer records and activity history. You can review:

• total clients;

• associated cards;

• transaction history;

• customer activity.

Push Notifications

The platform supports push notifications for:

• all customers;

• specific customer segments.

Example segments:

• customers with fewer than 3 stamps;

• inactive customers;

• customers who have not returned recently.

You can also create automated notifications for:

• post-purchase feedback;

• next-visit reminders;

• congratulations;

• time-based messages.

A history of notifications and automations is available.

Locations

In Locations, you can add and manage business locations with:

• location name;

• address;

• push message.

Customers near a location can receive the configured message.

Managers

Managers

Add managers with:

• full name;

• email address;

• phone number;

• password.

Payments and Plans

In Payments, you can view all payments and transaction history.

In Plans, you can manage:

• pricing;

• currency;

• monthly, quarterly, and annual billing.

Available plans:

• Starter;

• Growing;

• Business.

Settings

In Settings, you can manage:

• plan pricing;

• payment system settings;

• Stripe connection;

• API access.

Additional Services

You can also enable:

• email delivery;

• live chat support;

• other third-party integrations;

• scanner app support.

Summary

This loyalty platform includes:

• card creation and customization;

• customer tracking;

• referral programs;

• push notifications;

• location management;

• payments and plans;

• general settings and integrations.