π Quick Win #1: Regular loyalty card setup
How to Set Up Your First Digital Stamp Loyalty Card
If you want a simple loyalty program that regular customers instantly understand, a digital stamp card is usually the best place to start.
It is familiar, easy to explain at the counter, and fast to launch. The basic idea is straightforward. A customer collects a set number of stamps and then unlocks a reward. Think of the classic coffee-shop model, just in digital form.
This guide walks through the full setup process for creating your first loyalty card, from template selection to activation and printable promo materials.
Start from the dashboard
Everything begins in the main dashboard, where loyalty statistics and activity are shown in one place. From there, open the Cards section in the left menu and create a new card.
The platform includes a large library of ready-made templates for common local business categories. Instead of building the visual style from scratch, you can choose a design that already fits your niche and then customize it.
For a bar, cafe, salon, or similar local business, this is the fastest route to a polished loyalty card.
Choose a template that fits your business
After creating a card, the first decision is visual. Pick a template that matches the way your brand should look on a customerβs phone.
There are more than a hundred prebuilt designs, so the goal is not perfection on the first click. The goal is to get close quickly, then refine it later with your own logo, colors, icons, and text.
In the example setup, a bar loyalty card design is selected. That gives a strong starting point for the rest of the build.
Understand the loyalty mechanics before you choose one
The next step is choosing the card mechanic, which is really the engine behind the offer.
There are eight mechanics in total. Five are built mainly for retention, meaning they help you bring existing customers back more often. Three are designed more for customer acquisition through paid ads or similar channels.
The retention-focused options include:
Stamp card, the classic collect-and-reward model
Reward card, with tier-based or points-based rewards
Membership card, for building a loyalty club around your brand
Discount card, with levels such as bronze, silver, and gold
Cash back card, which works like a banking-style cashback program
Other available types include:
Coupon card for acquisition campaigns
Multipass card, which behaves like a prepaid stamp card
Certificate card, which works more like a prepaid balance card
If this is your first setup, the stamp card is the clearest and most intuitive choice. Customers already know how it works, staff can explain it in one sentence, and it is easy to promote in-store.
Why a stamp card is such a strong first loyalty program
A stamp card is familiar because it mirrors the paper-card loyalty model that many businesses have used for years.
The concept is simple:
A customer makes a qualifying purchase
They receive a stamp
Once they collect the required number of stamps, they unlock a reward
A classic example is the coffee model where someone collects 12 purchases and receives the next one free. That same logic works just as well for bars, restaurants, beauty businesses, retail stores, and many other local businesses.
If the goal is to launch quickly and avoid confusing customers, this mechanic is hard to beat.
Configure the base card settings
Once the stamp mechanic is selected, move to the settings page. This is where the program rules begin to take shape.
Main language
Set the primary language for the card. The default is international English, but you can switch it to whatever fits your customer base.
Expiration date
You can run the program with no end date, or set a limited campaign period.
This matters because not every loyalty card has to be permanent. Some are ongoing retention programs, while others are meant for a seasonal push, such as:
Christmas promotions
Black Friday campaigns
Special annual events
Short-term local offers
So before you continue, decide whether this card is part of your long-term customer retention strategy or a temporary campaign.
Business locations and geo notifications
You can add one or more business locations to the card. This enables location-based push notifications that can reach card holders when they are near your business.
For local businesses, this can be a very practical way to bring people back when they are already in the area.
Card issuing form
This is the information customers provide when they install the loyalty card. Those details go into your customer database and can later be used for segmentation and communication.
That means the card is not only a rewards tool. It also helps build a cleaner CRM foundation, so you can personalize future marketing instead of sending everyone the same message.
UTM links for distribution tracking
If you plan to distribute the card through different channels, create separate UTM links for each one.
For example, you might make different links for:
Facebook ads
Google ads
Your physical store
Partners or affiliates
That makes it easier to see which source is actually bringing in installs and conversions.
Region, privacy policy, and analytics
You can also choose the appropriate phone mask by country, add your privacy policy information, and connect analytics tools such as Facebook Pixel and Google Analytics.
Those integrations help you measure open rates, form conversions, and campaign performance more accurately.
Customize the card design
Once the structure is in place, move to the design section. This is where the loyalty card starts looking like your brand instead of a generic template.
Set the number of stamps required
The first visual and strategic choice is the number of stamps a customer must collect before receiving the reward.
In the example, the default is 10 stamps.
This number should match your offer economics. Too few and the reward may be too expensive to sustain. Too many and customers may lose motivation before they finish.
Choose active and inactive stamp icons
You can customize both filled and unfilled stamp states.
There are built-in icon options already available, but you can also upload your own PNG files if you want full control over the visual style.
This is a small detail that makes a big difference. A generic circle works, but a branded icon makes the card feel intentional.
Upload your logo and app icon
You can upload your logo in PNG format and also set an icon that appears in push notifications next to your company name.
That helps with brand recognition and makes your messages look more professional when they appear on a customerβs device.
Adjust backgrounds, colors, and custom fields
The central card background can be changed, along with colors used throughout the pass. You can also edit custom information fields beneath the stamp row.
This is where a decent template becomes a branded loyalty asset that actually feels native to your business.
Write the content customers will actually read
The final setup section is the card description and communication area. This part deserves more attention than most people give it.
Here you define the words that explain the offer, set expectations, and guide customer behavior.
Promotion name
Name the campaign clearly. Keep it simple and specific so there is no confusion about what the card is for.
How customers earn stamps
Explain exactly what action qualifies for a stamp. Do not assume people will figure it out on their own.
If a stamp is earned per visit, say that. If it is tied to a minimum spend or a certain menu item, make that obvious too.
Company name and reward details
Fill in your business name and describe the reward in a way that is easy to understand at a glance.
A good rule here is clarity over cleverness.
Push messages for earned stamps and rewards
You can set up transactional push notifications for milestones such as:
When a customer receives a new stamp
When a customer earns the reward
These messages reinforce progress and help keep the program active in the customerβs mind.
Initial stamps after installation
If you want to reduce friction and create early momentum, you can give customers a starting number of stamps as soon as they install the card.
This can be a smart way to make the first reward feel closer and increase adoption.
Referral program settings
The card can also include referral rules and referral rewards. That gives customers an incentive to invite others and can help the program spread naturally.
Useful links
You can add active links to places such as:
Your website
Social media profiles
An appointment or booking system
Other business-related destinations
This is especially useful for service businesses that need to drive bookings, not just repeat visits.
Feedback and review collection
You can also include feedback or review links that send customers to platforms such as Google Maps, Yelp, or other listing sites.
Done well, this can help you collect more reviews after visits and improve your visibility in local search.
Terms of use and issuing information
Finally, complete the terms and other card information so the offer is clearly defined and easy to support operationally.
Finish the setup and generate the card link
After all sections are complete, click Finish. The system generates the loyalty card along with a shareable link and a QR code.
At this point you can:
Copy the installation link
Download the QR code
Start preparing for distribution
Before going live, there is an important distinction to understand.
What changes after activation
You can create cards in draft mode to test how they look on your own devices before activating them.
That is useful for checking layout, branding, and overall flow without fully publishing the offer.
Once you activate the card, some core settings become locked. In particular, you can no longer change:
The card type
The loyalty program terms
The expiration date
The card issuing form
So activation is the moment to pause and double-check the fundamentals. Make sure the mechanic, rules, and timing are correct before you confirm.
Download ready-made promo materials
After activation, you can download prepared promotional materials in printable formats such as A4 or A5 PDF.
That makes it easy to move from setup to real-world use.
Print the PDF, place it in your location, and let customers scan the QR code to install the card on the spot.
This part matters more than many businesses realize. Even the best loyalty program will not perform if nobody sees it at the counter, table, or reception desk.
A simple launch plan that works
If you are setting up your first stamp card, keep the rollout practical.
Choose a template close to your brand
Select the stamp card mechanic
Set clear earning and reward rules
Customize the design with your logo, icons, and colors
Write simple customer-facing text
Activate only after reviewing the locked settings
Print the QR promo materials and place them in-store
The strength of this kind of loyalty card is not complexity. It is clarity.
When customers immediately understand how to earn progress and what they get in return, adoption becomes easier, staff training becomes easier, and repeat visits become much more likely.
If you are launching a digital loyalty program for the first time, a stamp card is one of the fastest and most reliable ways to get started.