β΄οΈStamp
How to create a stamp card in Boomerangme
How stamp card works:
A stamp card is a loyalty card that rewards customers for purchases or visits. Customers earn stamps for qualifying actions and can redeem a reward after collecting a set number. For example, after collecting 10 stamps, they receive a free coffee. The client can see on the card how many stamps they've collected, how many more are needed for a reward, and when a reward has been earned. Once the reward is redeemed, you, as the business owner, deduct the reward from the client's card, and the client starts collecting stamps again.
Upon successful login, navigate to the left-hand menu.
From the list of modules, click the
icon. Doing so opens the Cards module.
Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.
To do so, click the
button.
This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.
Card Type
This is the first section. Here, you make a selection regarding the type of card you want to create.
From the available card types, click Stamp.
Once selected, click the Continue button. As a result, you land on the Settings section.
Settings
Here, choose: the Barcode Type (1), Reward Program (2) and Card expiration date (3)
The type of barcode determines how the card can be scanned and recognized by the system.You can choose the appearance you like.
In the Rewards Program section, select how customers will earn stamps to earn stamps.
Spend β Customers earn stamps based on the amount they spend. For example, if you set it to give 1 stamp per $10 spent, a customer spending $30 would receive 3 stamps.
Visit β Customers earn a stamp each time they visit, regardless of how much they spend. For example, if you set it to 1 stamp per visit, every time they check in at your business, they get a stamp.
Stamps β Each visit equals one stamp. You decide when to issue the stamp β for example, after a purchase, for specific products, or during a promotion. The system itself does not support automatic custom rules, so you apply these conditions manually.
β οΈ The system does not support automatic custom rules (like β1 stamp for every 3 visitsβ or βonly if purchase > $20β). Such conditions can only be applied manually.
Products (Give stamps based on the goods in the receipt) - This rule for stamp accrual applies only when integrated with Toast
If you enable "Restrict to 1 check-in per customer per day," customers will receive rewards only once per day, regardless of multiple check-ins.
Card expiration date unlimited - the card has no expiration date. The client can use it as much as he/she wants.
Card expiration date Fixed term - The customer will not be able to use the card when this date occurs. The card will not be deleted from the client's phone.
Card expiration date Fixed term after card issuing - As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.
How do you want to reward your customers? - Mandatory field, specify the name of the reward, for example - free coffee. This is the gift that the customer receives. Reward cost - business costs of a loyalty program.
βοΈ Mandatory when integrating with Toast.
Happy hours - A setting that allows you to select the time period during which an increased number of stamps will be credited to the card when a customer visits (in accordance with the specified parameters). βοΈ Please note that this option only works when the stamp is awarded for visits and for the amount spent, i.e. the spend mode and visits. This stamp does not have a specific validity period.
In this way, it is possible to accrue an increased number of stamps.
Next, you can set the stamp life (4), the locations (5) and the card language (6)
Stamp life - here, you can define the number of days a stamp remains valid after it is earned.
If the stamps have already reached the award level, they will not expire. Awards do not have an expiration date.
Each stamp has its own expiration countdown, starting from the date it was earned. It doesn't matter whether the customer earns more stamps or not β each stamp will be removed individually once its validity period ends.
Example: If you set the validity to 1 month and a customer earns a stamp on April 5, that specific stamp will expire and be removed from the card on May 5.
In the Locations field, enter the location(s) of your business to send the push message. This push will be received by the customer who has a card installed in Apple Wallet. The customer will receive this push when they are within range (100 meters). You can add multiple locations, it can be any address, not necessarily a business address. Learn more about how to set up (change) geolocation push.
The language in which you want to create the stamp card using the dropdown.
Next, you can configure the Date Format (7), Thousands Separator Decimal Separator (8), and Purchase Amount When Charging (9).
Date Format - determines how the date is displayed on the card. If the card does not have an expiration date, this setting is irrelevant.
Thousands Separator Decimal Separator - for the card stamp, this setting is irrelevant. Since this type of card has no points. But for other card types, this setting defines how the point balance will be displayed on the customer's card installed on their phone.
The "Purchase amount when charging" setting if turned on requires the purchase amount to be entered whenever a transaction is processed. The entered purchase amount will be counted in the ROI statistics, in the revenue figure. β Applies only to transactions made via the scanner. If this setting is disabled, the purchase amount is optional when using the scanner.
Next, you can configure the card issuance form (10) and UTM tags (11).
The Card Issuing Form - here, you can define the fields you want to include on the stamp card. You can delete any fields using the shopping cart icon. A phone number or email is required. This is the form that the customer fills out when the card is installed.
In case you want to make a field mandatory, enable the "Required" toggle. This means the customer wonβt be able to install the card without filling in this field. The "Unique" toggle means that this field must contain unique values β typically used for phone numbers. We do not recommend making other fields unique. For example, if you mark the "Name" field as unique, it would mean that another customer with the same name wouldn't be able to install the card.
You can add fields, you can rename the name of the fields. If you want to create a new field, click the Add field button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.
UTM - here, you can create a unique link for each distribution channel to track which sources bring the most card installations.
For each UTM link you can also configure:
Stamps β the number of welcome stamps awarded to the customer upon card issuance through this specific link. Overrides the card template default.
Expiration date of welcome stamps β sets the expiration for the welcome stamps issued via this link.
Additional fields β expand to set a custom Title and Image displayed on the enrollment form for this UTM link, so each campaign gets its own sign-up page.
For a full guide on UTM links see the dedicated article: UTM Links
Next, you can configure the Phone mask (12), Privacy policy (13), Google Wallet Installation button (14) and PWA Installation button (15).
The Phone Mask (12) - from the drop-down list you can select which country prefix will be specified by default in the card issuance form. If the client has a phone of another country, it is not a problem, the client will be able to choose another country.
Privacy policy (13) - consent is displayed on the card's release form. The customer must accept the condition before installing the card. This text can be supplemented if necessary. In case you want to include the privacy policy on the card, enable the toggle button next to the Privacy Policy heading. Moreover, you can also edit the privacy policy using the field below the heading.
Consent to the processing of personal data - This option enables or disables the display of the checkbox βI agree that my personal data can be used and provided for direct marketing purposes.β
When enabled, this checkbox appears on the card installation form (registration form) β for example, when a customer installs or registers their loyalty card. It allows customers to give explicit consent for their personal data to be processed and used for marketing purposes, in accordance with privacy regulations.
You can also edit the text of this checkbox to customize the message according to your privacy policy or communication style.
Google Wallet Installation button (14) - if enabled, allows the Google Wallet button to be displayed in the card installation form thereby allowing customers to add their digital loyalty card to Google Wallet for easy access. Useful for Android users.
PWA Installation button (15) - if turned on, enables the PWA (Progressive Web App) button on the card install form. It behaves like a native mobile app but doesnβt require installation from an app store. Customers can install the loyalty card as a web app on their devices.
Next, you can configure the Limit the number of cards issued (16), Limit the number of stamp accruals per day (17) and Number of stamps when issuing a card (18)
Limit the number of cards issued (16) - controls how many cards can be distributed (0 means unlimited). For example, if this promotion is for a specific number of customers (cardholders).
Limit the number of stamp accruals per day (17) - controls how many stamps a customer can earn in a single day. The daily limit resets automatically at 12:00 AM.
Number of stamps when issuing a card (18) - sets the starting number of stamps a customer gets upon receiving the card (default is 0). Welcome Stamps.
Number of birthday stamps - On the customer's birthday, the specified number of additional stamps will be credited to their card. The customer will receive a push notification informing them that their stamp balance has increased. This stamp has no specific expiration date.
7. If you want to include a customized script for analytics, you can include this script in the Analytics field.
Once the required fields are filled, click the Continue button. This takes you to the Design section.
Design
This section lets you configure the design of the stamp card.
Customization limitations β important to know before designing your card:
β The word "stamps" is a system label and cannot be renamed to a custom word (e.g., "hearts", "coins", "visits", "punches").
β The word "rewards" is a system label and cannot be replaced with a custom product name (e.g., "tacos", "coffees").
β What you can customize are the text labels displayed on the card face β for example, the line that says "Stamps until reward" or "Rewards available". This is done in the Field Names section below (step 4 of Design).
Starting off, choose the number of stamps at which the reward can be redeemed from the Stamp Count heading. This setting cannot be changed after the card has been activated. You cannot change the position of stamps (i.e. you cannot make the stamps in one row, etc.). The position of stamps is strictly defined and depends on the number of stamps.
Next, you can configure Active Stamp (1), Inactive stamp (2), Logo (3), Icon (4), Background under stamps (5).
Active Stamp (1) - dropdown to select the icon for representing how the active stamp would appear. Or upload an image of the active stamp (select file field). Use either an icon or an image. This is the stamp that is displayed when a customer receives a stamp on a card
Inactive stamp (2) - dropdown to select the icon for representing how the inactive stamp would appear. Or upload an image of the inactive stamp (select file field). Use either an icon or an image. This is the stamp that is displayed when the customer has not yet received a stamp on the card.
Logo (3) - Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.
Icon (4) - Similarly, click the Select File button from the Icon heading to choose an icon from your system storage to be displayed in the push messages.
Background under stamps (5) - Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the Background under stamps heading. If you want to upload an image under stamps. It can be a themed picture. The minimum file size is 1125 x 432 pixels.
β Be sure to follow the file size and weight recommendations.
β Please note: You must upload an image file for both active and inactive stamps or select an icon from the drop-down list for both active and inactive stamps.
From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp. β If you have uploaded a file for stamps and for the background underneath the stamps - you can skip this setting. This works only for system icons from the drop-down list.
From the Field Names heading, you can customize the text labels displayed on the stamp card face.
There are two types of fields you can rename here:
Card counter labels β the text shown on the card face above the stamp and reward counters. For example:
"Stamps until reward" β you can change this to "Visits until your gift"
"Rewards available" β you can change this to "Gifts ready to claim"
Registration form field labels β the labels shown on the card installation form (e.g., rename "Name" to "First Name", or "Phone" to "Mobile number").
To rename a field:
Select the field from the Field dropdown on the left
Enter your custom label in the Display Name field on the right
The preview on the right side of the screen will update immediately
Note: Renaming a field label only changes the display text on the card. It does not change the underlying system words "stamps" or "rewards". For example, you can rename the label "Rewards available" to "Free coffees ready", but the system will still track these as rewards internally.
Next, you can configure Show logo at card issuing form (7), Show background color on card issuing form (8)
Show logo at card issuing form (7) In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.
Show background color on card issuing form (8) Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.
Once all the selections are made, click the Continue button. Resultantly, you land on the Information section.
Information
This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.
Use the Card Description field to enter a short description of the card.
Use the How to earn a stamp to define how a customer would earn a stamp.
Use the Company Name field to enter the name of your business.
Use the Earned Stamp Message field to enter the message to be displayed when customer earns a stamp.
Similarly, enter the message to be displayed when customer earns a reward using the Earned reward message field.
Use the Multi Rewards field to enter the number of stamps (separated by commas, e.g. 3,6,9) if you want to give multiple rewards at specific milestones.
For example, when the customer earns their 3rd stamp, they unlock a reward, can redeem it, and still continue collecting further stamps.
If you leave this field empty, the reward becomes available to the customer after they collect the last stamp.
For example:
If the card requires 10 stamps, the customer will see the reward available after the 10th stamp.
If the card requires 8 stamps, the reward will become available after the 8th stamp.
β If you want to offer multiple rewards on a single stamp card and visually display those rewards in the card design, see How to Set Up a Stamp Card with Multiple Rewards for the additional configuration steps.
β οΈ Note: the reward is not issued automatically β the customer earns it and can redeem it according to the program rules.
If you want earned rewards to be redeemed automatically, select Yes from the Redeem Rewards Automatically? heading.
Here's how it works:
Step 1 β Customer earns the reward. When a customer collects the last required stamp (e.g., the 8th stamp on an 8-stamp card), the reward becomes available. At this point, the card resets β all stamps are cleared and the customer sees one available reward. The reward is not redeemed yet.
Step 2 β Customer redeems the reward. There are two scenarios:
Same visit: If the customer wants to use the reward immediately, the staff member scans the card again and manually redeems the reward.
Next visit (auto redeem): If the customer leaves without redeeming, the reward stays on the card. When the customer comes back for their next visit and the staff member scans the card to add a new stamp, the pending reward is automatically redeemed at the same time. One scan does two things: adds the new stamp and redeems the reward. No extra steps needed from your staff.
This feature simplifies the workflow for your team β staff don't need to perform a separate action to redeem the reward on the next visit.
Note: If the customer wants to redeem the reward without earning a new stamp (e.g., they come in only to claim their reward), the staff member can scan the card and redeem the reward manually.
Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.
Define when the bonus is issued to a customer from the options available under the Get bonus at the moment when heading.
Choose how many stamps a customer earns upon sharing their card via the referral program using the Stamps count for referrer heading.
Similarly, choose the number of steps a new customer earns upon registering via the referral program using the count icons under the Stamps count for new customer heading.
From the Active Links heading, choose the type of link you want to include on the card using the Type dropdown. The available options include URL, Phone, Email, and Address.
Enter the website URL in the Link field.
Enter the text to appear on the card using the Text field.
To remove an active link, click the
button.
To add another link, click the Add Link button. This adds a new row for another link to be recorded.
Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded. The client will see this link only after he receives a stamp and rates it (how he liked the visit). This link will appear on the back of the card.
In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.
Enter any terms of use you want to include on the card using the Terms of Use field.
Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business. The client will always see this link in the card registration form and on the back of the card.
Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.
Once the details are recorded, click the Finish button. To activate the template, click the Activate button β You can install an inactive card and test it. Activate the card once you're confident in the settings. While the card is not activated, only 10 people can install it β this is enough for testing.
Save & Preview
As the Finish button is clicked, the Preview popup is displayed.
From here, you can scan the QR code of the card.
To copy the link of the car, click the Copy link button.
Click the Activate Card button to activate the card.
FAQ
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