Overview

The Loyalty feature helps you keep your loyal app users happy with the use of rewards by allowing them to have an in-app version of a traditional stamp card. Rather than pulling out the hole-puncher or scribbling an easy-to-forge symbol, the vendor punches the secret code into the customer's phone to add a "stamp." Once users have reached the required number of "stamps," they will unlock the deal. This deal can be redeemed immediately or saved for later.

The Loyalty feature is great for these industries:

• Restaurants
• Shops
• Salons and Spas

You can find below some Monetization ideas about the use of the Loyalty feature:

• Incentivize customers to return to your business by offering rewards in exchange for purchases (e.g., buy 9 cups of coffee and get the 10th free).
• Incentivize customers to spend more money by offering rewards in exchange for spending a certain amount of money (e.g., spend $200 and receive 20% off your next purchase).

Important: Updating apps that were last updated before April 2014 will cause users to lose their stamps.

Note: The QR Coupons feature is no longer an add-on feature and has been merged into our Loyalty feature. Enjoy what you loved before with more flexibility and customization, not to mention an all-new design!

Solution

Adding the Loyalty Feature

1. Navigate to the Build tab on your App Dashboard.

2. Click on the +Add button of the FEATURES section.
   
   

3. Search for the Loyalty feature from the menu and click on it.
   
   

4. Click Select.

5. Give your Loyalty feature a name and click on Add. Your newly added feature should now appear on the left-side menu.

Adding the Loyalty Feature Content

Having added the Loyalty Feature following the steps above, you can rename it, adjust the settings, and fill up your marketplace with items through the Content section.

Thus navigate on your App Dashboard to the Create -> Build -> <Your_LoyaltyFeature_Name> menu and customize the following according to your needs:

Content - Screen Info

• Screen / Feature Name: You can leave it as is or change it. This will be the section's name that appears in the app's feature menu (e.g., Stamp Card instead of Loyalty).

• Feature Icon: Here, you can also select the feature icon that will be displayed in your app. You can also leave this blank.
  
  

Content - Loyalty

1. Under Loyalty, click Add Stamps Loyalty or Add Tiered Loyalty.
   
   

2. Complete the fields (check the Add Stamps Loyalty and Add Tiered Loyalty sections for details) then click Add.

Once the Stamps Loyalty/Tiered Loyalty is defined, it's not possible to transfer the information between them.

After adding rewards with a Secret Code or QR Code, you can find the codes in the Loyalty features you have added, as shown below.

Add Stamps Loyalty

You use the Stamp Loyalty to encourage your app user to get a specific number of stamps so they can unlock the reward you set.

CONTENT
Loyalty Reward Title	Give your loyalty card a name.
Description (Optional)	This is an optional field for you to describe your loyalty program.
Terms of Service or Instructions (Optional)	This is another optional field. If you wish to add additional instructions or terms to your program, this will add an (i) button to your loyalty card to view this.
DISPLAY
Mobile Header Image (Optional)	These images are optional. The mobile header image will be used as the thumbnail image on the list view of your Loyalty feature (if you have more than one loyalty program). Recommended size: 750px x 400px.
Tablet Header Image (Optional)	These images are optional. The tablet header image will also be used as the thumbnail image on the list view of your Loyalty feature. Recommended size: 1536px x 636px.
Display Mode	Pick between the traditional Grid look or Meter which displays progress by Percentage or Stamp Progress
Can the Loyalty Program be Repeated?	With this option turned off, your loyalty card becomes a one-time use. Even if the user deletes and reinstalls the app, they will still not be able to use this card again.
STAMPS
Stamps Needed to Unlock Reward	Choose how many stamps are required for a user to receive a reward. Stamps Earned by: Select from the dropdown for the action to be taken by the end-user to earn and redeem their loyalty. Depending on the selection made, additional criteria will need to be entered. Secret Code: Here, you can enter a secret code, similar to a PIN that is used by your staff to enter on the customer's device to earn a stamp. QR Code: Enter some text here to have a QR code generated for your loyalty. This will be presented at the time of purchase by your staff for the customer to scan with their device's camera (Note: Not availabe for PWA) GPS Check-in: Select the size of the radius you wish to have active around all your locations. We allow control on accuracy here due to some congested areas having poor GPS accuracy. If you have multiple locations in your Contact feature, each location will be an active zone for this GPS Check-in feature (Note: Not availabe for PWA)
Minimum Time Between Stamps	Set the number of hours you require in between stamps. If you wish to allow for repeated stamps, enter '0' here.
Require GPS for Added Validation	May be used together with the Secret Code and QR Code options. You can enable this option to add another layer of fraud protection. In addition to the selected action to earn a stamp, the customer will also need to be at one of your locations to earn their stamp.
SETUP
Custom Time Zone	If this loyalty should be a separate time zone than that of your global settings, you can set it here.
Apply Time Limits	If you wish to only offer your loyalty program for a set time, you can do so with this option. The loyalty will also clearly display that it is either 'Not Started' or 'Expired.' This will allow you to educate your clients about upcoming promotions etc.
Push Notes Award	Choose if you want to reward users for accepting push notes with a free stamp. You can also adjust the reward message that is displayed to those who accept.

Note: The maximum number of stamps that can be set to unlock a reward is 20.

Add Tiered Loyalty

The Tiered Loyalty allows your customers to accrue a 'bank' of points, and they can exchange these points for different offers, normally ascending in value and required points. You can offer up to ten (10) offers.

Add Tiered Loyalty Offers

The offers you add will automatically be spaced out appropriately on the gauge in the app. You can have offers that cost the same amounts to redeem.

Select Add Offer under your already created Tiered Loyalty.

Refer to the table below for the Add Offer fields and their description.

• Each perk has the option to have a thumbnail icon. If there is no icon selected, then the gauge icon and title will be left in its place.
• Each perk will have an expandable description box (dropdown view). This dropdown will also show a REDEEM button. If this is unavailable, the button will not exist. In the description, the needed number of points to redeem will be displayed.

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Loyalty Feature integration with the Sign-Up Feature

Loyalty sign-up can be configured on the Sign-up | Log-in feature page. You can set an option to skip sign-up (it will be prompted several times), but it will not work for PWA - here, a login will always be required.

Please find more details about the Loyalty Sign-up in the article Configuring the Sign-Up Feature.

• From the Sign-Up screen, whether it is enabled or not, you will see the new Loyalty Sign-up module.

• In this module, you will see three options that will allow you to configure the requirements for your customers' need to have an account or not.

• Due to the nature of a Progressive Web App (PWA) and the many different browsers and browsing modes that can be used, it is impossible to maintain loyalty progress for a customer without an account. That means that regardless of your selection here, the Always option will be what is used for PWAs.

• Since every business will wish to gather as much information about their customers as possible, the Sign-up screen will display each time the stamp or scan button is tapped (until the user has signed in).

• The way the settings work is by controlling when you offer a Not Now button on the Sign-up screen. This means that depending on your selection, the Not Now option will either be available or not.

  For native iOS and Android applications, the options are:

  • Always (user cannot skip Sign-up)

  • Upon loyalty redemption

  • Never (user can skip Sign-up)

• The Headline field allows you to customize the text on this screen to encourage your users to create an account. 
  
  

• Once your users create an account, they can switch devices, switch operating systems, switch platforms, and maintain their loyalty progress. That means someone with an iOS app can switch to Android, continue their progress, then switch to a PWA, and redeem their loyalty!

Custom Design

If you would like to create a custom design for this feature instead of using the Global Design, you can do so here. If not, skip over this section. For more information, see the article Overriding The Global Design For A Specific App Feature Via Custom Design KB article.

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Loyalty Feature from a User's Perspective

Previously, if you were to complete a stamp card or return to the tiered loyalty with enough points to redeem one of your rewards, it was not very clear (or exciting) to users that they had a shiny award awaiting them.

Now, we have taken our 'congratulations' animation out of the pop-up and placed it directly on the screen. This means if your customers have completed their ten (10) stamps for a free smoothie, weeks later when they return to get their smoothie, it is just as exciting to them as the day they unlocked it.

Examples

• Loyalty Sign-Up Options
• List view, showing a variety of optional imagery, expired loyalty programs, and multiple types.
  
  
• Loyalty Sign-up
• Stamp Loyalty
  
  
• Tiered Loyalty

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Testing

You will have successfully built and configured the Loyalty Feature according to your needs.