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Creating and Managing Reward Cards

Learn how to create reward cards with multiple redemption levels. Complete guide to configuring point-based rewards, setting earning rules, usage limits, and managing continuous accumulation and redemptions.

Michael Francis avatar
Written by Michael Francis
Updated this week

What are reward cards?

Reward cards allow customers to accumulate points and redeem them for various rewards. Unlike stamp cards with a single reward goal, reward cards support unlimited rewards at different point levels. When customers redeem a reward, points are deducted from their balance, but they continue earning and can redeem multiple rewards over time.

Key features:

  • Unlimited number of rewards at different point levels

  • Three ways to earn points: spending, visits, or custom rules

  • Flexible reward types: percentage discounts, fixed discounts, or physical gifts

  • Usage limits per reward (e.g., once per week, once per month)

  • Points accumulate continuously across all redemptions

Note: Example: A coffee shop offers multiple rewards—50 points for a free pastry, 100 points for a free drink, 200 points for 20% off. Customers earn 10 points per $5 spent. After redeeming the pastry (50 points deducted, 50 remaining), they continue earning toward their next reward.


Creating a reward card

Step 1: Access the Cards module

  1. Log in and navigate to the left-hand menu

  2. Click the Cards icon to open the Cards module

  3. Click Create from Scratch to begin


Step 2: Select card type

  1. Choose Reward from the available card types

  2. Click Continue


Step 3: Configure settings

Barcode type – Select how the card will be scanned and recognized by your system.

Rewards program – Choose how customers earn points (you can change this anytime, even after customers have installed cards):

  • Spend: Points based on amount spent

    • Example: 10 points per $10 spent. A $30 purchase = 30 points

  • Visit: Fixed points per visit, regardless of spend

    • Example: 10 points per visit. Every check-in earns 10 points

    • Option to limit to 1 visit per day

  • Points: Custom manual rules

    • Award points based on your own conditions (e.g., specific products, completed actions, special promotions)

Reward levels

Info: Create unlimited rewards at different point thresholds. You can add, change, or remove rewards at any time.

For each reward, configure:

1. Reward name – Choose a descriptive name (e.g., "Free Coffee," "20% Off Purchase," "Welcome Gift")

2. Points required – Set how many points customers need to unlock this reward

3. Reward type – Choose what the reward provides:

  • Percentage discount: Set discount percentage and maximum discount limit

  • Fixed discount: Set absolute discount value

  • Other: Physical gifts or custom rewards

4. Usage limits (optional) – Control how often rewards can be redeemed:

  • Usage limit: Number of times reward can be used (e.g., set to 1 for one-time welcome gifts)

  • Time period: Frequency of redemption (e.g., once per week, once per month)

  • Calendar period toggle:

    • Enabled: Limit resets at the start of each calendar period (e.g., start of each week)

    • Disabled: Limit resets based on time of last usage (e.g., 7 days from redemption)

Example usage limits:

  • Welcome gift: Usage limit = 1 (one-time only, redeemable immediately after installation)

  • Weekly reward: Usage limit = 1, Period = 1 week

  • Monthly reward: Usage limit = 1, Period = 1 month

Happy hours (optional) – Set specific time periods when customers earn increased points. This feature only works with Spend and Visit modes. Bonus points earned during happy hours have no specific expiration date.

Card expiration – Choose one of three options:

  • Unlimited: No expiration date

  • Fixed term: Card expires on a specific date (remains on customer's phone but cannot be used)

  • Fixed term after issuing: Set number of days after installation before card expires

Points lifetime – Define how long points remain valid after they're earned:

  • Lifetime points: Points never expire

  • Fixed term after points earned: Set number of days before points expire

Info: Each point has its own expiration countdown starting from the date it was earned. Points expire individually based on when they were added, regardless of whether the customer earns additional points.

Tip: When customers earn a reward (accumulate enough points to unlock it), those points do not expire. The reward remains accessible and all previously collected points stay intact.

Note: Example: If you set validity to 1 month and a customer earns 10 points on April 5, those points expire on May 5. Points earned on April 10 would expire on May 10.

Warning: Customers do not receive push notifications about upcoming points expiration.

Geolocation push notifications – Add your business location(s) to send push notifications to customers within 100 meters. You can add multiple locations, including addresses other than your business location. Learn more about geolocation push settings.

Display settings

  • Language: Select the language for your reward card

  • Date format: Choose how dates display on the card (irrelevant if no expiration date)

  • Number formatting: Define how point balances display (thousands separator and decimal separator)

Transaction settings – Enable "Purchase amount when charging" to require the purchase amount whenever processing a transaction via scanner. This amount is counted in ROI statistics and revenue figures. When disabled, the amount field appears but can be skipped.

Card issuing form

Define which fields appear when customers install the card:

  • At least one contact field (phone number or email) is required

  • Toggle Required to make fields mandatory

  • Toggle Unique for fields that must contain unique values (recommended for phone numbers only)

  • Add custom fields using Add field

  • Remove fields by clicking the cart icon

Warning: Avoid making fields like "Name" unique, as this would prevent customers with the same name from installing cards.

UTM tracking – Create channel links to track which distribution channels generate the most installations. Each UTM tag generates a unique URL and QR code for analytics. You can also create customer segments based on UTM tags.

Tip: We recommend implementing UTM tracking from the start of your loyalty program.

Phone mask – Select the default country prefix for the card issuing form. Customers can change this if they have a foreign phone number.

Privacy policy – Enable to display consent text on the card issuing form. Customers must accept before installing the card. You can customize this text as needed.

Consent to processing personal data (optional) – Enable this toggle to require explicit consent for processing customer personal information.

Installation options – Choose where customers can install the card. These settings are flexible and can be changed anytime:

  • Google Wallet button: Displays for Android users

  • PWA (Progressive Web App) button: Allows installation as a web app without an app store

  • Additional options: If connected (e.g., WhatsApp), these buttons display automatically

Distribution and welcome rewards

  • Card limit: Set maximum number of cards that can be issued (0 = unlimited)

  • Welcome points: Set starting points customers receive upon card installation

  • Birthday points: Automatically credit points on customer's birthday with a push notification

Redemption tracking

  • Track visit when redeem reward: Enable to add visits to statistics when rewards are redeemed

  • Earn points when redeem reward: Enable to allow customers to earn points while redeeming rewards (points from the transaction are added even as reward points are deducted)

Analytics (optional) – Add custom analytics scripts in this field.

Click Continue when finished.


Step 4: Design your card

Logo – Upload a logo to display on the card and issuing form (click Select File). Follow file size and weight recommendations.

Icon – Upload an icon for push messages (click Select File). Follow file size and weight recommendations.

Card center background – Upload an image for the center of the card (click Select File). Follow file size and weight recommendations.

Colors – Set colors for:

  • Card background

  • Text color

  • Background color of the central part

Note: If you've uploaded a background image, you can skip the background color setting as the image will be displayed instead.

Field customization

  • Use the Field dropdown to select field types from your card issuing form

  • Enter text in Field Name to customize labels if desired

Issuing form display

  • Enable Show logo at card issuing form to display your logo

  • Enable Show background color on card issuing form to apply your brand colors

Click Continue when finished.


Step 5: Add card information

Tip: Preview your changes on the mobile screen displayed on the right side.

Card description – Enter the name of the reward program you're offering.

Company name – Enter your business name (appears in push notification titles).

Referral program

Enable or disable the referral program using the toggle.

Choose when bonuses are awarded:

  • First visit/card use by new customer (recommended): Bonus awarded when the referred person makes their first purchase or uses the card

  • Card issued to new customer: Bonus awarded immediately when the new customer installs the card

Configure referral rewards:

  • Points for the referrer: Set points earned for referring friends

  • Points for the referred customer: Set bonus points for new customers

Active links

Add links that appear on the back of the card:

  • Choose link type: URL, Phone, Email, or Address

  • Enter the link and display text

  • Add multiple links using Add Link

  • Remove links using the cart icon

Note: Note for iPhone users: Links may not be clickable in quick view. Open the card through the Apple Wallet app to access them.

Feedback links – Add review links that appear only after customers rate their visit (after selecting stars).

Terms of use (optional)

  • Enable the toggle to include terms on the card

  • Enter terms in the text field (displays on the back of the installed card)

  • Add a link to your full terms and conditions

Issuer information – Add your company name, email, and contact number. This information displays on the back of the card.

Click Finish when complete.


Step 6: Preview and activate

After clicking Finish, a preview popup appears with:

  • QR code for the card

  • List of settings that cannot be changed after activation

  • Activate Card button

Warning: Only activate when you're certain about the settings. While inactive, only 10 people can install the card. After activation, main settings cannot be changed.

Click Activate Card to make the card available to customers.

How reward cards work in practice

Point accumulation

Info: Customers earn points based on your chosen program (Spend, Visit, or Points mode). Points accumulate continuously in their account and display on their digital card.

Multiple rewards

Tip: Unlike single-goal loyalty programs, customers can redeem various rewards at different point levels. They don't need to "save up" for one big reward—they can redeem smaller rewards along the way.

Redemption process

When a customer redeems a reward:

  1. Required points are deducted from their balance

  2. Customer receives the reward (discount or gift)

  3. Remaining points stay on their card

  4. Customer continues earning points toward next reward

Usage limit examples

One-time welcome gift:

  • Points: 0 (immediately available)

  • Usage limit: 1

  • Result: Customers can claim once after installation

Weekly special:

  • Points: 100

  • Usage limit: 1 per week

  • Calendar period: Enabled

  • Result: Can redeem every Monday (resets at start of week)

Monthly reward:

  • Points: 200

  • Usage limit: 1 per month

  • Calendar period: Disabled

  • Result: Can redeem once, then must wait 30 days from redemption


Frequently asked questions

What's the difference between reward cards and stamp cards?
Stamp cards have a single reward goal (e.g., 10 stamps = 1 free item). Reward cards support unlimited rewards at different point levels, and customers can redeem multiple rewards over time while continuing to accumulate points.

Can I change the rewards after activating the card?
Yes, you can add, change, or remove rewards at any time, even after activation. This flexibility allows you to adapt your program based on performance.

Can I change the earning method (Spend/Visit/Points) after customers install cards?
Yes, you can switch between earning methods at any time without affecting existing cardholders.

Do points expire if customers have enough for a reward?
No, when customers accumulate enough points to unlock a reward, those points do not expire. The reward remains accessible indefinitely.

Can customers earn points while redeeming a reward?
Yes, if you enable "Earn points when redeem reward," customers earn points from their transaction even as reward points are deducted.

How do usage limits work with calendar periods?

  • Calendar period enabled: Limit resets at the start of each period (e.g., every Monday for weekly limits)

  • Calendar period disabled: Limit resets based on last redemption (e.g., 7 days after using the reward)

Can I create a reward that's only available once per customer ever?
Yes, set usage limit to 1 with no time period. This is perfect for welcome gifts or one-time promotions.

What happens to points when a reward is redeemed?
Only the points required for that specific reward are deducted. All other points remain on the customer's card and can be used for other rewards.

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