Overview
The customer profile for stamp card holders provides complete visibility into customer loyalty activity. View earned stamps and rewards, process transactions, send personalized communications, and manage customer data—all from one centralised location.
What you can do:
View customer loyalty metrics and history
Add or subtract stamps and rewards
Correct transaction errors
Send personalized push notifications
Manage card status and expiration
Access customer feedback
Download transaction history
Send card installation and referral links
Accessing Customer Profiles
Navigation Steps
Step 1: Navigate to the left-hand menu
Step 2: Click the Customers icon
Step 3: Find the customer in the grid
Search by name
Search by email
Search by phone number
Search by serial number
Step 4: Click the customer's name to open their profile
This opens the detailed customer profile showing all loyalty activity and management options.
Profile Overview
Key Metrics
At the top of the profile, view essential customer data:
LTV (Lifetime Value)
Total monetary value of all purchases made by this customer
Includes all transaction amounts processed
Updates automatically with each transaction
Stamps Earned
Total number of stamps the customer has collected since joining
Includes stamps from purchases and bonuses
Historical total (not current balance)
Rewards Earned
Total number of rewards the customer has unlocked
Shows lifetime rewards achieved
May include redeemed rewards
Rewards Redeemed
Number of rewards the customer has used
Shows reward utilization
Helps track redemption patterns
Last Stamp Earned
Date when the customer most recently earned a stamp
Helps identify active vs. inactive customers
Useful for re-engagement timing
Last Reward Earned
Date when the customer most recently unlocked a reward
Shows progress toward rewards
Indicates program engagement
Last Reward Redeemed
Date when the customer most recently used a reward
Shows redemption behavior
Helps identify reward preferences
Total Visits
Number of times the customer has visited your business
Based on stamped transactions
Key engagement metric
Actual Stamps Balance on Card
Current stamp count available on the customer's card
Shows progress toward next reward
Real-time balance
Stamps Earned by Referral Program
Stamps earned by referring friends to your business
Shows referral activity
Tracks word-of-mouth growth
Segments
The customer's RFM segment classification
Examples: Beginners, Champions, At Risk, Loyal Customers
Automatically calculated based on behavior
Feedback Rating
The customer's average rating from feedback submissions
Shows satisfaction level
Based on submitted reviews
Installed on Device
Platform where the card is installed
Shows iOS, Android, or PWA
Helps with technical support
Card Issue Date
Date when the card was originally issued to this customer
Shows customer tenure
Useful for anniversary campaigns
Card Serial Number
Unique identifier for this customer's card
Click the copy icon to copy
Used for customer service and tracking
Info: These metrics provide a complete snapshot of each customer's loyalty journey, helping you identify top customers, at-risk members, and opportunities for personalized engagement.
Managing Transaction Amounts
Adding Transaction Amounts
Record purchases to award stamps based on your loyalty rules.
Step 1: Access Transaction Amount
Locate the Transaction Amount section in the profile
Click the + (plus) icon
Step 2: Enter Purchase Details
Value
Enter the purchase amount
Required field
Should match actual transaction value
Purchase Amount
Optional field
If entered, should match the value field
Used for record keeping
Step 3: Click Apply
Result: The system automatically awards stamps based on your card's loyalty rules (e.g., 1 stamp per $10 spent).
Tip: Transaction amounts automatically calculate stamps based on your configured loyalty rules. You don't need to manually calculate how many stamps to award.
Subtracting Transaction Amounts
Remove incorrectly entered purchase amounts.
Step 1: Access Transaction Amount
Locate the Transaction Amount section
Click the - (minus) icon
Step 2: Enter Amount to Remove
Value
Enter the excess amount to remove
Required field
Should match the incorrect amount
Purchase Amount
Optional field
If entered, should match the value field
Step 3: Click Apply
What Happens When You Subtract:
Transaction amount decreases
LTV (Lifetime Value) decreases
Stamps earned with that amount are removed
Existing rewards remain unchanged
Appears in transaction history as "refund of amount spent"
Removed stamps appear as "stamps redeemed" in history
Warning: This only works for spend-based stamp cards. For visit-based cards, you'll need to remove excess visits instead of transaction amounts.
Managing Rewards
Viewing Available Rewards
The Rewards Available section shows the number of unlocked rewards the customer can currently redeem.
Adding Rewards Manually
Award extra rewards for special occasions or promotions.
Step 1: Access Rewards
Locate the Rewards Available section
Click the + (plus) icon
Step 2: Enter Reward Details
Value
Number of rewards to add
Required field
Enter whole numbers
Purchase Amount
Transaction value associated with the reward
Required field
Used for record keeping and LTV
Comment
Optional note explaining the reward
Helps track manual adjustments
Examples: "Birthday bonus," "Apology reward," "Promotion"
Step 3: Click Apply
Result: The rewards are added to the customer's profile and available for redemption immediately.
Tip: Use the comment field when manually adding rewards to keep track of why special rewards were granted. This helps with auditing and customer service.
Subtracting Rewards
Remove rewards when redeemed or to correct errors.
Step 1: Access Rewards
Locate the Rewards Available section
Click the - (minus) icon
Step 2: Enter Redemption Details
Value
Number of rewards to subtract
Required field
Enter whole numbers
Purchase Amount
Transaction value
Required field
Used for record keeping
Comment
Optional note
Examples: "Reward redeemed," "Correction," "Expired reward"
Step 3: Click Apply
Result: The rewards are deducted from the customer's balance.
Correcting Transaction Mistakes
For Spend-Based Stamp Cards
If you accidentally entered the wrong purchase amount, follow these steps to correct it:
Step 1: Navigate to Customer Profile
Click Customers in the left-hand menu
Search for the affected customer (by name, email, phone, or serial number)
Click the customer's name to open their profile
Step 2: Remove Excess Amount
Click the - (minus) icon next to Transaction Amount
Enter the excess amount in the Value field (required)
Optionally enter the same amount in Purchase Amount
Click Apply
Results:
Excess amount removed from transaction total
LTV decreases by removed amount
Stamps earned with excess amount are removed
Existing rewards remain intact
Refund appears in transaction history
Removed stamps appear as "stamps redeemed" in history
Note: When you subtract transaction amounts, the system automatically recalculates stamps but preserves any rewards the customer has already unlocked. This protects customers from losing earned rewards they have earned due to administrative corrections.
For Visit-Based Stamp Cards
For cards that award stamps per visit (not per spending amount), you'll need to remove excess visits instead of transaction amounts. Follow the same process but work with visit counts rather than monetary amounts.
Managing Card Status
Viewing Card Status
The Status field shows whether the card is:
Installed: Active on the customer's device
Not Installed: Issued but not activated
Deleted: Removed from the system
Deleting a Card from Customer Profile
Remove a card when you want to delete the customer entirely or issue a new card.
Step 1: Access Card Status
Locate the Status section in the profile
Click the pencil icon next to the status
Step 2: Delete the Card
A Delete button appears
Click Delete
Confirm deletion
Warning: This removes the card from the system but does NOT remove it from the customer's phone. The customer must manually delete it themselves. However, the card will no longer function even if left on their device.
Managing Card Expiration
Viewing Expiration Date
The Card Expiration Date field shows when the card expires (if expiration is set).
Changing Expiration Date
Extend or adjust card expiration for specific customers.
Step 1: Access Expiration Settings
Locate the Card Expiration Date section
Click the calendar icon next to the date
Step 2: Select New Date
A calendar appears
Select the new expiration date
The date updates automatically
Use Cases:
Extend expiration for loyal customers
Grant extensions as compensation
Adjust for seasonal programs
Customize for VIP members
Tip: Use expiration date extensions strategically to reward loyal customers or resolve service issues. This personalized approach strengthens customer relationships.
Personalized Links
Card Installation Link
A unique link for this specific customer to install their card.
To Copy: Click the Copy button next to the card installation link.
Use Cases:
Send to customers who haven't installed their card
Resend if customer lost the original link
Provide during customer service interactions
Help customers restore cards on new devices
Referral Link
A unique link for this customer to share with friends.
To Copy: Click the Copy button next to the referral link.
Use Cases:
Send to customers for sharing
Include in promotional communications
Provide upon request
Encourage word-of-mouth marketing
Info: These personalized links are unique to each customer and preserve all their loyalty history. Share them securely via email, SMS, or in-person communication.
Sending Personalized Push Notifications
Sending to Individual Customers
Send targeted push notifications directly to one customer from their profile.
Step 1: Access Push Notification
Click the Send Push tab in the customer profile
Step 2: Configure Notification
Select the Card
If customer has multiple cards, choose the appropriate one
Ensure you're sending to the correct loyalty program
Schedule (Optional)
Optionally schedule the message for later delivery
Choose date and time
Or send immediately
Message
Type your message in the message box
Keep it concise and valuable
Include any relevant offers or information
Step 3: Click Send
Use Cases:
Birthday greetings
Personalized offers based on purchase history
Thank you messages for loyal customers
Re-engagement for inactive customers
Reward reminders ("You're 2 stamps away!")
Exclusive VIP announcements
Tip: Personalized push notifications have much higher engagement than mass messages. Reference the customer's specific activity or progress when possible.
Viewing Custom Fields
Accessing Custom Fields
Custom fields display business-specific information you've configured.
To View: Click the View Custom Fields tab in the profile.
Common Custom Fields:
Member tier level (Bronze, Silver, Gold)
Preferred location
Special preferences (dietary restrictions, favorite products)
Internal notes
Customer category
Purchase history notes
Service preferences
Note: Custom fields are configured in your account settings and can be tailored to capture information specific to your business type and customer service needs.
Information Tab
Customer Personal Information
View complete customer details:
Full name
Contact number
Email address
Date of birth
Registration date
Device type
UTM source (marketing attribution)
Editing Information: Click on individual fields to update customer information as needed.
When to Update:
Customer reports changed phone number
Email address updates
Name changes (marriage, legal changes)
Date of birth corrections
Contact preference changes
Feedback Tab
Viewing Customer Feedback
Access all feedback submissions from this customer.
Available Information:
Feedback ratings (star ratings)
Customer comments
Submission dates
Associated transactions
Filtering Feedback
Customize feedback view to find specific information:
Time Period Filters:
Day
Week
Month
Year
All time
Custom date range
Content Filters:
Only Comments Checkbox
Show only feedback with written comments
Hide ratings without comments for easier review
Focus on detailed feedback
Use Cases:
Review customer satisfaction history
Identify service issues for specific customers
Find positive feedback for testimonials
Track feedback trends over time
Address concerns from specific visits
Recognize consistently positive customers
Tip: Use the feedback tab to identify your most satisfied customers for testimonials and referral requests, as well as to address concerns from customers who have left negative reviews.
Transaction History
Accessing Transaction History
Scroll to the bottom of the customer profile to view complete transaction history.
What's Included:
All stamp earnings
All reward redemptions
Transaction amounts
Dates and times
Transaction types (purchase, refund, manual adjustment)
Staff member who processed transaction
Device used
Comments and notes
Downloading Transaction History
Export a customer's complete transaction record:
Step 1: Locate the transaction history section
Step 2: Click the download icon (top-right of the section)
Step 3: The transaction history downloads as a file (CSV or Excel)
Use Cases:
Customer service inquiries
Dispute resolution
Loyalty program audits
Customer activity analysis
Record keeping
Tax documentation
Loyalty reward verification
Info: Downloaded transaction history includes all details from the customer's entire loyalty journey, making it valuable for resolving disputes or analyzing customer behavior patterns.
Best Practices
Regular Profile Reviews
Monitor High-Value Customers:
Check Champions and Loyal customers regularly to maintain relationships. Reward consistent engagement with personalized offers. Send personalized appreciation messages. Recognize milestones and achievements.
Identify At-Risk Customers:
Review customers who haven't visited recently to prevent churn. Send re-engagement offers with compelling incentives. Update contact information to ensure communications reach them. Offer exclusive "we miss you" rewards.
Accurate Record Keeping
Transaction Corrections:
Fix errors promptly to maintain accurate records. Add comments explaining adjustments for future reference. Document unusual transactions in detail. Keep audit trail clear and transparent.
Data Quality:
Keep contact information current for reliable communication. Complete custom fields to maximize customer insights. Verify accuracy after bulk operations. Regular data quality audits.
Communication Strategies
Personalized Messaging:
Reference customer history in communications to show you know them. Time messages based on visit patterns for maximum impact. Celebrate milestones like stamps earned or rewards unlocked. Acknowledge loyal behavior with recognition.
Segment-Based Approaches:
Treat Champions differently than Beginners with appropriate messaging. Customize offers based on LTV for relevant incentives. Target communications by visit frequency for better timing. Use RFM segments to guide communication strategy.
Transaction Management
Proactive Error Prevention:
Train staff on proper transaction entry to minimize errors. Double-check amounts before processing large transactions. Use consistent practices across all staff members. Regular training refreshers on correction procedures.
Customer-Centric Corrections:
Always resolve errors in favor of customer experience. Communicate with customers when making adjustments. Preserve earned rewards when correcting stamp errors. Document reasons for adjustments clearly.
Frequently Asked Questions
Can I manually award stamps without a transaction amount?
Yes, you can add stamps by entering a transaction amount that triggers stamps based on your loyalty rules. The system will automatically calculate the appropriate number of stamps.
What happens to rewards when I subtract transaction amounts?
Existing rewards remain unchanged. Only stamps earned from the subtracted amount are removed. This protects customers from losing earned rewards due to administrative corrections.
Can customers see when I make manual adjustments?
Manual adjustments appear in their transaction history but may not show detailed reasons unless you add comments. Customers see the transaction entries but not admin notes.
How do I fix an incorrect stamp count?
Subtract the excess transaction amount (for spend-based cards) or manually adjust by removing stamps through transaction adjustments. Use the minus icon in the Transaction Amount section.
Will deleting a card from the profile notify the customer?
No, customers are not automatically notified. The card simply stops functioning. You should inform customers separately if you delete their cards.
Can I restore a deleted card?
No, deletion is permanent. The customer would need to reinstall a new card using the card installation link, which will preserve their previous history if done correctly.
How often should I review customer profiles?
Review high-value customers weekly, at-risk customers monthly, and all customers quarterly for data quality. Adjust frequency based on your business size and customer base activity.
Can customers see their own transaction history?
Customers can see basic information on their card, but detailed transaction history is only visible in your admin panel. They can see their current stamp balance and available rewards.
What's the difference between subtracting stamps and redeeming rewards?
Subtracting stamps removes earned stamps from the balance. Redeeming rewards uses earned stamps to unlock rewards. These are separate actions with different purposes.
Can I send push notifications to customers with uninstalled cards?
Push notifications only work for installed cards. For uninstalled cards, use email or SMS communication to reach customers.
What does LTV include?
LTV (Lifetime Value) includes all transaction amounts processed for that customer, including purchases and any manual transaction amount adjustments. It does not include rewards redeemed.
Can I see which staff member processed transactions?
Yes, transaction history shows which staff member or manager processed each transaction, helping with accountability and customer service.
How do I handle customers who claim missing stamps?
Check their transaction history first to verify their claim. If stamps are missing due to a system error, manually add the appropriate transaction amount. Document the adjustment with a comment.
Can I bulk update customer information?
Individual customer profiles must be updated one at a time. For bulk updates, consider using the CSV import/export feature with updated data.
What happens when a stamp card expires?
When a card reaches its expiration date, it becomes inactive. Customers cannot earn new stamps but may still redeem already-earned rewards depending on your configuration.