Managing Stamp Card Customer Profiles
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 centralized 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
Accessing customer profiles
Navigate to the left-hand menu
Click the Customers icon
Find the customer in the grid (search by name, email, phone, or serial number)
Click the customer's name to open their profile
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.
Stamps earned Total number of stamps the customer has collected since joining.
Rewards earned Total number of rewards the customer has unlocked.
Rewards redeemed Number of rewards the customer has used.
Last stamp earned Date when the customer most recently earned a stamp.
Last reward earned Date when the customer most recently unlocked a reward.
Last reward redeemed Date when the customer most recently used a reward.
Total visits Number of times the customer has visited your business.
Actual stamps balance on card Current stamp count available on the customer's card.
Stamps earned by referral program Stamps earned by referring friends to your business.
Segments The customer's RFM segment classification (Beginners, Champions, At Risk, etc.).
Feedback rating The customer's average rating from feedback submissions.
Installed on device Platform where the card is installed (iOS, Android, PWA).
Card issue date Date when the card was originally issued to this customer.
Card serial number Unique identifier for this customer's card. Click the copy icon to copy.
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)
Purchase amount: Optional; if entered, should match the value field
Click Apply
The system automatically awards stamps based on your card's loyalty rules (e.g., 1 stamp per $10 spent).
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)
Purchase amount: Optional; if entered, should match the value field
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
Important: This only works for spend-based stamp cards. For visit-based cards, you'll need to remove excess visits instead.
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)
Purchase amount: Transaction value associated with the reward (required)
Comment: Optional note explaining the reward
Click Apply
The rewards are added to the customer's profile and available for redemption.
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)
Purchase amount: Transaction value (required)
Comment: Optional note
Click Apply
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
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
Important: 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
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
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
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)
Optionally schedule the message for later delivery
Type your message in the message box
Click Send
Use cases:
Birthday greetings
Personalized offers
Thank you messages
Re-engagement for inactive customers
Reward reminders
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
Preferred location
Special preferences
Internal notes
Customer category
Information tab
Customer personal information
View complete customer details:
Full name
Contact number
Email address
Date of birth
Registration date
Device type
UTM source
Editing information: Click on individual fields to update customer information as needed.
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
Use cases:
Review customer satisfaction history
Identify service issues
Find positive feedback for testimonials
Track feedback trends over time
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)
Downloading transaction history
Export a customer's complete transaction record:
Locate the transaction history section
Click the download icon (top-right of the section)
The transaction history downloads as a file
Use cases:
Customer service inquiries
Dispute resolution
Loyalty program audits
Customer activity analysis
Best practices
Regular profile reviews
Monitor high-value customers:
Check Champions and Loyal customers regularly
Reward consistent engagement
Send personalized appreciation
Identify at-risk customers:
Review customers who haven't visited recently
Send re-engagement offers
Update contact information
Accurate record keeping
Transaction corrections:
Fix errors promptly
Add comments explaining adjustments
Document unusual transactions
Data quality:
Keep contact information current
Complete custom fields
Verify accuracy after bulk operations
Communication strategies
Personalized messaging:
Reference customer history in communications
Time messages based on visit patterns
Celebrate milestones (stamps earned, rewards unlocked)
Segment-based approaches:
Treat Champions differently than Beginners
Customize offers based on LTV
Target communications by visit frequency
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.
What happens to rewards when I subtract transaction amounts? Existing rewards remain unchanged. Only stamps earned from the subtracted amount are removed.
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.
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.
Will deleting a card from the profile notify the customer? No, customers are not automatically notified. The card simply stops functioning.
Can I restore a deleted card? No, deletion is permanent. The customer would need to reinstall a new card by scanning the QR code again.
How often should I review customer profiles? Review high-value customers weekly, at-risk customers monthly, and all customers quarterly for data quality.
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.
What's the difference between subtracting stamps and redeeming rewards? Subtracting stamps removes earned stamps. Redeeming rewards uses stamps to unlock rewards. These are separate actions.
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.