Overview

When you open a customer's profile for a stamp card, you have full control over their loyalty activity. You can add or remove stamps, manage rewards, correct transaction mistakes, send push notifications, update card settings, and review feedback — all without needing the Scanner app.

Profile metrics

When you open a customer's stamp card profile, the following metrics are displayed:

LTV (Lifetime Value) — The total amount of all purchases since the customer joined the loyalty program. This is the same value used as revenue in ROI statistics
Stamps earned — Total stamps earned since the card was issued
Rewards earned — Total rewards earned since inception
Rewards redeemed — Total rewards the customer has redeemed
Last stamp earned — Date the most recent stamp was awarded
Last reward earned — Date the most recent reward was earned
Last reward redeemed — Date of the most recent reward redemption
Total visits — Number of visits the customer has made
Actual stamps balance on card — Current stamp count on the card
Stamps earned by referral program — Stamps earned through referrals
Segments — The customer's RFM segment
Feedback rating — The customer's feedback score
Installed on device — The type of device the card is installed on
Card issue date — When the card was issued

Adding and removing stamps

Adding stamps

In the Stamps earned section, click the plus (+) icon.
Enter the number of stamps in the Value field.
Optionally enter a Purchase amount (the value and purchase amount fields serve the same purpose — you can fill in just the value and skip the purchase amount if you prefer).
Click Apply.

The system awards stamps to the customer's profile based on your loyalty rules for that card.

Removing stamps

If stamps were added by mistake, you can remove them manually.

In the Stamps earned section, click the minus (−) icon.
Enter the number of stamps to deduct.
Click Apply.

Note: You cannot remove more stamps than the customer currently has. The system will not allow deducting a number greater than the current stamp balance.

Managing rewards

Adding rewards

In the Rewards available section, click the plus (+) icon.
Enter the number of rewards in the Value field.
Enter the Purchase amount and optionally add a comment.
Click Apply.

Redeeming rewards

In the Rewards available section, click the minus (−) icon.
Enter the number of rewards to redeem.
Enter the Purchase amount and optionally add a comment.
Click Apply.

Correcting transaction mistakes

If an incorrect transaction amount was entered, you can correct it by subtracting the excess amount from the customer's profile.

Important: This process works for cards using the Spend mechanism. For cards using the Visit mechanism, you'll need to write off the excess visits instead.

Navigate to Customers in the left-hand menu.
Search for the customer by name, email, phone number, or card serial number.
Click on the customer's name to open their profile.
Click the minus (−) icon next to Transaction Amount.
Enter the excess amount in the Value field. The Purchase amount field is optional — if filled, it should match the value.
Click Apply.

Once applied, the LTV decreases and the stamps earned from the excess transaction are removed. Existing rewards remain unchanged.

Note: The removed amount appears in the transaction history as a "refund of amount spent." The stamps removed appear as "stamps redeemed" in the transaction history.

Changing card status

The Status field shows whether the card is installed, not installed, or deleted. To delete a card from a customer's profile:

Click the pencil icon next to the card status.
A Delete button appears. Click it to remove the card.

Important: This does not remove the card from the customer's phone. The customer must delete it manually. The card will no longer function even if they keep it on their device.

Modifying card expiration date

To change the card's expiration date:

Click the calendar icon next to the card expiration date.
Select the new date from the calendar.

Viewing custom fields and personalized links

Click View Custom Fields to see any custom data associated with the customer.

To copy the customer's unique links:

Card installation link — Click Copy next to the installation link
Referral link — Click Copy next to the referral link

These are personalized links specific to this individual customer.

Sending a push notification

You can send a push notification directly to a single customer from their profile.

Click the Send Push tab.
Select the card.
Optionally schedule the message for a future time.
Type your message in the message box.
Send.

The push notification is sent only to this customer.

Viewing customer information

Click the Information tab to view the customer's personal details (name, phone, email, date of birth, and any custom fields they filled in during card installation).

Viewing customer feedback

Click the Feedback tab to view the customer's feedback history. You can:

Filter feedback by day, week, month, year, all time, or a custom date range
Tick the Only Comments checkbox to view only feedback that includes written comments

FAQs

Can I add stamps without the Scanner app?

Yes. Open the customer's profile, click the plus (+) icon in the Stamps earned section, enter the value, and click Apply.

How do I fix a mistake where too many stamps were added?

Click the minus (−) icon in the Stamps earned section and enter the number of stamps to remove. You cannot deduct more than the current balance.

If I correct a transaction amount, do the rewards change?

No. When you subtract an excess transaction amount, the LTV decreases and the corresponding stamps are removed, but existing rewards remain unchanged.