Stamp cards: setting one up and how contacts collect stamps

A stamp card is a digital card that fills up as contacts buy from you: every qualifying order adds stamps, and a full card earns a free item. Each stamp card is its own program with its own wallet pass, separate from your points.

Before you start

Switch stamp cards on for your account. Stamp cards are in beta, and you switch them on yourself. Click the gear icon at the top right of the dashboard to open Settings, click General under Account and scroll down to Features. Open Loyalty, turn on the Stamp cards switch (marked Beta) and click Enable. Loyalty → Stamp cards then appears in the menu.
Stamps come from orders. A stamp card only fills up from orders that reach Leat from your till or webshop integration, or through the API, and only when the order is linked to a contact. You can also add stamps by hand in the dashboard. The Business App doesn't work with stamp cards.
Redeeming a full card happens at the till with the Lightspeed K-Series or Lightspeed X-Series integration. See Redeeming a full card below.

Creating a stamp card

Go to Loyalty → Stamp cards and click Create stamp card. A wizard walks you through these steps:

Intro. Click Start creating your stamp card.
Select preset. Pick a starting point, then click Continue to basic settings:
- Visit based: 1 stamp per order.
- Spend based: 1 stamp for every set amount spent.
- Product based: a stamp for buying products you pick.
- Custom stamp card: you choose the earn rule yourself in an extra step.
Basic settings. Give the card a Name and a Description, and choose the stamps and limits (see The settings below). Click Continue to earn rules.
Stamp earning rule (only for Custom stamp card). Choose Product based, Spend based or 1 stamp per order (with minimum spend).
Select eligible items. Fill in what the rule needs:
- Spend based: the Amount per stamp, for example 15 for 1 stamp per 15.00 spent.
- 1 stamp per order: the Minimum order amount. Leave it at 0 to give a stamp for every order.
- Product based: under Product category or single item, choose Product category and Pick eligible categories, or Single item and Pick eligible products. With categories you can also leave out single products under Excluded products.
- For spend based and 1 stamp per order, Exclude items lets you leave out categories, products and charge definitions, so they don't count towards a stamp.
Choose your reward. The reward is always 1 free item. Under Product category or single item, choose Single item or Category and pick the product or category. Then fill in the Reward name (shown on the wallet pass), for example "Free coffee". Clicking Continue here creates the stamp card.
Add your branding. Choose the stamp (an image you upload, an image from your brand kit, or an emoji), its color and size, the Background color and the Banner background. Click Publish stamp card.

Then switch the card on. A new stamp card is saved as Inactive, and an inactive card doesn't give stamps and isn't shown in the contacts portal. Open the card from Loyalty → Stamp cards, click the menu button next to the Inactive badge and choose Activate.

The products and categories you can pick are the ones already in Leat: the ones your integrations have synced, and any you've imported under Data → Imports as Products or Categories. If you use Lightspeed K-Series, the reward step asks for a K-Series discount and what it Applies to instead of a product or category. If your K-Series integration's Discount strategy is set to Use negative price items, you fill in a Type (Fixed number or Percentage) and a Value instead.

The settings

Amount of stamps: 6, 8 or 10 stamps fill a card. 8 is the default.
Starting stamps: 0, 1 or 2 stamps a contact gets for free when their card is created, to give them a head start. The default is 1. A contact's card is created with their first stamp, or when they add the card to their wallet.
Max completed cards per customer: how many full cards a contact can hold before they redeem one. Choose 1 (Reward must be redeemed before starting a new card), 2, 3, 4 or No limit. The default is 1. Once a contact reaches the limit, new stamps aren't added until they redeem a reward, so they aren't saved up for later either.
Expiration: whether stamps expire. Never expires is the default. With Expire stamps a number of days after the first stamp, each card loses all its stamps, full cards included, that many days after its first stamp. You set this on the card's Settings page after creating it. See When stamps expire below.

You can't change the amount of stamps, the starting stamps, the maximum or the reward after the card is created. To change them, create a new stamp card. You can change the name, the description, the earn rule, the expiration and the design at any time.

The stamp card's page

Click a stamp card in Loyalty → Stamp cards to open it. The sidebar has:

Information: change the Name and Description and click Submit, which appears once you've changed something. You also see when the card was created, the Users, Redemption rate, Amount of stamps and Amount of starting stamps. Edit stamp card design opens the editor for the wallet pass. Click Save changes there when you're done.
Rewards: the reward, read-only. With Lightspeed K-Series, this page shows a Lightspeed K-Series card instead, where you can still change the K-Series discount.
Earn rules: change how stamps are earned on the Rule tab. On the Exclusions tab you can leave out categories, products and charge definitions (depending on the rule), plus Excluded business profiles and Excluded contact lists.
Milestones: rewards a contact gets on a stamp you pick, before the card is full. See Rewards on the way to a full card below.
Contacts: everyone collecting this card, with their Current card, Full cards, Redeemed cards, Last activity and when they Started collecting.
Settings: the Max completed cards per customer, and under Expiration settings whether stamps expire. Click Edit expiration to change it.
Share options: the link and QR code for adding the card to a wallet (see below).

The menu next to the status badge also has Deactivate and Delete.

The name and the title on the pass

The card's Name is what you see in the dashboard. The title on the wallet pass is set separately: click Edit stamp card design, open Title on card and click Save changes.

Leave Title on card empty to show no title on the pass. Google Wallet always shows a name, so a pass in Google Wallet shows the card's name instead.
A new card starts with its name as the title. As long as the title is still the same as the name, changing the name on Information changes the title too. Once you've given the title its own text, or left it empty, changing the name leaves it alone.

Getting the card to your contacts

Contacts collect stamps whether or not they've added the card to their wallet. The wallet pass and the contacts portal let them see their progress.

Link and QR code. Under Share options you'll find a URL and a QR code (click Download QR code to save it). Both open the stamp card in your contacts portal. The contact logs in and adds the card to Apple Wallet or Google Wallet. The link only works when stamp cards are switched on in the portal.
Contacts portal. Go to Apps → Contacts portal → Edit contact portal → Settings → Features and turn on Stamp cards ("Allow contacts to add a stamp card to their wallet"). Logged-in contacts then get a Stamp cards page with their current card, their full cards and a button to add the card to their wallet. On the home page you can also click + next to Content and choose Stamp cards under Add section, or set the profile card's Card type to Stamp card and choose the Stamp card program. See How to configure the contacts portal.
Hiding a card in one portal. Every active stamp card shows in the portal unless you hide it there. In the portal editor's Content tab, select the Stamp cards page. Under Stamp cards ("Choose which stamp cards contacts see in the portal"), each active stamp card has its own switch. Turn a card off and click Save changes, and it no longer shows on that portal's Stamp cards page or in the Stamp cards section on its home page. Contacts still collect stamps on it.
Email. The merge tag "Add to wallet:" followed by your card's name links straight to the wallet pass. The contact doesn't have to log in for it. The tag is only offered for active cards, and like the share link it needs Stamp cards turned on in the contacts portal.
Forms. In a form, the Buttons and QR-code blocks under Wallet Pass can offer your stamp card instead of the loyalty pass: choose "(your card's name) (stamp card program)".

The wallet pass is separate from your loyalty pass. It shows the stamps and the reward name, and it updates by itself when stamps are added or a reward is redeemed.

Adding stamps by hand

Go to CRM → Contacts, open the contact, click the ⋮ menu (Options) and choose Add stamp. Choose the Business profile and the Stamp card program, fill in the Number of stamps and click Create. The maximum number of full cards applies here too.

A recurring email can also add stamps, for example on a contact's birthday. Attach Stamp cards as its reward. See Recurring emails: setting one up, and every option.

Importing stamps

To give many contacts stamps at once, for example when you move over from another stamp card, import them from a CSV file. The contacts must already exist in Leat, and the stamp card must be active.

Go to Data → Imports and click New import.
Choose Stamp card transactions as the type and click Continue.
Upload your CSV file and click Next step.
Click Assign on each column and choose Email address of the contact or Stamps. Both are required. Click Next step.
Choose the Stamp card program. Leave Create a stamp card for contacts who don't have one on to give those contacts the stamp card, or turn it off to only add stamps to cards contacts already have. Click Next step.
Under Select business profile, pick where the stamps are recorded and click Next step.
Under Check your data, give the import a name and click Import.

An import only adds stamps. It can't take them off. With Create a stamp card for contacts who don't have one on, a contact who doesn't have this stamp card yet gets one, along with its starting stamps. The maximum number of full cards applies, so a contact at their limit gets fewer stamps or none.

A row fails if its email address doesn't match a contact, if Stamps isn't a whole number above 0, or if the stamp card isn't active. With the switch off, a row also fails when the contact doesn't have this stamp card yet, and nothing changes for them. Failed rows show on the import's page. On Loyalty → Transactions → Stamp card transactions, each imported transaction links to the import that gave it.

Rewards on the way to a full card

Under Milestones on the card's page you can hand out a voucher, points, extra stamps or an email when a card reaches a stamp you pick, for example a "Halfway there" email on stamp 5. See Stamp card milestones: rewards on the way to a full card.

When stamps expire

Stamps can expire a set number of days after a card's first stamp, so cards don't stay half full forever. Open the card, go to Settings, click Edit expiration under Expiration settings and pick:

Never expires: stamps stay on the card for good. Every stamp card starts here.
Expire stamps a number of days after the first stamp: fill in the number of days and click Save changes.

Every contact's card has its own date. The count starts with the first stamp on an empty card, and stamps added after that don't move it. When the days have passed, the card loses all its stamps, full cards included. Leat checks every hour, so the stamps go within an hour of the date. The wallet pass updates by itself.

The next stamp after that starts a new count. The same goes for a card a contact empties by redeeming all their stamps: their next stamp starts a fresh period.

Turning it on doesn't wipe old cards at once. Cards that already hold stamps when you switch expiration on are counted from that moment, not from their first stamp. With 180 days, none of those expire until 180 days after you saved the setting. Changing the number of days later applies to every card straight away and keeps that starting point. Switching back to Never expires clears it.

A few things hold expiry back:

An inactive card doesn't expire stamps. Expiry only runs while the card is active.
A reward being redeemed at the till is safe. If a full card is in the middle of being redeemed on the K-Series POS, its stamps wait until that's finished.

Showing contacts the date. In the contacts portal, contacts see "Stamps expire on" and the date of their own card under their current card. On the wallet pass the date only shows if you add it: click Edit stamp card design and pick Expiration date as the value of a field. A card that never expires, or has no stamps, shows no date.

Redeeming a full card

Lightspeed K-Series

In the Leat app on the K-Series POS, open the contact's stamp cards, tap the full card and confirm. The stamps are only taken off once the discount is on the order, so if the discount can't be added, the card stays full. Redeeming takes 1 card's worth of stamps, and any extra stamps stay on the card.

For this to work, the stamp card needs its K-Series reward: a K-Series discount, or a Type and Value if your Discount strategy is Use negative price items. You set it in the reward step, or later on the Rewards page under Lightspeed K-Series.

Lightspeed X-Series

The X-Series register offers full cards from 1 stamp card program: the one you link to the integration. Go to Apps → Integrations, open Lightspeed X-Series and go to the Settings tab. With Loyalty on, pick the card under Stamp card program and click Save. While that stamp card is inactive, the register doesn't offer it.

When the cashier adds a contact with a full card to a sale, the register asks "A stamp card is full!" and whether to redeem it now. On Yes, the reward you chose in the reward step goes on the sale as a discount, so the free item has to be on the sale already. The stamps are only taken off once the sale is paid. If the sale is abandoned, the card stays full.

The dashboard, the contacts portal and the Business App don't have a way to redeem a full card.

Following it up

Loyalty → Transactions → Stamp card transactions lists every stamp movement, with filters for contacts, business profiles and stamp cards.
On a contact's page, Activity has a Stamp cards tab.
On an order's page, Stamp cards after order shows what the order added.

When stamps don't arrive

The card is inactive. A new card starts as Inactive, and a deactivated card stops giving stamps. Choose Activate on the card's page.
The order has no contact. An order that isn't linked to a contact earns nothing.
The contact is at their maximum. With Max completed cards per customer set to 1, a contact with a full card gets no new stamps until they redeem it.
The rule has nothing to match. If you clicked Skip for now on a product based card, no products are picked and no order qualifies. Pick them on the Earn rules page.
Something is excluded. Check the Exclusions tab for the business profile, the contact's lists and the products in the order.

Other things that can go wrong

You can't find stamp cards in the menu. Stamp cards aren't switched on for your account yet. Turn on Stamp cards under Settings → General → Features, as described in Before you start.
You can't delete the card. A stamp card can't be deleted once a contact has started collecting it. Choose Deactivate instead.
The share link or the email link doesn't open the card. Turn on Stamp cards in the contacts portal's Features.
A card doesn't show in the contacts portal. Check that the card is active, and that its switch is on in the portal editor's Stamp cards page.
The K-Series till can't redeem the card. Check that the card is active and has its K-Series reward set on its Rewards page.
The X-Series register doesn't offer the card. Check that the card is active and that it's the Stamp card program on the integration's Settings tab. The register only offers cards from that one program.
A contact's stamps are gone. Check Expiration settings on the card's Settings page. If stamps expire, that many days passed since the first stamp on the contact's card. Loyalty → Transactions → Stamp card transactions shows the stamps taken off as a negative amount, though it doesn't say why.