Work down this list once and you can hand the card to a customer with confidence. None of it takes long.
Your branding
- Under Settings, then Brand, check the business name is the one customers know you by. It is what they see on the card and on the sign-up page.
- Upload your logo in the same place, if you have one.
- Set your brand colour. The card and the sign-up page are painted in it.
Your offer
- Read the reward wording back to yourself as if a customer asked. It shows on the card, so vague wording gets queried at the counter.
- Check the stamp count is the one you meant. Nine stamps means the reward is due on the tenth visit.
- Decide whether new customers should start on a free stamp. The Offer tab has a switch for it, under Enrolment stamp, and it is off unless you say otherwise.
- Open Card Design and look at the preview. That is exactly what a customer will be carrying.
Test it yourself, end to end
- Download the Counter Sign from the Program’s Resources tab and open it, or point your own phone at the QR on screen.
- Sign up as if you were a customer, using an email address you can open.
- Add the card to Apple Wallet or Google Wallet, and open the card page as well.
- Open LoyalPack App on a second device, or on the same one, and scan your own card.
- Add a stamp and check the count moves.
Your test sign-up is a real customer record and counts towards your plan, so use one address rather than several.
Your counter
- Print the poster and put it where somebody paying can see it without moving.
- Show whoever works the counter how to open LoyalPack App and add a stamp.
- If more than one person needs the scanner, invite them under Account, then Users.