Your First Stamp Card, Step by Step

By the end you'll have an active stamp card installed on your own phone, with one stamp on it.

Before you start

• A Loyaltymaster account you can sign in to at app.loyaltymaster.com. No account yet? See Start a trial, subscribe or sign in.
• Your offer, written down. This tutorial uses "buy 9 coffees, get 1 free", the same offer as the coffee example; step 1 helps you write yours.
• A phone to test with: an iPhone with Safari, or an Android phone with Chrome.

Step 1: Decide Your Offer

Write your rules down before you open the app, and agree them with whoever runs the till. This tutorial uses one simple offer.

Question	This tutorial
What earns a stamp?	One paid coffee earns one stamp.
How many stamps fill the card?	9.
What's the reward?	One free coffee.
Any bonus stamps?	None: no welcome stamps and no birthday stamps.

Welcome and birthday stamps change how many coffees a customer has to buy, so leave both at 0 for a strict "buy 9, get 1 free".

You should now have your offer in one sentence you could say at the counter: what earns a stamp, 9 stamps to fill the card, and the reward.

Step 2: Start a New Stamp Card

Not yet checked in the app.

Sign in at app.loyaltymaster.com. In the left sidebar, open Cards. Click the Create card tile and choose From scratch. Type a Card name, select the Stamp tile and click Continue.

In the app: 'Cards' → 'Create card' → 'From scratch' → 'Card name' → 'Stamp' → 'Continue'

Prefer a ready-made design? Choose Template instead of From scratch. There's no separate punch card type: a punch card is the Stamp card.

Screenshot to follow.

You should now see the Settings step of the card builder. The builder's steps are Card type, Settings, Design and Information.

Stuck here? Contact our support team at any time.

Step 3: Set Your Reward and Rules

Not yet checked in the app.

Under Reward Program, keep Stamps: your staff give stamps by your rules. Under How do you want to reward your customers?, enter a Reward name, for example "Free coffee", and choose a Reward type, for example Custom. Choose the Card expiration date and the Stamp life. Check the Card issuing form: it's what customers fill in to get your card, and Phone is required by default. Set Number of stamps when issuing a card and Number of birthday stamps to 0. Click Continue.

In the app: 'Reward Program' → 'Stamps' → 'How do you want to reward your customers?' → 'Reward name' → 'Reward type' → 'Custom' → 'Card expiration date' → 'Stamp life' → 'Card issuing form' → 'Phone' → 'Number of stamps when issuing a card' → 'Number of birthday stamps' → 'Continue'

Take a moment here. The expiry, stamp life, issuing form and welcome stamps can't be edited after you activate the card in step 7.

Screenshot to follow.

You should now see the Design step.

Stuck here? Contact our support team at any time.

Step 4: Design Your Card

Not yet checked in the app.

Set Stamps count to 9. You can choose any number from 1 to 30. Choose the Active stamp and Inactive stamp icons, for example Coffee. Upload your Logo and Icon, and a Background under stamps image if you have one. Set the Colors. Click Continue.

In the app: 'Design' → 'Stamps count' → 'Active stamp' → 'Inactive stamp' → 'Logo' → 'Icon' → 'Background under stamps' → 'Colors' → 'Continue'

The number of stamps to the reward is set here in Design, not in Settings. Logo: a PNG about 480 × 150 px, at least 150 px high, up to 3 MB. Background under stamps: a PNG at least 1125 × 432 px.

Screenshot to follow.

You should now see: The card preview beside the builder shows 9 stamp boxes. After Continue, you should see the Information step.

Stuck here? Contact our support team at any time.

Step 5: Explain the Offer on the Card

Not yet checked in the app.

Fill in Card description, How to earn a stamp, Company name and Reward details, using the same words as your offer. Write the Earned stamp message and the Earned reward message. Leave Multi rewards empty for a single reward, and choose an answer for Redeem reward automatically?.

In the app: 'Information' → 'Card description' → 'How to earn a stamp' → 'Company name' → 'Reward details' → 'Earned stamp message' → 'Earned reward message' → 'Multi rewards' → 'Redeem reward automatically?'

The Earned stamp message must contain {#}. Keep that tag in your text. The stamp and reward messages and Multi rewards can't be edited after activation.

Screenshot to follow.

You should now see Finish at the end of the Information step.

Stuck here? Contact our support team at any time.

Step 6: Finish and Test on Your Phone

Not yet checked in the app.

Click Finish. (Save and preview saves your card and shows it without activating it.) Now add the card to your own phone. Open Cards, click Open on your card, and copy the card's link on the Information tab (copy). Open the link on your phone. On iPhone, open it in Safari, tap Install in Apple Wallet, then tap Add. On Android, open it in Chrome and tap Install in Google Wallet.

In the app: 'Finish' / 'Save and preview' → 'Cards' → 'Open' → 'Information' → 'copy' → 'Install in Apple Wallet' / 'Install in Google Wallet'

Before activation you can issue up to 10 cards, so testing on your own phone is fine. The app says: "You cannot issue more than 10 cards before the card template is activated". Fill in the form with your own details, never a customer's.

Screenshot to follow.

You should now see: Your card appears in Apple Wallet or Google Wallet on your phone.

Stuck here? Contact our support team at any time.

Step 7: Check What Locks, Then Activate

Not yet checked in the app.

Read the box below before you click anything. Then open your card (Cards → Open). Click Activate under the card preview on the Information tab, and confirm. The confirmation names Card type, Loyalty program terms, Card expiration date and Issuing form details.

In the app: 'Cards' → 'Open' → 'Information' → 'Activate' → "After activation, you can't edit some card settings" → 'Card activated'

Before you click Activate. After activation, you can't edit some card settings. On your new card these are:

• Card type
• Card expiration date
• Stamp life
• Card issuing form
• Number of stamps when issuing a card (welcome stamps)
• Earned stamp message and Earned reward message
• Multi rewards

Design and most Information fields stay editable. Need to change a locked setting later? Contact our support team and we'll help you plan it.

If you see "Active card limit reached", your plan's limit on active cards is used up. Contact our support team.

Screenshot to follow.

You should now see Card activated and "Your card has been successfully activated and is ready for distribution."

Stuck here? Contact our support team at any time.

Step 8: Share Your Card and Give the First Stamp

Not yet checked in the app.

Share it. On your card's Information tab, copy the link (copy) to send by message, email or social posts. Click Download PDF for a printable page with your card's QR code to place at the counter. Download marketing kit is there too. In the card's Settings, make sure Allow the card to be installed via a shared link is on. When you post the link, tell customers to open it in Safari on iPhone or Chrome on Android.

Give the first stamp. Create a staff login: open Managers, click Add manager and keep Send access to email on. On the phone you'll use at the counter, open the Scanner App (linked from the Managers page and your profile menu). It runs in the phone's browser, so there's nothing to install. Sign in with the manager's email and password, tap Scan, allow the camera and scan the card on your test phone. Add 1 stamp and confirm.

In the app: 'Information' → 'copy' → 'Download PDF' → 'Download marketing kit' → 'Allow the card to be installed via a shared link' → 'Managers' → 'Add manager' → 'Send access to email' → 'Scanner App' → 'Scan' → 'Last transactions'

If your card asks staff for a purchase amount or a comment, enter it before you confirm.

Screenshot to follow.

You should now see: On your card's Information tab, Last transactions lists the stamp, and the card on your phone shows one stamp.

Stuck here? Contact our support team at any time.

Next steps

• Help customers add your card
• Activate your card and know what locks
• Want the reasoning? Coffee Shop: Create a Stamp Card
• Every field explained: How to Create a Stamp Card
• Something not working? Fix a problem

Need a person?

Prefer us to set it up? Contact support. Choosing your offer, your logo and the moment you activate are your decisions. Activation stops some settings from being edited, so an AI agent should ask you before clicking 'Activate'. If anything here doesn't match what you see, contact our support team at any time. Got your card from a shop? Contact the shop that gave you the card: it can help with your card, stamps and rewards.