Loyalty Stamp Card

Loyalty allows you to set up a stamp card system to reward the loyalty of your customers. Here you will see how to set it up once we have configured it for your venue, and also what it looks like for a customer.

To get a Stamp a customer needs to either buy a tagged item or to spend over a certain amount depending on how you set up the Loyalty Card. They can obtain 1 stamp per tagged item that they buy in the same order, but they only receive 1 stamp per order if they need to spend over a certain amount.

When they have enough stamps collected, they are rewarded with either a free tagged item or a discount on the basket total. They can earn a stamp on an order where they are redeeming a stamp also. If they have enough stamps for more than 1 full card they can only redeem one card a time.

Below we outline how to create Stamp card based on tagged items, and also by monetary values. You can mix and match these to create Stamp card scenarios such as:

• buy 5 items (to obtain 5 stamps), and get £10/10% off your next order

• spend over £10 per order, and once you have 5 stamps you get a free main meal on your following order

How to set up a Loyalty Stamp Card based on Tagged Items

1. Go to your QikServe Dashboard at app.preoday.com

2. Navigate to Tags > My Tags

3. Create one tag called 'Stamp' and one tag called 'Reward'
   
   

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4. Go to Loyalty Settings on the left hand side and set up your card
   
   

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5. Choose how many stamps you require the customer to earn until they get a loyalty reward by dragging the bar from left to right (maximum 12)

6. Select Buy a tagged item

7. In Type Tag Name enter the word 'Stamp'

8. Then in the Reward section select A free tagged item

   1. To offer ‘A discount on basket total' see steps 5 - 7 on 'How to set up a Loyalty Stamp Card for a Minimum Spend’ before returning to these instructions for steps 12 - 16

9. Where it says Type Tag name enter the word 'Reward'

10. Add your promotional text in the section at the bottom

11. All changes will be saved automatically. There will be a warning sign saying that there are no items assigned to these tags in any menus, so we’ll go add them next

12. Go to Menus > My Menus and select the menu you’d like to add the stamp/reward tags to

13. Go directly to the item you'd like your customers to order to receive a stamp. You can also apply the tag to a menu section(s) if you would like apply the tag to all items in that section

14. Click the 3 dots beside the item/section and click Edit

15. In Tags add the word 'Stamp'
    
    At Item level:

    
    At Section level:

     

16. You will see this symbol next to any item or section that will gain the customer 1 stamp

17. You now need to create your Reward items. This needs to be an entirely new menu item that will remain hidden!

    1. Important: If you are POS integrated you cannot build new items or duplicate existing ones. All items must come from your till. So in that scenario you would create the items on the till, and perhaps your menu section too, and then import them as you normally would. Then you can apply the tag in step 18 and continue

18. In your menu create a new section called ‘Rewards’. You can also tag the section with ‘Reward’ now or you can apply it to each item later
    
    

     

19. Inside the menu section called Rewards create the item as a normal menu item and cost it at £0.00. More information on creating menu items available here

    1. Pro tip - from Menus > Items you can duplicate an item and then edit the new one that appears at the top of the Items list to be £0.00. Then in your Rewards menu section you can import this new duplicated item. Make sure the Stamp and Reward tags are not both on the new item however.

20. In the Tags area of the new item you created add the tag ‘Reward' if you haven’t already done so at the menu section level

21. Then hide each new free item you create by scrolling over the 3 dots on the right hand side of the item and clicking on the eyeball icon
    **If all your items are hidden then the menu section will not be visible to customers on the ordering page
    
    

     

22. Your stamp card is now ready to go!

How to set up a Loyalty Stamp Card for a Minimum Spend

1. Go to your Dashboard

2. Go to Loyalty Settings on the left hand side

3. Configure how many stamps you'd like the customer to earn in order to redeem their reward
   
   

    

4. Choose Spend over a certain amount and enter your figure

5. Choose the reward to be A discount on the basket total

   1. you could also choose a free tagged item as outlined in the previous instructions

      1. Choose a free tagged item

      2. Go to 'Tags'

      3. Create a tag called 'Reward'

      4. You now need to create your Reward menu section, and add items. Follow the steps numbered 16 - 20 from the previous instructions before coming back to finish here from step 7

6. Enter your value and select either % / £ reward

7. Enter your promotional text

8. Your stamp card is now ready to go!

What this looks like for the customer

1. When a customer has ordered an item that is eligible for a Stamp they are notified on the confirmation page and now they have a Loyalty tab on the top bar of the page. Here they have 2 Stamps for ordering two eligible items
   
   

    

2. Clicking on the Loyalty tab the customer can see how many stamps they have

    

3. Once they have a collected enough Stamps they are notified they have gained a Reward

4. When they return to the menu page they are reminded that if they go to the check out then can claim their reward
   
   

    

5. From here they can go straight to the Checkout section of the ordering page and claim their reward. If the reward is an item then they will see all the items you created, tagged and hid to choose from
   
   

    

How to display your Loyalty Stamp Card offering on the menu

1. Go to your Dashboard

2. Go to Promotions

3. Give your promotion a name such as ‘promo banner’ and a value of £0

4. Go to the Advanced tab

5. At the bottom of the section click 'Display as banner'

6. Add your loyalty card text here

7. Click Done

    

8. For customers looking at the menu of your ordering page they will now see this message
   
   

    

9. Lastly, on your Dashboard go to Styling > Loyalty to change the colours and background image of your Stamp cards if you would like to

What happens for your customer when you make changes

Changing your Loyalty stamp reward to a new one does effect on your customers - there a few steps that change when changing your loyalty card.

1. The reward for completing a card changes immediately.

2. The customer will continue on with their last amount of stamps but the title will change and they will gain the updated reward after stamps are full (see below for visuals) -

 Customers current card (previous Loyalty stamp card reward) will change from the below

To the new loyalty reward (it will keep the same amount of stamps) but the reward will update

Once their current stamp card is full and the reward has been redeemed, they will then receive the new Loyalty reward as their next stamp card

3. Existing stamp cards keep both the total number of stamps required, and the number of cards accumulated so far.

Reporting

You can report on your Loyalty stamp card set up in the Analytics tab and the Loyalty sub tab your QikServe dashboard.

• You can filter your reporting by

  • Date range, having several options or a custom date -

  • Report, redeemed or unredeemed stamps -

• You can also export this repot to a CSV file by selecting the 3 dots at the right side of the report.