Customer Profile: Stamp Card

Learn how to view, manage, and edit customer details from their profile when using Stamp Card–based loyalty programs in Loyally.

The Customer Profile gives you full visibility into each customer’s loyalty activity — including stamps, rewards, visits, and card data — with the ability to make manual balance adjustments, correct mistakes, and send personalized push notifications.

🧭 Overview

From a customer’s profile, you can:

• View detailed loyalty statistics (stamps, visits, rewards, and LTV)

• Adjust stamps or rewards manually

• Correct data entry mistakes

• Manage card status and expiration

• Copy personalized installation and referral links

• Send push notifications directly to the customer

• Review feedback, device information, and segmentation data

📊 Profile Overview

Each customer’s profile displays key loyalty metrics for quick insight:

💰 Adjusting Stamps

You can manually increase or decrease stamps for a customer — for example, to correct an error or to manually award loyalty stamps.

💡 Note:
The Purchase amount (Transaction amount) field represents the total value of the customer’s purchase.
It directly affects LTV (Lifetime Value) and the calculation of stamps or rewards.

➕ To Add Stamps

1. Open the customer’s profile.

2. Click the “+” icon beside Stamps Earned or Actual Stamp Balance.

3. In the Balance history popup, enter:

   • Value → Number of stamps to add.

   • Purchase amount → Total purchase value associated with this change.

   • Comment (optional) → Add context for the adjustment.

4. Click Apply.

✅ The system updates the stamp balance and adjusts the customer’s LTV automatically.

➖ To Remove Stamps

1. Click the “−” icon beside Stamps Earned or Actual Stamp Balance.

2. Enter the Value (number of stamps to remove).

3. (Optional) Enter a Purchase amount to adjust LTV.

4. Click Apply.

📉 The customer’s stamp count, LTV, and reward progress will automatically adjust.

🎁 Adjusting Rewards

You can manually add or subtract customer rewards to fix errors or grant bonuses.

➕ To Add Rewards

1. Click the “+” icon beside Rewards Earned or Rewards Available.

2. In the Change rewards count popup, enter:

   • Value → Number of rewards to add.

   • Purchase amount → Optional purchase value (affects LTV).

   • Comment (optional) → Add details for reference.

3. Click Apply.

✅ The new reward count will immediately appear in the customer’s profile and transaction history.

➖ To Remove Rewards

1. Click the “−” icon beside Rewards Earned or Rewards Available.

2. Enter the number of rewards to remove.

3. (Optional) Add a Purchase amount and comment.

4. Click Apply.

The rewards will update instantly in the profile and transaction log.

🧾 Correcting Mistakes (Purchase or Stamp Adjustments)

If an incorrect stamp or purchase value was entered, you can correct it directly from the profile.

To Correct an Entry

1. Open the customer’s profile.

2. Click the “−” icon beside Stamps Earned or Rewards Earned.

3. Enter the number of stamps or rewards to remove.

4. (Optional) Enter the corrected Purchase amount.

5. Click Apply.

📉 The customer’s LTV and stamp totals will automatically adjust.
These changes appear in the transaction history for transparency.

⚠ Note:
For visit-based cards, adjustments apply to visit counts instead of purchase values.

🪪 Managing Card Details and Status

The card details section provides key data and control actions.

To Delete a Card

1. Click the pencil icon beside Status.

2. A Delete button will appear.

3. Click Delete and confirm.

To Change the Card Expiration Date

1. Click the calendar icon beside Card Expiration Date.

2. Select a new date from the calendar.

3. Confirm your change.

🧩 Viewing Custom Fields and Personalized Links

You can access any custom data fields and copy customer-specific links:

• Card Installation Link: Click Copy to resend the card to the customer.

• Referral Link: Click Copy to share the customer’s referral link.

These links are unique per customer and can be shared directly for reinstallations or referrals.

🚀 Sending Push Notifications

Send personalized push messages directly to individual customers.

1. Open the customer’s profile.

2. Go to the Send Push tab.

3. Select the card.

4. (Optional) Schedule a date and time for sending.

5. Enter your message.

6. Click Send.

✅ The message will be delivered only to that customer’s device.

ℹ Information Tab

The Information tab shows all personal details for that customer:

• Name

• Phone

• Email

• Date of birth

💬 Feedback Tab

View and filter customer feedback with flexible filters:

• Filter by day, week, month, year, all time, or a custom range.

• Enable Only comments to show feedback that includes written text.

Use this data to track satisfaction trends and respond to issues quickly.

🧠 Summary

The Customer Profile (Stamp Card) section gives you complete visibility and control over each customer’s loyalty activity.
You can review their history, adjust balances, manage card settings, and send messages — all from one streamlined dashboard.