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Loyalty & Rewards: Points Program

Blake
  • Updated

Welcome to Stamped 🎉

Stamped Loyalty is your platform to create points and rewards, a VIP program to reward your best customers, and a referral program. Stamped Loyalty improves your overall retention marketing strategy and drives measurable revenue. 

By the end of this guide, you'll have your point program set up, including Earning & Spending - keep in mind you can always reach out to us at support@stamped.io for help.

The below guide provides instructions for both our Loyalty Classic and Loyalty 2.0 experience. We are migrating customers to Loyalty 2.0 throughout the coming months. If you're unsure which version you are on now, please first navigate here.

In this guide

 

Benefits Of Using Our Points Program

Increase your Average Order Value (AOV), Customer Lifetime Value (LTV), and Return on Investment (ROI)

When it comes to profit-focused metrics, brands should look no further than their average order value, customer lifetime value, and return on investment. Acquiring new customers can be expensive, as marketing and sales teams need to invest resources into identifying, targeting, and convincing leads to engage with their brand. And unless they take the time to develop a customer retention strategy, there’s no guarantee that their first purchase will lead to another.

With the right motivation, brands can successfully convince existing customers to make another purchase. For example, they can up-sell and cross-sell related products based on their purchase history. They can also encourage existing customers to spend more by offering discounts that can only be applied when they reach a specific basket size.

Points-based loyalty programs are an especially effective strategy for driving repeat purchases. To start, they give brands a legitimate reason to continue connecting with customers, reaching out to offer incentives like free products in exchange for another purchase. This encourages customers to come back so they can earn points for their incentive of choice.

Loyalty programs also increase repeat AOV as well. Customers often end up spending more even after applying discounts, whether they’re purchasing larger quantities and/or buying more expensive products.

💡 Check out how Kitsch uses Stamped Loyalty to increase their AOV by 30%

Basic Setup - Loyalty 2.0

  1. Let’s get you started with some basic setup. Go to Earning Points and you will see the sections for Points Expiry, Order Settings and Customer Exclusions
    LR
  2. Fill in all of the details as required
  3. Remember to save your settings by pressing the Save button!
  4. At the top of the Earning Points page, check that the program is Enabled
    LR
  5. At the top of the Redeeming Points page, check that the program is Enabled
    LR

Points

You can set and view the actions to reward customers with points in the Earning Points section:

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How to set up a new rule for points:

  • Click on the Create New Rule button
  • Choose and click on the action that you want to reward points for
  • There are 4 types of actions that you will be able to reward points to your customer
Type Action Component
Orders

Make a Purchase

Order Value Total Goal

Total Number of Orders Goal

 LR
Account

Account Creation

Subscribe to Newsletter (Shopify and Bigcommerce only)

Celebrate Your birthday

Celebrate Account Anniversary

 LR
Social

Instagram Follow

Facebook Like

Facebook Share

Twitter Follow

Twitter Share

YouTube Subscribe

TikTok Follow

Pinterest Follow

 LR
User-Generated Content *Only applicable with Stamped Reviews & UGC app

**Reward points are only applicable for orders within the past 12 months

**Reward points are only given for the first review submitted for each product and order

Write a Review**

Upload a Photo**

Upload a Video**

Submit NPS Survey

Submit an Answer to a Question

 LR
Custom Rules Custom Activity - Please refer to the following guide to set up custom earning rules LR
  1. Under the Points Settings section, toggle the enablement option ON so that customers are rewarded with points upon completing the action
  2. Enter the points to reward for this action. Note: The app will accept up to 2 decimal places (eg. 1.05)
  3. Fill in the rest of the details accordingly 
    *Rule Conditions, where you can set up earning conditions for VIP Tier, customer tags or products (Shopify only), is available on our Premium plan and above. For more information about this feature, please visit the VIP program guide
    *Earning Limits, where you can limit the number of times this action can be completed, is available on our Business plan and above
  4. Click on the Create Rule button to save your settings

How to view, update or delete the existing rule(s) for points:

Under the List of Rules section on the Earning Points page, you will be able to view all the existing rules (both active and inactive) and their related information (points, total # rewarded, etc)

LR

  • To update an existing rule, click the 3 dots in the far-right column on the action you want to update and click Edit
  • You will be able to update the existing actions and their information on this page
  • Remember to click on the Update Rule button on the bottom right to save your changes
  • To delete an existing rule, click the 3 dots in the far-right column on the action you want to remove and click Delete

Adding a Birthday & Blackout Period for Earning Rule "Celebrate a birthday" 

After signing up for an account with your store, customers can add their birthday through the Launcher by clicking Earn and then Set - they'll be prompted to enter their birth date and click Set again:

LR Points Program 38.pngLR Points Program 39.png

There is a one-month blackout period after signing up for a new account when the earning rule for "Celebrate a birthday" will not be awarded to customers. 

This is to prevent any potential abuse of the rewards program by setting a fake birthday to gain additional points.

Rule Conditions for Points 

This feature is only available on the Premium plan and above.

To reward customers with specific action points, you have the option to establish inclusion/exclusion rules.

LR

  1. Click on Add New Rule, or select the existing rule you wish to edit
  2. Scroll down to the Rule Conditions section under Settings
  3. Enter the Include and/or Exclude conditions you'd like to specify

    INCLUDE/EXCLUDE
    Product  The product ID or tag (Shopify only) of the product 1234
    Customer Tags (Shopify only) A single tag include-points

    Setup Examples for VIP tier programs (please see our VIP Program guide for full instructions)

    Most point programs involving VIP tiers offer a point multiplier on purchases for different tiers (Bronze 1x points, Silver 1.5x points, Gold 2x points and so forth). This can be done using our Rule Conditions. You can also use these for any other reward or earning types that you want to limit to certain VIP programs. 
     
    1. For the Base settings, simply use a points denomination that works for you based on the multiplier you're advertising to your customers. (Bronze: 2 points per $1, Silver: 3 points per $1 etc.)

    LR

    2. When setting up your VIP tier rules through the VIP section, you'll see that the tier for which you're creating this rule will be automatically populated:
    LR

    3. You can use the Exclude option to indicate any groups that you do not want to earn this reward. Adding several rule conditions will implement an "OR" condition.

    LR

Applies to 

Note: Only applicable to Shopify and Woocommerce platforms

This setting will allow you to apply the earning activity to a customer's entire order, or restrict the addition of points to only selected collections, products or orders. 

Points-program40.png

Enable or Disable Notifications

You can enable or disable notifications for individual Earning Points rules to notify customers when this event occurs. 

1. Click on the Points Earning rule for which you want to enable the notification and toggle the option ON or OFF

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Rewards 

Set up rewards for your customers in the Redeeming Points section. 

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How to set up a new reward:

  1. Click on the Create New Rule on the right side of the Redeeming Points page
  2. Click on the reward that you want your customers to be able to redeem when they have earned enough points, and click on the Add Reward button.
    Reward Description Example
    Amount discount Fixed amount discount for future purchases $5 off
    Variable discount Variable discount for future purchases (can be redeemed in multiples) 5.00 Points = $0.05
    Percentage off % off discount for future purchases 10% off
    Free shipping Waive shipping fees Free Shipping 
    Free product Free product for customers to receive with their purchase (note: product search is case-sensitive) Free ABC gift set
    Gift card (Shopify Plus only) A gift card is issued to the customer with the reward amount as the value.

    https://help.shopify.com/en/manual/products/gift-card-products

    *Kindly contact advocates@stamped.io for us to initiate this reward    		 $5 gift card
    Store credit (Bigcommerce only) Amount to be credited into the customer's account for future purchases.

    https://support.bigcommerce.com/s/article/Giving-Customers-a-Store-Credit    		 $5 store credit

    The following 2 rewards are specific to only Shopify Point-of-sales (POS); they will be redeemed and applied to the customers current POS purchase.

    Reward Description Example
    POS Amount discount Fixed amount discount
    $5 off
    POS Percentage off % off discount 10% off
  3. Select Active under Status to activate rewards for customers to redeem with points.
  4. Enter the points under the Points to redeem field to set the number of points needed to redeem the reward. Note: The app will accept up to 2 decimal places (eg. 1.02)
  5. Fill up the rest of the details accordingly.
  6. Click on the Create button to create the new reward.

How to view, update or delete the existing rewards:

  1. Click on Redeeming Points in the navigation bar and click the three dots next to the rule you want to adjust, and click Edit
    Screenshot
  2. Update the rule settings for each earning point rule. Ensure you scroll to the bottom and click Update Rule to apply your changes 
  3. To delete a rule, click on the Delete button located at the bottom left of the page

Reward Expiration 

You can choose to set an expiration timeline in the Coupon Settings section when setting up a Reward for your customers. If no expiration timeline is specified, the reward will not expire. 

  • You can set the expiry timeline in days or hours
  • You can choose to return points to customers after expiry; if this option is left unchecked, points will not be returned to the customer

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Once a reward expiration duration is set, a reminder email will be sent to customers 3 days before the expiry date of the coupon code issued to the customer. You can edit the reward expiration email content under Display > Loyalty Emails > Reward Expiry Reminder:

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Earning/Redeem Limit

This feature is only available on the Business plan and above.

This setting will allow you to determine the limit of the earning/spending rule based on a time period (lifetime/year/month/week/day).

For example, you can set up a promotion to allow customers to earn an additional 1000 points for their first purchase made in the store. This would be a one-time offer for each customer account, hence it can be set to have an earning limit of once per lifetime:

Another example would be to set up a big discount coupon that is redeemable once per month, to prevent abuse of the coupon and also make it more exclusive for customers to strive for:

Delay Interval

This setting will allow you to set a delay interval for rewarding points to customers. This setting could be used to prevent customers from abusing the rewards program such as placing an order, but returning the order in a short time and utilizing the points for another order.

For example, a 10 days interval is set for the "Make A Purchase" activity. Below is how the Delay Interval would Apply:
- Customer place an order on 1st May.
- Customer earns 10 points.
- Customer will only be able to use the 10 points on 11th May.

Effective Dates

You can specify a date range in which a specific earning/spending rule will be effective, this is especially useful if there are campaigns planned in the store for special occasions/events.

For example, you can offer bonus points for purchases made during the New Year, by setting the effective date of the earning rule from 06/01/2023 to 06/30/2023

LR

Any rules outside of the effective date will be inactive and hidden within the launcher and widgets.

How Customers Can Redeem Points

Redeem Points

  1. Click on Earning Points button (the button text may vary depending on your  settings on Launcher Setup)
    LR
  2. For activities such as like, share and follow, your social pages will be displayed automatically when the customer clicks the button
  3. Upon completing an activity, points will be credited automatically, and a Completed text will show beside the activity. Customers cannot earn points more than once on activities like social follows. 
    LR Points Program 37.png

Redeem Rewards

  1. Click on Redeem Points button (the button text may vary depending on your settings on Launcher Setup)
    LR
  2. Click on the Redeem button for the rewards you wish to redeem.
  3. Click on Apply to Checkout to use the code on your next order
    LR
  4. You can view all redeemed rewards in the Rewards section by clicking Your Rewards
    LR

Basic Setup - Loyalty Classic

  1. Let’s get you started with some basic setup. Go to Settings -> Points and you will see this page for Points settings:PointsProgram1.png
  2. Fill up all of the details as required.
  3. Remember to save your settings by pressing the Save button!
  4. Click on Back to Main
  5. Go to Points
  6. Ensure the Points Program is Enabled.
    PointsProgram2.png

Points

You will be able to set and view the actions to reward customers with points at the Points section.

PointsProgram3.png

How to set up a new rule for points:

  1. Click on the Add new rule button on the bottom left of the Points Section. (Alternatively, you can click on "View all points" and click on the "Add new rule" button above)
  2. Choose the action that you want to reward points upon completing and click on the Add rule button.

    There are 4 types of actions that you will be able to reward points to your customer
    Type Action Component
    Orders

    Make a purchase

    Order value total goal

    Total number of orders goal

    		 Small1.png
    Account

    Create an account

    Subscribe to newsletter (Only applicable to Shopify and Bigcommerce)

    Celebrate a birthday

    Account anniversary

    		 Small2.png
    Social

    Instagram Follow

    Facebook Like

    Facebook Share

    Twitter Follow

    Twitter Share

    YouTube Subscribe

    TikTok Follow

    		 Small3.png
    User-Generated Contents *Only applicable with Stamped Reviews & UGC app

    **Reward points are only applicable for orders within the past 12 months

    ** Reward points are only given the first review submitted for each product and order

    Write a Review**

    Upload a Photo**

    Upload a Video**

    Submit NPS Survey

    Submit Answer to a question

    		 Small4.png
    Custom Rules Custom Activity - Please refer to the following guide to set up custom earning rules Small5.png
  3. Select Active under Status to reward customers with points upon completing the action.
  4. Enter the points to reward for this action. Note: The app will accept up to 2 decimal places (eg. 1.02)
  5. Fill up the rest of the details accordingly.
    *For Rule Conditions, where you can set up earning conditions for VIP Tier, customer tags or product(Shopify only) is available on our Premium plan and above. For more information about this feature, please visit the VIP program guide
    *For Earning Limits, where you can limit the number of times this action can be completed is available on our Business plan and above.
  6. Click on the Create button to save your settings.

How to view, update or delete the existing rule(s) for points:

  1. Click on View all points on the bottom right of the Points section
  2. You will be able to view all the existing actions (both active and inactive) and their related information (points, total rewarded) on this page.PointsProgram4.png

 

    • To update the existing rule, click under the Title column on the action you want to update.
    • You will be able to update the existing actions and their information on this page.
    • Remember to click on the Save button on the bottom right to save your updated settings.

 

  • To delete the existing rule, click under the Title column on the action you want to delete.
  • Scroll down to the bottom of the page and click on the Delete button located at the bottom left of the page.
  • Click on the Delete button on the delete confirmation pop-up.

Adding a Birthday & Blackout Period for Earning Rule "Celebrate a birthday" 

After signing up for an account with your store, customers can add their birthday through the Launcher by clicking Earn and then Set - they'll be prompted to enter their birth date and click Set again:

LR Points Program 38.pngLR Points Program 39.png

There is a one-month blackout period after signing up for a new account when the earning rule for "Celebrate a birthday" will not be awarded to customers. 

This is to prevent any potential abuse of the rewards program, by setting a fake birthday to gain additional points.

Rule Conditions for Points

This feature is only available on the premium plan and above.

You can set up inclusion/exclusion rules for the points of a specific action to be rewarded to customers.

PointsProgram5.png

  1. Click on "Add new rule" or click on the existing rule you wish to edit
  2. Under Rule Conditions section, click on the "Enable" button
  3. Enter the Include/Exclude condition

    INCLUDE/EXCLUDE
    VIP Tier Exact Tier Title Platinum
    Product  The product ID or tag(Shopify only) of the product 1234
    Customer Tags (Shopify only) A single tag include-points


    Setup Examples for VIP tier programs. 

    Most point programs involving VIP tiers offer a point multiplier for different tiers. (Bronze 1x points, Silver 1.5x points, Gold 2x points and so forth) This can be done using our Rule Conditions. You can also use these for any other reward or earning types that you want to limit to certain VIP programs. 
     
    1. For the Base settings simply use a points denomination that works for you based on the multiplier you're advertising to your customers. (Bronze 2 pts per $1. Silver 3 points per $1)

    PointsProgram6.png2. Using "Include" Will specify that only the included VIP tier will be eligible for a given earning or reward. 
    PointsProgram7.png3. Using "Exclude" Will ensure that all tiers except the excluded will be eligible for the given earning or reward. 
    PointsProgram8.png*Notes:

    a.) For the first tier (In this example, Bronze tier) of your rewards program if this tier is available to everyone, meaning their is no requirement for entry, be sure to use the Exclude rule to ensure that guest checkouts will still be awarded points. Otherwise new customers will not receive the award. 

    Example: 
    PointsProgram9.png


    b.) Adding several rule conditions will implement an OR condition. Meaning to say, in the example below, all customers that are "Gold" tier will be rewarded with points, and all customers with the customer tag "Regular" will also be rewarded with points.

Enable or Disable Notifications

You can now enable or disable notification for individual Points Rule and get notified when you customer is rewarded.

PointsProgram10.png

1. Click on the earning rule for which you want to enable the notification

2. Scroll down to the "Notifications" section and click on the "Enable" button

Rewards

You will be able to set and view the rewards for customers to redeem with points at the Rewards section.

PointsProgram11.png

 

How to set up a new reward:

  1. Click on the Add new reward on the bottom left of the Rewards Section. (Alternatively, you can click on View all rewards and click on the Add new reward button above)
  2. Choose the reward that you want your customers to be able to redeem when they have collected enough points and click on the Add reward button.
    Reward Description Example
    Amount discount Fixed amount discount for future purchases $5 off
    Variable discount Variable discount for future purchases (Can be redeemed in multiples) 5.00 Points = $0.05
    Percentage off % off discount for future purchases 10% off
    Free shipping Waive shipping fees Free Shipping 
    Free product Free product for customers to redeem Free ABC gift set
    Gift card (Shopify Plus only) Gift card is issued to customer with the reward amount as the value.
    https://help.shopify.com/en/manual/products/gift-card-products

    *Kindly contact hello@stamped.io for us to initiate this reward    		 $5 gift card
    Store credit (Bigcommerce only) Amount to be credited into the customer's account for future purchases.
    https://support.bigcommerce.com/s/article/Giving-Customers-a-Store-Credit    		 $5 store credit

    The following 2 rewards are specific to only Shopify Point-of-sales (POS), they will be redeemed and applied to the current POS purchase.

    Reward Description Example
    POS Amount discount Fixed amount discount
    $5 off
    POS Percentage off % off discount 10% off
         
  3. Select Active under Status to activate rewards for customers to redeem with points.
  4. Enter the points under the Points to Redeem field to set the number of points needed to redeem the reward. Note: The app will accept up to 2 decimal places (eg. 1.02)
  5. Fill up the rest of the details accordingly.
  6. Click on the Create button to create the new reward.

How to view, update or delete the existing rewards:

  1. Click on View all Rewards on the bottom right of the Rewards section
  2. You will be able to view all the existing actions (both active and inactive) and their related information (points, total rewarded) on this page.PointsProgram12.png
    • To update the existing reward, click under the Title column on the reward you want to update.
    • You will be able to update the existing rewards and their information on this page.
    • Remember to click on the Save button on the bottom right to save your updated settings!
  • To delete the existing reward, click under the Title column on the reward you want to delete.
  • Scroll down to the bottom of the page and click on the Delete button located at the bottom left of the page.
  • Click on the Delete button on the delete confirmation pop-up.

Reward Expiration

Reward expiration is available as part of the rewards setting:

PointsProgram13.pngOnce a reward expiration duration is set, a reminder email will be sent to customers 3 days before the expiry date of the coupon code issued to the customer.

You can edit the reward expiration email  content under  Settings - Emails - Reward Expiry Reminder

PointsProgram14.png

Applies to 

Only applicable to Shopify and Woocommerce platforms.

This setting will allow you to restrict the application of the generated coupon code to only selected collections/categories in the store.

Shopify: The collection IDs will have to be entered in the setting (not the collection tag).

Woocommerce: The category IDs will have to be entered in the setting.

PointsProgram15.png

Earning/Redeem Limit

This feature is only available on the Business plan and above.

This setting will allow you to determine the limit of the earning/spending rule based on a time period (lifetime/year/month/week/day).

For example, you can set up a promotion to allow customers to earn an additional 1000 points for their first purchase made in the store. This would be a one-time offer for each customer account, hence it can be set to have an earning limit of once per lifetime:

PointsProgram16.png

Another example would be to set up a big discount coupon that is redeemable once per month, to prevent abuse of the coupon and also make it more exclusive for customers to strive for:

PointsProgram17.png

Delay Interval

This setting will allow you to set a delay interval for rewarding points to customers. This setting could be used to prevent customers from abusing the rewards program such as placing an order, but returning the order in a short time and utilizing the points for another order.

For example, a 10-day interval is set for the "Make A Purchase" activity. Below is how the Delay Interval would Apply:
- Customer place an order on 1st May.
- Customer earns 10 points.
- Customer will only be able to use the 10 points on 11th May.

PointsProgram18.png

Effective Dates

You can specify a date range in which a specific earning/spending rule will be effective, this is especially useful if there are campaigns planned in the store for special occasions/events.

For example, you can offer bonus points for purchases made during the New Year, by setting the effective date of the earning rule from 01/01/2021 to 02/01/2021

PointsProgram19.png

Any rules outside of the effective date will be inactive and hidden within the launcher and widgets.

How Customers Can Redeem Points And Rewards

Redeem Points

  1. Click on Earning Points button (the button text may vary depending on your settings on Launcher Setup)PointsProgram20.png
  2. For activities such as like, share and follow, there will be a button that will pop up a window and display your social pages automatically
  3. Upon completing the task, the points will be credited automatically upon completing the task(s) and there will be a "checkmark" on the button to show that this task is already completed (customers will not be able to redeem points on the same activity twice)PointsProgram21.png

Redeem Rewards

  1. Click on Redeem Points button (the button text may vary depending on your settings on Launcher Setup)PointsProgram22.png
  2. Click on the Redeem button for the rewards you wish to redeem.
  3. Click on Apply to Checkout to use the code on your next order
    PointsProgram23.png
  4. You will also be able to view all redeemed rewards in the Rewards section by clicking Your Rewards
    PointsProgram24.png

 

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