Set up a loyalty scheme
Create a loyalty scheme, choose the venues and brand kit, and set how guests join, before you add rewards. Works with or without Square.
2 min read · Updated
In short: in Loyalty › Schemes, click Create scheme, fill in the form and click Create scheme. Then set how points are earned and add a reward.
Create the scheme
- Go to Loyalty › Schemes, then click Create scheme.
- Enter a Scheme name and pick a Brand kit (it styles your wallet cards).
- Under Venues, pick venues, or leave it empty for your whole organisation.
- Check Points limit per transaction (starts at 100) and Points limit per customer (starts at 1000).
Choose how guests join
- Under Enrolment, turn on Auto enrol guests if guests should be added automatically.
- To reward joining, turn on Points on sign up and enter the Sign up points.
- Add About scheme text and Gallery images for the sign-up page.
- Click Create scheme.
Next, set how guests earn points and create rewards. Guests need a reward to spend points on.
- 01Create the scheme
- 02Set how guests earn points
- 03Create rewards
Run it without Square
Without Square, points are not added for spend on their own: Points for spend, under Square integration, needs Square. Most venues give points per visit instead. For example, a free bottle of wine on the 5th visit:
- In the scheme form, under Points, turn on Default points mode and set Default points value to 1.
- Create a reward with a Points value of 5, named for what the guest gets.
- Each visit, staff click Scan in Loyalty, scan the guest's card and click Add points. The 1 is filled in.
A reward is what you name it, such as a free bottle or 10% off. Staff give it at the till when they redeem it.
Check it worked
Click Preview Scheme in the left menu to see the sign-up page as a guest does.
Stuck on Draft
If the scheme stays on Draft in Schemes:
Email support at agent@stampede.ai with:
- The scheme name.
- A screenshot of the Schemes list.
Good to know
- To change anything later, open the scheme and click Edit scheme.
- Referral mode under Referrals gives Referral points to members who refer someone.
- Only Admin, Moderator, General Manager, Bookings Manager and Marketing can see Loyalty.
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