Changing a Card Your Customers Already Have

You can change a published card whenever you like. When a change affects what customers already hold, Passtastic asks you what should happen to their stamps, points or levels, and shows you the result before anything goes live. Customers see nothing until you click Publish.

Which changes ask you a question

• Stamps needed for the reward, more or fewer (under Stamps & reward).
• A reward's points, on a points card.
• The levels: a different number to reach a level, a level added or removed, or Level up by switched between Visits and Points.
• The card type: stamps, points or levels (see below).

Changing the name, design, reward wording or shops asks nothing. Changing how many points a visit or a purchase earns asks nothing either: it applies from the next visit and balances stay as they are. The field says so: "Applies from the next visit. Balances don't change."

Step by step

1. Open your program, click Setup and change the field. A note appears under it, for example: "Was 10. 212 customers have this card. You'll choose what happens to their stamps when you publish." On a points card it says points, on a level card it says levels or members.

2. Click Publish. If the change moves customers' progress, a Before you publish screen opens. It shows how many cards will change ("160 of 212 customers' cards will change"), one question for each group of customers, and the numbers each answer would give.

3. Pick your answers and click Publish changes. Click Back to editing instead and nothing is published.

Under the questions, Also affected lists anything else on the card that counts stamps or points, such as automations, campaigns, referral rewards or a register connection. Each one is marked Converted (changed to match) or Check this (it needs a look from you). Next to the questions (below them on a phone), a card preview shows one real customer's card before and after.

If no customer is affected, Publish works as it always has. The numbers are counted again when you click Publish changes, so a customer who scans while the screen is open is included.

What each choice does

The option already selected is the most generous to your customers. You can pick any other.

Fewer stamps for the reward (for example 10 down to 5)

• Keep their stamps (selected): a customer on 7 stays on 7, so they have a reward ready.
• Keep how close they are: 7 of 10 becomes 4 of 5.
• Start everyone from zero: customers lose their stamps, including any reward that was ready.
• If some now have more stamps than the goal: Extra stamps count towards the next reward (selected, so a customer on 10 gets two rewards) or Drop the extra stamps.

More stamps for the reward (for example 5 up to 10)

• Keep their stamps (selected): 3 of 5 becomes 3 of 10.
• Keep how close they are: 3 of 5 becomes 6 of 10.
• Start everyone from zero.
• If some already had a reward ready: They keep it (selected; the card says "Reward ready" until it is redeemed) or They lose the reward they had.

A reward costs a different number of points

• Keep their points (selected), Keep how close they are or Start everyone from zero.
• If the price went up and some customers could already claim it: They can still claim one (selected) or They collect the rest.

The levels change

• A level needs more or fewer points: Nobody moves down (selected) or Everyone moves to the level their points reach now.
• A level is removed: you pick where its members go. The level below is selected.
• Level up by is switched: Everyone keeps their level (selected, so nobody moves on the day you publish), Place everyone by their past visits (or, when switching to Points, Place everyone by all the points they've earned) or Everyone starts on the first level.

Changing the card type

On a published stamp, points or level card, the top of Stamps & reward in Setup (Points & reward on a points card, Levels & benefits on a level card) shows Card type with a Change type link.

1. Click Change type and pick the new type, then confirm with Switch to points, Switch to stamps or Switch to levels. Customers keep the same card in their wallet.

2. The new settings are filled in from your old card, and a line tells you how. A stamp card with 10 stamps for a free coffee becomes a points card with the coffee at 100 points and 10 points a visit, so everyone stays as close to the reward as before. Change anything you like.

3. Click Publish. The Before you publish screen asks what happens to the stamps, points or levels customers have. For stamps to points the choices are Turn each stamp into 10 points (selected) or Start everyone at 0 points. You can change the rate. From the next scan, your staff add points instead of stamps.

Change type is not available for coupons, memberships or prepaid cards, and not for a card linked to IdoSell or Shoper, because the balance is kept there.

What your customers see

• Their card in the wallet updates by itself within a few minutes. They don't reinstall it, and no message appears on their lock screen. If you want to tell them, click Message members after publishing; a suggested text is ready.
• Customers who have turned off notifications see your message on their card only, with no alert. Before you send, the screen shows the split, for example "312 get an alert · 228 see it on the card only".
• Each customer's history in your dashboard gets a line, "Card updated by the business", saying what changed.
• A full stamp card holding more than the goal shows "Reward ready · +2 towards the next", instead of something like 7 / 5. When staff redeem it, one goal's worth of stamps is used and the rest stay on the card.

Who can start everyone from zero

Start everyone from zero and Everyone starts on the first level erase stamps, points or levels, including rewards customers have already earned. Only owners and admins see them. Editors can choose every other option.

Common questions

See also Editing Your Card (the Setup Tab) and Card Types Explained.