Your Program Page: a Tour

Once you've created a program, everything you need to manage it lives on one page. Here's what's on it.

Getting to the Program page

1. Click Programs in the sidebar.

2. Click the program you want to manage.

You'll land on the Program page. It has four tabs at the top: Overview, Setup, Campaigns, and Share.

Header

At the top of every tab you'll see:

• Card thumbnail — a small preview of your wallet card. Click it for a larger preview.
• Program name — the name you gave this program.
• Card type label — e.g. "Stamp Card" or "Coupon".
• Status badge — Active, Draft, Paused, or Completed.
• Test card — installs a test version of the card on your phone so you can try scans and rewards before going live.
• Edit card — jumps to the Setup tab, where you edit everything about the card itself.

Overview tab

The default tab — an at-a-glance view of how the program is doing (subtitle: *Members, activity & campaign usage*).

• Bring customers back — a banner with a Message members button to reach a group directly.
• Summary tiles:

- Members — total members, how many have the card in their wallet, and how many were removed - Joined this week — new members in the last 7 days - Ready to redeem — members who've reached the reward (stamp cards; shows "coming soon" for other card types) - Campaign usage — Issued / Sent across all campaigns, last 30 days. Redeemed joins them once a campaign carries a reward, or once redemptions were recorded

• Active campaigns — a compact list of running campaigns; the link in the corner jumps to the Campaigns tab to manage them.
• Card preview — a visual of the wallet pass. Edit design jumps to the Setup tab.

For the deep dive, open Insights from the sidebar and filter by program.

Setup tab

Where you edit the card itself — design, details, earning rules, sign-up, and reminders. Everything is edited inline and saved together: make your changes, then click Save changes (you'll see *Changes go live when you save*, and *All changes saved* once it's done).

Setup is organised into a few cards:

• Design — logo, photo & colours
• Card details — name & what the card says (including the extra detail rows on the back)
• Stamps & reward / Points & reward / Levels & benefits (the label depends on your card type) — how customers earn and what they get
• Sign-up info — what you ask people for when they join (name, email, phone, birthday, plus any custom questions)
• Nearby reminders — nudge customers with a notification when they're close to your location
• Included benefits — membership & simple loyalty cards only; list everything a member gets — one-time, repeating, or always included — see Included Benefits: What Comes With a Membership or Loyalty Card

See Editing Your Card for the full walk-through.

Campaigns tab

Where your automatic campaigns and one-off messages live (subtitle: *Always-on & event-triggered campaigns*).

• Automatic campaigns (*runs by itself · counts: last 30 days*) — campaigns that fire on a trigger (birthday, win-back, a calendar date, after a visit, and so on). Each row shows its name, trigger tag, reward summary, a toggle to switch it on/off, how it's performing, and a ⋯ menu with Delete. Click New campaign to add one.
• One-off messages (*sent by you, on demand*) — Send a message to reach a group right now, with no automation.

Creating a campaign

Click New campaign to open the campaign builder — two short screens:

1. Pick a goal — a gallery of ready-made campaign ideas (win back quiet customers, birthday treat, welcome new customers, and more). Recipes not included in your plan show a 🔒 lock; clicking one opens the upgrade prompt instead of the editor. Know exactly what you want? Use Start from a blank campaign at the bottom of the gallery to pick any trigger yourself. 2. Review & turn on — everything pre-filled from the recipe on one page: name the campaign (for your eyes only), the message on their phone (a live lock-screen preview updates as you type — longer messages get trimmed there, though the full text still shows on the card), and — nested under an Include an offer with this message toggle — what appears on their card and what your staff sees at the counter. Timing (when it sends, how often a customer can get it, how long the reward stays valid) sits in one compact card with sensible defaults already picked; delivery time, Also add stamps or points automatically, and any further tuning live under a collapsed More options. A HOW THIS WILL WORK summary reads the whole campaign back as a sentence before you commit.

Finish with Turn it on 🚀 (at the top of the page) to activate right away, or Keep as draft to save it without activating — you can turn it on later from the Campaigns tab. Your progress autosaves locally as you go: if you navigate away partway through, reopening New campaign offers to continue where you left off.

Deleting a campaign

Click the ⋯ menu on a campaign row, then Delete. This removes the campaign from any customer cards that currently have it — sent history is kept for your records, and the action cannot be undone. Deleting requires Editor role or higher; Viewers don't see the ⋯ menu — see Team Roles & Permissions.

What the numbers on each campaign mean

Each campaign row shows how many messages it has sent in the last 30 days. If the campaign also hands out a reward, it shows how many were claimed — that is, how many times your staff scanned a customer's card and applied the gift at the counter.

Campaigns set to Message only carry no reward, so there is nothing to claim and no claim count is shown for them.

Underneath, the row tells you when it last sent, or says No sends on record if it has not sent in the last 180 days. That is the quickest way to tell a campaign that is quietly working from one that is misconfigured and doing nothing.

The sent count covers the last 30 days; last sent looks all the way back. So a campaign can read *0 sent* and *Last sent last month* at the same time — that is not a contradiction, it means the campaign fired, just not recently.

A strip at the top — *Your campaigns brought people back* — sums up Issued / Sent for the last 30 days. Redeemed appears once at least one of your campaigns carries a reward, or when redemptions were recorded in the window.

What rule each campaign runs

For win-back, expiry, visit-milestone and points/stamps campaigns, you'll see under the name the rule it actually fires on — *7 days before the card expires*, *When a customer has 10 points or fewer*, and so on. This is read from the campaign's settings, not from its name, so if the two ever disagree you can see it at a glance. A campaign called "Reminder: 20 days" that shows *7 days before the card expires* is set to 7, whatever the name says.

Who your messages reached

The strip at the top also tells you how many people you reached: *923 messages sent to 815 people*. Those are different numbers because one customer can be reached by several campaigns in the same month.

Below it you may see how many messages didn't arrive, and why. The usual reason is that a customer saved a PDF of their card instead of adding it to Apple or Google Wallet — a PDF cannot receive notifications. Encouraging those customers to install the real wallet card is the fix. A message can also be held back because the customer opted out of texts — that is the system respecting their choice, not a fault to fix.

See Messages and Campaigns for the full setup guide.

Share tab

Everything you need to get customers onto your program.

• Quick Share — QR code (desktop) or direct wallet links (mobile) to install the card
• Tracking Links — unique links per channel (Instagram, Facebook, flyers) to see where sign-ups come from
• Offline Sharing — downloadable marketing materials and high-resolution QR codes for print
• Online Sharing — embed code to put a sign-up widget on your website

Common questions