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 / Redeemed across all campaigns, last 30 days

• 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

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*) — 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, and how many times it's been used. 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.

A strip at the top — *Your campaigns brought people back* — sums up Issued / Sent / Redeemed for the last 30 days.

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