Programs, Cards, Campaigns, and Messages

Passtastic is organized around four concepts. Once these click, the rest of the app is easy to navigate.

The four terms at a glance

How they fit together

Each program contains one card design plus any number of campaigns and messages:

• A Program is the whole setup for one loyalty offering — a stamp card program, a paid membership, a seasonal coupon. Each business can run several.
• The Card is the wallet pass inside the program. One card per program. This is what the customer sees on their phone.
• Campaigns and Messages live inside the program's Campaigns tab. They run automatically when their trigger fires — a birthday, a first visit, a specific date, and so on.

Programs

A program is your loyalty setup. You create one when you first sign up (e.g. "My Coffee Rewards") and can add more later. The Programs link in the sidebar opens the list.

Each program has:

• A name and status (Draft, Active, Paused, Completed)
• Start and optional end date
• A card type (stamp, points, membership levels, coupon, loyalty/VIP, or a paid card)
• Customers who've installed the card
• Campaigns and messages that engage those customers

See Card Types Explained for the full list of card types.

Running two offers at once

One program has one card type. If you want two different offers at the same time — say a stamp card and a discount coupon — create two programs: Programs → New program. Every current plan includes unlimited programs. Each program has its own link and QR code on its Share tab, and your customer portal page can show both cards.

If the discount is really a reward for your stamp-card customers, you don't need a second program: a campaign on the stamp card can send it (see Messages and Campaigns).

Copying a program

You can't duplicate a program: there is no Duplicate or Copy button on the Programs list or on a program's page. To make a similar one, click New program on the Programs page, choose the card type, and fill it in again. Your original stays as it is.

If you want the same program at more than one shop, you don't need a copy. One program can run at all your shops or only some of them. See Choosing Which Shops a Program Runs At.

Deleting a program

1. Open Home in the sidebar.

2. Find the program under Published Cards (or Draft Cards).

3. Click the bin icon in the top-right corner of its tile, then Confirm.

Deleting needs an Editor role or higher, and only the teammate who created the program can delete it. If someone else created it, ask them to delete it. A program connected to an IdoSell shop has no bin icon: uninstall the Passtastic app in your IdoSell panel first.

What happens after you delete a program:

• Nobody new can install the card.
• The program's campaigns are deleted too.
• Your customer records stay in your account.
• Cards customers already installed stay on their phones.
• If you deleted it by mistake, contact us within 30 days and we can restore the card. Its campaigns can't be restored.

There is no pause button. To stop sending messages without deleting anything, switch the campaigns off on the program's Campaigns tab.

Cards

A card is the wallet pass your customer installs to Apple Wallet or Google Wallet. It's the visible part of your program — the thing customers actually see.

• One card per program
• Its design and content (colors, logo, text, data fields, rewards) are edited in the program's Setup tab — reachable from the Edit card button
• Landing pages like "create a stamp card" or "create a loyalty card" still exist — they all create a program under the hood

Campaigns

A campaign sends a reward to your customers at the right moment — a birthday greeting with a free drink, a win-back coupon for someone who hasn't visited in a month, a Friday happy hour offer.

Every campaign has four parts:

• Trigger — when it runs (birthday, inactivity, a calendar date, after a scan, and so on)
• Push notification — what the customer sees on their phone
• Reward — optional: automatic stamps/points, or a message your staff sees on the scanner to apply a discount
• Eligibility — how often the same customer can receive it (once ever, once per period, every time)

See Messages and Campaigns for the full setup guide.

Messages

A message is the simpler version of a campaign — just a push notification, no reward. Good for greetings, reminders, and nudges that don't need anything at the counter.

Examples:

• "Happy New Year!" on January 1st
• "We've added new locations — check them out"
• A welcome greeting when a customer first joins

In the Campaigns tab, messages appear with a `MESSAGE` badge; campaigns with a reward show a `CAMPAIGN` badge.

Where to find each thing

Common questions