Setting up the programme

Open Programme in the left-hand menu. An empty programme opens straight into the setup; a finished one opens its summary, and the Edit button takes you back in.

1. 1

   Basics

   Whether members collect stamps or points: this decides what the card shows and what the unit is called in every language. Here you also set whether the balance expires (0 days: never). A name of your own, such as “credit”, can be given at the foot of the step. The card's icon and style are chosen on the Poster page.

2. 2

   Rules

   Here you set what earns the balance, with the “Add a rule” button. Without a rule the counter credits nothing.

3. 3

   Tiers

   If your plan includes them, members can move up tiers by their visits, their spending or the balance they have collected, with a discount or a higher multiplier.

4. 4

   Referral

   Switched on, members can share their invite link and get a bonus when the person they invited makes a first purchase.

You can jump between the steps at any time; you save at the end, with the “Save the programme” button.

You can change a live programme at any time: whatever members have already collected stays. If the save also changes members' cards — you switch from stamps to points, someone could lose a tier, or you switch referrals off — we first show what changes and for how many members, and save only with the “Got it, save” button.