How to Create Punch Card?

By offering a simple path to rewards—like getting a free item after a few visits—businesses can make the shopping experience more exciting and worthwhile.

In this article, we’ll walk you through the easy steps to create your own Punch Card using the CMS.

Follow the step-by-step instructions below to get started:

1. Log in to your CMS account.
2. Navigate to the Punch Card module.
3. Click the + Create button located at the upper-right corner of the page.
4. You will be redirected to the Create a New Campaign screen.

Campaign Details

1. Input the Campaign Name, Description, Terms and Conditions and Website URL (optional)
2. Toggle on the Feature Campaign option to highlight a specific campaign.
3. Once you have completed the steps, please click Proceed to continue.

1. Toggle on Campaign Duration if you want the punch card to run for a specific time period. Then, set the start and end dates.
2. Pick a Publish Date for your campaign, or tick the box to publish it on the same day as the start date.
3. Select a Publish Time. The start time must be equal to or later than the current time.
4. Tick the 'Accept Guest' box to allow guest participants, and set the audience to 'All Audience' to include all registered customers in the campaign.
5. Set the Frequency—how many times a customer can join the campaign. You may set a specific limit or tick the 'Unlimited' box to allow unlimited participation.
6. Once done, Click ‘Proceed’.

1. Click the dropdown arrow to select your desired Number of Stamps. You may choose between a minimum of 3 and a maximum of 30 stamps.
2. Choose from the available Stamp Icon or upload your own, as long as the image is croppable and clear.

Take a look at the preview on the right side of the screen—this lets you see how your campaign will look before you save or launch it. Use the preview to ensure all elements are aligned, readable, and match your brand.

1. Click +Add Reward. Make sure you’ve created a free reward first, as this punch card only supports free reward types.
2. Enter the name or title of your main reward.
3. Select the reward you want to connect to your punch card using the dropdown menu.
4. Choose Your Main Reward Image. Only .jpg or .png files are accepted, with a maximum size of 2MB.
5. Once done, Click ‘Create’.

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You may also add milestones to your Punch Card. To do so, please follow these steps:

1. Click the Add Reward button below the Main Reward.
2. Enter the name or title of your milestone reward.
3. From the dropdown menu, select the reward you want to associate with the milestone.
4. Specify how many stamps are required before the milestone reward is given.
5. Once done, click Create.

1. Choose your preferred card color using the color picker.
2. Upload your preferred brand logo. Only .jpg  .jpeg or .png files are accepted, with a maximum size of 2MB.
3. Pick your preferred background image.  Only .jpg .jpeg or .png files are accepted, with a maximum size of 2MB
4. You may select your preferred layout from the two available design options.
5. Once done, Click ‘Create’

After setting up and launching your punch card, be sure to keep an eye on how it’s performing. Use customer feedback and insights to make improvements along the way. With a thoughtful approach and the right strategy, your punch card campaign can strengthen customer loyalty and encourage repeat visits.