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Set Up Your First Loyalty Program

Solomon Jackson avatar
Written by Solomon Jackson
Updated over 3 months ago

Setting up your digital loyalty program with Loyaltify is quick and easy. Just follow these simple steps, and you’ll be ready to reward your customers in minutes!


Step 1: Create Your Store

Start by adding your business to the Loyaltify platform.

  • Fill in your business name

  • Upload your logo

  • Set your business location

Tip: You can manage multiple branches under one account after complete setup flow if you run a chain or multiple locations.


Step 2: Design Your Loyalty Card

Next, design your digital loyalty card to match your brand identity.

  • Choose a loyalty card type (e.g. stamp card, cashback, balance or coupon).

  • Under the Appearance section, you can personalize your card to match your brand:

    • Set a background color or upload a background image

    • Choose a text color

    • Pick a stamp icon or upload your own

  • Configure reward settings and initial points

    • How many stamps are required for a reward

    • Initial stamps granted when a new card is issued

  • You’ll see a live Card Preview on the right side as you make changes.

  • Click to expand the Advanced Settings section to access more customization options. These may vary depending on the card type and can include:

    • Card Expiration

    • Stamp or Point Expiration

    • Earning Restrictions

    • Card Layout Customization

    • Referral Program

    • Feedback & Reviews

    • External Links

    • Custom Terms of Service

    • Support Email

    • Barcode Type

    🔗 Each loyalty card type has unique advanced settings. For a detailed explanation of what’s available for your selected type, check out this guide.

Pro Tip: Keep it visually consistent with your store branding to create a cohesive customer experience.


Step 3: Create a Customer Form

Build a simple customer form to collect important details.

  • Add fields such as name, email, phone number, birthday or custom fields.

  • Decide which fields are optional or required.

  • Use this information to personalize offers and understand customer preferences.

🔒 All customer data is securely stored and GDPR-compliant.


Step 4: Generate Flyers and QR Codes

Make it easy for customers to join your program with in-store flyers.

  • Loyaltify automatically generates flyers and QR codes with your program link.

  • Download and print the flyer to display at your checkout, menu, or waiting area.

  • You can also share the QR code on your social media or website.

📲 Customers just scan the QR code to join instantly — no app download required!


Step 5: Choose a Plan & Start Free Trial

You’re almost there!

  • Choose a subscription plan that fits your business size and needs.

  • All plans come with a 14-day free trial, so you can test everything with no risk.

  • You can upgrade, downgrade, or cancel at any time.

You won’t be charged until the trial period ends, and you can cancel anytime before then.


Step 6: Your Loyalty Program is Ready!

Congratulations — your digital loyalty program is live!

  • Start printing flyers and place them at the front desk to attract your customers' attention. Also, share them on your social media accounts to promote your campaign.

  • Monitor redemptions, engagement, and customer growth from your dashboard.

  • Make updates anytime to design, rewards, customer forms or flyers.

🚀 You’re now ready to reward loyalty and grow your business!

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