How to Create a Digital Loyalty Card with AddToWallet

Follow these simple steps to design and launch your own digital loyalty (stamp) pass:

Step 1: Choose a Loyalty Pass Template

Nvigate to the Pass Templates section.

In Loyalty Pass, select the template that suits you.

Step 2: Upload Your CSV File with Dynamic Values

• After selecting your stamp template, the next step is to upload a CSV file containing your dynamic data — like customer names, email addresses unique IDs.
• Once the CSV is uploaded, the pass template will automatically be linked to a group, allowing you to manage and update multiple passes easily.
• You can also click on Test Values to see exactly how the pass will appear to your customers in their wallet.

Step 3: Customize Your Loyalty Pass Settings

Click on the Loyalty Pass section to personalize how your digital stamp card looks and functions.

Here, you can:

• Upload your own stamp images (like a coffee cup, star, or your brand logo)
• Set the initial number of stamps a customer starts with
• Define the maximum number of stamps needed to complete the pass
• Choose a background color or image for the stamps
• Customize the stamp icon background for added visual appeal

Step 4: Create Passes

Once you've customized your loyalty pass, click the "Create Pass" button to generate all the individual passes based on your uploaded CSV data.

After creation, head over to the linked group to manage the passes.

Step 5: Manage, Edit, and Notify Users

Within the group view, you have full control over each user's pass. Here's what you can do:

• Edit User: Click the edit icon next to a user to update their dynamic values (like name, stamps, etc.)

• Duplicate Users: Use the copy icon to clone that customer’s data — handy for testing or creating similar entries

• Delete Users: Remove a customer and their pass with a simple click of the trash icon

• Send Notifications: Click the bell icon on a specific row to notify that user directly,or use the bell icon at the top to send a bulk notification to all users in the group

Step 6: Scan Pass of your Customer

To update stamp progress (like rewarding a customer for a new purchase):

• Scan the QR code on the customer's wallet pass , You’ll be redirected to addtowallet.co.
• Select “Go to Storefront” from the dropdown menu.
• Increase or decrease the number of stamps on their pass
• Click on “Activity” to view a full history of previous updates and changes

📌 Note: Make sure you’re logged into your account to access the scanning feature.