Stamped lets you set up your own Rewards Program to reward customers and referrals for activities they complete. Customers can further use the accumulated points to redeem rewards or products that you determine.
The below guide provides instructions for both our Loyalty Classic and Loyalty 2.0 experience. We are migrating customers to Loyalty 2.0 throughout the coming months. If you're unsure which version you are on now, please first navigate here.
In this guide
Loyalty Classic
- Introduction
- Events
- FAQ
- Where do I customize emails for different events?
- How do I edit and format email content?
- Can I update the Unsubscribe message?
- How do I check the output of an email?
- How do I send a test email?
- Can I disable an acknowledgment?
- Can I use HTML in emails?
- What do I add/edit elements in the emails besides the readily available content?
- Liquid Variables
- How do I brand emails?
Loyalty 2.0
- Introduction
- Events
- FAQ
- Where do I customize emails for different events?
- How do I edit and format email content?
- Can I update the Unsubscribe message?
- How do I check the output of an email?
- How do I send a test email?
- Can I disable an acknowledgment?
- Can I use HTML in emails?
- What do I add/edit elements in the emails besides the readily available content?
- Liquid Variables
- How do I brand emails?
Loyalty Classic
Introduction
Store owners and designated staff members can easily set up multiple campaigns and customize them for specific business goals. While there are several rules for each program to choose from, Stamped has 7 events on which emails are sent for different activities. For example, reward 50 points for making a purchase.
The below image illustrates how a campaign is set up and the reward gets processed:
For every event, affiliates/referrals get an email with details about the rewards involved. Store owners or staff can customize the format using the editing tools and they can even use Liquid Variables as placeholders.
Events
Points Earned
This an event when the customer receives on performing or finishing specific action. For example, a customer earns a point and receives an acknowledgment on making a purchase, creating an account, or following the business on Facebook.
Points Redeemed
Points Redeemed event triggers when a user/customer redeems reward points.
Birthday
Birthday event triggers exactly on the affiliate/customer's birthday based on the date set up on their profile.
Referral Share
This event triggers when the affiliate/customer refers their friend(s). On triggering this event, an email with a CTA linked to a referral link is sent to the invitee. The reward will be issued when the friend/invitee signs up using the link.
Referral Claimed
This email is sent to the referral when the friend referred by them successfully claims a coupon code using the referral link. The email contains the coupon code that was claimed.
Here is the scenario:
- Step 1: Referral/customer refers a friend
- Step 2: The friend signs up and claims the coupon code using the referral link
- Step 3: The referral/customer receives the email and the coupon code claimed is mentioned
Referral Completed
A referral is considered completed when the friend makes a purchase with the reward code provided and an email is sent to the affiliate who sent the invitation.
VIP Entry
This triggers when the affiliate/customer enters into a VIP Tier and they receive an email with a link to the perks they enjoy in the VIP tier.
Where do I customize emails for different events?
Emails for the seven events can be customized and tested under Stamped > Settings > Emails. In the Emails section, pick the email you want to customize and proceed by making use of the WYSIWYG editor.
Edit and format email content
Store owners and staff can edit email content for all seven events, and preview and test the output.
To edit & customer email content,
- Login to Stamped and go to Settings
- Click on Emails and look for the event that you want to edit the email for
- Select the layout that you want to use for the email, enter the subject of the email, and add the title to show at the top of the email
- Edit/type the message to show in the email body
- Make use of the WYSIWYG editor and format the text as you wish
- Use the Hyperlink tool to link external links
- Switch to HTML from the visual editing mode or vice-versa to for flexibility
- Use Liquid Variables to retrieve specific data from your Shopify store and Stamped's apps as well, such as customer details, reward information, and more.
- Customize the CTA button's text. Just like the email body, Stamped allows you to edit CTA button's text and even use variables.
- Update the Unsubscribe message and the link
- Click Save on the top to publish the changes
FAQ
Can I update the Unsubscribe message?
Stamped allows you to update the text for the Unsubscribe message that appears on the bottom of every email as per the norms in different countries. For that, just scroll down in the email editing screen and look for the Unsubscribe message and Unsubscribe link text fields on the bottom.
How do I check the output of an email?
All changes you made to the email show up in the preview on the left as customize the email and you can even switch the view, e.g., desktop to mobile/small-screen and vice-versa. Additionally, you can send a test email to any email simply by clicking on the Send Test and entering the email address that you want to send to.
The preview shows the same content as the output and you can preview the changes as you type.
How do I send a test email?
Store owners and staff members can send a test email to any email address so as to see what the output looks like. While there are some limitations, the preview email gives you an idea of what the affiliate/customer receives.
Can I disable an acknowledgment?
Stamped allows you to enable and disable any acknowledgment if you don't want it to be dispatched to affiliates/customers. For that, you can simply have to disable the acknowledgment email.
Please note that disabling the email will not turn off the Campaign that it is based on.
Can I use HTML in emails?
Yes, while Stamped offers a WYSIWYG editor for visual editing, you can always switch to HTML mode to use HTML and in-line CSS.
What do I do to add/edit elements in the emails besides the readily available content?
Note: The Layout editor is available on our subscription plans starting from the Business plan.
Stamped allows you to get full control over email templates and you can add or edit elements by using the Layout builder. For that,
- Login to Stamped and go to Settings
- Click on Layouts in the top navigation bar within the settings
- Look for the template you want to edit and click on Copy to get started.
Please take a look at this article for more details about Layouts and Layout Editor.
Liquid Variables
The Liquid code is used to retrieve specific data from your Shopify store and Stamped's apps as well, such as customer details, reward information, and more. Here is the full list of variables we support.
How do I brand emails?
Stamped allows you to brand any email that goes through the platform to fit your store's look and feel. For that,
- Login to Stamped and go to Settings
- Click on Branding > Emails under Displays
- Choose what you want to update and click Save to publish the changes.
Note:
- You can use tools like RGB.to or WebFX's color picker to find the colors of your choice
- You can reach us at support@stamped.io for any assistance you may need.
Loyalty 2.0
Introduction
Store owners and designated staff members can easily set up multiple campaigns and customize them for specific business goals. While there are several rules for each program to choose from, Stamped has 9 events on which emails are sent for different activities, for example rewarding your customer with 50 points after they make a purchase or celebrating their birthday.
The below image illustrates how a campaign is set up and the reward gets processed:
For every event, affiliates/referrals get an email with details about the rewards involved. Store owners or staff can customize the format using the editing tools and they can even use Liquid Variables as placeholders.
Events
Points Earned
This an event when the customer receives on performing or finishing specific action. For example, a customer earns a point and receives an acknowledgment on making a purchase, creating an account, or following the business on Facebook.
Points Redeemed
Points Redeemed event triggers when a user/customer redeems reward points.
Points Reminder
An email is sent to customers with points that will be expiring soon based on the intervals set up in your Earning Points section.
Birthday
Birthday event triggers exactly on the affiliate/customer's birthday based on the date set up on their profile.
Referral Share
This event triggers when the affiliate/customer refers their friend(s). On triggering this event, an email with a CTA linked to a referral link is sent to the invitee. The reward will be issued when the friend/invitee signs up using the link.
Referral Claimed
This email is sent to the referral when the friend referred by them successfully claims a coupon code using the referral link. The email contains the coupon code that was claimed.
Here is the scenario:
- Step 1: Referral/customer refers a friend
- Step 2: The friend signs up and claims the coupon code using the referral link
- Step 3: The referral/customer receives the email and the coupon code claimed is mentioned
Referral Completed
A referral is considered completed when the friend makes a purchase with the reward code provided and an email is sent to the affiliate who sent the invitation.
Reward Expiry Reminder
This triggers when a customer has redeemed points for a reward but has not redeemed the reward yet.
VIP Entry
This triggers when the affiliate/customer enters into a VIP Tier and they receive an email with a link to the perks they enjoy in the VIP tier.
Where do I customize emails for different events?
Emails for the 9 events can be customized and tested under Display > Loyalty Emails. Pick the email you want to customize from the drop-down and proceed by making use of the WYSIWYG editor.
Edit and format email content
Store owners and staff can edit email content for all 9 events, and preview and test the output.
To edit customer email content,
- Login to Stamped and go to Display > Loyalty Emails
- Click on the event that you want to edit the email for
- Select the layout that you want to use for the email, enter the subject of the email, and add the title to show at the top of the email
- Edit/type the message to show in the email body
- Make use of the WYSIWYG editor and format the text as you wish
- Use the Hyperlink tool to link external links
- Switch to HTML from the visual editing mode or vice-versa to for flexibility
- Use Liquid Variables to retrieve specific data from your Shopify store and Stamped's apps as well, such as customer details, reward information, and more.
- Customize the CTA button's text. Just like the email body, Stamped allows you to edit CTA button's text and even use variables.
- Update the Unsubscribe message and the link
- Click Save to publish your changes
FAQ
Can I update the Unsubscribe message?
Stamped allows you to update the text for the Unsubscribe message that appears on the bottom of every email as per the norms in different countries. For that, just scroll down in the email editing screen and look for the Unsubscribe message and Unsubscribe link text fields on the bottom.
How do I check the output of an email?
All changes you made to the email show up in the preview on the left as customize the email and you can even switch the view, e.g., desktop to mobile/small-screen and vice-versa. Additionally, you can send a test email to any email simply by clicking on the Send Test and entering the email address that you want to send to.
The preview shows the same content as the output and you can preview the changes as you type.
How do I send a test email?
Store owners and staff members can send a test email to any email address so as to see what the output looks like. While there are some limitations, the preview email gives you an idea of what the affiliate/customer receives.
Can I disable an acknowledgment?
Stamped allows you to enable and disable any acknowledgment if you don't want it to be dispatched to affiliates/customers. This can be customized at two levels:
- You can disable ALL emails for the Earning Points, Redeeming Points, VIP, or Referrals & Affiliates programs at the top of the main page for each section:
- You can disable individual acknowledgements when creating or editing a rule in the Earning Points and Redeeming Points Programs:
Please note that disabling the email will not turn off the Campaign that it is based on.
Can I use HTML in emails?
Yes, while Stamped offers a WYSIWYG editor for visual editing, you can always switch to HTML mode to use HTML and in-line CSS.
What do I do to add/edit elements in the emails besides the readily available content?
Note: The Layout editor is available on our subscription plans starting from the Business plan.
Stamped allows you to get full control over email templates and you can add or edit elements by using the Layout builder.
- Login to Stamped and go to Display > Loyalty Emails > Layouts
- Look for the template you want to edit and click on Edit to get started - this will automatically create a new template for you to work on. Please take a look at this article for more details about Layouts and Layout Editor.
Liquid Variables
The Liquid code is used to retrieve specific data from your Shopify store and Stamped's apps as well, such as customer details, reward information, and more. Here is the full list of variables we support.
How do I brand emails?
Stamped allows you to brand any email that goes through the platform to fit your store's look and feel.
- Login to Stamped and go to Display > Loyalty Emails > Branding
- Choose what you want to update and click Save to publish the changes.
Note:
- You can use tools like RGB.to or WebFX's color picker to find the colors of your choice
- You can reach us at support@stamped.io for any assistance!