Create a punch card system: Buy X number of products, get 1 free

A punch card - also known as a Frequent Purchase Program - is a way to reward your customers for purchasing the same product multiple times, across multiple visits. TapMango tracks these purchases automatically and rewards your customer when they hit the goal, no physical punch cards or pen-and-paper tracking required!

Once you've completed setup, check out our brief tutorial that shows how easy it is for your cashiers to log a product purchase on the TapMango tablet.

Create the Product in TapMango

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Step 1: Create a New Product

① From the TapMango Portal, select Products from the left-hand menu, then click Create New Product.

② Fill in the product fields:

• Category - Optional. Group this product with others if desired.
• Product Name - The name of the product to be tracked.
• Points (optional) - Leave blank for punch card campaigns.
• Max Purchases per Session - Leave blank for punch card campaigns.
• Active - Check this box to activate the product.

③ Click Submit to save.

④ If TapMango is integrated with your in-store POS, you'll be prompted to add product mapping(s). Click Yes to add the product mapping applicable to your integration.

Note: Each POS integration uses unique IDs for product mapping. Review our product mapping guides to learn how to link products for your specific integration.

Create the Voucher

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Now that TapMango can track your customers' purchases, you'll need to create a voucher to reward them. This voucher will be automatically assigned when a customer meets the purchase goal set in your punch card campaign.

If you'd prefer to assign points instead of a voucher as the punch card reward, you can skip this section - we'll cover the points option in Step 5.

Step 1: Create a New Loyalty Voucher

① From the TapMango Portal, navigate to Vouchers and create a new Loyalty voucher.

② Fill in the required fields:

• Description - The name of the product the customer is receiving, e.g. Free Coffee.
• Voucher # Prefix - Internal only. A nickname to differentiate this voucher from others, e.g. PCCOFFEE.
• Effective On - Today's date.
• Expires On - Leave blank. Expiration is set at the campaign level in Step 5.
• Barcode Number (optional) - Leave blank
• Restrict to Location(s) - Where the voucher can be redeemed. Leave as unrestricted unless the voucher is only redeemable at certain locations.
• Restrict to Channel(s) - Where the voucher can be redeemed (in-store, online, etc.). Leave as unrestricted unless you want to limit redemption to a specific channel.

③ Click Submit to save.

④ If TapMango is integrated with your POS or you have TapMango Online Ordering, a pop-up will appear prompting you to add discount mapping. Click Yes to add discount mapping for your integrations.

Note: Need a refresher on creating vouchers or discount mapping? Review our guides: How do I Create a Voucher and How to Discount Map Your Rewards and Vouchers.

Create the Campaign

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Finally, you'll create a campaign to track product purchases and automatically reward customers when they hit the goal.

Step 1: Create a Campaign Folder

① From the TapMango Portal, open the Campaigns dropdown from the left-hand menu and click Manage Campaigns.

② Click Create New at the bottom of the page to create a new campaign folder. Add a Campaign Name, set the Effective Date, check the Active box, and click Submit.

Step 2: Create the Punch Card Trigger

③ Click into the campaign folder you just created and click + Create Activity. Scroll to the bottom of the trigger list and select When customer collects N purchases of 'X'.

④ Fill in the trigger details:

• Targeting - Which locations and/or customer groups the punch card applies to. Leave unchanged if all locations and groups are eligible.
• Product - Select the product created in Step 1.
• # of Purchases - How many purchases are needed to earn the reward.
• Punch Card Title Name - The title shown on the punch card tile in your mobile app and on the tablet when a customer checks in.

⑤ Optionally configure the Advanced Settings:

⑥ Set the Effective Date for when the trigger should begin tracking activity, then click Submit to save.

Note: For a detailed breakdown of every field in this trigger, see the Punch-Card Trigger guide.

Step 3: Add the Reward Action

⑦ Click + Add Action to define what reward the customer receives when they hit the purchase goal. You have two options:

Option A: Assign a Voucher

Select Assign Voucher from the Action Type dropdown.

• Voucher - Select the voucher you created in Step 2.
• Valid From - When the voucher becomes valid after it's assigned. Choose from Right Away, Specify # of Days, or Specify Exact Date.
• Expires - When the voucher expires after it's assigned. Choose from Never, Specify # of Days, or Specify Exact Date.

Option B: Assign Points

If you'd prefer to reward customers with points instead of a voucher, select Assign Points from the Action Type dropdown. Enter the number of points to award when the customer hits the purchase goal. This is useful if your program is points-based and you don't want to issue a separate voucher.

⑧ Click Submit to save the action.

Note: You can add additional actions to send an SMS, email, or push notification to let customers know they've earned a reward!

Step 4: Activate the Campaign

⑨ Click the 3-dot icon on the right side of your campaign trigger and action, then select Activate to turn the campaign on.

Additional Questions?

As always, if you have any additional questions that aren't covered in this guide do not hesitate to contact us and we'll be happy to help.