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Loyalty & Referral [Addon]

Addon for stamp cards, referral campaigns, referral links, QR codes, and conversions.

Estimated reading: 2 minutes

Loyalty & Referral Addon

The Loyalty & Referral addon includes loyalty stamp cards and referral campaigns. Customers can open loyalty public pages, collect stamps, generate QR codes, create referral links, and record referral conversions.

Loyalty Routes

  • Portal loyalty cards page.
  • Public loyalty card page.
  • Stamp submission route.
  • Loyalty QR SVG and PNG routes.

Referral Routes

  • Public referral campaign page.
  • Create referral link.
  • Campaign QR SVG and PNG routes.
  • Referral short link route.
  • Referral conversion route.

Best Practices

  • Use simple rewards that staff can explain quickly.
  • Print QR codes where repeat customers will see them.
  • Track referral conversions separately from ordinary landing page visits.
  • Use CRM tags for customers who join loyalty or referral programs.

Loyalty & Referral [Addon] - Main Features Overview

Addon for stamp cards, referral campaigns, referral links, QR codes, and conversions. This page explains how customers should use the Loyalty & Referral [Addon] module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

  • Loyalty stamp card public pages.
  • Stamp submission.
  • Loyalty QR SVG and PNG.
  • Referral campaign pages.
  • Referral links and conversion tracking.

Recommended Workflow

  1. Create loyalty or referral campaign.
  2. Define reward, rules, and customer action.
  3. Publish the public page.
  4. Print or share QR code.
  5. Collect stamps, links, or conversions.
  6. Use CRM tags for participants.

Views, Filters, and Review Options

  • Filter by business.
  • Filter by active campaign.
  • Filter by participant or referral code.
  • Review conversion date range.

Available Actions

  • Create loyalty card.
  • Create referral campaign.
  • Generate QR image.
  • Create referral link.
  • Record stamp or conversion.
  • Review participant activity.

Benefits

  • Improves repeat visits.
  • Encourages word-of-mouth referrals.
  • Tracks loyalty interactions digitally.
  • Creates customer segments for retention.

Before Publishing or Activating

  • Reward rules are simple.
  • Staff can explain the process.
  • QR codes are scan-tested.
  • Referral conversion action is clear.
  • Participants are tagged in CRM.

Troubleshooting

  • If stamps fail, check public stamp route.
  • If referral links do not convert, test /r code route.
  • If QR image is blank, verify SVG/PNG route.
  • If reporting is unclear, separate loyalty and referral campaign names.
  • If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.