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Digikart Help · 10 min

Switching from a paper card to a Wallet card

Carry over stamps in progress, keep both cards for a few weeks, announce the change at the counter: switching over without losing a single regular.

1. Copy the rules of your paper card

Open “My card”, “Rewards” tab. Copy exactly what your paper card promises: the same number in “Stamps required” and the same reward in the “Reward” field. If your paper card says 10 boxes for a free coffee, the digital card says 10 stamps for a free coffee. You will adjust the threshold later, once everyone has switched: changing the rules and the medium at the same time means two new things to explain at the counter instead of one.

2. Set an end date for the paper cards

This is the mistake that costs customers: pulling the paper cards from the counter overnight. A regular with eight stamps out of ten who is told their card is now worthless does not come back. Pick a date, two months later for example, until which paper cards are still honoured. Write it on a piece of paper taped near the till: you and your employees will all say the same thing, every day.

3. Install the customer's card before carrying anything over

At the counter, the customer scans the QR on your poster with their phone's camera and adds the card to Apple Wallet or Google Wallet. Nothing to install, no account to create. Their card then carries its own QR, in their wallet: that is the one you will scan on every visit, and that is the one used for the carry-over.

4. Carry over the stamps, one scan per ticked box

Open the scanner and scan the QR on the customer's card as many times as they have ticked boxes on their paper card. Allow three to four seconds between two scans: the scanner refuses the same card scanned twice in a row and shows “Visit already recorded just now”; this is the safeguard that stops a visit from being counted twice. Do it at a quiet moment, not with five people in the queue.

5. Take back the paper card once the carry-over is done

Take back the paper card, or cross it out in front of the customer. Otherwise they leave with both and will have you count their stamps again in three weeks. If their paper card was almost full, the carry-over brings them to the threshold straight away: the reward is reached that same day, give it without arguing. Nothing is lost along the way: anything above the threshold stays on the card.

6. Plus plan: the welcome bonus for barely started paper cards

On the Plus plan, the “Rewards” tab offers a “Welcome bonus”: every new card starts with the number of stamps you set. Set to 2 or 3 during the switchover, it saves you scanning ten times for customers who had two or three boxes. Two things to remember: it applies to all new customers, not just your existing ones, and it already counts in the balance, so subtract it from the number of scans. It can never unlock a reward on its own.

7. Write the sentence everyone will say at the till

A short sentence, the same for you and for whoever is on the till: “We're moving the loyalty card onto your phone, I'll carry over your stamps, it takes ten seconds.” Avoid the word “app”: the customer has nothing to install, and it is the word that puts people off the most. Also have an answer ready for the question that always comes up: “What if I change phones?” The card is reinstalled by scanning the counter QR again.

8. Announce the change two weeks ahead

Mention it at every payment, and post it wherever your customers read you: shop window, Instagram, Google Business profile. On the “My card” page, the “Copy the link” button gives the exact address of your card. Pasted into a post or your bio, it lets people install the card from home, without waiting to be at the counter.

9. Track who has switched, then stop the paper cards on the planned date

The “Customers” page lists the installed cards, with the stamps in progress and the date of the last visit. After a month, most of your regulars are there; the last ones are those who come in once a month, so keep a few paper cards under the counter for them. On the set day, remove the paper from the counter and the shop window. A customer pulls out an old paper card three weeks later: carry over their stamps and install their card, that is exactly what the switchover was for.

One extra tip

Stop ordering paper cards the day you set the end date. As long as there is a pile in the drawer, someone will hand one to a customer, and the switchover will drag on for a year instead of two months.

Read next

Creating your digital loyalty card Adding a reward to your card Setting up the Digikart QR on the counter
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