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Set up VIP levels for your best regulars

Open Card, go to Extras and switch on Reward your best regulars with levels. You can add up to 3 levels, each with a threshold and a perk. VIP levels are part of Pro.

By The Fidelia team2 min read

VIP levels reward customers who keep coming back. They work on top of any card type, so a stamp card can have a Silver and a Gold level too.

How do I add VIP levels?

  1. Open Card in the dashboard menu and go to the Extras step.
  2. Switch on Reward your best regulars with levels. Fidelia adds two starter levels, Silver and Gold, that you can rename.
  3. Under Levels count, choose Visits or Spending.
  4. For each level, fill in:
    • Level name, up to 24 characters.
    • from: the threshold, for example 10 visits for Silver and 25 visits for Gold.
    • Perk for this level, for example “a free pastry every Friday”.
  5. Press Add a level for a third level. Use the remove button to delete one.
  6. Go to Publish and press Publish card, or Save and update passes if the card is live.

Each level needs a higher threshold than the one before, or the card cannot be published.

What do customers and staff see?

  • The customer’s level appears on the card, and the levels with their perks are listed on the back of the pass.
  • When a customer reaches a higher level, staff see a New level screen the next time they scan the card.

Levels are not a separate card: they use the same card and the same scans as before, and staff do nothing extra at the counter.

Which plan do I need?

VIP levels are part of Pro. You can set them up and preview them freely; only publishing needs Pro. See Plans and prices or try Pro free for 14 days.

If you want a separate card for members, see Card types, which also explains how to run several cards at once.

Questions

How many VIP levels can I create?

Up to 3 per card. Each level needs a higher threshold than the one before.

Are levels counted by visits or by spending?

You choose under Levels count. Visits work for every card type. Spending is available for points, cashback and prepaid cards.

Do customers see their level?

Yes, the level shows on the card, and the levels and perks are listed on the back of the pass. Staff see a New level screen in the scanner when a customer reaches a higher level.

Do VIP levels need the Pro plan?

Yes. You can set levels up and preview them on any plan; publishing them needs Pro, which you can try free for 14 days.

Your first stamp, tomorrow morning.

Set it up tonight. Cancel online any time.

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