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Step-by-Step Guide: Accessing and Managing Punch Cards

Step 1: Navigating to the Loyalty Module

  1. Log in to your OptCulture account workspace.

  2. Click the Loyalty / Programs icon on the left primary navigation sidebar.

  3. Check your baseline metrics on the KPI Banner (such as Repeat Sales and Redemption Rate) to establish benchmarks before launching a new punch campaign.

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Step 2: Customizing Your Program Dashboard View

  1. Select the Edit Dashboard button (pencil icon) in the top-right corner of your dashboard.

  2. Drag and rearrange modules to place the Customer Segments (RFM) treemap and Top Departments grid side-by-side.

  3. Click Save Configuration to store your operational layout. 

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Step 3: Aligning Punch Cards with Top Departments

  1. Navigate to the Top Departments module.

  2. Identify high-margin or mid-performing product categories that would benefit from repeat purchase incentives.

  3. Note rank shift tags (e.g., green +2 or red -1) to measure baseline performance prior to attaching a punch program to that category. 

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Step 4: Connecting Punch Cards to Customer RFM Segments

  1. Go to the Customer Segments (RFM) widget.

  2. Select target segments for your punch promotion—such as Need Attention (3%) or At Risk (29%).

  3. Set the reward logic (e.g., "Complete 5 punches to earn a 20% discount coupon") to encourage repeat visits back into store locations.

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