How to Convert your Paper Frequent Buyer Cards to Digital Frequent Buyer Cards in Astro
If you have been tracking your frequent buyer programs using paper punch cards, stamp cards or envelopes you can start loading in your Customers and their cards right away.
Step One: Add the Customer
Here is an article on how to Add New Customer
, if you do not already know how to do so.
Step Two: Check out
Once you have added the customer to Astro you will be taken to that customer's Checkout screen. There you can use the Checkout Process
to start adding their prior purchases to their account.
Astro will not allow you to manipulate the purchase date, so all prior purchases that you enter today will show today's date as the date of purchase. We recommend that you record the original dates of purchase using Edit Card Notes. If there are many purchases you can simply record a start and end date.
The notes will appear
Step Three: Submit Reason
Select Checkout located under the customer's name. If you added more than one purchase to a digital card you will be presented with a Multi-Purchase pop-up. Since you are converting paper cards select that reason from the drop-down menu and Submit Reason.
Step Four: Finish Transaction
Simply select Finish and the transaction will be completed. The customers punch card will appear in their account when you look up the customer again.
How to Convert to Astro if you were tracking your Frequent Buyer Programs using another Digital Tracking Service?
Our Support Specialists will need to determine the best way to assist you. Please contact Support
and let us know what service you were using to track your frequent buyer programs before you signed up for Astro.
Tips & Tricks | Frequently Asked Questions
If you want to skip Step One, we can upload your customer list for you if you can provide us with a clean customer list. This list will need to be in Excel format with all info separated into columns; First Name | Last Name | Phone Number | Email Address. Phone number and email address are not required, but we will need a First and Last Name. Remember, the cleaner the list the less work you will need to do later such as deleting unwanted customers and combining duplicate accounts. If you would like us to upload your customers, email your excel sheet to Support.
If you would like your customers to be able to download the Astro Mobile App
or be a part of your Mailing List you can send them the Welcome Email
during Add Customer, or the Verification Email
during Checkout. Either method will send the same email
. If you would like to see a preview of this email select Add Customer and click the Preview Welcome Email
button. To send the email from Checkout you will need to click the customer's email address located below their name to bring up the customer edit pop-up.
Can we take the loyalty point program that we are already tracking and upload that data into Astro so we can start using Astro Points?
Yes! If you are able to export your customers' points into an Excel doc in the following format; First Name | Last Name | Points, we can upload that data into Astro for you. If you would like to include additional columns of info on that excel doc such as Phone Number or Email you are welcome to. We will first need to set you up with an Astro Points
program. Then you will need to email your excel sheet to Support
Who can convert paper cards in Astro?
Any Astro User, Cashier or Administrator, can add paper cards into Astro. All they need is access to Add Customer and Checkout which all Employee Users do. Most of our retailers will convert their paper cards to digital cards during normal business hours in between checking out customers.
What should we do with the Paper Cards after converting?
There are two manufacturers, Fromm and Canidae, who asked that retailers keep all used and unused paper cards because they want their reps to come pick them up in person. Astro recommends that you keep all other paper cards after you add the purchases to Astro. Once you convert a card add your notes to the digital card then write directly onto the paper card "Astro - date of conversion". Then store this card in a safe place until you have received credit for the redeemed digital card in Astro.