Glossary

The terms the dashboard and the app use, in the order you are most likely to run into them. Several look alike (mainly card, pass and program, or reward and bonus), so it is worth reading the first ones even if you already know the rest.

The basics

Term	What it is
Card	The complete loyalty program as the customer sees it: its type, its design, its rules and its rewards. In the dashboard they live in Dashboard → Cards, where each one is edited in tabs. A business can have more than one.
Pass	The file the customer saves in Apple Wallet or Google Wallet. A pass belongs to one customer and one card. If the customer deletes it, their balance is not lost: the balance lives in Fidelip.
Program	Another name for “card”. It shows up in the API and in Dashboard → Cards → Program, the tab of each card where its name, its size and its limits are.
Stamp	A mark on a stamp card. How many a purchase earns is set by the card’s rule: by product, by visit or by spend. The card is complete after a fixed number of stamps, between 6 and 10 (Stamps per card, in Dashboard → Cards → Program).
Point	A unit that builds up in proportion to spending (for example, 1 point per $1 spent). Unlike stamps, there is no card to fill: points keep adding up and are redeemed for rewards of different costs.
Membership card	The third card type. Instead of collecting stamps or points toward a reward, it gives members a fixed perk (VIP, 2-for-1, a discount) that can be redeemed within a limit of Redemptions per customer over a period, for example “2 coffees a month”.
Reward	What the customer gets in exchange for their balance. It has a cost in stamps or points, can have limited Stock, and can require a Minimum tier. You create them in Dashboard → Cards → Rewards.
Bonus	Stamps or points that Fidelip gives on its own, without the customer making a purchase: for their birthday, for answering a survey, for inviting a friend or from an automation. In the activity log each one shows by name, for example Birthday bonus. A reward, by contrast, is paid for with the balance.

Daily operation

Term	What it is
Earn	Recording a purchase and adding stamps or points to the customer. A staff member does it in the app by scanning the customer’s QR code: the buttons say Add stamp and Add points. In the activity log it shows as Earn.
Add without QR	Adding stamps or points without scanning the QR code, by looking up the customer by name or card ID. It is for when scanning is not possible: a cracked screen, a dead battery or no phone on them. The owner and the admins can do it from Dashboard → Customers with the Add button; a staff member can do it only in the app, and only if you allow it in Adding without QR (in Dashboard → Cards → Program) and within its limits. It always carries a reason and is recorded under the name of whoever did it.
Redeem	Handing over a reward and taking its cost off the balance. It is recorded with the staff member and the location that did it.
Earning rule	Sets how much is earned and why: By spend, By product or By visit. You edit it in Dashboard → Cards → Rules, and a change applies from the next earn. A stamp card or a membership card has a single rule.
Promotion (modifier)	Multiplies what is earned on certain days or hours (for example, double points on Tuesdays). It applies by itself on every earn, so staff do not have to do anything. The API calls it a modifier. It lives in Dashboard → Cards → Promotions.
Location	A physical place. It is the billing unit, and also the one used to filter analytics and assign staff. You manage them in Dashboard → Locations.
Kiosk mode	Leaves the counter phone or tablet with the survey full screen for the customer to answer. Before each survey, whoever is serving enters their 4-digit PIN, so you know who attended, and leaving the kiosk also asks for a staff PIN. You turn it on in Dashboard → Surveys → Kiosk and QR.
Activity log	Every earn, redemption, bonus and adjustment on your customers’ cards: who got it, who did it and when. Nothing is deleted: a correction is recorded as a new movement (Undone movement). You open it from Dashboard → Overview → See the whole activity log. It is not available to staff.

Loyalty and analytics

Term	What it is
Tier (VIP)	A step like Bronze, Silver, Gold. A customer moves up by earning enough, and each tier can multiply what the customer earns. You build them in Dashboard → Cards → Tiers.
Dropping a tier (decay)	The automatic move down a tier when a customer stops earning during the period you set. It keeps someone from staying VIP forever because of a streak from two years ago. You turn it on in the Dropping a tier section of Dashboard → Cards → Tiers; until you do, tiers are permanent.
RFM	Recency, Frequency and Monetary: the three scores, from 1 to 5, that Fidelip uses to place each customer in a segment automatically every night. It is explained in Dashboard → Audiences.
Audience / segment	A group of customers who behave alike (Champions, At Risk, About to Sleep…). Each customer sits in a single segment, and you use them to decide who gets a message. They are in Dashboard → Audiences.
Automation	A rule that is always on and acts by itself: it sends an email, a card message, a voucher or a gift when a customer makes a first purchase, moves up a tier or has not come in for a while. You set it up once in Dashboard → Automations.
Voucher	A gift or discount the customer keeps in their Wallet and redeems at the counter with a QR code. Each customer gets their own, separate from their balance, and it can be valid once, a set number of times or without limit. It works for discounts, freebies and birthday gifts. They are in Dashboard → Vouchers.
Referral	A customer who signed up with another customer’s invitation link, which shows on the back of their Wallet card. The customer who invited gets an automatic bonus, and their friend does too if you set it up. You turn it on in Dashboard → Referrals.
NPS	“How likely are you to recommend us?” from 0 to 10. It is calculated by subtracting the percentage of detractors (0–6) from the percentage of promoters (9–10).
CSAT	The percentage of customers who rated 4 or 5 on your star and face questions. More direct than NPS and easier to explain to your team. In the dashboard it appears as Satisfied customers (CSAT).
Detractor	A customer who answered 0 to 6 on the recommendation (NPS) question. They are the ones to contact the same day, which is what alerts, in Dashboard → Alerts, and the automatic survey emails are for.

Account and technical

Term	What it is
Role	What a person can do: Owner (everything, Billing included), Admin (the dashboard and the app, without Billing), Staff (only the counter app) and kiosk (just a name and a PIN, for the survey; it does not sign in to the dashboard or the app). You manage them in Dashboard → Staff.
Slug	The short name of your business inside public URLs (fidelip.com/c/your-business).
Email credits	Each email you send in a campaign or with a voucher uses 1 credit. Your plan includes a monthly amount that is full again on the 1st; purchased credits do not reset or expire. Credit packs are a one-time payment and are sold in Mexican pesos only. You see and buy them in Dashboard → Billing → Email credits.
API key	A secret key to connect another system, such as your point of sale or ERP. Each key is created with one or both permissions: Record purchases (adds points or stamps for each sale) and Read reports and surveys. They cannot be changed afterwards: to change them, revoke the key and create another. It is part of the Enterprise plan and is managed in Dashboard → Integrations.
AI assistant	Connect Claude Code, Cursor or VS Code to your account with its own key, which does not need the Enterprise plan, so it can look up your numbers and, with permission to make changes, set up your cards. You do it in Dashboard → AI assistant.
CFDI	The Mexican tax invoice. Mexico only: it applies to businesses based in Mexico. In Dashboard → Billing → Tax details you save the details it carries (RFC, legal name, tax regime and CFDI use), which sync with Stripe.

Updated · October 8, 2026 View as Markdown