Onboarding
Quick Start Guide
Everything you need to know in 5 minutes — from creating your campaign to handing over rewards in store.
1. How to Start
From digital setup to in-store experience — here is how the complete loop works.
1
Create Campaign & Reward
Set up your offer (e.g., Free Drink) and set campaign rules to incentivize customer posts.
2
Preview & Edit the Welcome Page
After creating a campaign, simply scan the QR code right on the campaign list to preview what your customers will see on their phones. If you want to refine the text or design, you can edit it anytime.
3
Print Your QR Code or Design a Sign
You can directly download the QR code for each campaign and print it yourself, OR use our built-in Sign Designer to create and download a beautiful, print-ready tabletop sign.
4
Place Your Sign in Store
Put your printed sign where customers naturally look. For example, place one on every dining table or right by the cash register.
5
Customer Scans & Posts
Customers scan the sign, follow the instructions, copy your tags, and submit their post. Once submitted, they automatically receive a Digital Voucher on their phone and are instructed to show it to your staff.
*Note: Most customers can complete this step entirely on their own!
6
Staff Scans Voucher & Delivers Reward
Staff uses the default camera app on ANY phone to scan the customer's Voucher QR code, and taps the pop-up link to open the Redemption Page in the browser.
This page is staff-only — staff need to enter the correct Staff PIN to verify their identity and complete the redemption. Once you see "Successfully Redeemed", simply hand over the physical reward!
This page is staff-only — staff need to enter the correct Staff PIN to verify their identity and complete the redemption. Once you see "Successfully Redeemed", simply hand over the physical reward!
About Staff PIN: Your Staff PIN is configured in
My Business → Staff PIN. We randomly generate a default PIN for you upon sign-up, but you can change it anytime and share it with your team.2. Train Your Staff in 2 Minutes
Our signs are self-explanatory, but make sure your staff knows these two simple things before putting out your signs.
When a customer asks about the sign
Customer: "What is this table sign about?"
"Oh, we're giving away free drinks today! Just scan the QR code on the table, post a quick photo of your visit or your favorite coffee, and you'll get a free drink right on us!"
When a customer comes to redeem a reward
When a customer shows their digital Voucher QR code on their phone:
- Open the default camera app on any mobile phone, scan the customer's voucher QR code and open the link (just like scanning any regular QR code).
- Enter your team's Staff PIN (all staff use the same PIN).
- Once you see "Successfully Redeemed", hand over the physical reward!
💡 Optional Check: While TagTreat guides customers to submit their posts, we cannot guarantee every post fully matches your standard. If you mind this, staff can always take a casual, quick peek at the customer's phone before tapping redeem — it only takes a second and keeps things seamless for everyone.
3. In-Store Troubleshooting
Quick answers for common situations during in-store redemption.
Campaign is Paused or Offline
If a campaign reaches its set quota or hits plan limits (after any grace period), it will temporarily pause. Staff should notify the store manager and warmly let the customer know the offer is briefly paused but will be back soon!
"Voucher Expired" or "Already Redeemed"
Vouchers have a default 72-hour validity window and will show as redeemed if scanned more than once. Staff can politely let the customer know that this voucher is no longer valid.
Invalid Staff PIN
The 3-digit PIN must be entered accurately. If typed wrong or forgotten, staff can quickly ask a coworker or check the correct code in My Business → Staff PIN.
Phone Camera Doesn't Scan
This is usually caused by low lighting or screen glare. Simply ask the customer to turn up their screen brightness, or try scanning with a different phone.