What is the Punchh Integration, and How Do I Set It Up?

The TapOnIt + Punchh integration makes it easy to connect your customer loyalty data with your text marketing strategy.

By linking the two systems, you can use loyalty program details (like visits, points, and member levels) to send highly targeted, visual text campaigns that drive engagement, repeat visits, and sales.

With this integration, you’ll be able to:

Sync subscriber data from Punchh directly into TapOnIt
Create segments based on loyalty and visit behaviors
Personalize campaigns & flows with subscriber-specific loyalty details
Combine the power of Punchh’s loyalty tracking with TapOnIt’s visual, multi-image MMS

What Data Can Be Used from Punchh?

Once connected, the following subscriber data from Punchh will be available in TapOnIt:

Profile Data

Birthday
Gender
Zip Code, City, State
Time Zone
Email Subscriber

Visit Data

Favorite Stores
Last Visited Store
Last Visit Date
Total Visits
Order Channels

Loyalty Data

Loyalty Member Level
Current Loyalty Points Balance
Lifetime Loyalty Points
Loyalty Member Since Date
Loyalty Status (true/false)
Sign-Up Channel
Push Notification Subscriber Status

How to Set Up the Punchh Integration

Contact Support
To get started, please reach out to Support@taponit.com. Our team will assist with the initial integration and authentication with your Punchh account.
Confirmation
Once the integration is complete, your Punchh subscriber data will begin syncing automatically with your TapOnIt account.
Next Steps
After your integration is live, you’ll be able to build segments, zones, and flows using Punchh data in TapOnIt. (See sections below.)

How to Set Up Segments

When creating a segment with Punchh data, you’ll find options organized into two categories:

Loyalty fields include:

Guest Type
Joined At Date
Lifetime Loyalty Points
Loyalty Member Level
Loyalty Points Balance
Push Notification Subscriber
Sign-Up Channel
User Status

Visit fields include:

Favorite Stores
Last Visit Date
Last Visited Store
Order Channels
Total Visits

Some fields will have prefilled options, while others require you to type values exactly as they’re set up in Punchh so TapOnIt can match the data correctly. Depending on the field, you’ll also see different comparers, such as Equal to, Less than, or date-based comparisons.

📌 Punchh-Specific Segments

Here's a walkthrough on how to set up a Punchh segment

📌 Other Segments that can be created:

Some fields—like Birthday, Tags, Zones, and Custom Profile Fields—are standard TapOnIt data points. These are found under Demographics rather than Integrations, since they’re built-in for all clients. The data for these fields will sync from both Punchh and TapOnIt directly.

Example: How to set up a Birthday Segment

How to Set Up Zones

For location-based targeting (such as targeting a city, state, or group of stores), use a Zone rather than a segment. A Zone is created by uploading a list of zip codes that define the area you want to target.

Example: You could create a Zone of all store zip codes in a specific state.

Steps to create a Zone:

Export a CSV file containing only the zip codes for the area(s) you want to target.
In your TapOnIt Admin, go to Audience > Zones and click Add Zone.
Enter a clear name and description for your Zone.
Click Choose File to upload your CSV of zip codes.
Click Save.

✅ Your Zone is now ready to use in future campaigns and targeting!

How to Set Up Flows

📌 Coming soon: step-by-step instructions on building Flows that incorporate Punchh loyalty and visit triggers.

Example Use Cases

Re-engage Lapsed Customers: Create a segment of subscribers who haven’t visited in 30+ days and send a special offer to bring them back.
Loyalty Tier Perks: Send exclusive rewards or early access offers to VIP loyalty members (e.g., Gold or Platinum levels).
Birthday Campaigns: Celebrate subscriber birthdays with personalized messages and special discounts.
Non-Loyalty Recruitment: Identify subscribers who are not part of the loyalty program and send them a campaign inviting them to join with a special incentive.
Favorite Store Offers: Reward customers who frequent a specific location by sending a store-only promotion.
Win-Back Campaigns: Send time-based offers (30-day, 60-day, 90-day lapsed) to re-engage inactive loyalty members.
Channel-Specific Incentives: Target loyalty members who signed up via mobile app vs. web and send tailored promotions.
High-Value Customers: Create a segment of members with more than 1,000 lifetime points and send them premium or early-access offers.
Push + Text Sync: Target only loyalty members who aren’t opted in for push notifications, encouraging them to stay engaged via SMS.
Seasonal or Regional Campaigns: Use Zones to target subscribers in specific cities or states with local promotions or events.