💳CARDS CREATION
📑Certificate
26min
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- Once you have successfully logged in, proceed to the menu located on the left-hand side.
- Click on the Cards icon from the list of modules. You will gain access to the Cards module by taking this action.
- You have the option to create a card either by selecting from a diverse collection of preloaded templates or by designing one yourself. We will examine how to create cards From scratch in order to gain a deeper understanding.
- Just click the From scratch button.
- This initiates the workflow to create the loyalty card. To create a card, simply fill in the details across five sections: Card Type, Settings, Design, Information, and Save and Preview. Now, let's examine how each section functions.
- This is the Card Type section. Here, you can choose the type of card you would like to create and give a Name to your card.
- Select the Certificate card type from the list of available options.
- Let's give a Name to the card first.
- After making your selection, simply click on the Continue button. Consequently, you will be directed to the Settings section.
Select the language you prefer for creating the Multipass card from the Language dropdown menu.
- Choose the expiration date for the Multipass card by selecting one of the radio buttons under the heading Card expiration date.
- Here we have 3 options: Unlimited, Fixed term, Fixed term after card issuing.
- Let's select Fixed term after card issuing from here. As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days, months or years upon card activation after which it expires.
- Once you choose the Fixed term option, a Term dropdown menu will appear. You can then select the expiration date of the card.
- If you choose the Unlimited option, the card will be available indefinitely.
Please indicate the specific location(s) where your business is authorized to accept the card from the Locations field. You can make multiple selections from here. Follow the Locations interactive guide in order to create Locations.
- The upcoming section is the Card Issuing Form. Here, you can specify the necessary fields that your customers need to complete in order to sign up and begin using your promotion. Click on the Add field option to add an extra field if necessary.
- Use the Field Type dropdown to select the type of field you are willing to add. In this specific scenario, we choose Email from a drop-down list.
- Enter the name of the field in the Field Name text field that will be visible to the user.
- If you want to make a field mandatory, enable the Required toggle. If you want to make a field mandatory, enable the Required toggle. In our case, we will deactivate it. You have the option to enable or disable it at any time.
- In case you want to make a field unique, enable the Unique toggle.
- Disable it if you need to make field Required.
- In case you want to remove a field, click the Delete (X) button.
- The UTM section comes next. You have the option to generate a channel link in order to track the analytics of the traffic that is generated through that channel. For instance, if you add Facebook in this field, we will generate a URL automatically associated to a UTM tag.
- Use the Source Name field to capture the name of the channel where the link is being spread.
- Click the Add a link with a UTM tag button. Feel free to include as many links as necessary for your promotion.
Here you can select a region for call masking using the Phone Mask dropdown.
Enable the toggle button for the Privacy Policy heading to include it on the card. In addition, you have the option to modify the privacy policy using the text box located beneath the title.
In case you want to include consent while processing personal information of the user, enable the toggle button next to Consent to the processing of personal data heading.
If you want to include a customized script for analytics, you can include this script in the Analytics field. It could be either Facebook Pixel, Google Analytics, or any other script.
Once the required fields are filled, click the Continue button. This takes you to the Design section.
- This section lets you configure the design of the certificate card.
- Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.
- Similarly, click the Select File button from the Icon heading to choose an icon from your system storage to be displayed in the push messages.
- Choose an icon from your system storage for the center of the card by clicking the Select File button under the Background of the central part heading.
- From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.
- From the Fields Name heading, you can use the Field dropdown to select the type of field that appears on the card.
- Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.
- In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.
- Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.
- Once all the selections are made, click the Continue button. Resultantly, you land on the Information section.
Utilize a Preview tool to identify the elements you wish to define. Click on the Logo on the preview screen.
- To add a logo to your card and release form, simply click on the Select file button under the Logo section. This will allow you to choose a logo from your system's storage. The logo should meet the following requirements: - Size: 480x150 pixels; - Height min. 150px; - Format: Only PNG, max. 3 megabytes. Make any necessary adjustments in the popup window and then click Save.
- Select a background image from your device's storage. Click on the Select file button under the Background of the central part section. The Background of the central part should meet the following requirements: - Size: 1125 x 432 pixels; - Format: Only PNG, max. 3 megabytes. Make any necessary adjustments in the popup window and then click Save.
- In the same way, you can select the desired icon from your system storage by clicking on the Select file button under the Icon section. This icon will then be displayed in the push messages. The Icon should meet the following requirements: - Size: 512x512 pixels; - Format: Only PNG, max. 3 megabytes.
- You can choose the colors for various elements such as the Card background, Text color, Background color of the center part. For this card design we will update the color in the Card background field.
- Select the type of fields that appear under the Background image using the Field dropdown and defining the Fields Name heading. The Field Name field enables you to input the text that will be displayed on the card within the specified field.
- In case you want the logo to appear on the Card issuing form, enable the Show logo at card issuing form toggle button.
- To show the Background color on the card issuing form, enable the Show background color on card issuing form toggle button.
After making all the selections, simply click on the Continue button. Consequently, you end up in the Information section.
- This section lets you fill in relevant information on the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.
- Use the Card Description field to enter a short description of the card.
- Use the Company Name field to enter the name of your business.
- Specify the number of points that will be credited to a customer when issuing a card using Number of points when issuing a card field.
- Choose the desired type of link to include on the card from the Active links section by selecting from the Select type dropdown. You have multiple options to choose from, including: URL, Phone, Email, and Address.
- Select the URL from a dropdown list.
- Input the website URL into the provided Link field.
- Enter the text to appear on the card using the Text field.
- To add the URL link, simply click the Add link button. This function saves the current link and creates a new row for another link to be added.
- Let's also include an Email field on our card. To remove the empty link, click the delete (X) button.
- Under the Feedback links heading, click Add link to add your business links for the customer reviews to be recorded.
- Select Facebook from the dropdown in the Service field.
- Provide the Link for giving feedback on Facebook.
- To proceed, just click on the button labeled Add link. Feel free to add as many links as you want in this section.
- To add Terms of use to the card, just toggle the button next to the heading that says Terms of use.
- Optionally you can provide any specific Terms of use to be included on the card by using the Terms of use input field.
- Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business promotion.
- Record the Card issuer details in the fields for Company name, Email, and Contact number under Issuer Information heading. The information will be displayed on the reverse side of the card.
- Enter the Company name in this field.
- Leave here your Company Email address.
- Provide your Company Phone number here.
- Once the details are recorded, click the Finish button. This will save this card modifications as draft, and you will see the Preview popup is displayed. Here you can Copy the link, scan the QR code, Activate card or close this Preview popup. Click Close button to continue the guide.
- To activate the template, you can simply click on the Activate button located below the card preview but let's move forward.
- As the Save & Preview button is clicked, the Preview popup is displayed.
- From here, you can scan the QR code of the card.
- You can copy the card's link for different purposes, like using it in ads or adding it to webpage elements such as buttons or links. Simply click the Copy link button.
- After customizing your card, click the Activate card button to activate it. Once your card is activated, please note that you will not be able to edit certain card settings. These include the Card type, Expiration date, Issuing form details, and Loyalty program terms. The Loyalty program terms are unique to each Card type, and certain fields cannot be modified once the card has been activated.
- Activation of card. To review the fields that will be blocked prior to activating the card, create a card duplicate for exploration purposes.
- The QR code and Copy link will always remain unchanged for each card, even if you decide to convert the Coupon card in your promotion to a different Card type after the first customer purchase.