🧑‍💼Membership

establish a strong bond with your customers by creating a membership based loyalty club download tutorial demo files https //archbee doc uploads s3 amazonaws com/ulxudnmtzkagwvo79i18f/iyaov361dmm4ttxdoehm6 membershipdemo files zip read the documentation intro 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 card type 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 membership 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 settings language select the language you prefer for creating the stamp card from the language dropdown menu card expiration date choose the expiration date for the stamp 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 locations 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 a locations card issuing form 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 utm 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 phone mask here you can select a region for call masking using the phone mask dropdown privacy policy 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 consent to the processing of personal data 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 analytics 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 design logo, icon and background of the central part 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 colors & fields name 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 information description of the card 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 referral program please select your preference for activating the referral program by using the active and inactive radio buttons located under the referral program section by selecting the active option, your customers will have the ability to refer others links setup 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 terms of use 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 card issuer information 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 card saving information and activation 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 save & preview 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 tips & tricks 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