---
title: 🧑‍💼Membership
slug: membership
description: Establish strong customer bonds with a membership-based loyalty club! 🎉 Watch our tutorial, download demo files, and start using the Interactive Guide Assistant today! Click below for more info! 👇
docTags: 
createdAt: 2023-07-27T13:46:46.279Z
---

# Establish a strong bond with your customers by creating a membership-based loyalty club.

## Download tutorial demo files 

::File{src="https://api.archbee.com/api/presign/ulXuDNMTzKAGWVo79I18F/iyaOV361dmM4TTXDOehM6_membershipdemo-files.zip" label="Membership_Demo-files.zip"}

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# Read the documentation.

## Intro

1. Once you have successfully logged in, proceed to the menu located on the left-hand side.
2. Click on the **Cards** icon from the list of modules. You will gain access to the **Cards** module by taking this action.
3. 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.
4. Just click the **From scratch **button.

## Card Type

1. 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.
2. 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.
3. Select the **Membership **card type from the list of available options.
4. Let's give a **Name** to the card first.
5. 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

1. Choose the expiration date for the stamp card by selecting one of the radio buttons under the heading **Card Expiration Date**
2. Here we have 3 options: **Unlimited**, **Fixed term**, **Fixed term after card issuing**.
3. 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.
4. Once you choose the **Fixed term **option, a Term dropdown menu will appear. You can then select the expiration date of the card.
5. 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

1. 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.
2. 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.
3. Enter the name of the field in the **Field Name** text field that will be visible to the user.
4. 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.
5. In case you want to make a field unique, enable the **Unique** toggle.
6. Disable it if you need to make field **Required.**
7. In case you want to remove a field, click the **Delete (X) **button.

### UTM

1. 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.
2. Use the **Source Name** field to capture the name of the channel where the link is being spread.
3.  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.

1. 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**.
2. 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**.
3. 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

1. 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.
2. 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.
3. In case you want the logo to appear on the **Card issuing form**, enable the **Show logo at card issuing form** toggle button.
4. 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.

1. 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.
2. Use the **Card Description** field to enter a short description of the card.
3. 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

1. 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**.
2. Select the **URL** from a dropdown list.
3. Input the website **URL** into the provided **Link** field.
4. Enter the text to appear on the card using the **Text** field.
5. 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.
6. Let's also include an Email field on our card. To remove the empty link, click the delete **(X)** button.
7. Under the **Feedback links** heading, click **Add link** to add your business links for the customer reviews to be recorded.
8. Select Facebook from the dropdown in the **Service** field.
9. Provide the **Link** for giving feedback on Facebook.
10. 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

1. To add **Terms of use** to the card, just toggle the button next to the heading that says **Terms of use**.
2. Optionally you can provide any specific **Terms of use** to be included on the card by using the **Terms of use** input field.
3. 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

1. 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.
2. Enter the **Company name** in this field.
3. Leave here your Company **Email **address.
4. Provide your Company **Phone number** here.

### Card saving information and activation

1. 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.
2. To activate the template, you can simply click on the **Activate** button located below the card preview but let's move forward.

## Save & Preview

1. As the **Save & Preview** button is clicked, the **Preview** popup is displayed.
2. From here, you can scan the **QR** code of the card.
3. 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.
4. 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.