Cards
The Cards section, with your cards, templates, promotions and settings.
Where: Dashboard, Cards in the left-hand menu.
This is where your loyalty cards live. The page has three tabs.
Templates#
The Templates tab lists your cards and the ready-made templates.
- Active cards are the ones customers can install and use.
- Create card has two buttons: Template and From scratch.
Start from a template#
Click Template to see more than a hundred ready-made cards for different businesses, such as cafe, bakery, barber shop, car wash, clothing shop, gym and many more. Each shows a sample stamp card. Pick the closest one, open it and change what you need: name, colors, logo, number of stamps and rewards.
A template is the fastest way to get a good-looking card in a few minutes.
Start from scratch#
Click From scratch to build a card step by step, choosing everything yourself. See Creating a card.
Promotions#
A promotion is a time-limited offer attached to a card, such as double stamps for a week. The Promotions tab lists them with name, description, status, date, how many customers used it, how many times it was used, and the revenue. See Promotions.
Settings#
Card-wide settings. At the moment this is where you choose how the birthday bonus works if customers hold cards from several programs. See Birthday bonus.
Active and inactive cards#
A new card starts as Inactive, which means it is still a draft. While a card is inactive:
- You can design it and preview it.
- Only a limited number of cards can be issued from it (the app shows a message about this).
Click Activate when you are ready to launch. Activate only when the design and the settings are final, because customers will start installing it.