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Creating a card

Every step and every setting in the card builder, from card type to activation.

The card builder has five steps, shown along the top: Card type, Settings, Design, Information and Save and preview. A phone preview on the side shows your card as you work.

Where: Cards, then Create card, then From scratch. Or start from a template and change it.

1. Card type#

Pick the type of card. Each type behaves differently, so choose carefully. See Card types for help deciding. Click Continue.

2. Settings#

This step decides how the card works.

How customers earn

  • Barcode type: the code on the card that the scanner reads. QR Code works with phone cameras and is the common choice. PDF 417 is a different style of barcode.
  • Reward program: for stamp cards, how stamps are earned.
    • Stamps: you give stamps by your own rules.
    • Spend: stamps are based on how much the customer spends.
    • Products: stamps are based on the goods on the receipt.
    • Visit: stamps are based on visits.
  • How do you want to reward your customers?: describe the reward, for example "Get a reward BHD 10". Use Add reward to add more than one.
  • Promotions: attach or create a promotion.

Validity

  • Card expiration date: Unlimited, Fixed term or Fixed term after card issuing. The last one gives each card a fixed life from the day the customer installs it.
  • Stamp life: Unlimited or Fixed term after stamps earned, so old stamps expire after a number of days.

Where and how it displays

  • Locations: where the card can be used. Add your locations in the Locations section first.
  • Language, Date format, Thousands separator and Decimal separator: how the card shows text and numbers.

At the counter

  • Purchase amount when charging: tick this to make the cashier enter the amount in the Scanner App. This is what makes the revenue reports work.
  • Comment when accruing: tick this to make the cashier add a comment each time they credit a card.

Card issuing form

This is the sign-up form the customer fills in. For each field you set the field type, the name, whether it is Required and whether it must be Unique. The standard fields are first name, last name, phone, email and date of birth. Use Add field to add your own.

Tracking and wording

  • UTM: create a tracking link per channel (for example Instagram) so you can see where signups come from. You can also set welcome stamps for people who sign up through that link.
  • Phone mask: the country format used for phone numbers. For Bahrain, choose Bahrain.
  • Privacy policy and Consent to the processing of personal data: switch these on to show a policy and ask for consent on the sign-up form.
  • Analytics and Meta Ads: optional places to add tracking scripts.

Install options and limits

  • Google Wallet installation button and PWA installation button: choose which install buttons customers see.
  • Limit the number of cards issued: a maximum number of cards. 0 means unlimited.
  • Card installation via shared link: allow or block installs through a link that is shared widely. Installs through an individual link are always allowed.
  • Limit the number of stamp accruals per day: stops one card getting more than a set number of stamps a day. 0 means unlimited.
  • Number of stamps when issuing a card: welcome stamps for every new card.
  • Number of birthday stamps: the birthday bonus.

Click Continue.

3. Design#

Make the card look like your brand.

  • Stamp count: how many stamps fill the card.
  • Active stamp and Inactive stamp: choose icons from the list or upload your own.
  • Logo: shown on the card and on the sign-up form.
  • Icon: shown in push messages.
  • Background under stamps: an image behind the stamp area.
  • Colors: card background, text, stamp background, outline, active stamp, inactive stamp.
  • Field names: choose which information shows on the card and what it is called.
  • Show logo and Show background color at card issuing: apply your branding to the sign-up form.

Other card types have fewer design options. For example, a cashback card has a logo, an icon, a central background and a few colors.

4. Information#

The text and rules on the card.

  • Card description and How to earn a stamp: explain the program in a sentence.
  • Company name and Reward details.
  • Earned stamp message and Earned reward message: what customers see when they get a stamp or a reward.
  • Multi rewards: rewards at several levels. Type the stamp counts separated by commas, for example 3,6,9.
  • Redeem rewards automatically: choose Yes if the reward should be used up as soon as it is earned.
  • Referral program: switch on to let customers invite friends. See Referral program.
  • Active links: links on the back of the card. Types are URL, phone, email and address.
  • Feedback links: where happy customers are sent to leave a review.
  • Terms of use and Link to full terms and conditions.
  • Issuer information: company name, email and phone shown on the back of the card.

5. Save and preview#

Click Finish. A preview opens with the card's QR code and a Copy link button. Scan the QR code with your own phone to see exactly what a customer will see. When you are happy, click Activate Card.