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Get customers their card

The ways a customer can sign up and add your card to their phone.

A customer needs to add your card to their phone once. After that, the card is theirs. Here are the ways to get it to them.

Option 1: show them the QR code#

  1. In the Dashboard, open Cards and open your active card.
  2. Open the card's preview (the Save and preview step). It shows the card's QR code and a Copy link button.
  3. The customer scans the QR code with their phone camera.
  4. They fill in the short form and tap the install button for their phone.

Print the QR code and put it at the counter, on the menu or on a table card, so customers can sign up on their own.

Every card has an install link, which you can copy from the card's preview using Copy link. Send it by WhatsApp, message or email, or post it on social media. The customer opens it on their phone and goes through the same form.

For a customer who has already signed up but never added the card to their phone, open their profile in Customers. The install link is there with a Copy button.

Option 3: add the customer yourself#

If a customer prefers not to use their phone, you can add them in Customers, then send them the link later. See Add or import customers.

Track where signups come from#

When you create a card, you can generate separate tracking links (UTM links) for each channel, such as Instagram, Facebook or in-store. You then see which channel brings the most customers. You can also give new customers from one link some welcome stamps. See Creating a card.

What the customer sees#

The customer fills in their name and contact details, then taps Add to Apple Wallet, Add to Google Wallet or Install on home screen. Step-by-step instructions you can share with them: