Reward Loyalty Documentation

Designing Your Loyalty Card

Before You Begin

1. Club Creation

Start your journey by making sure you have at least one club set up. A club is important for organizing cards and delineating staff roles. Clubs are not visible on the website, but it is important to remember that staff can only use cards that belong to their club.

2. Reward Setup

A loyalty card needs rewards. Before you create your card, make sure you have designed rewards that members can earn points for.

Constructing Your Loyalty Card

Date Settings

It is crucial that customers know the life span of their cards. Assign a clear issue and expiration date to each card. This ensures that the card remains active only within this defined time frame.

Display Options

Highlight your card by toggling on the Visible on homepage setting, making it easily accessible from the main page. For a more exclusive approach, leave this option off; this way, your card is reachable only through its QR code or dedicated link.

For more on this feature's accessibility, check out this guide.

Rule Configuration

Set up your card rules to define the currency and method for calculating points on each purchase. This clarity streamlines the process for staff so they can effortlessly record purchase amounts. In addition, consider a welcome gesture: give members bonus points with their first purchase.

Design

The design of a card should match the essence of your brand. If you use a background image, adjust the Background color opacity. An opacity of 100 means a solid background that hides your image from view. Choose a more translucent background to show off your image better.