How to create a Reward card.

Creating a reward card in LoyaltyMaximizer involves several key steps. We’ll go through each one in detail in this manual.

Step 1: Login and Access the Cards Module #

After successfully logging in, navigate to the left-hand menu. From the list of modules, click the ‘Cards’ icon to open the Cards module.

Step 2: Creating a Card From Scratch #

Within the Cards module, you can create a card using a pre-loaded template or from scratch. To create a card from scratch, click the ‘From Scratch’ button. This initiates the reward card creation workflow.

The card creation process consists of 5 sections:

1. Card Type
2. Settings
3. Design
4. Information
5. Save and preview

Let’s explore each section in detail.

Card Type #

1. This section allows you to choose the type of card you want to create. Since we are creating a reward card, select ‘Reward’ from the types available.
2. After selecting, click the ‘Continue’ button to move to the ‘Settings’ section.

Settings #

The settings section allows you to customize the settings for your reward card.

1. Use the ‘Language’ dropdown to select the language for the reward card.
2. Use the radio button under ‘Card expiration date’ to set the card’s validity. If you select ‘Fixed term after card issuing’, specify the number of days until the card expires after issuance.
3. Set the validity of the rewards earned by the customer using the radio buttons under the ‘Rewards expiration date’.
4. Enter the location(s) where you want the reward card to be valid in the ‘Locations’ field.
5. Define the reward name and the points a customer needs to achieve for specific rewards under the ‘Reward Tiers’ section. To create additional reward tiers, click the ‘Add Tier’ button.
6. Set up the ‘Card Issuing Form’ by choosing the field type, name, and whether it’s required or unique. Click ‘Add Field’ to include additional fields.
7. Create a channel link for analytics tracking of traffic generated by that channel in the UTM field. Record the name of the channel in ‘Source Name’, then click ‘Add a link to a UTM Tag’.
8. Select the region for communication calls using the ‘Phone Mask’ dropdown.
9. Enable or disable the ‘Privacy Policy’ toggle as needed. If enabled, enter the privacy policy in the field provided.
10. If you need customer consent regarding the processing of their personal data, enable the ‘Consent to the processing of personal data’ toggle.
11. For customized analytics generation, paste your script into the ‘Analytics’ textbox.
12. Click ‘Continue’ to move to the ‘Design’ section.

Design #

This section allows you to set the design of the reward card.

1. Choose a logo for the card by clicking ‘Select File’ under the ‘Logo’ heading.
2. Choose an icon for push messages by clicking ‘Select File’ under the ‘Icon’ heading.
3. Customize the card’s centre background by selecting a file under the ‘Background of the central part’ heading.
4. Choose the colour scheme for the ‘Card Background’, ‘Text Color’, and ‘Background colour of the central part’.
5. Use the ‘Field’ dropdown and ‘Field Name’ fields to select and name the fields on the card.
6. Enable ‘Show the logo at the card issuing form’ and ‘Show background colour on card issuing form’ as desired.
7. Click ‘Continue’ to move to the ‘Information’ section.

Information #

This section lets you enter information to be displayed on the card.

1. Enter the reward’s name in the ‘Card Description’ field.
2. Enter your business’s name in the ‘Company Name field.
3. To activate a referral program on the reward card, choose ‘Active’ under the ‘Referral Program’ heading.
4. Select when the bonus is awarded to the referrer under ‘Get bonus at the moment when’.
5. Add active links on the card using the ‘Type’, ‘Link’, and ‘Text’ fields. Click ‘Add Link’ to add additional links.
6. To gather customer feedback, select a service under ‘Feedback Links’ and provide the relevant URL. Click ‘Add Link’ for additional feedback links.
7. Enable the ‘Terms of Use toggle and enter the terms of use in the field provided.
8. Include a link to your T&Cs in the ‘Link to full terms and conditions’ field.
9. Enter the card issuer’s information in the ‘Company Name’, ‘Email’, and ‘Contact Number’ fields.
10. Click ‘Activate’ to activate the template, then ‘Finish’ to move to the ‘Save & Preview’ section.

Save & Preview #

This section lets you preview, activate, and share the card.

1. A preview of the template will be displayed.
2. Scan the QR code at the top of this preview.
3. Click ‘Copy Link’ to copy the card’s link.
4. Click ‘Activate Card’ to activate the card.

Troubleshooting #

If you face challenges during the card creation process, first ensure you’re following each step correctly. If issues persist, contact the support team for assistance.

Summary #

Creating a reward card in LoyaltyMaximizer involves defining the card type, tweaking the settings, customizing the design, filling out the information, and saving and previewing the card. This comprehensive guide should help you navigate the process smoothly and make the most of LoyaltyMaximizer to enhance your customers’ loyalty experience.