How to create a Cashback card.

  1. Overview
  2. Create your Digital Loyalty Card
  3. How to create a Cashback card.

How to Create a Cashback Card.

This manual will provide a comprehensive guide to creating a cashback card using the LoyaltyMaster platform. Follow the step-by-step instructions provided for each section, alongside potential troubleshooting tips.

Cashback Card Creation

This module offers a detailed walk-through of creating a cashback card from scratch in the LoyaltyMaster platform.

1. Initial Steps

Upon successful login, navigate to the left-hand menu. From the list of modules, click the 'Cards' icon. You can create a card by using a template from a wide range of pre-loaded templates or by creating one from scratch. Click 'From Scratch' to start creating a new card.

2. Card Type

This is the first section where you will select the type of card you want to create. Click 'Cashback' from the available card types, then click 'Continue' to proceed to the 'Settings' section.

3. Settings

In this section, you will configure the settings for your cashback card.

  1. Choose the card language from the 'Language' dropdown.
  2. Set the card's expiration date using the radio buttons under 'Card Expiration Date'. It is recommended to select 'Fixed term after card issuing', which allows you to define the card's lifespan in days after its activation.
  3. Set the validity of lifetime points under 'Lifetime Points'. Selecting 'Fixed term after bonuses earned' reveals additional settings for defining the points' lifespan.
  4. Define the locations where the card can be used in the 'Locations' field.
  5. Under 'Cardholder Status', you can create different cardholder categories based on their spending amount. This is facilitated by the 'Tier Name', 'Spend to Achieve', and 'Percentage' fields.
  6. Under 'Card Issuing Form', define the fields to include on the cashback card. Use the 'Field Type' dropdown to select the type of field you're adding, name the field, and determine if it's required or unique.
  7. The 'UTM' field allows for creating a channel link to track analytics. Enter the channel name in 'Source Name', then click 'Add a link with UTM Tag'.
  8. Select a region for masking communication calls using the 'Phone Mask' dropdown.
  9. Enable the inclusion of a privacy policy and consent for processing personal data if desired.
  10. Enter a custom script for analytics in the 'Analytics' field.
  11. Click 'Continue' to proceed to the 'Design' section.

4. Design

This section allows you to customize the look of your cashback card.

  1. Use 'Select File' under the 'Logo' and 'Icon' headings to upload your logo and an icon for push messages.
  2. Choose an image for the centre of the card under 'Background of the central part'.
  3. Set colours for 'Card Background', 'Text Color', and 'Background colour of the central part'.
  4. Define which fields appear on the card and what text they contain under 'Fields Name'.
  5. If you want the logo and background colour to appear on the card issuing form, enable the corresponding toggles.
  6. Click 'Continue' to proceed to the 'Information' section.

5. Information

This section requires you to fill out the necessary information about the card.

  1. Enter a brief card description and your company name.
  2. Define the number of points awarded to the customer on card usage.
  3. Set up the referral program and the conditions for bonus issuing.
  4. Add active links on the card and feedback links for customer reviews.
  5. Enable and fill out the 'Terms of Use' section.
  6. Provide a link to your full T&Cs.
  7. Provide the card issuer's details under 'Issuer Information'.
  8. Click 'Activate' to activate the template, then click 'Finish' to proceed to 'Save & Preview'.

6. Save & Preview

In this final section, you can preview and activate your cashback card.

  1. Scan the QR code of the card.
  2. Click 'Copy Link' to copy the card's link.
  3. Click 'Activate Card' to activate the card.

Troubleshooting

In case of difficulties:

  1. Verify your login credentials.
  2. Check the internet connection if the site is not loading.
  3. For incorrect display of card design elements, verify that uploaded files meet the platform's requirements.
  4. If cards aren't activating, ensure all mandatory fields in each section have been filled out correctly.

Summary

This manual provides an extensive guide on creating a cashback card using LoyaltyMaster. The step-by-step guide, along with the troubleshooting tips, should help you in making a fully functioning cashback card. Should you encounter any difficulties, always refer back to this manual for assistance.

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