How to create a Digital Certificate loyalty card.

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

How to Create a Digital Certificate Card.

This manual will provide a comprehensive guide to creating a Digital Certificate Card using the LoyaltyMaster platform. It offers a detailed step-by-step guide for each section of the process and potential troubleshooting tips and concludes with a summary.

Digital Certificate Card Creation

This module offers a detailed walk-through of creating a Digital Certificate 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 using a pre-loaded template or create one from scratch. Click 'From Scratch' to start creating a new card.

2. Card Type

This is the first section where you select the type of card you want to create. Click 'Certificate' 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 certificate 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. Define the locations where the card can be used in the 'Locations' field.
  4. Under 'Card Issuing Form', define the fields to include on the certificate 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.
  5. 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'.
  6. Select a region for masking communication calls using the 'Phone Mask' dropdown.
  7. Enable the inclusion of a privacy policy and consent for processing personal data if desired.
  8. Enter a custom script for analytics in the 'Analytics' field.
  9. Click 'Continue' to proceed to the 'Design' section.

4. Design

This section allows you to customise the look of your certificate 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 Colour', 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 issuance.
  3. Add active links on the card and feedback links for customer reviews.
  4. Enable and fill out the 'Terms of Use' section.
  5. Provide a link to your full T&Cs.
  6. Provide the card issuer's details under 'Issuer Information'.
  7. 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 certificate 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 Digital Certificate Card using LoyaltyMaster. The step-by-step guide, along with the troubleshooting tips, should help you in making a fully functioning certificate card. Should you encounter any difficulties, always refer back to this manual for assistance.

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