This article will show you how to set up your Loyalty Wallet.
Note: Complete the loyalty wallet general configuration and theme customisation before downloading the loyalty card.
In this article:
Requirements
Loyalty Marketing module
Online Ordering module (optional)
Configure loyalty wallet
General configuration
The Wallet General Configuration page can be used to customise the loyalty Sign Up page.
The elements that can be customised are:
Signup Header
Signup Text
Date of Birth
Gender
To customise the Sign Up page:
Enter the Signup Header and Signup Text.
Optional:
Enable Date of Birth.
Enable Gender.
Enable Preferred Store.
Click Save.
Theme customisation
The Wallet Theme Customisation page can be used to customise the loyalty card itself.
Insert the:
Logo
Strip Image
Card Background
Issuer Name (company name)
Program Name (loyalty program name)
The changes you make can be viewed under the Loyalty Card Preview for Apple Wallet and Google Pass.
Click Save.
Publishing
You can access the Sign Up page link via the Wallet Publishing page.
Download the loyalty card
At the time of registering
Enter your account details and tap Join Membership.
Tap Add to Apple Wallet.
From your account
Tap the burger icon in the top right hand corner.
Tap Add to Apple Wallet.
Add a loyalty sign up page QR code to your receipts
On the backend
Go to Print Settings > Printing Templates.
2. Click the pencil icon on the Invoice Receipt template.
3. Insert the [qrcode(content:xxx)] placeholder into the template, replacing the ‘xxx’ with the URL. Click Save.
On the POS
Go to Settings > Sync. Tap SYNC on SYNC RECEIPT TEMPLATES FROM BACKEND.