Create or Imports Cards
Most Loyalty programs have a physical card that the teller will swipe for the customer when they
are paying at the till, your card numbers are also linked to the customers cell phone number
should they leave their card at home or have lost it.
You can have multiple card sets depending on how you want your program to work, you can
have a pensioners card, student card, VIP card etc.
Creating a card set
1. Click Programs > Card Sets > Click View Card Sets
2. Click New Card Set
3. Complete the info as below
a. Set Name: Name your card set with relevance to who it is for (pensioners,
students etc.)
b. Quantity: the amount of cards you want to produce for that specific set.
c. Card ID Order: you can select random or sequential if you want the numbers to
be in order.
d. Start and end range will be generated automatically, it will be the start and end of
the Card Numbers
4. Click Save.
Importing a card set
If you have already started a loyalty program on your own, you may already have card numbers.
You can create the card set but instead of generating new numbers you can just import the ones
you already have so there are no worries about having to print cards if you have already done so!
1. Click New Card Set as before and repeat the steps, except you will leave the Quantity
option at 0.
2. Click Save
3. Click View Cards
4. Click import cards
5. Click Choose File. The file that you import with your card numbers needs to be in CSV format otherwise it will not work.
6. Click Upload and your cards will import into the Loyalty box
7. Make sure the drop down is set on Card Number > Click Save
This is what it will look like once your cards have been imported
