Reward Card

How to Create a Reward Card in Loyally.ai to Boost Customer Retention and Gain Insights Into Purchasing Habits.

Struggling with Customer Engagement?

Introducing the 'Reward Card', a powerful solution to keep your customers engaged and returning. In retail and service industries, maintaining customer interest can be challenging. This card rewards purchases with points or perks, keeping your brand at the forefront of your customers' minds.

  • Customer Use: Earn points per purchase, redeemable for various rewards.

  • Business Benefit: Keeps customers engaged by allowing them to accumulate points, fostering repeat purchases and loyalty.


How to create a 'Reward Card' in Loyally.ai

Quick Guide

Log in to Loyally.ai >> Go to 'Cards' page >> Select either ('Template' OR 'from Scratch') >> Select 'Reward' Card Type >> Proceed through Settings, Design, Information, and Save & Preview.


Interactive Guide

Follow the interactive guide to seamlessly create your digital loyalty card with Loyally.ai.


Step-By-Step Guide

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The card creation process involves 5 Sections: 'Card Type', 'Settings', 'Design', 'Information', and 'Save and Preview'.

Section 1: Select Card Type

  1. Log into your Loyally.ai account.

  2. Navigate to the 'Cards' page and select 'From Scratch'.

  3. Select 'Stamp' card type and click 'Continue'.

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💡 Quick Start with Templates: Opt for pre-loaded templates for faster card creation!

Section 2: Settings (Customize Your Card's Functionality)

  1. Card Expiration & Location(s): Set the expiry date of the card, and where the card is applicable.

  2. Language: Select the language for displaying card information.

  3. Card Issuing Form: Add or remove fields that your customers will enter to get the card. Toggle fields as mandatory or unique as needed.

  4. UTM Tracking (Optional): For tracking marketing channels (e.g., Facebook ads) to see where traffic comes from. It's helpful for marketers but not required.

  5. Phone Masking: Select the phone number format for the card's active country.

  6. Privacy & Consent: Options for handling privacy policy and user data consent.

  7. Analytics Script (Optional): Add tracking script (e.g. Google Tag Manager) to card installation pages.

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Important: Ensure mandatory and unique fields are correctly set to streamline customer card installation. If uncertain, use default settings.

Section 3: Design (Personalize Card Appearance)

  1. Visual Elements: Upload your logo, background image, and icon for push notifications.

  2. Color Scheme: Customize card colors (background, text, centerpiece).

  3. Field Display: Set up fields and text to appear on the card.

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Tip: Customize icons and colors to enhance your brand's impact.

Section 4: Information (Define Card Details)

  1. Descriptions & Instructions: Add a brief card description, your company name, and how many points are given when the card is issued.

  2. Referral & Redemption: Define referral criteria and points awarded to referrers and referrals.

  3. Links: Include active links (URL, phone, email, & address) for user interaction. Add feedback links for customer reviews. Insert terms of use and link to full T&Cs.

  4. Issuer Details: Fill in your details (company name, email, contact number).

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Reward Clarity: Clearly define reward terms to avoid confusion.

Section 5: Save & Preview (Finalize Your Card)

  1. Preview: Review your card and ensure it meets your expectations.

  2. Activate: Click 'Activate Card' to make the card live.


🎉 Congratulations, your card is ready!

👉 Here's What to Do Next:

Click 'Download PDF' to print a display for your table or counter, perfect for showcasing your new card. Share the QR code or link with your customers - they can simply scan or click to discover what you've created. Let's start spreading the word about your exciting new card! 🚀

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