Membership Card

Need to Boost Client Commitment?

The 'Membership Card' is designed to elevate your client's commitment to your service. Gyms, clubs, and subscription services often need a boost in customer retention. This card offers exclusive benefits, creating a sense of belonging and encouraging continual engagement.

• Customer Use: Gain access to exclusive services, discounts, or content.

• Business Benefit: Enhances customer loyalty and retention through exclusive offers and benefits, creating a sense of community.

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

Quick Guide

Log in to Loyally.ai >> Go to 'Cards' page >> Select either ('Template' OR 'from Scratch') >> Select 'Membership' 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

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 'Membership' card type and click 'Continue'.

💡 Quick Start with Templates: Want to create a card faster? Explore our pre-loaded templates for a speedy setup!

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.

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.

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).

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! 🚀