Member Card

Member Cards aim to digitize long-term wallet items. A digital membership card is a card consumers can download to their mobile wallet that details their membership and other important information about their account.

Digital membership cards can also include discounts and other benefits your members can easily take advantage of and can be customized based on a customer's membership level. You can even direct the cards to send updates and company information in real-time.

Many businesses, including department stores, banks, insurance companies, universities, and more, are using digital membership cards today. You're probably a user of one and don't even realize it!

This Campaign allows you to design and build intuitive, generic, personalized membership cards. You can create, distribute and manage a digital card or use one of the built-in templates.

To create a Member card campaign, complete the following steps,

1. Delivery
2. Design
3. Content
4. Interactions
5. Message
6. Summary

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Delivery

You define the Delivery Channel and the campaign Recipients in the Delivery step.

Currently, two delivery channels are available for Member Card campaign:

• SMS
• Email

For more information on selecting the desired delivery channel, go to the Delivery.

For information on selecting the desired Recipients, go to Define Recipients in the Campaign Elements section.

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Design

‘Design’ is the second step of the Member Card Campaign creator. In this step, customize the template by choosing your brand’s colors and fonts and adding your logo, icon, and a Strip image if you’d like.

The Member Card contains the Pass Design, Colors, and Barcode sections:

Pass Design: Set the static images for the Member Card Template that will remain the same throughout the experience.

Four types of images are presented that you can add to the Member card template style:

Click on the Generate Google Pay Pass toggle to enable the Google Pay Pass.

If you don't want to generate Android member cards, disable the toggle. Hero Image for Android will not be available, and the Android tab in Mobile Member Card Composer will disappear.

To enable the Strip Image, click on the Strip Image toggle.

Once enabled, the Strip Image can be placed into the Digital Member Card.

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NOTE

If you don't add the Hero Image to the Digital Member Card, the Strip Image is added by default.

Colors: Define the Member card colors. Using the Color Picker, you can set the color of the Background, Label, and Contents (Value) fields with the color selectors.

Barcode: It is a method of representing data in a virtual, machine-readable form. When scanned using a code reader, it details their membership information and other important details about their account.

By selecting the Barcode Type dropdown, there are four types of Barcodes to be used inside of the Wallet Pass Coupon supported by the platform :

QR

Aztec

PDF-417

Code128

If you select the None option in the dropdown, the Barcode will not be added to the Member Card.

Once you have finished setting the design of the member card, next to the Design Pass, Colors, and Barcode sections, the visualization of the member card is shown in the Mobile Member Card Composer:

The Mobile Member Card Composer allows you to view the content of the member card according to the device's operating system, including the notifications, by selecting the IOS, Android, and Notification tab. It helps to visualize how your users will receive the Notification and the Digital Member Card!

The Mobile Member Card Composer contains two sides :

• Front of the Pass: Displays the front side of the Member Card.

• Back of the Pass: Displays the backside of the Member Card.

  When you select the Back of the Pass button on the iOS device, it displays the following options:

  Automatic Updates: The user decides if he wants to receive updates on the Member Card.

  Allow Notifications: The user decides if he wants to receive notifications of the Member Card.

  Suggest on Lock Screen: The user decides if he wants to turn on or off suggestions on the lock screen to show the pass based on time or location.

  Remove Pass: The user decides if he wants to delete the Member Card.

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NOTE

End users only interact with the options shown on the backside of the member card.

On Android, the Member Card Details are displayed as a long strip.

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Content step

‘Content’ is the third step of the Member Card Campaign creator. In this step, you need to specify the values required for your card. For digital member cards, you’ll add text fields, for example, the card ID number, and expiration date.

Remember each new customized content you add to the Member Card will be visualized in the Mobile Member Card Composer Preview.

To continue with the Design Content Configuration of the Wallet Pass. You need to specify the Content Fields of the Membership Card:

Content Fields: Set specific fields for the Membership Card Template that will remain the same throughout the experience for a given user.

Before specifying the desired fields, you need to enter the name of the organization that is offering the promotions, special offers, or other discounts in the Issuer Name field, and you are also required to enter the Title of the membership program you are creating in the Program Name field:

The information shown on a pass consists of multiple fields. Fields can display various types of information to adapt to the required use case.

Once you have entered the Issuer Name and the pass title, you proceed to specify the fields. Text written in Wallet Passes consists of three types:

• Header,
• Main Fields,
• Backside Fields

Header

Header Fields contain highly salient information; they are the only field visible when the passes are stacked up in the iOS wallet app. It is located at the top right corner of the wallet pass.

When you select the Header section, you define the Field Type, Label, and Value of the Header Field in the following table,

Field Type: The Member Cards allow you to display personalized and variable fields for each user. Field values can be Generic or unique, depending on the pass style.

Generic The value of the Generic Fields will be static for all users.

Unique Fields are personalized for each member card generated, which means they display personalized and variable fields for each user.

Label: A Field Label accompanies the text content on a member card.

Value: It is essential to be aware that some of the elements in the Member Card Template have the option to have a Generic Value for all the cards delivered or to use a Unique Value per card, where the value is extracted from a Subscription List used in the moment of Delivery.

If you selected the Generic Field Type, you need to specify its value.

If you selected the Unique Field Type, the value is extracted from a Subscription List. You need to choose the desired value from the options shown in the dropdown.

Click the Add button to attach the Header field to the member card. If you want to edit the Header field, click on the Edit button, or if you want to delete it, click on the Delete button.

Main Fields

They are located in the lower half of the wallet pass.

When you select the Main Fields section, you define the Field Type, Label, and Value of the Field in the following table,

Field Type : The Member Cards allow you to display personalized and variable fields for each user. The field values can be Generic or unique, depending on the pass style.

Generic values of the Generic Fields will be static for each user.

Unique Fields are personalized for each member card that is generated, which means they are used to display personalized and variable fields for each user.

Label : A Field Label that accompanies the text content on a member card.

Value : It is important to be aware that some of the elements in the Member Card Template have the option to have a Generic Value for all the Passes delivered or to use a Unique Value per Pass, where the Value is extracted from a Subscription List used in the moment of Delivery.

If you selected the Generic Field Type, you need to specify the Value of the Label.

If you selected the Unique Field Type, the Value is extracted from a Subscription List. You need to select the desired Value from the options shown in the dropdown.

Click the Add button to attach the Secondary fields to the member card. If you want to edit a Secondary field, click on the Edit button or, if you want to delete it, click on the Delete button.

Backside Fields

The back of the pass is a great way for you to add content and information. We’ve seen brands successfully generate additional mobile engagement by adding website information, contact info and more to the back of the wallet pass.

When you select the Backside Fields section, you define the Field Type, Label, Value and Field Format of the Backside Field in the following table,

Field Type: The Member Cards allow you to display personalized and variable fields for each user. The field values can be Generic or unique, depending on the pass style.

The Generic Fields are not personalized member cards. This pass style is appropriate for any pass that doesn't fit into one of the other more specific styles. The value of the Generic Fields will be static for each user.

The Unique Fields are personalized for each member card that is generated, which means they are used to display personalized and variable fields for each user.

Label : A Field Label that accompanies the text content on a member card.

Value: Some elements in the Member Card Template have the option to have a Generic Value or a Unique Value per card.

For Generic Fields, you need to specify the fixed value of the field. For Unique Fields, you need to select the desired column from the subscription list as it will be filled with information from the specific subscriber.

Field Format : The Field Format allows you to place additional information with a specific Field Format. The available field formats are : Text, URL, Phone Number, Email, Address.

For example, if you enter the URL (Web address) in the Value Field and select the URL Field Format, the user who receives the Member Card can select the URL and will be redirected immediately to the web address you entered.

Click the Add button to attach the Backside fields to the member card. If you want to edit a Backside field, click on the Edit button or, if you want to delete it, click on the Delete button.

iOS mobile wallet elements

For Member Cards based on Apple's iOS, the platform offers Location Services based on GPS, Wi-Fi hotspot, and Bluetooth technologies. To review how to configure these features you can go to Mobile Wallet Elements in the Campaign Elements section.

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Interactions

‘Interactions’ is the fourth step of the Member Card Campaign creator. In this step, you need to specify the card expiration date with the respective unique code of the barcode of the Member Card.

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NOTE

If you didn't select a barcode in the Details section, you wouldn't be able to choose the barcode value or redemption type.

Follow these steps for the Pass Interactions Configuration :

1. In the Coupon Expiration section, set the validity of the Member Card by selecting the calendar icon located in the Expiration Date field. It will display a calendar where you can set the date of the Member Card.

Once the defined date has passed, the pass becomes invalid, and the Barcode inside of the Pass is blurred and labeled "This pass is no longer valid."

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NOTE

The expiration date doesn't mean the member card is going to be deleted.

The pass will remain saved inside of the user's Mobile Wallet because only the end-user is allowed to delete their cards from their Wallet Application.

2. In the Barcode redemption section, select the Generate Unique Codes option from the dropdown to generate the Barcode Value for each member card.

3. In the Barcode redemption section, select the Check-in option from the Redemption type dropdown to update the member card pass once the user has scanned the QR code.

   The user when scanning the QR code redirects him to a redemption website. It Marks the QR code as already enabled, then the coupon is updated on the user's phone, therefore the user will be able to scan the QR code again.

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NOTE

These codes are not redeemed only once as in digital coupon but are "check in" codes. That is, these codes can be scanned one or more times until the pass expires. This code helps to accumulate visits.

For example, when the end-user goes to the store to claim the coupon, the worker scans the barcode and redirects him to the Redemption Manager page to scan the barcode.

The worker enters his credentials (username/password) and scans the code by selecting the Scan button.

Immediately after the code is scanned, the status will change to ENABLED.

If the status is DISABLED, the code has expired, copied, or scanned by someone other than the business that initially scans the code.

4. Select the Next button to continue with the campaign configuration.

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Message

‘Message’ is the fifth step of the Member Card creator.

In this step, the messages that will be used to deliver the Campaign to Recipients are created.

For more information about the message's Content and personalized fields configuration, go to the Message Content and Message Personalization section.

Once all the message details have been addressed, move on to Summary by clicking on Next.

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Summary

‘Summary’ is the sixth step of the Member Card creator.

This will review and display the configured Campaign Details and set the desired activation time.

The summary step consists of the following elements:

• Delivery Channel: Type of channel (SMS, Email) through which the campaign was sent.

• Sender: According to the sender type selected during campaign setup is used as the sender of the notification message.

  Remember, each delivery channel has its own sender type ( Sender number [SMS], Sender Email [Email] ).

• Components: Type of components of which the interactive campaign is composed: Campaign type and Delivery Channel.

• Recipients: Number of Recipients who will receive the card.

• Applied Filter: Filter type applied.

• Coupon Expiration: Configured date on which the card will expire.

• Throttle Configuration: Set through the slider, the rate at which the messages will be sent.

• Campaign Activation: Set the campaign delivery date (Now, Schedule, Save As Draft).

For more information about the Summary step settings, go to Summary in the Campaign Elements section.