# Set Up Your Card (25 Mins)

Watch the video below to learn everything you need to know to set up your loyalty card in 25 minutes.

{% embed url="<https://drive.google.com/file/d/13fxxlvchtTqo_KCHk7Jdo7qSTioS8nQO/view?usp=drive_link>" %}

### To Do List (and free resources mentioned in video)

Watch the above video and follow along.

* [ ] Choose a card type (for most businesses we recommend Stamp cards)
* [ ] Decide on the terms of your loyalty program (How many stamps? What will the reward be?)
* [ ] Upload a logo [(to change the size, click here)](https://www.canva.com/design/DAGU_lTTjLw/OIzm3hMTeFdyIGESHmbDkg/view?utm_content=DAGU_lTTjLw\&utm_campaign=designshare\&utm_medium=link\&utm_source=publishsharelink\&mode=preview)
* [ ] Choose or upload stamps ([to customize the stamp design on Canva, click here](https://www.canva.com/design/DAGU_Z90mLc/2WLvR2IVA1esaIzNACGOlQ/view?utm_content=DAGU_Z90mLc\&utm_campaign=designshare\&utm_medium=link\&utm_source=publishsharelink\&mode=preview))
* [ ] Set up your Google Review link:

  * [ ] Search your place ID number[ (click here to access place ID finder)](https://developers.google.com/maps/documentation/places/web-service/place-id)

  <div align="center"><figure><img src="https://2570441824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0547Xg2o2wi7JEYu6mtI%2Fuploads%2FLefsdAvhqUfPjZlMfAVc%2Fimage.png?alt=media&amp;token=7feb9d4d-71c8-4123-aac3-a9a020c87641" alt=""><figcaption></figcaption></figure></div>

  * [ ] Then paste it after the equal sign in this link:<https://search.google.com/local/writereview?placeid=> \
    Like this: <br>

    <figure><img src="https://2570441824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0547Xg2o2wi7JEYu6mtI%2Fuploads%2FiGUi1DH05g9QzzGZmtwR%2Fimage.png?alt=media&amp;token=92f62836-fd95-41cc-a8be-aac4ff95fc13" alt=""><figcaption></figcaption></figure>
  * [ ] Paste this link into the URL field as indicated in the video.
* [ ] Save the card
* [ ] Activate the card
* [ ] Then click on the QR code button to access the PDF
* [ ] Print and set it up in a table stand next to your cash register ([click here to buy one on Amazon](http://surl.li/lmwqip))

  <figure><img src="https://2570441824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0547Xg2o2wi7JEYu6mtI%2Fuploads%2F3Un9GtmlvgCz5WgQ9sfr%2Fimage.png?alt=media&amp;token=983b8b11-ac88-4af3-88a7-d996970e4762" alt="" width="375"><figcaption></figcaption></figure>
* [ ] That's it!


# How To Use Scanner App to Give Stamps/Points (5 Mins)

Watch these videos to see how to use the Scanner app to give stamps or points and redeem rewards.

{% embed url="<https://drive.google.com/file/d/1odCIuiPGNGQQ7udedh2EapVN6oQu8Ajk/view?usp=sharing>" %}

How to redeem rewards

{% embed url="<https://drive.google.com/file/d/1vw4bSlzT9YXYfEbozYQVbUKfu8xwMrl5/view?usp=drive_link>" %}


# How To Send Custom Push Notifications (5 Mins)

Watch this video to learn how to send custom push notifications from your phone

{% embed url="<https://drive.google.com/file/d/1Kp-8jb-fX970tathH_sjhtxibejastCE/view?usp=drive_link>" %}


# Dashboard and Data (5 min)

1\. The Digital Wallet dashboard provides you with an overview of the relevant stats that reflect how your business is doing.

2\. To make it meaningful, displayed information is segregated into Visits, Activity, Retention, Feedback Rating, Referral Program, and Customer Profiles.

**Visits**

1\. Starting off, the Visits card is displayed. It includes weekly stats for the Total visits, Returning visits, and Last Period. A count for each of these is displayed at the top.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoBWYLmPwlDd6TROIbqtp%252Fimage.png%3Falt%3Dmedia%26token%3D6f77a638-8954-45ca-bcc3-25b93f00d1e1\&width=768\&dpr=4\&quality=100\&sign=206f420e\&sv=1)

2\. By default, the time period is set to Week. However, you can change it to Day, Month, Year, All Time, and Period (Custom Range) using the action buttons on the top-right corner.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1Oa55PBLZa6iNv3viHpj%252Fimage.png%3Falt%3Dmedia%26token%3D7b3ace70-0369-40b7-b425-80f6c304a077\&width=768\&dpr=4\&quality=100\&sign=cbeb46b4\&sv=1)

3\. On the right side of the graph are three more indicators that include Returning visits, New members, and Referrals. Each of these is displayed via a graphical representation at the center.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FmZ9A0Wiw1VueCn68qbaE%252Fimage.png%3Falt%3Dmedia%26token%3D9a2d3feb-bc0c-4fbc-8df4-a20806020b87\&width=768\&dpr=4\&quality=100\&sign=147fcd3e\&sv=1)

4\. Hovering over a bar reveals a tooltip displaying the count for each indicator for the selected date. Each stat in this tooltip is color-coded for easier identification.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FfVU1LY8Yh7sHAObMalBA%252Fimage.png%3Falt%3Dmedia%26token%3D0b59eea8-7ed4-4bde-8e3b-84e03985f25a\&width=768\&dpr=4\&quality=100\&sign=e6d567dd\&sv=1)

**Activity**

1\. The Activity section includes a couple of graphs named New Clients and Issued Cards.

2\. Displaying the activity stats for your business, the New Clients graph has the number of new clients on boarded via Digital Wallet against each day of the week.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgGGbQlQiLAkOKaPRUIM3%252Fimage.png%3Falt%3Dmedia%26token%3Da98683f7-5e31-4161-807b-f0e613a20a96\&width=768\&dpr=4\&quality=100\&sign=e680f6e8\&sv=1)

3\. Hovering over a date displays a tooltip displaying the number of new clients registered on the app on the specific date.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRcAkyTPzGyIzntBo6lr9%252Fimage.png%3Falt%3Dmedia%26token%3Da162dbbb-c199-4369-9488-302eb70a1ce2\&width=768\&dpr=4\&quality=100\&sign=98408c6d\&sv=1)

4\. Similarly, Issued Cards is a graph that has the number of issued cards mapped against each day of the week.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4DcULoLgrus9B3JEaKWc%252Fimage.png%3Falt%3Dmedia%26token%3D2a2546da-183c-49cd-8d38-a262d43b0727\&width=768\&dpr=4\&quality=100\&sign=82369ad6\&sv=1)

5\. Hovering over a date reveals a tooltip displaying the number of cards issued on that specific date.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXnazbBG3xEbCYy0dqhHQ%252Fimage.png%3Falt%3Dmedia%26token%3D531a29d9-eca6-4210-a647-4c155fd5dce3\&width=768\&dpr=4\&quality=100\&sign=377e03a5\&sv=1)

**Retention**

1\. This section includes the Retention Rate graph. In this graph, the retention rate of the customers is mapped against a time period of 60, 120, and 240 days.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbCHC5342XjhIRNATaBBC%252Fimage.png%3Falt%3Dmedia%26token%3D12976b62-e6d4-4f25-a50d-82e72d0a8c4a\&width=768\&dpr=4\&quality=100\&sign=f6b15ec6\&sv=1)

2\. By default, retention rate for 60 days is displayed. However, you can change it to 120 and 240 using the action buttons at the top-right corner.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F6bxiOtRRJg45ViHCIyQE%252Fimage.png%3Falt%3Dmedia%26token%3D8b472cbe-98d4-4541-8c50-864db8a382b1\&width=768\&dpr=4\&quality=100\&sign=1f0c7daf\&sv=1)

3\. Moreover, hovering over a bar reveals a tooltip displaying the retention rate for the current period and previous period on the specific date. The retention rate for the current period is displayed in blue-color whereas the orange color is used to represent the retention rate for the previous period.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FE2RgtXXFpXLT4ge4mb6K%252Fimage.png%3Falt%3Dmedia%26token%3D52ce2c45-e96d-4f63-868c-480e9e56afde\&width=768\&dpr=4\&quality=100\&sign=ce534911\&sv=1)

**Feedback Rating**

1\. This section includes a number of tiles to represent the satisfaction level of your customers.

2\. It starts off with a count each for the members who left feedback, Positive Feedbacks, and Reviews on Cards during the selected time period displayed via individual tiles.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FqxfSvvBicsawhTfGUg5W%252Fimage.png%3Falt%3Dmedia%26token%3D13d62560-f717-4532-a017-2ca639f35c89\&width=768\&dpr=4\&quality=100\&sign=15e13e4d\&sv=1)

3\. This is followed by the Average Loyalty Level tile that represents the loyalty level of the customers via a star rating.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FQoxlf4BN60S02SbuhciP%252Fimage.png%3Falt%3Dmedia%26token%3De7564269-fa23-489c-9ca4-9feb673780d1\&width=768\&dpr=4\&quality=100\&sign=be96187c\&sv=1)

4\. Towards the end of this section are a couple of graphs that display the Loyalty Level and Dissatisfied members during the selected time duration.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrHtyeHdF7CjikUVOaitk%252Fimage.png%3Falt%3Dmedia%26token%3D5aa6eb9d-d9f6-4e04-b3e1-cd6b15c4ba6d\&width=768\&dpr=4\&quality=100\&sign=1980dbe4\&sv=1)

5\. By default, Week is selected as the time duration. However, you can change it to Day, Month, Year, All Time, and Period (Custom Range) using the action buttons at the top-right corner.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fb9vUx6SUj7rNCJl1LOPU%252Fimage.png%3Falt%3Dmedia%26token%3D562afec7-566c-48e3-becf-06f2ea10777a\&width=768\&dpr=4\&quality=100\&sign=a66c80d3\&sv=1)

**Referral Program**

1\. To start off, the Shared Cards tile displays the count of cards shared by the customers as referral during the selected timeframe.

2\. As the name says, this section includes all the stats relevant to the referral program offered by your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEQiENvHr3gUyS4F0udeQ%252Fimage.png%3Falt%3Dmedia%26token%3Dc348722e-f278-4af7-9233-da00d974d4e3\&width=768\&dpr=4\&quality=100\&sign=157a6e0d\&sv=1)

3\. Similarly, Cards installed by referrals tile displays the count of cards installed by customers via a referral.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FPjyuroQNXHxeX8tcm9gz%252Fimage.png%3Falt%3Dmedia%26token%3D47afd01a-7852-4392-b302-cf47aac1184f\&width=768\&dpr=4\&quality=100\&sign=6d95eb6d\&sv=1)

4\. New Referral Members tile displays the count of the members that have been on boarded via referrals during the defined time period.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTiossuBMw9bINwkiMucS%252Fimage.png%3Falt%3Dmedia%26token%3D37672af9-f1a0-487d-9b58-e8d542356a40\&width=768\&dpr=4\&quality=100\&sign=c3ac9c85\&sv=1)

5\. Revenue from Referrals tile shows the amount in revenue generated from the referrals.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0emMAqpN43yMa2kMVEzP%252Fimage.png%3Falt%3Dmedia%26token%3Dee477879-f154-4c12-ba38-2660f43a0e7c\&width=768\&dpr=4\&quality=100\&sign=838fc2b9\&sv=1)

6\. This is followed by the Referral Program Dynamic graph which maps the performance of the referral program against each day of the week.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrRck1wygXOddx3zaoFRq%252Fimage.png%3Falt%3Dmedia%26token%3D963962c4-b92c-4da3-9dc0-2054fc436231\&width=768\&dpr=4\&quality=100\&sign=778d2f34\&sv=1)

7\. Hovering over a bar reveals a tooltip displaying the referral program performance on the specific date.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FW1aedz7Vb0rb0VbeRr08%252Fimage.png%3Falt%3Dmedia%26token%3De9500a77-465f-4ece-93f1-750c49e9ff5d\&width=768\&dpr=4\&quality=100\&sign=47471f88\&sv=1)

8\. Towards the end is the New Referral Members graph. This maps the number of new referral members against each date of the week.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fbek96MrKzu7TsxZmxTbY%252Fimage.png%3Falt%3Dmedia%26token%3D427f559d-1d21-4c73-9c53-7f23b9885b6b\&width=768\&dpr=4\&quality=100\&sign=37843107\&sv=1)

9\. By default, the time period is set to Week. However, you can change it to Day, Month, Year, All Time, and Period (Custom Range) using the action buttons at the top-right corner.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWlnPCbbRBRaS8uZtz5IG%252Fimage.png%3Falt%3Dmedia%26token%3D43ef3bf8-20b6-42a9-845d-2769ec956c0b\&width=768\&dpr=4\&quality=100\&sign=6f885057\&sv=1)

**Customer Profile**

1\. This section provides insights into existing customer profiles for your business.

2\. Starting from the Gender pie chart, it displays a segregation of the customer profiles w\.r.t their gender.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FDfcYHcKamynYydRqucv1%252Fimage.png%3Falt%3Dmedia%26token%3D0017f423-0f40-44b7-9116-bf87eb2b825f\&width=768\&dpr=4\&quality=100\&sign=66f69909\&sv=1)

3\. Moving forward, the Devices pie chart displays a segregation of customer profiles w\.r.t the devices they used for add loyalty cards.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FmMqtTdMw94obnA56OpOm%252Fimage.png%3Falt%3Dmedia%26token%3D14038ea3-f19c-4a37-928e-52e8552c59bd\&width=768\&dpr=4\&quality=100\&sign=a50aba74\&sv=1)

4\. This is followed by the Age graph that displays the customer profiles falling in each age range with an separate color to reflect gender.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fd4S70CAEJwysVL4Q8n26%252Fimage.png%3Falt%3Dmedia%26token%3Df51e1cb6-9529-4cdc-8b13-e30af14b2c49\&width=768\&dpr=4\&quality=100\&sign=a07543d\&sv=1)

5\. Hovering over the age range bar reveals a tooltip displaying the number of customer profiles in each gender.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWEOmJQcaB4LJLOQ6lJuu%252Fimage.png%3Falt%3Dmedia%26token%3D2c117f81-51b3-4dcd-89ad-68f569e6bab9\&width=768\&dpr=4\&quality=100\&sign=5b0b4eef\&sv=1)


# Understand All The Features (15 Mins)

Beautiful documentation starts with the content you create — and GitBook makes it easy to get started with any pre-existing content.

{% embed url="<https://drive.google.com/file/d/1R-qxMkEcDtHcejpAe36dLogX1ga3vw8G/view?usp=sharing>" %}

{% hint style="info" %}
Want to learn about writing content from scratch? Head to the [Basics](https://github.com/GitbookIO/onboarding-template/blob/main/getting-started/broken-reference/README.md) section to learn more.
{% endhint %}

### Import

GitBook supports importing content from many popular writing tools and formats. If your content already exists, you can upload a file or group of files to be imported.

### Sync a repository

GitBook also allows you to set up a bi-directional sync with an existing repository on GitHub or GitLab. Setting up Git Sync allows you and your team to write content in GitBook or in code, and never have to worry about your content becoming out of sync.


# In Detail: The 8 Types Of Cards (Set Up)


# Stamp

How to create a stamp card in Digital Wallet

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdEVLYJESifFJ8l4XGM3z%252Fimage.png%3Falt%3Dmedia%26token%3Da4a832d2-bae2-4242-99f9-c0c392a09b56\&width=32\&dpr=4\&quality=100\&sign=dc805165\&sv=1) icon. Doing so opens the Cards module.

<img src="https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FqbhvNzgBQfHH4GxDOICx%252Fimage.png%3Falt%3Dmedia%26token%3D4a75f1a7-2f32-435d-963b-2a8869f9c060&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=50c9e6fc&#x26;sv=1" alt="" data-size="original">

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FCB1QnrsqIhhKYtyjIgcZ%252Fimage.png%3Falt%3Dmedia%26token%3Dca0b68f4-d2bc-4d05-9c17-c8c4d0fed189\&width=178\&dpr=4\&quality=100\&sign=64ae19c9\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRVCAasORYlUkWtUWzEYi%252Fimage.png%3Falt%3Dmedia%26token%3Df7b3ca53-374e-4d3d-a885-885cbcec034b\&width=768\&dpr=4\&quality=100\&sign=588b3d0a\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Stamp.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgTwQ1K1b2T1Vo2S3p6CY%252Fimage.png%3Falt%3Dmedia%26token%3D8a5229c9-60f5-4b6b-8c8e-2efadd06cb50\&width=768\&dpr=4\&quality=100\&sign=af78ec22\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the stamp card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9cUAkF6pkOnn0HgYU14%252Fimage.png%3Falt%3Dmedia%26token%3D4d57cb78-467d-463d-ad92-5b1768942547\&width=768\&dpr=4\&quality=100\&sign=343566c5\&sv=1)

2\. Select the expiration date for the stamp card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz82rAkV2HD3Z6opyq28Y%252Fimage.png%3Falt%3Dmedia%26token%3D40e01dc4-79fe-48eb-93c0-14cb9879ce9b\&width=768\&dpr=4\&quality=100\&sign=44286c7\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

4\. Similarly, select the stamp validity using the radio buttons under **Stamp Life** heading. In case you choose Fixed term after stamp earned, the **Term** dropdowns are displayed.

5\. Here, you can define the number of days for which a stamp remains valid after it is earned.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FPgSlC4wbgDNZAiKYI223%252Fimage.png%3Falt%3Dmedia%26token%3D98e5bea7-0ba6-4adc-b182-d2096b580dc0\&width=768\&dpr=4\&quality=100\&sign=9c50d7f6\&sv=1)

6\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FHJnUujzqtNRYCOmWx6X7%252Fimage.png%3Falt%3Dmedia%26token%3D7ba3794b-3a76-49a9-9d54-d141175aa0fb\&width=768\&dpr=4\&quality=100\&sign=43086fc1\&sv=1)

7\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the stamp card.

8\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FatIHkwdxYbjmX7eRa371%252Fimage.png%3Falt%3Dmedia%26token%3Dcf30c936-f0ec-4ca1-98c0-a861cb5c26a2\&width=768\&dpr=4\&quality=100\&sign=e6436cc0\&sv=1)

9\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FJVmDjHVzeeal7sRQ5nUo%252Fimage.png%3Falt%3Dmedia%26token%3Dd2eaef4e-e7dd-428c-b0fd-8d3a2dee39ea\&width=768\&dpr=4\&quality=100\&sign=9b37e42f\&sv=1)

10\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7ehN6kafqbFEqdyjntWQ%252Fimage.png%3Falt%3Dmedia%26token%3D21996566-357a-4d2b-aa97-67ded8f385c0\&width=768\&dpr=4\&quality=100\&sign=6fdfd4d\&sv=1)

11\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F9iJ5W87KyST5R7ARIlEV%252Fimage.png%3Falt%3Dmedia%26token%3D7116e914-55ea-4ad6-86d0-76797f1475cd\&width=768\&dpr=4\&quality=100\&sign=5cca53f4\&sv=1)

12\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtQGp1tPcEkWaTV9e1Mq3%252Fimage.png%3Falt%3Dmedia%26token%3D814ec9ca-da90-40c2-bdc1-83dede5dd621\&width=32\&dpr=4\&quality=100\&sign=c479d740\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLse0rCrkZRJAaxcvI9Rb%252Fimage.png%3Falt%3Dmedia%26token%3D22e2c877-c0ee-47da-9a97-a5d864510012\&width=768\&dpr=4\&quality=100\&sign=ce7bca33\&sv=1)

13\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F8hy7ZsrONmNtUOvJYDyp%252Fimage.png%3Falt%3Dmedia%26token%3D346aaa0a-d8db-4074-9a7a-ef96aef81c02\&width=110\&dpr=4\&quality=100\&sign=e4b29edd\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fj6dVmiLpyWjKhWRKZEu5%252Fimage.png%3Falt%3Dmedia%26token%3D92e4639a-402b-4c1e-ac06-c9454628b37b\&width=768\&dpr=4\&quality=100\&sign=5bf38c7\&sv=1)

14\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

15\. Use the **Source Name** to record the name of the channel.

16\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FElIRnZPIgiW4yPATuzKv%252Fimage.png%3Falt%3Dmedia%26token%3Dd7910746-4d5e-41a4-850a-9d6297db768c\&width=768\&dpr=4\&quality=100\&sign=95c25865\&sv=1)

17\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbLbcodDsuYcbRNTjoJ19%252Fimage.png%3Falt%3Dmedia%26token%3D411e2d90-4623-42d0-bb4c-10205003cd5c\&width=768\&dpr=4\&quality=100\&sign=3176e2b5\&sv=1)

18\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FKl8oY0V4QXf1GXjreCRc%252Fimage.png%3Falt%3Dmedia%26token%3D5599d115-3b87-4214-93af-2349fcc6e9bc\&width=768\&dpr=4\&quality=100\&sign=4eb5534d\&sv=1)

19\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FcZ2Use7PHOrWgkNqQzb0%252Fimage.png%3Falt%3Dmedia%26token%3Df9cb183f-273c-4c08-aff6-4f80600f0069\&width=768\&dpr=4\&quality=100\&sign=82ee3927\&sv=1)

20\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRfidC3vIX2Awr6GiGErQ%252Fimage.png%3Falt%3Dmedia%26token%3Db5ad3054-b3ed-4e5b-96d6-cdc16b04b0c4\&width=768\&dpr=4\&quality=100\&sign=53e0edf6\&sv=1)

21\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FexW6OEftMmlVYJBgsi0c%252Fimage.png%3Falt%3Dmedia%26token%3Dd61cc368-ca87-4415-8287-d3b87ab607f7\&width=768\&dpr=4\&quality=100\&sign=904adbea\&sv=1)

**Design**

1\. This section lets you configure the design of the stamp card.

2\. Starting off, choose the number of stamps at which the reward can be redeemed from the Stamp Count heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FA630vCs2ROEnuaz6w9O8%252Fimage.png%3Falt%3Dmedia%26token%3Dfc012423-2df6-4550-8a25-2c9ca5b74790\&width=768\&dpr=4\&quality=100\&sign=f2aed8a0\&sv=1)

3\. Use the **Active Stamp** dropdown to select the icon for representing how the active stamp would appear.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fktfx00lCmWh0ibMucKWR%252Fimage.png%3Falt%3Dmedia%26token%3Dffe8010d-8dda-48f1-88ab-b1edbf30c4b1\&width=768\&dpr=4\&quality=100\&sign=36a76cd8\&sv=1)

4\. Similarly, use the **Inactive Stamp** dropdown to choose the icon representing an inactive stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1inZ4AfHojKaRIv9s7TF%252Fimage.png%3Falt%3Dmedia%26token%3Dd512dc01-a3eb-420b-9196-29f66a0fbc47\&width=768\&dpr=4\&quality=100\&sign=6c801d62\&sv=1)

5\. In case you want to upload an icon from your system storage for an active stamp, click the Select File button under the Active Stamp dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FsfbLHYQv44g4qMv3jKRh%252Fimage.png%3Falt%3Dmedia%26token%3De132f201-6389-4896-8bd8-5371c04537f3\&width=768\&dpr=4\&quality=100\&sign=12e0c990\&sv=1)

6\. Similarly, clicking the Select File button under the Inactive Stamp dropdown lets you choose an icon for inactive stamp from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fp7mgSYiVyV1DJcMHoTxx%252Fimage.png%3Falt%3Dmedia%26token%3Dbc7e70a5-c16d-469d-8113-48cf70d1b5a6\&width=768\&dpr=4\&quality=100\&sign=28463f4e\&sv=1)

7\. Click the **Select File** button from the **Logo** heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FS3i06LqLRJCGb1tARh1H%252Fimage.png%3Falt%3Dmedia%26token%3D7ed90759-4e45-45eb-beeb-31655a1e4b11\&width=768\&dpr=4\&quality=100\&sign=2206a056\&sv=1)

8\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdwbZ7sWaBIOcmPFbPYNP%252Fimage.png%3Falt%3Dmedia%26token%3D980da3a5-4111-4e8d-b430-f17aa4237573\&width=768\&dpr=4\&quality=100\&sign=a7871cdf\&sv=1)

9\. Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the **Background under stamps** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FUL4BT6dgsHheYHqDtHiu%252Fimage.png%3Falt%3Dmedia%26token%3Df8be6e51-1de3-4527-be1f-7a4eb7ac3899\&width=768\&dpr=4\&quality=100\&sign=d52f102a\&sv=1)

10\. From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fwt4NgNzfV0ANmjRWNoPC%252Fimage.png%3Falt%3Dmedia%26token%3D2b92b973-df2c-4e50-aae7-4d1c82b09b18\&width=768\&dpr=4\&quality=100\&sign=4498b6d4\&sv=1)

11\. From the Fields Name heading, you can use the Field dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1yTe02WASFGRxU7DnC6Z%252Fimage.png%3Falt%3Dmedia%26token%3D5a5ee5d6-f6c2-4d23-9eba-ad005ccba106\&width=768\&dpr=4\&quality=100\&sign=361da26f\&sv=1)

12\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkO6k6AWRrFbdeR8fOXqz%252Fimage.png%3Falt%3Dmedia%26token%3De084377f-752b-44c3-9667-7a6ed84c3ea5\&width=768\&dpr=4\&quality=100\&sign=e92e5b70\&sv=1)

13\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F464UHdlvF8SLMK9hWKzY%252Fimage.png%3Falt%3Dmedia%26token%3D93562a7e-0c38-4d23-8f50-2f3c45d17fa4\&width=768\&dpr=4\&quality=100\&sign=62d4c640\&sv=1)

14\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXLc6hgGZk1qVVCsI4fF8%252Fimage.png%3Falt%3Dmedia%26token%3D89334e18-c5c7-47cf-b5d2-765de0b581da\&width=768\&dpr=4\&quality=100\&sign=61614f7d\&sv=1)

15\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FswLsgFxo6IS67UaKJFXc%252Fimage.png%3Falt%3Dmedia%26token%3D99448e9c-7939-46a7-8ead-70800f78e32c\&width=768\&dpr=4\&quality=100\&sign=6c74b0d6\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FqP4RFmyOk9kykaLYwAPx%252Fimage.png%3Falt%3Dmedia%26token%3D5f9ab26d-5268-44c1-ba80-7e4865fea0d9\&width=768\&dpr=4\&quality=100\&sign=93d40ede\&sv=1)

3\. Use the **How to earn a stamp** to define how a customer would earn a stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FHpIWgNzuQzkLHN0WeqtN%252Fimage.png%3Falt%3Dmedia%26token%3Deca07748-afd1-48ab-8b2a-93fbe2a3cb05\&width=768\&dpr=4\&quality=100\&sign=60335d8b\&sv=1)

4\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FKELCQnjonhtoGN0UiVQS%252Fimage.png%3Falt%3Dmedia%26token%3D5c54b711-5ce6-4812-aed5-50245c1241a7\&width=768\&dpr=4\&quality=100\&sign=f81cc0d5\&sv=1)

5\. Enter the details of the reward using the **Reward Details** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FS8oXHZh6cDurc3ik5T83%252Fimage.png%3Falt%3Dmedia%26token%3D6ea7c85c-2cd2-4028-8221-be50f936b992\&width=768\&dpr=4\&quality=100\&sign=ff5967be\&sv=1)

6\. Use the **Earned Stamp Message** field to enter the message to be displayed when customer earns a stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG8wVwzIvx8xM4FDNU3em%252Fimage.png%3Falt%3Dmedia%26token%3Dbb5d79b1-0c8d-4a61-93a7-ce3374114709\&width=768\&dpr=4\&quality=100\&sign=bf169de9\&sv=1)

7\. Similarly, enter the message to be displayed when customer earns a reward using the **Earned reward message** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRx5dari2F0T4oPvDARTc%252Fimage.png%3Falt%3Dmedia%26token%3Dfe005af0-2b91-4935-af7f-a25f79ea7f6d\&width=768\&dpr=4\&quality=100\&sign=1c04a3d3\&sv=1)

8\. Moving further, define the number of stamps a customer should earn for a card to be issued using the **Number of stamps when issuing a card** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FxjV3ocjB4KKNHgrDzyfl%252Fimage.png%3Falt%3Dmedia%26token%3Dd8a7dfd5-c782-461f-aac5-5f6c5be5fc84\&width=768\&dpr=4\&quality=100\&sign=5bf691e3\&sv=1)

9\. Use the Multi Rewards field to enter the number of stamps separated by a comma (3,6,9) to issue multiple rewards on a defined number of earned stamps.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtB8CQVErndTGGUA6D4HM%252Fimage.png%3Falt%3Dmedia%26token%3Dee5ef87b-978a-4f68-a36d-9b288c42ece2\&width=768\&dpr=4\&quality=100\&sign=da2cac7\&sv=1)

10\. In case you want the earned rewards to be redeemed automatically, select Yes from the Redeem Rewards Automatically? heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F8023AHS2zGpp6NR1l1WD%252Fimage.png%3Falt%3Dmedia%26token%3D98ccf9e9-66a3-4bfe-a0a5-adb5fc3bfb35\&width=768\&dpr=4\&quality=100\&sign=f279df75\&sv=1)

11\. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoakyUReNCCglYlZqaVol%252Fimage.png%3Falt%3Dmedia%26token%3D387879ba-22dd-40fe-bf57-785df7843144\&width=768\&dpr=4\&quality=100\&sign=72af6602\&sv=1)

12\. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FQhBpv0y9h2aWpoKTFdwd%252Fimage.png%3Falt%3Dmedia%26token%3D45564164-c6ca-4bd8-ad2d-46e317a23c24\&width=768\&dpr=4\&quality=100\&sign=ef1d1e46\&sv=1)

13\. Choose how many stamps a customer earns upon sharing their card via the referral program using the **Stamps count for referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvQz9nyZoKuKTicrMH4AM%252Fimage.png%3Falt%3Dmedia%26token%3Dd1e22502-cf5b-4685-a74c-5eff8765628e\&width=768\&dpr=4\&quality=100\&sign=b97f3514\&sv=1)

14\. Similarly, choose the number of steps a new customer earns upon registering via the referral program using the count icons under the **Stamps count for new customer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FCWC9zpAdgHUzw6PD2WPw%252Fimage.png%3Falt%3Dmedia%26token%3D6ba91ee5-ba4d-4ad0-a4db-50f712d57031\&width=768\&dpr=4\&quality=100\&sign=5e804d80\&sv=1)

15\. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FToCGLGXgC4Q3R8ySvSus%252Fimage.png%3Falt%3Dmedia%26token%3D1cb9139e-4b29-423c-b7c5-0ef01d743284\&width=768\&dpr=4\&quality=100\&sign=d8038c0e\&sv=1)

16\. Enter the website URL in the **Link** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FOQFIhH681F9ToXrbop1a%252Fimage.png%3Falt%3Dmedia%26token%3D722e6443-c009-48f1-9a8e-d21b5fb6bfe8\&width=768\&dpr=4\&quality=100\&sign=d69c63c1\&sv=1)

17\. Enter the text to appear on the card using the **Text** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtQAOHB83YMzygFPKqyQW%252Fimage.png%3Falt%3Dmedia%26token%3D249ad37a-002e-4689-b52e-fba45c294b00\&width=768\&dpr=4\&quality=100\&sign=8c6caf82\&sv=1)

18\. To remove an active link, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FjN4nq2NErkflLXbQozbY%252Fimage.png%3Falt%3Dmedia%26token%3D0de194bf-54de-4e32-9bc2-246a1bb34789\&width=33\&dpr=4\&quality=100\&sign=3b6f8074\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FPtZuIXVpSUV5cmTh5Owe%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb0c43a-b225-41e5-b5d1-6baeb96fea94\&width=768\&dpr=4\&quality=100\&sign=f51e9e53\&sv=1)

19\. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FDD6TssEGdFrIIkJMxVKR%252Fimage.png%3Falt%3Dmedia%26token%3D4269ed30-0d46-4ccf-bccd-376dc35d0be3\&width=768\&dpr=4\&quality=100\&sign=441bfc5f\&sv=1)

20\. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FI3SmFnJ2YAJWdCttpPOp%252Fimage.png%3Falt%3Dmedia%26token%3D3b03d34c-ad0c-4dd7-86d4-ca7f37f43c32\&width=768\&dpr=4\&quality=100\&sign=f8efe118\&sv=1)

21\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

22\. Enter any terms of use you want to include on the card using the Terms of Use field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FuB5JWDRnHi5cJwzIcNP4%252Fimage.png%3Falt%3Dmedia%26token%3Dc9b81dcd-608e-4ce8-8f97-58f19082036b\&width=768\&dpr=4\&quality=100\&sign=1ab1cf26\&sv=1)

23\. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FhATQfbMmk61CHcGz3gZd%252Fimage.png%3Falt%3Dmedia%26token%3De0ba660c-33f9-4320-af5e-7abd5e0129d9\&width=768\&dpr=4\&quality=100\&sign=6bec1658\&sv=1)

24\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FJaN2iGyRkz4GjXonnDVQ%252Fimage.png%3Falt%3Dmedia%26token%3D5a14e215-9cbf-47d2-a402-38b0e569c74d\&width=768\&dpr=4\&quality=100\&sign=e0ba716a\&sv=1)

25\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FAJ5S5eYd8Inbq2RxL5lN%252Fimage.png%3Falt%3Dmedia%26token%3D75ec8a84-9f21-4898-b047-137b96f89865\&width=768\&dpr=4\&quality=100\&sign=82241664\&sv=1)

26\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtCQs0w8H23F3lgqWtAQ9%252Fimage.png%3Falt%3Dmedia%26token%3D7a085da8-a77f-4517-9fba-8c2a9b0b14ac\&width=768\&dpr=4\&quality=100\&sign=edc0e3ca\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgdteEbnXkYLLKBnlx9fU%252Fimage.png%3Falt%3Dmedia%26token%3D8da04ce8-0bb1-4637-8a29-0de46de912ae\&width=768\&dpr=4\&quality=100\&sign=1dca6a0a\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FX879fVmtbpstSykHsGbH%252Fimage.png%3Falt%3Dmedia%26token%3D13d11c57-50f5-425c-89b0-865d295de617\&width=768\&dpr=4\&quality=100\&sign=fe8ed5a5\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FK1wV6FWBRik8xO9MNzf9%252Fimage.png%3Falt%3Dmedia%26token%3D8e37aae3-71f6-488e-a422-8cf586dc1bc9\&width=768\&dpr=4\&quality=100\&sign=23695735\&sv=1)


# Multipass

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F8KQajGq3VBPsJ62jqyIl%252Fimage.png%3Falt%3Dmedia%26token%3D308326fd-b386-4819-bf36-0ea52b7554b6\&width=32\&dpr=4\&quality=100\&sign=a16bf0e8\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FardNGQez2tgWU9sblauf%252Fimage.png%3Falt%3Dmedia%26token%3Da987588a-6fb9-4f49-affd-9e33561b673d\&width=768\&dpr=4\&quality=100\&sign=fb74e209\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FppryfZxpEm4bEctiKNua%252Fimage.png%3Falt%3Dmedia%26token%3D67c81b24-a416-475e-b694-b38781376ba8\&width=178\&dpr=4\&quality=100\&sign=82674b76\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Multipass.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0qagShC3Hc94n01S0bW1%252Fimage.png%3Falt%3Dmedia%26token%3D7416a510-2a1f-4765-b7d8-c1d444d52b70\&width=768\&dpr=4\&quality=100\&sign=a7503f0a\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Multipass card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the multipass card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

5\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the stamp card.

6\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

7\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

8\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

9\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

10\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtQGp1tPcEkWaTV9e1Mq3%252Fimage.png%3Falt%3Dmedia%26token%3D814ec9ca-da90-40c2-bdc1-83dede5dd621\&width=32\&dpr=4\&quality=100\&sign=c479d740\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

11\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgLv6DBqocS7EzClqo9RQ%252Fimage.png%3Falt%3Dmedia%26token%3D972ec54a-5063-483b-a185-e4197e2106e8\&width=113\&dpr=4\&quality=100\&sign=c8ef7fc7\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

12\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

13\. Use the **Source Name** to record the name of the channel.

14\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

15\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

16\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

17\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

18\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

19\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the multipass card.

2\. Starting off, choose the number of stamps at which the reward can be redeemed from the Stamp Count heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FFeVeKvhrCJmQjwxWpxne%252Fimage.png%3Falt%3Dmedia%26token%3D04cdc859-c136-4478-b976-4d17fcb2a5f8\&width=768\&dpr=4\&quality=100\&sign=db3869c4\&sv=1)

3\. Use the **Active Stamp** dropdown to select the icon for representing how the active stamp would appear.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4nsF8RNGn8Ls8mEajTxF%252Fimage.png%3Falt%3Dmedia%26token%3D1a4caf9c-4d0a-4ec3-9126-00eba68f760b\&width=768\&dpr=4\&quality=100\&sign=216a1815\&sv=1)

4\. Similarly, use the **Inactive Stamp** dropdown to choose the icon representing an inactive stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FFccJJxFjDnpZpY4FvosX%252Fimage.png%3Falt%3Dmedia%26token%3Dce28ccc5-871c-48bb-82f0-aecb772ba10c\&width=768\&dpr=4\&quality=100\&sign=ea3bd6e6\&sv=1)

5\. In case you want to upload an icon from your system storage for an active stamp, click the Select File button under the Active Stamp dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtSrrX5FpyrfSd7RlMLhp%252Fimage.png%3Falt%3Dmedia%26token%3D302610fe-36f3-473f-88e6-2ff709176715\&width=768\&dpr=4\&quality=100\&sign=7c2002e9\&sv=1)

6\. Similarly, clicking the Select File button under the Inactive Stamp dropdown lets you choose an icon for inactive stamp from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEAV1yspsEIEMxlkNGfLq%252Fimage.png%3Falt%3Dmedia%26token%3Da9d9532b-f7fd-475b-93c9-2e57682a0356\&width=768\&dpr=4\&quality=100\&sign=4eeffac9\&sv=1)

7\. Click the **Select File** button from the **Logo** heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fe6TWL8Zzc2O5TsichZnz%252Fimage.png%3Falt%3Dmedia%26token%3Dcfa6ad77-2d96-456c-a1db-8ea0924e8bcd\&width=768\&dpr=4\&quality=100\&sign=24c2f783\&sv=1)

8\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fa5Hv3Nfw8kOyR8fscH63%252Fimage.png%3Falt%3Dmedia%26token%3D7445ce2c-f71b-4f54-bba4-54529ae756fe\&width=768\&dpr=4\&quality=100\&sign=7a6bba5\&sv=1)

9\. Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the **Background under stamps** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FI8jBT56lSeCoB3owYsrr%252Fimage.png%3Falt%3Dmedia%26token%3D1f760613-05d8-4786-bee7-5f5c71cb79e2\&width=768\&dpr=4\&quality=100\&sign=cd157763\&sv=1)

10\. From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fvr6GNPInPCHhEo8ibzcB%252Fimage.png%3Falt%3Dmedia%26token%3Dd8f7f0ef-5206-4327-9dde-72b543ced0aa\&width=768\&dpr=4\&quality=100\&sign=cbd29f3b\&sv=1)

11\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWWujuBvvowlv7cG9gzHh%252Fimage.png%3Falt%3Dmedia%26token%3D986045dc-015b-4b42-b35a-53d89e0660fa\&width=768\&dpr=4\&quality=100\&sign=a97c9db6\&sv=1)

12\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FNmOGBi0rhX0hkqrlDs0L%252Fimage.png%3Falt%3Dmedia%26token%3Dbeb5301a-596d-4d98-ae1b-b84bcf694052\&width=768\&dpr=4\&quality=100\&sign=3b5338bb\&sv=1)

13\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

14\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

15\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FudEMsvH7YSVQyR5Ellu5%252Fimage.png%3Falt%3Dmedia%26token%3D54c890b4-7c36-4b0f-8346-93cff737af45\&width=768\&dpr=4\&quality=100\&sign=19854fd6\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdnYwIOahJnHfcLWsbGQf%252Fimage.png%3Falt%3Dmedia%26token%3D471f9003-5946-4a47-8ea7-ee82a29f1b57\&width=768\&dpr=4\&quality=100\&sign=2e8c80ee\&sv=1)

4\. Use the **Service** field to enter the name of the service being offered via the card. If this field is filled, it appears in place of the custom fields on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FyYX0VkASMi0NRnF1kdth%252Fimage.png%3Falt%3Dmedia%26token%3D626f42cd-1782-44cf-979f-ccbdbb7b8c56\&width=768\&dpr=4\&quality=100\&sign=2a41a927\&sv=1)

5\. Use the **Number of points for using the card** field to define the number of points awarded to the customer on using the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FYy6AdhiLB8WARcYbvyHz%252Fimage.png%3Falt%3Dmedia%26token%3Df70dbe3c-2c7e-440f-9f75-9fa22a1bdd93\&width=768\&dpr=4\&quality=100\&sign=c01a9acb\&sv=1)

6\. Similarly, enter the message to be displayed to the customer when the card is used for a transaction using the **Message about the accounted use of the card** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeVy7OoJfZvAkk2cwZhwz%252Fimage.png%3Falt%3Dmedia%26token%3Db84b2ee1-d2bf-47f9-b32b-845b974914f7\&width=768\&dpr=4\&quality=100\&sign=fdc35a83\&sv=1)

7\. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the **Referral Program** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fnar8Yyes9vI8r6eRDgk8%252Fimage.png%3Falt%3Dmedia%26token%3D672f9a7d-6910-4483-b6bc-203bbaad3f57\&width=768\&dpr=4\&quality=100\&sign=df818086\&sv=1)

8\. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7ALi4EYmYbLXOQDRNYFA%252Fimage.png%3Falt%3Dmedia%26token%3D9ac987bd-88a9-4e89-8413-d6d2247cccbf\&width=768\&dpr=4\&quality=100\&sign=87999868\&sv=1)

9\. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FY9AkqEwMpEJGpup5mGkM%252Fimage.png%3Falt%3Dmedia%26token%3D8ae0513f-778a-4734-8a50-02d4c2de1351\&width=768\&dpr=4\&quality=100\&sign=16f479e4\&sv=1)

10\. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTjUfKLYJuQ3gb9lwUXde%252Fimage.png%3Falt%3Dmedia%26token%3D9f31b29e-36df-4a06-a132-a6d258e57558\&width=768\&dpr=4\&quality=100\&sign=1c976bee\&sv=1)

11\. Choose the number of stamps awarded to the customer upon sharing the card via referral program using the **Number of uses of the card for the referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FwQqINtqGbCPtnnwO7pAk%252Fimage.png%3Falt%3Dmedia%26token%3Dcaac0350-e485-46fa-89c8-4b04a1780a3f\&width=768\&dpr=4\&quality=100\&sign=65ab4c52\&sv=1)

12\. Set the number of stamps awarded to the customer upon registering via the referral program from the count icon under the **Stamps count for the new customer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FPFivQ8tkoALKsEMCohWz%252Fimage.png%3Falt%3Dmedia%26token%3D114ef393-327b-47ab-bc50-e67ee4f3986d\&width=768\&dpr=4\&quality=100\&sign=9f5cebbe\&sv=1)

13\. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4uewgPE0urq1QrgEwNll%252Fimage.png%3Falt%3Dmedia%26token%3Dbd02c002-ff20-44b8-8434-73230f873620\&width=768\&dpr=4\&quality=100\&sign=7fcc1a49\&sv=1)

14\. Enter the website URL in the **Link** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrKkel66ZA35FMwkD4gSF%252Fimage.png%3Falt%3Dmedia%26token%3Dccc47a2c-230c-47f6-a611-aca293280e83\&width=768\&dpr=4\&quality=100\&sign=6928a646\&sv=1)

15\. Enter the text to appear on the card using the **Text** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fze6Xs6BMGQQUSIcb1dWC%252Fimage.png%3Falt%3Dmedia%26token%3D518779f5-2d5b-4e1c-8ac8-d275bbff2e77\&width=768\&dpr=4\&quality=100\&sign=b01eef9a\&sv=1)

16\. To remove an active link, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdegfdjPhIG4syRywwM5t%252Fimage.png%3Falt%3Dmedia%26token%3D58b40aae-e170-4cb7-99c3-c84f0df39ffd\&width=33\&dpr=4\&quality=100\&sign=6b393e3b\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F2E9VJlhWr0YCEOECwbQP%252Fimage.png%3Falt%3Dmedia%26token%3Dab153d3b-05f5-4070-9bb4-c965412643da\&width=768\&dpr=4\&quality=100\&sign=a7f09518\&sv=1)

17\. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrU6YWbajmY52VizofMfK%252Fimage.png%3Falt%3Dmedia%26token%3D4e22ffcc-a4bf-4a2c-9957-f474798908a8\&width=768\&dpr=4\&quality=100\&sign=14098aee\&sv=1)

18\. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTi0XCWlHhUqMyUEq3zAR%252Fimage.png%3Falt%3Dmedia%26token%3D0b8e2d3f-9c71-4381-9a13-072a5d94aafc\&width=768\&dpr=4\&quality=100\&sign=ca4d74ff\&sv=1)

19\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

20\. Enter any terms of use you want to include on the card using the Terms of Use field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FF6sqvQs2ecANJFDAG1p9%252Fimage.png%3Falt%3Dmedia%26token%3Da8b13d19-a9b1-41f8-bbf2-86f4fd6f2b71\&width=768\&dpr=4\&quality=100\&sign=bb9412fe\&sv=1)

21\. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

22\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

23\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

24\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)


# Rewards (Points)

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FMCWaLhYNkAn88ydqO4Pj%252Fimage.png%3Falt%3Dmedia%26token%3Db323bd11-bca7-4d36-8d87-961440243202\&width=32\&dpr=4\&quality=100\&sign=7c25dbb4\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FsSKz5pmwAEEYYu7wkbB9%252Fimage.png%3Falt%3Dmedia%26token%3D2ad368f7-6999-4a0d-a153-8701e20388f3\&width=178\&dpr=4\&quality=100\&sign=cb7f0a74\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Reward.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBtldNsUEvc4jG0vvN6pS%252Fimage.png%3Falt%3Dmedia%26token%3D7122f8e0-7f15-4b34-a23d-743e3dedafbb\&width=768\&dpr=4\&quality=100\&sign=576e565b\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Reward card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the reward card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Working in a similar manner, you can set the validity of the rewards earned by the customer using the radio buttons under the Rewards expiration date heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FanvBPMloCquTXVCwdP49%252Fimage.png%3Falt%3Dmedia%26token%3D65795380-a805-4c61-95da-bacff6eaa46d\&width=768\&dpr=4\&quality=100\&sign=a9f7a1a0\&sv=1)

5\. Enter the location(s) where you want the reward card to work using the Locations field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FI7P78DlxnkADIb0qy0tH%252Fimage.png%3Falt%3Dmedia%26token%3Dbda41ba0-a54b-4ec6-b5b5-af4f68ce366d\&width=768\&dpr=4\&quality=100\&sign=caa514ff\&sv=1)

6\. Like the membership tiers we saw in the discount card, you can use the Reward Name and Points to Achieve fields under the Reward Tiers heading to define the name of the reward and the points a customer needs to achieve that specific record respectively. To create additional reward tiers, click the Add Tier button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FHXgBGaPxSfDm1vTJ6ZAV%252Fimage.png%3Falt%3Dmedia%26token%3Dbcf34a08-a4d8-4ae9-9277-339f37aa73df\&width=768\&dpr=4\&quality=100\&sign=6f9adb1c\&sv=1)

7\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the certificate card.

8\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

9\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

10\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

11\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

12\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FJ2rNobIUKmRIZWJPHnzd%252Fimage.png%3Falt%3Dmedia%26token%3D0a5d84d4-1f0e-451c-9d21-58208cdc635c\&width=32\&dpr=4\&quality=100\&sign=f0a19268\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

13\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FogIO2cVPbAsjRCLxRo9z%252Fimage.png%3Falt%3Dmedia%26token%3Db7c75409-f467-4237-aea0-9ef3b3250532\&width=113\&dpr=4\&quality=100\&sign=31fe1904\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

14\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

15\. Use the **Source Name** to record the name of the channel.

16\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

17\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

18\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

19\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

20\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

21\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the reward card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvaCkrripri42iq8QhGAu%252Fimage.png%3Falt%3Dmedia%26token%3D45894d83-9d43-4deb-be32-86e1de2307dd\&width=768\&dpr=4\&quality=100\&sign=95054396\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FMxJzEISZlDEQGqENeYPD%252Fimage.png%3Falt%3Dmedia%26token%3D754f7103-3f24-4cb2-8b69-7287c803881f\&width=768\&dpr=4\&quality=100\&sign=f1606e30\&sv=1)

4\. Use the **Number of points for using the card** field to define the number of points awarded to the customer on using the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTXPwUPf0mKwUICntYGNb%252Fimage.png%3Falt%3Dmedia%26token%3D2f24090a-fea2-4b5b-9aa4-88338218f79c\&width=768\&dpr=4\&quality=100\&sign=ad03ef1a\&sv=1)

5\. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the **Referral Program** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FK3ghSXsasbN0sXQtLtDW%252Fimage.png%3Falt%3Dmedia%26token%3D21751dde-f5c3-4e76-a02e-fcf21507bc66\&width=768\&dpr=4\&quality=100\&sign=714baf1f\&sv=1)

6\. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FYRQvYuMabYkWzkpySQ3Z%252Fimage.png%3Falt%3Dmedia%26token%3D7258f53a-0853-4028-9703-11f7a830e3c4\&width=768\&dpr=4\&quality=100\&sign=eaefa38e\&sv=1)

7\. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdGO6hloRzUjbQFfOI8tY%252Fimage.png%3Falt%3Dmedia%26token%3Dc6edf708-ff9d-4690-b2c7-2621c108e1c2\&width=768\&dpr=4\&quality=100\&sign=6b0024eb\&sv=1)

8\. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1NtOETxapGtT9Dy8lORt%252Fimage.png%3Falt%3Dmedia%26token%3D4c82d67a-c18c-402e-89e9-25f16aa1d4c2\&width=768\&dpr=4\&quality=100\&sign=b851d998\&sv=1)

9\. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4uewgPE0urq1QrgEwNll%252Fimage.png%3Falt%3Dmedia%26token%3Dbd02c002-ff20-44b8-8434-73230f873620\&width=768\&dpr=4\&quality=100\&sign=7fcc1a49\&sv=1)

10\. Enter the website URL in the **Link** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrKkel66ZA35FMwkD4gSF%252Fimage.png%3Falt%3Dmedia%26token%3Dccc47a2c-230c-47f6-a611-aca293280e83\&width=768\&dpr=4\&quality=100\&sign=6928a646\&sv=1)

11\. Enter the text to appear on the card using the **Text** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fze6Xs6BMGQQUSIcb1dWC%252Fimage.png%3Falt%3Dmedia%26token%3D518779f5-2d5b-4e1c-8ac8-d275bbff2e77\&width=768\&dpr=4\&quality=100\&sign=b01eef9a\&sv=1)

12\. To remove an active link, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FfPSvFS9XCFvgzBqObfCJ%252Fimage.png%3Falt%3Dmedia%26token%3D021f07c3-0aab-4d96-a2dc-cd70f317321c\&width=33\&dpr=4\&quality=100\&sign=48b480e9\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F2E9VJlhWr0YCEOECwbQP%252Fimage.png%3Falt%3Dmedia%26token%3Dab153d3b-05f5-4070-9bb4-c965412643da\&width=768\&dpr=4\&quality=100\&sign=a7f09518\&sv=1)

13\. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrU6YWbajmY52VizofMfK%252Fimage.png%3Falt%3Dmedia%26token%3D4e22ffcc-a4bf-4a2c-9957-f474798908a8\&width=768\&dpr=4\&quality=100\&sign=14098aee\&sv=1)

14\. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTi0XCWlHhUqMyUEq3zAR%252Fimage.png%3Falt%3Dmedia%26token%3D0b8e2d3f-9c71-4381-9a13-072a5d94aafc\&width=768\&dpr=4\&quality=100\&sign=ca4d74ff\&sv=1)

15\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

16\. Enter any terms of use you want to include on the card using the Terms of Use field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FF6sqvQs2ecANJFDAG1p9%252Fimage.png%3Falt%3Dmedia%26token%3Da8b13d19-a9b1-41f8-bbf2-86f4fd6f2b71\&width=768\&dpr=4\&quality=100\&sign=bb9412fe\&sv=1)

17\. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

18\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

19\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

20\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)[<br>](https://help.digitalwallet.cards/cards-creation/discount)


# Discount

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FhPu66mcnYlmlIhGMH3f7%252Fimage.png%3Falt%3Dmedia%26token%3Da874d30b-d285-498b-bfaa-01c4c5f8d70b\&width=32\&dpr=4\&quality=100\&sign=ca33f620\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F9mhqxYtvTSpgA1W9dWin%252Fimage.png%3Falt%3Dmedia%26token%3D7a02c4eb-cb15-44e8-a2eb-02316f822dcb\&width=178\&dpr=4\&quality=100\&sign=9fcd6ac7\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Discount.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0NnXH9pwdPzB6rntdRPE%252Fimage.png%3Falt%3Dmedia%26token%3D11c07dbf-562a-4514-8be0-2be35e38ff54\&width=768\&dpr=4\&quality=100\&sign=3e9580ec\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Discount card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the multipass card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

5\. Next up is the Cardholder Status heading. Here, you can create a tier-wise segregation for the customers and offer discount percentages based on their spend. Use the Tier Name, Spend to Achieve, and Percentage % fields to define the tier type, required spend to achieve the tier, and the discount percentage offered for that tier respectively. In case you want to create an additional tier, click the Add Tier button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FFDLm1O8rxwWUWVFcC6a8%252Fimage.png%3Falt%3Dmedia%26token%3D01bebde2-7300-47f2-a05f-528043ad0843\&width=768\&dpr=4\&quality=100\&sign=f082a0b4\&sv=1)

6\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the certificate card.

7\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

8\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

9\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

10\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

11\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fmjmqt3eJSIh7g2XiJDp1%252Fimage.png%3Falt%3Dmedia%26token%3Dc5b1fb10-e729-4892-b29a-27374d8f15a6\&width=32\&dpr=4\&quality=100\&sign=116d3579\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

12\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRiWA8rVq9p0GSqYMZt8P%252Fimage.png%3Falt%3Dmedia%26token%3Df18ab6c9-e97a-41b5-9b7f-ebc4e66a5dbb\&width=113\&dpr=4\&quality=100\&sign=b4690fc3\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

13\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

14\. Use the **Source Name** to record the name of the channel.

15\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

16\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

17\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

18\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

19\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

20\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the discount card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FQkkKES36eJYoYv3j7FYc%252Fimage.png%3Falt%3Dmedia%26token%3Dffce6dfc-b6ef-4a5f-a25f-e8d21f284a6b\&width=768\&dpr=4\&quality=100\&sign=24a1d264\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbWsZTEUgeVJKO803UnSv%252Fimage.png%3Falt%3Dmedia%26token%3D6d33a15e-7583-4e50-8f6f-6296c601d6d6\&width=768\&dpr=4\&quality=100\&sign=6b3b2ea7\&sv=1)

4\. Choose whether you want to include referral program using the Active and Inactive radio buttons under the Referral Program heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FHVXWLOyM6JgBD2KPr3lB%252Fimage.png%3Falt%3Dmedia%26token%3D445affe0-c9ef-44ac-88b0-640929e725ae\&width=768\&dpr=4\&quality=100\&sign=7252b8a4\&sv=1)

5\. Use the Type, Link, and Text fields to put active links on the membership card. Using the Type dropdown, you can choose URL, Phone, Email, and Address. To add an additional link, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu8lczxyaTWQ0Fwj8qMaF%252Fimage.png%3Falt%3Dmedia%26token%3Dc33e5784-a740-4c24-8f45-8db71c1f7dd4\&width=768\&dpr=4\&quality=100\&sign=83907efb\&sv=1)

6\. Similarly, select a service from the Service dropdown under Feedback links and provide the relevant URL in the field next to it in order to collect customer feedbacks on your service. To add additional links, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7aNVpif1cEqL3h98KXCU%252Fimage.png%3Falt%3Dmedia%26token%3D9a32eda9-b712-4dba-ac24-5408a53ce40f\&width=768\&dpr=4\&quality=100\&sign=db5e5389\&sv=1)

7\. If you do not intend to include terms of use on the card, disable the toggle button next to the Terms of Use heading. If enabled, record the terms of use using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

8\. Similarly, include a link to the full T\&Cs of your business using the Link to full terms and conditions field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

9\. Moving towards the end, record the information of the card issuer using the Company Name, Email Address, and Contact Number fields under the Issuer Information heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

10\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

11\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)[<br>](https://help.digitalwallet.cards/cards-creation/membership)


# Cashback

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgMHQDHDAalNEh1WSCNAI%252Fimage.png%3Falt%3Dmedia%26token%3D0a65714b-df8e-4a7d-b501-36fb66aa2cfd\&width=32\&dpr=4\&quality=100\&sign=de51d213\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRKeX7z9Gcl76j57HpO8E%252Fimage.png%3Falt%3Dmedia%26token%3D1ecf1361-2f88-43e8-b6e8-8d9dc34a2aa4\&width=178\&dpr=4\&quality=100\&sign=475ff382\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Cashback.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FUVkAxdzS6FX8LKOA4b6o%252Fimage.png%3Falt%3Dmedia%26token%3D26c5e76f-5bda-46ba-bbba-5f5d06741192\&width=768\&dpr=4\&quality=100\&sign=f087f34e\&sv=1)

4\. Use the Language dropdown to select the language in which you want to create the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

5\. Set the validity of the lifetime points of the cashback card using the options available under the Lifetime points heading. The Fixed term after bonuses earned works in a similar manner by revealing the Term dropdowns.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

6\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

7\. This is followed by the Cardholder Status heading. Here, you can create multiple categories of the cashback cardholders with respect to their spend amount. This is facilitated by the Tier Name, Spend to Achieve, and Percentage fields.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fyanzly8luCaNqEGWYe7n%252Fimage.png%3Falt%3Dmedia%26token%3D01a64451-f0bc-4055-beec-4e82096845a7\&width=768\&dpr=4\&quality=100\&sign=db39ea34\&sv=1)

8\. You can remove a tier by clicking the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBLYZuDvkHE2EgNQyW97S%252Fimage.png%3Falt%3Dmedia%26token%3D042f56a8-7eeb-445d-af74-2ec69a24ef87\&width=44\&dpr=4\&quality=100\&sign=ae969140\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FuvSLxFuRHf3VLhkBYMro%252Fimage.png%3Falt%3Dmedia%26token%3D23005d3c-1d05-4cd5-9624-d0efb37aeff6\&width=768\&dpr=4\&quality=100\&sign=e1b0b5aa\&sv=1)

9\. Moreover, you can also add an additional tier by clicking the Add Tier button. This adds a new row for the additional tier details to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F9DuZ7GcMLaw6eJebEK0o%252Fimage.png%3Falt%3Dmedia%26token%3D893aa6a2-e99d-46bb-93f1-c73e978fa734\&width=768\&dpr=4\&quality=100\&sign=59b6b9d7\&sv=1)

10\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the cashback card.

11\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

12\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

13\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

14\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

15\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fp75ZhDTHJtnspvl7ebjA%252Fimage.png%3Falt%3Dmedia%26token%3D273e0a4b-205e-403b-b826-a1243e217fb0\&width=32\&dpr=4\&quality=100\&sign=cff58a83\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

16\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FAARGlywp00RA9Q3WPWyb%252Fimage.png%3Falt%3Dmedia%26token%3Dca4a4b33-fe94-462b-9ac9-bb2d0b280bcd\&width=113\&dpr=4\&quality=100\&sign=86caaada\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

17\. This is followed by the UTM field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

18\. Use the Source Name to record the name of the channel.

19\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

20\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

21\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

22\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

23\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

24\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the cashback card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvaCkrripri42iq8QhGAu%252Fimage.png%3Falt%3Dmedia%26token%3D45894d83-9d43-4deb-be32-86e1de2307dd\&width=768\&dpr=4\&quality=100\&sign=95054396\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FMxJzEISZlDEQGqENeYPD%252Fimage.png%3Falt%3Dmedia%26token%3D754f7103-3f24-4cb2-8b69-7287c803881f\&width=768\&dpr=4\&quality=100\&sign=f1606e30\&sv=1)

4\. Use the **Number of points for using the card** field to define the number of points awarded to the customer on using the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTXPwUPf0mKwUICntYGNb%252Fimage.png%3Falt%3Dmedia%26token%3D2f24090a-fea2-4b5b-9aa4-88338218f79c\&width=768\&dpr=4\&quality=100\&sign=ad03ef1a\&sv=1)

5\. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the **Referral Program** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FK3ghSXsasbN0sXQtLtDW%252Fimage.png%3Falt%3Dmedia%26token%3D21751dde-f5c3-4e76-a02e-fcf21507bc66\&width=768\&dpr=4\&quality=100\&sign=714baf1f\&sv=1)

6\. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FYRQvYuMabYkWzkpySQ3Z%252Fimage.png%3Falt%3Dmedia%26token%3D7258f53a-0853-4028-9703-11f7a830e3c4\&width=768\&dpr=4\&quality=100\&sign=eaefa38e\&sv=1)

7\. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdGO6hloRzUjbQFfOI8tY%252Fimage.png%3Falt%3Dmedia%26token%3Dc6edf708-ff9d-4690-b2c7-2621c108e1c2\&width=768\&dpr=4\&quality=100\&sign=6b0024eb\&sv=1)

8\. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1NtOETxapGtT9Dy8lORt%252Fimage.png%3Falt%3Dmedia%26token%3D4c82d67a-c18c-402e-89e9-25f16aa1d4c2\&width=768\&dpr=4\&quality=100\&sign=b851d998\&sv=1)

9\. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4uewgPE0urq1QrgEwNll%252Fimage.png%3Falt%3Dmedia%26token%3Dbd02c002-ff20-44b8-8434-73230f873620\&width=768\&dpr=4\&quality=100\&sign=7fcc1a49\&sv=1)

10\. Enter the website URL in the **Link** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrKkel66ZA35FMwkD4gSF%252Fimage.png%3Falt%3Dmedia%26token%3Dccc47a2c-230c-47f6-a611-aca293280e83\&width=768\&dpr=4\&quality=100\&sign=6928a646\&sv=1)

11\. Enter the text to appear on the card using the **Text** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fze6Xs6BMGQQUSIcb1dWC%252Fimage.png%3Falt%3Dmedia%26token%3D518779f5-2d5b-4e1c-8ac8-d275bbff2e77\&width=768\&dpr=4\&quality=100\&sign=b01eef9a\&sv=1)

12\. To remove an active link, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FVho8kFEN2qpnVuMQvzmp%252Fimage.png%3Falt%3Dmedia%26token%3D1157e2e7-1582-48e6-a04c-bd6cf3247400\&width=33\&dpr=4\&quality=100\&sign=9ee97815\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F2E9VJlhWr0YCEOECwbQP%252Fimage.png%3Falt%3Dmedia%26token%3Dab153d3b-05f5-4070-9bb4-c965412643da\&width=768\&dpr=4\&quality=100\&sign=a7f09518\&sv=1)

13\. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrU6YWbajmY52VizofMfK%252Fimage.png%3Falt%3Dmedia%26token%3D4e22ffcc-a4bf-4a2c-9957-f474798908a8\&width=768\&dpr=4\&quality=100\&sign=14098aee\&sv=1)

14\. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTi0XCWlHhUqMyUEq3zAR%252Fimage.png%3Falt%3Dmedia%26token%3D0b8e2d3f-9c71-4381-9a13-072a5d94aafc\&width=768\&dpr=4\&quality=100\&sign=ca4d74ff\&sv=1)

15\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

16\. Enter any terms of use you want to include on the card using the Terms of Use field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FF6sqvQs2ecANJFDAG1p9%252Fimage.png%3Falt%3Dmedia%26token%3Da8b13d19-a9b1-41f8-bbf2-86f4fd6f2b71\&width=768\&dpr=4\&quality=100\&sign=bb9412fe\&sv=1)

17\. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

18\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

19\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

20\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)


# Membership

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fy76nA9S3zquKJ94Xwv9C%252Fimage.png%3Falt%3Dmedia%26token%3D4e9bff74-54fa-4ee6-93a1-c5d003e2c280\&width=32\&dpr=4\&quality=100\&sign=75c8727\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F9QzFwK2MdsjEMZWy2yDN%252Fimage.png%3Falt%3Dmedia%26token%3Db3fa897e-e694-4263-95ad-194a21538a4e\&width=178\&dpr=4\&quality=100\&sign=acec8b04\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Membership.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fjj2DH6pgaBXp8NsQVRwV%252Fimage.png%3Falt%3Dmedia%26token%3Df9593786-3f0f-42ed-84ba-38510f73b552\&width=768\&dpr=4\&quality=100\&sign=8124318a\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Membership card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the multipass card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

5\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the certificate card.

6\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

7\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

8\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

9\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

10\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXRyrlwmCjSRCnZFP8xRT%252Fimage.png%3Falt%3Dmedia%26token%3D1aa56b57-9db8-4b7a-a171-58624abd9638\&width=32\&dpr=4\&quality=100\&sign=d7d929df\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

11\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWg4dvynnCJuSIG2WeEqZ%252Fimage.png%3Falt%3Dmedia%26token%3D2351c35c-f4a0-4ae7-92f7-b14238c282d6\&width=113\&dpr=4\&quality=100\&sign=fc640830\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

12\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

13\. Use the **Source Name** to record the name of the channel.

14\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

15\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

16\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

17\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

18\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

19\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the membership card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FQkkKES36eJYoYv3j7FYc%252Fimage.png%3Falt%3Dmedia%26token%3Dffce6dfc-b6ef-4a5f-a25f-e8d21f284a6b\&width=768\&dpr=4\&quality=100\&sign=24a1d264\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbWsZTEUgeVJKO803UnSv%252Fimage.png%3Falt%3Dmedia%26token%3D6d33a15e-7583-4e50-8f6f-6296c601d6d6\&width=768\&dpr=4\&quality=100\&sign=6b3b2ea7\&sv=1)

4\. Choose whether you want to include referral program using the Active and Inactive radio buttons under the Referral Program heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FHVXWLOyM6JgBD2KPr3lB%252Fimage.png%3Falt%3Dmedia%26token%3D445affe0-c9ef-44ac-88b0-640929e725ae\&width=768\&dpr=4\&quality=100\&sign=7252b8a4\&sv=1)

5\. Use the Type, Link, and Text fields to put active links on the membership card. Using the Type dropdown, you can choose URL, Phone, Email, and Address. To add an additional link, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu8lczxyaTWQ0Fwj8qMaF%252Fimage.png%3Falt%3Dmedia%26token%3Dc33e5784-a740-4c24-8f45-8db71c1f7dd4\&width=768\&dpr=4\&quality=100\&sign=83907efb\&sv=1)

6\. Similarly, select a service from the Service dropdown under Feedback links and provide the relevant URL in the field next to it in order to collect customer feedbacks on your service. To add additional links, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7aNVpif1cEqL3h98KXCU%252Fimage.png%3Falt%3Dmedia%26token%3D9a32eda9-b712-4dba-ac24-5408a53ce40f\&width=768\&dpr=4\&quality=100\&sign=db5e5389\&sv=1)

7\. If you do not intend to include terms of use on the card, disable the toggle button next to the Terms of Use heading. If enabled, record the terms of use using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

8\. Similarly, include a link to the full T\&Cs of your business using the Link to full terms and conditions field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

9\. Moving towards the end, record the information of the card issuer using the Company Name, Email Address, and Contact Number fields under the Issuer Information heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

10\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

11\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)[<br>](https://help.digitalwallet.cards/cards-creation/coupon)


# Coupon

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbreFWNped8MD5iQkVH7B%252Fimage.png%3Falt%3Dmedia%26token%3Da63df2aa-c48d-4f56-afb9-85da0ad091c6\&width=32\&dpr=4\&quality=100\&sign=d0ed573d\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FjZ7cxSTimtHiSiboCziV%252Fimage.png%3Falt%3Dmedia%26token%3D8c7e3606-e954-49b7-867f-242e28eb3533\&width=178\&dpr=4\&quality=100\&sign=cbba7f71\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Coupon.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdiiwEzB9vUWAde8E8bEO%252Fimage.png%3Falt%3Dmedia%26token%3D4273c3f9-5eae-4841-b89d-ecf69d036b5b\&width=768\&dpr=4\&quality=100\&sign=64e147e0\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Coupon card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the multipass card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

5\. Use the Linked Card Template dropdown to define the pattern the coupon transforms into after being used.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FDLgxhcqkjmq9RuIPxgwi%252Fimage.png%3Falt%3Dmedia%26token%3Db506e9a8-6679-47ce-bbc2-c13fa733269f\&width=768\&dpr=4\&quality=100\&sign=b50c9eca\&sv=1)

6\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the certificate card.

7\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

8\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

9\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

10\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

11\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fmp1kORu2kb9lVlVKjdxM%252Fimage.png%3Falt%3Dmedia%26token%3D6d538c2e-ac24-48e5-aeab-15d355248a39\&width=32\&dpr=4\&quality=100\&sign=712812c0\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

12\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fw4DqRYkWdfXBHkfXIWab%252Fimage.png%3Falt%3Dmedia%26token%3Db5fc8d5f-3144-4b82-8804-385e63735a99\&width=113\&dpr=4\&quality=100\&sign=1c7ed6f8\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

13\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

14\. Use the **Source Name** to record the name of the channel.

15\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

16\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

17\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

18\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

19\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

20\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the coupon card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. To begin, name the promotion you want to offer via the coupon using the Promotion Name field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FqfcIMPpj8nDZugOVlyhn%252Fimage.png%3Falt%3Dmedia%26token%3Ddf5d6c40-076f-4bf8-9257-a86d58c267f8\&width=768\&dpr=4\&quality=100\&sign=7907f50\&sv=1)

3\. Enter the name of your business in the Company Name field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FpEhOx3v4VmtYUZUrpdiX%252Fimage.png%3Falt%3Dmedia%26token%3Df7d06c2c-86ed-4b0f-8ff3-c9c66c843530\&width=768\&dpr=4\&quality=100\&sign=c6bcc4e\&sv=1)

4\. In case you want to activate referral program on the coupon card, choose the Active radio button under the Referral Program heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7FBcnRXeHyX8nkEY6msH%252Fimage.png%3Falt%3Dmedia%26token%3D7f5d6042-9b5f-4551-ad33-2d96326d6a2d\&width=768\&dpr=4\&quality=100\&sign=b3acc97a\&sv=1)

5\. This reveals the **Get bonus at the moment when** heading. Here, you can select when the bonus is awarded to the referrer.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FxzEjQYYsEPVmY2NRf5tL%252Fimage.png%3Falt%3Dmedia%26token%3Deb71f3c4-7bf1-4dfe-afad-08ea0bc8e4ef\&width=768\&dpr=4\&quality=100\&sign=cd210972\&sv=1)

6\. Use the Type, Link, and Text fields to put active links on the coupon card. Using the Type dropdown, you can choose URL, Phone, Email, and Address. To add an additional link, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4uewgPE0urq1QrgEwNll%252Fimage.png%3Falt%3Dmedia%26token%3Dbd02c002-ff20-44b8-8434-73230f873620\&width=768\&dpr=4\&quality=100\&sign=7fcc1a49\&sv=1)

7\. Similarly, select a service from the Service dropdown under Feedback links and provide the relevant URL in the field next to it in order to collect customer feedbacks on your service. To add additional links, click the Add Link button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRsLHBYfu5stbN214AYRg%252Fimage.png%3Falt%3Dmedia%26token%3D61257145-3f0b-4b5b-b1dd-f953b87516ec\&width=768\&dpr=4\&quality=100\&sign=1f682c1\&sv=1)

8\. Moving forward, if you do not intend to include terms of use on the card, disable the toggle button next to the Terms of use heading. If enabled, use the text field below the heading to record the terms of use.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

9\. Use the Link to full terms and conditions field to place a link to your full T\&Cs.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

10\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record respective details of the card issuer.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

11\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

12\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)[<br>](https://help.digitalwallet.cards/cards-creation/certificate)


# Gift Card

1\. Upon successful login, navigate to the left-hand menu.

2\. From the list of modules, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FILNMlVvo2YiQYJawQ3UQ%252Fimage.png%3Falt%3Dmedia%26token%3Db66773b9-7c3b-4a3d-844b-b85caabc6db8\&width=32\&dpr=4\&quality=100\&sign=184edf83\&sv=1) icon. Doing so opens the Cards module.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fk5uuZXZOhaNDqrY2DZIl%252Fimage.png%3Falt%3Dmedia%26token%3Deb068e50-3ff1-45ec-8bbc-c5d14fa93d00\&width=768\&dpr=4\&quality=100\&sign=fcbc388c\&sv=1)

3\. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.

4\. To do so, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FOgYXAi1Nkt6jZAcENbJJ%252Fimage.png%3Falt%3Dmedia%26token%3D29c50b03-d8dd-4cc9-9568-46403a174043\&width=178\&dpr=4\&quality=100\&sign=3a8daae0\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FG1fkiL9DIkWrFbjlrKQC%252Fimage.png%3Falt%3Dmedia%26token%3Df5455a6c-b983-4afc-a4b5-e92c78663869\&width=768\&dpr=4\&quality=100\&sign=9aa5bc1e\&sv=1)

5\. This initiates the stamp card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1\. This is the first section. Here, you make a selection regarding the type of card you want to create.

2\. From the available card types, click Certificate.

3\. Once selected, click the Continue button. As a result, you land on the Settings section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F7NUzFYxuo1WImHcyepXb%252Fimage.png%3Falt%3Dmedia%26token%3D077375ae-9516-4690-ab9e-57d32359a108\&width=768\&dpr=4\&quality=100\&sign=8fbc6ce2\&sv=1)

**Settings**

1\. Here, choose the language in which you want to create the Certificate card using the **Language** dropdown.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fv1BMaPEi0jMgcnn9AL2C%252Fimage.png%3Falt%3Dmedia%26token%3Df992907b-3e72-445b-a84e-84828ae1102f\&width=768\&dpr=4\&quality=100\&sign=92e94375\&sv=1)

2\. Select the expiration date for the multipass card using the radio buttons under the **Card Expiration Date** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F0yGAPtSclWTM9wDIuuNk%252Fimage.png%3Falt%3Dmedia%26token%3Dc4d7b7db-0fd6-4c0f-8c44-c06c1de4ae7e\&width=768\&dpr=4\&quality=100\&sign=4c2a56\&sv=1)

3\. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4fMtwp26aG55RlAkLccm%252Fimage.png%3Falt%3Dmedia%26token%3D81630b98-6f56-43fd-8dd2-f5e58968ccc6\&width=768\&dpr=4\&quality=100\&sign=b2c1096f\&sv=1)

4\. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZYaYfdn1EvDLaQFdGoHI%252Fimage.png%3Falt%3Dmedia%26token%3D1ade1970-6aa5-4caa-b961-4f6572738110\&width=768\&dpr=4\&quality=100\&sign=b9c386e6\&sv=1)

5\. Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the certificate card.

6\. Use the Field Type dropdown to select the type of field you are adding.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FgX5QMkbEDXMdrXITdvDF%252Fimage.png%3Falt%3Dmedia%26token%3D92cd075e-5e58-4349-9eb9-97fa2455695f\&width=768\&dpr=4\&quality=100\&sign=5887896c\&sv=1)

7\. Similarly, enter the name of the field in the **Field Name** text field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdpX7j6FIJWb2Z2jyUdxv%252Fimage.png%3Falt%3Dmedia%26token%3D4261536e-7b12-444d-9dde-91c5d928aff7\&width=768\&dpr=4\&quality=100\&sign=5569211e\&sv=1)

8\. In case you want to make a field mandatory, enable the **Required** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FEHeJDhUHcTgeZOiDisub%252Fimage.png%3Falt%3Dmedia%26token%3Dbdbf95b4-be00-4edb-a566-0e2b506bc694\&width=768\&dpr=4\&quality=100\&sign=9682dd25\&sv=1)

9\. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FtAaKiWuzQDg9yF5Cfs7U%252Fimage.png%3Falt%3Dmedia%26token%3D57b5d3fd-53fd-4bc8-9b4c-f40d34a3f644\&width=768\&dpr=4\&quality=100\&sign=cff84a17\&sv=1)

10\. In case you want to remove a field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FasNLQBdUlUIHvzAMg4LS%252Fimage.png%3Falt%3Dmedia%26token%3Ddb6b8642-df91-4a6d-aa27-d96a348a0fb0\&width=32\&dpr=4\&quality=100\&sign=12f72bf2\&sv=1)button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FkhXRUGsBIpGx1VtoBn5C%252Fimage.png%3Falt%3Dmedia%26token%3D061304d9-cd90-44a8-a352-a7acaa23ce38\&width=768\&dpr=4\&quality=100\&sign=d0afec6b\&sv=1)

11\. Similarly, if you want to create a new field, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F8TnrLEsUcauT4b9gwF8O%252Fimage.png%3Falt%3Dmedia%26token%3Db71a6d0c-359f-499d-b38e-be995e715ed5\&width=113\&dpr=4\&quality=100\&sign=91299d5f\&sv=1) button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fz1ynTyfM8Yz7zI5Nwvm4%252Fimage.png%3Falt%3Dmedia%26token%3D00839314-9c3a-4e36-8842-184af47d50b2\&width=768\&dpr=4\&quality=100\&sign=52c93250\&sv=1)

12\. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Digital Wallet will generate a URL automatically associated to a UTM tag.

13\. Use the **Source Name** to record the name of the channel.

14\. Once entered, click the **Add a link with UTM Tag** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4xuHcrvbUUZOGC5E276B%252Fimage.png%3Falt%3Dmedia%26token%3D97c521ba-fdfe-4b0f-a6de-36c60a8f76a6\&width=768\&dpr=4\&quality=100\&sign=96ae8b4\&sv=1)

15\. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvXWB5M14FGYpzJHqDDRq%252Fimage.png%3Falt%3Dmedia%26token%3D6ca66744-3aaf-4afb-930c-8da0ca5946a5\&width=768\&dpr=4\&quality=100\&sign=45ca5eb7\&sv=1)

16\. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fft374KrPRqMuvRzKP3gZ%252Fimage.png%3Falt%3Dmedia%26token%3Dd68c890d-fd97-454b-a69e-35557ef9c9da\&width=768\&dpr=4\&quality=100\&sign=bbe59b53\&sv=1)

17\. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FBmOdsffOYBwvttLJyMon%252Fimage.png%3Falt%3Dmedia%26token%3D753b18c2-a22b-40dd-a5f6-ecfb5b41e429\&width=768\&dpr=4\&quality=100\&sign=b836064d\&sv=1)

18\. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FeGOAIAp97FSkAsD4aUhV%252Fimage.png%3Falt%3Dmedia%26token%3D56dded2b-c7cc-4748-a198-c5fe42b0b017\&width=768\&dpr=4\&quality=100\&sign=2d2e60bd\&sv=1)

19\. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FXKlxDwnykdjg5UNWFtDD%252Fimage.png%3Falt%3Dmedia%26token%3D2d42a997-b7a8-469b-b1f1-e8ed03727525\&width=768\&dpr=4\&quality=100\&sign=7cec6c8e\&sv=1)

**Design**

1\. This section lets you configure the design of the certificate card.

2\. Click the Select File button from the Logo heading to choose a logo to be displayed on the card and on the release form from your system storage.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FRSK40i3hlAJelxrVybJw%252Fimage.png%3Falt%3Dmedia%26token%3D4f195624-bb5d-426a-bd89-3e0700d1819f\&width=768\&dpr=4\&quality=100\&sign=598517ee\&sv=1)

3\. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FROHoExpoigsZ1p3YUPp6%252Fimage.png%3Falt%3Dmedia%26token%3Df2d82a5a-5b4e-42de-8f71-c0bab2a1102e\&width=768\&dpr=4\&quality=100\&sign=77c9da15\&sv=1)

4\. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1uhVExdxLKoGwmevJy7O%252Fimage.png%3Falt%3Dmedia%26token%3Dcbb57081-085d-4712-95a3-044ebe5936a3\&width=768\&dpr=4\&quality=100\&sign=ca8e0e08\&sv=1)

5\. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1dzJJsCUXoMx6YVytPw3%252Fimage.png%3Falt%3Dmedia%26token%3Dd08fd7cd-738d-4319-b165-4786383cac61\&width=768\&dpr=4\&quality=100\&sign=1f227d5a\&sv=1)

6\. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo48i95RIv4WT9LpLPmH9%252Fimage.png%3Falt%3Dmedia%26token%3D1373c968-7b2c-434a-867e-17895fd01613\&width=768\&dpr=4\&quality=100\&sign=10a66144\&sv=1)

7\. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FSVijyeAKUbOZA2wLiYGB%252Fimage.png%3Falt%3Dmedia%26token%3Db64f2b73-6136-448c-85bd-9b10d24d5e56\&width=768\&dpr=4\&quality=100\&sign=23f7a8b0\&sv=1)

8\. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FLvvrczDhQUfqSQQLNjN0%252Fimage.png%3Falt%3Dmedia%26token%3Df09ec6af-bc7e-44c6-82de-dd5451fc3623\&width=768\&dpr=4\&quality=100\&sign=4e71c41e\&sv=1)

9\. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FWfrVF92BXgLy5X5jeJ0D%252Fimage.png%3Falt%3Dmedia%26token%3D6c60caf6-f3f1-4464-9d71-f490027e8841\&width=768\&dpr=4\&quality=100\&sign=abb3aec7\&sv=1)

10\. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FbTqWVm7wLAxIGxJTVIhD%252Fimage.png%3Falt%3Dmedia%26token%3D9c19c151-2756-4c87-9068-7b54ec35f096\&width=768\&dpr=4\&quality=100\&sign=a6603585\&sv=1)

**Information**

1\. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

2\. Use the Card Description field to enter a short description of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FvaCkrripri42iq8QhGAu%252Fimage.png%3Falt%3Dmedia%26token%3D45894d83-9d43-4deb-be32-86e1de2307dd\&width=768\&dpr=4\&quality=100\&sign=95054396\&sv=1)

3\. Use the **Company Name** field to enter the name of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FMxJzEISZlDEQGqENeYPD%252Fimage.png%3Falt%3Dmedia%26token%3D754f7103-3f24-4cb2-8b69-7287c803881f\&width=768\&dpr=4\&quality=100\&sign=f1606e30\&sv=1)

4\. Use the **Number of points for using the card** field to define the number of points awarded to the customer on using the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FAbWvmyXdzNgDc4hQBb5u%252Fimage.png%3Falt%3Dmedia%26token%3Db60238b4-be44-4af5-938c-45c47f1a2810\&width=768\&dpr=4\&quality=100\&sign=e155631a\&sv=1)

5\. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdGO6hloRzUjbQFfOI8tY%252Fimage.png%3Falt%3Dmedia%26token%3Dc6edf708-ff9d-4690-b2c7-2621c108e1c2\&width=768\&dpr=4\&quality=100\&sign=6b0024eb\&sv=1)

6\. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F1NtOETxapGtT9Dy8lORt%252Fimage.png%3Falt%3Dmedia%26token%3D4c82d67a-c18c-402e-89e9-25f16aa1d4c2\&width=768\&dpr=4\&quality=100\&sign=b851d998\&sv=1)

7\. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F4uewgPE0urq1QrgEwNll%252Fimage.png%3Falt%3Dmedia%26token%3Dbd02c002-ff20-44b8-8434-73230f873620\&width=768\&dpr=4\&quality=100\&sign=7fcc1a49\&sv=1)

8\. Enter the website URL in the **Link** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrKkel66ZA35FMwkD4gSF%252Fimage.png%3Falt%3Dmedia%26token%3Dccc47a2c-230c-47f6-a611-aca293280e83\&width=768\&dpr=4\&quality=100\&sign=6928a646\&sv=1)

9\. Enter the text to appear on the card using the **Text** field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fze6Xs6BMGQQUSIcb1dWC%252Fimage.png%3Falt%3Dmedia%26token%3D518779f5-2d5b-4e1c-8ac8-d275bbff2e77\&width=768\&dpr=4\&quality=100\&sign=b01eef9a\&sv=1)

10\. To remove an active link, click the ![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F373XQy9JDvM7WWkaRytW%252Fimage.png%3Falt%3Dmedia%26token%3D030d5158-a9d8-415d-a158-0df75cdb304e\&width=33\&dpr=4\&quality=100\&sign=b1ff7eae\&sv=1) button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252F2E9VJlhWr0YCEOECwbQP%252Fimage.png%3Falt%3Dmedia%26token%3Dab153d3b-05f5-4070-9bb4-c965412643da\&width=768\&dpr=4\&quality=100\&sign=a7f09518\&sv=1)

11\. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FrU6YWbajmY52VizofMfK%252Fimage.png%3Falt%3Dmedia%26token%3D4e22ffcc-a4bf-4a2c-9957-f474798908a8\&width=768\&dpr=4\&quality=100\&sign=14098aee\&sv=1)

12\. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FTi0XCWlHhUqMyUEq3zAR%252Fimage.png%3Falt%3Dmedia%26token%3D0b8e2d3f-9c71-4381-9a13-072a5d94aafc\&width=768\&dpr=4\&quality=100\&sign=ca4d74ff\&sv=1)

13\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fo8GjUVjLAeJmvsuYKk6g%252Fimage.png%3Falt%3Dmedia%26token%3D7db36f94-4c41-49be-bbd8-741dc0c64743\&width=768\&dpr=4\&quality=100\&sign=b5b5db7f\&sv=1)

14\. Enter any terms of use you want to include on the card using the Terms of Use field.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FF6sqvQs2ecANJFDAG1p9%252Fimage.png%3Falt%3Dmedia%26token%3Da8b13d19-a9b1-41f8-bbf2-86f4fd6f2b71\&width=768\&dpr=4\&quality=100\&sign=bb9412fe\&sv=1)

15\. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FdVY30ZoB4LUNcPdAp4bE%252Fimage.png%3Falt%3Dmedia%26token%3D06661a17-96f5-4c4a-8c84-71977fe989ba\&width=768\&dpr=4\&quality=100\&sign=9d1395d\&sv=1)

16\. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fu95ZxpOj7kQNAVi9tAyg%252Fimage.png%3Falt%3Dmedia%26token%3Db5cd68d3-83bc-4086-9dba-46dc902cb55e\&width=768\&dpr=4\&quality=100\&sign=ad74c90a\&sv=1)

17\. To activate the template, click the **Activate** button under the card preview.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FoDhGK7sZ3VtbD5c6B5f8%252Fimage.png%3Falt%3Dmedia%26token%3Dc3e87917-55a2-4a27-a2f2-2054e3685325\&width=768\&dpr=4\&quality=100\&sign=5a7032b0\&sv=1)

18\. Once the details are recorded, click the **Finish** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FZ10sem4gEE6paEV6GiAp%252Fimage.png%3Falt%3Dmedia%26token%3Df2d8df5e-fc9f-423a-a4d7-4d79a1a6453d\&width=768\&dpr=4\&quality=100\&sign=2104a45\&sv=1)

**Save & Preview**

1\. As the Finish button is clicked, the Preview popup is displayed.

2\. From here, you can scan the QR code of the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FP9yhHZkfU6H7ScY7gzcx%252Fimage.png%3Falt%3Dmedia%26token%3Dbde99cb7-bddf-477a-962e-c7c19acd4fe2\&width=768\&dpr=4\&quality=100\&sign=2435a6b9\&sv=1)

3\. To copy the link of the car, click the **Copy link** button.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252Fr5SKqWA391jJ6ARd6GHh%252Fimage.png%3Falt%3Dmedia%26token%3D7ddc8351-5e74-4279-a027-4d762c8db418\&width=768\&dpr=4\&quality=100\&sign=292d5e40\&sv=1)

4\. Click the **Activate Card** button to activate the card.

![](https://help.digitalwallet.cards/~gitbook/image?url=https%3A%2F%2F3532823246-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Feh7Pq1txwmXygMcJDrEo%252Fuploads%252FzhhxOqoasoCahozvm1JJ%252Fimage.png%3Falt%3Dmedia%26token%3D183ea9e8-ed1a-4c78-afe1-053beaadcef2\&width=768\&dpr=4\&quality=100\&sign=23cd863a\&sv=1)<br>


# API Info

#### Introduction  API for working with core Luna Loyalty Cards objects.

Default API methods address: [https://app.lunaloyaltycards.com/api/v1/\[method\]](https://app.boomerangme.cards/api/v1/%5Bmethod%5D)

Any request can return an error code in the error variable. Common errors for all requests:

| Code | Description                                       |
| ---- | ------------------------------------------------- |
| 1    | Invalid token specified                           |
| 2    | Card with the given serial number is not found    |
| 3    | Card found but not owned by your company          |
| 4    | Not all required request parameters are filled in |

Many queries take or return a card type parameter. List of card types:

| type | Card type                |
| ---- | ------------------------ |
| 0    | Cumulative card (stamps) |
| 1    | Cashback card            |
| 2    | Subscription (stamps)    |
| 3    | Coupon                   |
| 4    | Discount card            |
| 5    | Certificate              |
| 6    | Membership card          |

#### Reference

### List of card templates for your company

The request has no formal input Return values ​​for each pattern:

| Parameter | Description |
| --------- | ----------- |
| id        | Template ID |
| name      | Name        |
| type      | Card type   |

POST: <https://app.lunaloyaltycards.com/api/v1/getTemplates>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "passSerialNumber": "297150-586-203",
  "page": 2
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "rows": [
      {
        "id": 203,
        "date": "2022-08-04 16:56:56",
        "message": "Test3!"
      }
    ]
  }
]
```

### Client creation

Creates a client for a card type. The request takes the following parameters:

| Parameter  | Type              | Description                          |
| ---------- | ----------------- | ------------------------------------ |
| sName      | string, required  | surname                              |
| fName      | string, required  | name                                 |
| phone      | integer           | phone number. Required if no email   |
| email      | string, required  | client email. Mandatory if not phone |
| idTemplate | integer, required | card template ID                     |

Possible errors typical for the request

| code | description                                                                                                                                   |
| ---- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| 5    | A user with this phone number or email is already created for this card type. If this error is present, the request also returns the user ID. |

**Request to create a client:** \
\*\*POST: <https://app.lunaloyaltycards.com/api/v1/createClient**\\> <br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "sName": "Ivanov",
  "fName": "Peter",
  "phone": 74443334423,
  "idTemplate": 186
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "userID": 133224
  }
]
```

### Search for the client in the card template

Search for a client by phone or email in a given card template

\| Parameter | Type | Description | | phone | integer | phone number. Obligatory if no email is specified | | E-mail | string | Client's Email. Mandatory if not phone | | idTemplate | integer, required | card template ID

POST: <https://app.lunaloyaltycards.com/api/v1/searchClient\\>
&#x20;

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "phone": 74443334423,
  "idTemplate": 186
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "userID": 133224
  }
]
```

### Change the client

Changes the client parameters for the card type. The request takes the following parameters as a parameter:

| Parameter  | Type              | Description                          |
| ---------- | ----------------- | ------------------------------------ |
| userID     | integer, required | customer ID                          |
| sName      | string, required  | surname                              |
| fName      | string, required  | name                                 |
| phone      | integer           | phone number. Required if no email   |
| email      | string, required  | client email. Mandatory if not phone |
| idTemplate | integer, required | card template ID                     |

Possible errors typical for the request

| code | description                                                                                                                                   |
| ---- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| 5    | A user with this phone number or email is already created for this card type. If this error is present, the request also returns the user ID. |

POST: <https://app.lunaloyaltycards.com/api/v1/updateClient> <br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "userID": 4422345,
  "sName": "Ivanov",
  "fName": "Peter",
  "phone": 74443334423,
  "idTemplate": 186
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1
  }
]
```

### Creating a card

Creates a card of a given template for a specific client. The request takes the following parameters:

| Parameter  | Type              | Description      |
| ---------- | ----------------- | ---------------- |
| idTemplate | integer, required | card template ID |
| userID     | integer, required | customer ID      |

The client ID can be obtained by creating the client in the createClient method

POST: <https://app.lunaloyaltycards.com/api/v1/createPass> <br>

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "idTemplate": 759,
  "userID": 30478
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "serialNumber": "448234-808-346",
    "installURL": "https://app.lunaloyaltycards.com/home/getpassform/759/30478/",
    "installQR": "https://app.lunaloyaltycards.com/home/installQR/759/30478/"
  }
]


```

### Card information

The request takes the passSerialNumber parameter and returns card details.

| Parameter        | Type             | Description               |
| ---------------- | ---------------- | ------------------------- |
| passSerialNumber | string, required | Serial number of the card |

The returned values ​​depend on the type of card. The card type is returned in the type attribute

Depending on the type of card, the structure and values ​​of returned data differ.

| Attribute    | Values ​​                         | Description               |
| ------------ | --------------------------------- | ------------------------- |
| status       | installed, deleted, not installed | Card status               |
| serialNumber | 123-4445-223444                   | Serial number of the card |

Card type 0.

| Attribute     | Values ​​  | Description                                                                                                                                                                                                                                                           |
| ------------- | ---------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| maxStamps     | 10         | The maximum number of stamps on stamps image                                                                                                                                                                                                                          |
| activeStamps  | 3          | Current number of stamps                                                                                                                                                                                                                                              |
| totalStamps   | 13         | The total number of stamps accrued for the entire duration of the card                                                                                                                                                                                                |
| unusedRewards | 1          | Number of unused awards                                                                                                                                                                                                                                               |
| image         | URL        | Path to the image with stamps reflecting the current number of stamps                                                                                                                                                                                                 |
| rewards       | Data array | An array of data with the attributes name, stamps, autoUse. name - the name of the award, stamps - the number of stamps, separated by commas, upon completion of which the award will be credited, autoUse - the automatic writing off of the award at the next visit |

Card type 1.

| Attribute             | Values ​​ | Description                                                        |
| --------------------- | --------- | ------------------------------------------------------------------ |
| amountMoneySpentTotal | 10000     | The total amount of funds recorded on the card                     |
| currentPersentBonus   | 4         | Current cashback percentage, according to which points are awarded |
| amountMoneyBonus      | 400       | Current number of points                                           |

Card type 2.

| Attribute    | Values ​​ | Description                                                                                                           |
| ------------ | --------- | --------------------------------------------------------------------------------------------------------------------- |
| maxStamps    | 10        | The maximum number of stamps on stamps image                                                                          |
| activeStamps | 3         | Current number of stamps                                                                                              |
| numberScores | 9         | The client can receive a certain number of bonus points for each visit, this field shows the current number of points |
| image        | URL       | Path to the stamps image reflecting current number of stamps                                                          |

Card type 4.

| Attribute             | Values ​​ | Description                                    |
| --------------------- | --------- | ---------------------------------------------- |
| amountMoneySpentTotal | 10000     | The total amount of funds recorded on the card |
| currentPersentBonus   | 4         | Current discount percentage                    |

POST: <https://app.lunaloyaltycards.com/api/v1/getPassInfo> <br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "passSerialNumber": "931520-641-829"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "type": "0",
    "template": "186",
    "status": "installed",
    "serialNumber": "931520-641-829",
    "maxStamps": "10",
    "activeStamps": "5",
    "totalStamps": "25",
    "unusedRewards": "1",
    "image": "https://app.lunaloyaltycards.com/assets/passImages/186/app/5.png",
    "rewards": [
      {
        "name": "10 штампов = 1 чашка кофе бесплатно!"
      }
    ],
    "reward": [
      {
        "stamps": null,
        "autoUse": "0"
      }
    ]
  }
]
```

### Check the existence of the card using the phone number

The query takes the parameters phone and idTemplate and returns 0 (does not exist) or 1 (exists) in the result parameter

| Attribute  | Type              | Description             |
| ---------- | ----------------- | ----------------------- |
| idTemplate | integer, required | ID of the card template |
| phone      | integer, required | phone number            |

POST: <https://app.lunaloyaltycards.com/api/v1/checkPassExistsByPhone><br>

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "idTemplate": 759,
  "phone": 15554325011
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1
  }
]
```

### Card information using the cardholder's phone number

The query takes parameters phone and idTemplate and returns card data in the same format as the getPassInfo method

| Attribute  | Type              | Description      |
| ---------- | ----------------- | ---------------- |
| idTemplate | integer, required | card template ID |
| phone      | integer, required | phone number     |

POST: <https://app.lunaloyaltycards.com/api/v1/getPassInfoByPhone><br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "idTemplate": 759,
  "phone": 15554325011
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "type": "0",
    "template": "759",
    "status": "not installed",
    "serialNumber": "448234-808-346",
    "maxStamps": "10",
    "activeStamps": "0",
    "totalStamps": "0",
    "unusedRewards": "0",
    "image": "https://app.lunaloyaltycards.com/assets/passImages/759/app/0.png",
    "rewards": [
      {
        "name": "Описание награды",
        "stamps": null,
        "autoUse": "0"
      }
    ]
  }
]
```

### Customer card information using phone number

Retrieves all cards within all templates available to your company by phone number and returns information on them.

| Attribute | Type              | Description  |
| --------- | ----------------- | ------------ |
| phone     | integer, required | phone number |

POST: <https://app.lunaloyaltycards.com/api/v1/getClientPassesByPhone>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "phone": 15554325011
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "sName": "Жуков",
    "fName": "Михаил",
    "dateOfBirth": null,
    "phone": "+1 (555) 432-50-11",
    "email": null,
    "Field0": null,
    "Field1": null,
    "Field2": null,
    "Field3": null,
    "Field4": null,
    "Field5": null,
    "result": 1,
    "passes": [
      {
        "serialNumber": "222099-902-290",
        "type": "0",
        "template": "186",
        "status": "deleted"
      },
      {
        "serialNumber": "355281-965-539",
        "type": "0",
        "template": "261",
        "status": "not installed"
      },
      {
        "serialNumber": "256771-734-103",
        "type": "1",
        "template": "400",
        "status": "deleted"
      },
      {
        "serialNumber": "667327-188-199",
        "type": "3",
        "template": "427",
        "status": "installed"
      },
      {
        "serialNumber": "374808-313-433",
        "type": "0",
        "template": "428",
        "status": "deleted"
      },
      {
        "serialNumber": "281093-930-290",
        "type": "4",
        "template": "698",
        "status": "deleted"
      },
      {
        "serialNumber": "390908-502-504",
        "type": "0",
        "template": "702",
        "status": "not installed"
      },
      {
        "serialNumber": "251205-852-319",
        "type": "0",
        "template": "703",
        "status": "installed"
      },
      {
        "serialNumber": "486518-807-793",
        "type": "5",
        "template": "704",
        "status": "installed"
      },
      {
        "serialNumber": "931222-371-290",
        "type": "1",
        "template": "718",
        "status": "installed"
      },
      {
        "serialNumber": "522874-974-483",
        "type": "2",
        "template": "744",
        "status": "installed"
      },
      {
        "serialNumber": "973343-939-382",
        "type": "2",
        "template": "755",
        "status": "not installed"
      },
      {
        "serialNumber": "448234-808-346",
        "type": "0",
        "template": "759",
        "status": "not installed"
      }
    ]
  }
]
```

### Customer card information via email

The email retrieves all cards within all templates available to your company and returns information on them.

| Attribute | Type             | Description    |
| --------- | ---------------- | -------------- |
| email     | string, required | customer email |

POST: <https://app.lunaloyaltycards.com/api/v1/getClientPassesByEmail>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "email": "test@test.com"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "sName": "Жуков",
    "fName": "Михаил",
    "dateOfBirth": null,
    "phone": "+1 (555) 432-50-11",
    "email": null,
    "Field0": null,
    "Field1": null,
    "Field2": null,
    "Field3": null,
    "Field4": null,
    "Field5": null,
    "result": 1,
    "passes": [
      {
        "serialNumber": "222099-902-290",
        "type": "0",
        "template": "186",
        "status": "deleted"
      },
      {
        "serialNumber": "355281-965-539",
        "type": "0",
        "template": "261",
        "status": "not installed"
      },
      {
        "serialNumber": "256771-734-103",
        "type": "1",
        "template": "400",
        "status": "deleted"
      },
      {
        "serialNumber": "667327-188-199",
        "type": "3",
        "template": "427",
        "status": "installed"
      },
      {
        "serialNumber": "374808-313-433",
        "type": "0",
        "template": "428",
        "status": "deleted"
      },
      {
        "serialNumber": "281093-930-290",
        "type": "4",
        "template": "698",
        "status": "deleted"
      },
      {
        "serialNumber": "390908-502-504",
        "type": "0",
        "template": "702",
        "status": "not installed"
      },
      {
        "serialNumber": "251205-852-319",
        "type": "0",
        "template": "703",
        "status": "installed"
      },
      {
        "serialNumber": "486518-807-793",
        "type": "5",
        "template": "704",
        "status": "installed"
      },
      {
        "serialNumber": "931222-371-290",
        "type": "1",
        "template": "718",
        "status": "installed"
      },
      {
        "serialNumber": "522874-974-483",
        "type": "2",
        "template": "744",
        "status": "installed"
      },
      {
        "serialNumber": "973343-939-382",
        "type": "2",
        "template": "755",
        "status": "not installed"
      },
      {
        "serialNumber": "448234-808-346",
        "type": "0",
        "template": "759",
        "status": "not installed"
      }
    ]
  }
]
```

### Sending informational push notifications to clients who installed the cards

Sending a push notification to one client

| Attribute        | Type             | Description                                   |
| ---------------- | ---------------- | --------------------------------------------- |
| pushSegment      | string, required | the value of this parameter must be oneClient |
| passSerialNumber | string, required | serial number of the client card              |
| messageText      | string, required | push notification text                        |

Sending push notifications to all clients who installed cards of a certain template

| Attribute   | Type             | Description                                    |
| ----------- | ---------------- | ---------------------------------------------- |
| pushSegment | string, required | the value of this parameter must be allClients |
| idTemplate  | string, required | ID of the template of the card                 |
| messageText | string, required | push notification text                         |
| page        | page             | integer, required                              |

When sending push notifications to all clients it is necessary to use the page attribute, because sending takes some time and has to be done in parts. Up to 10 messages are sent with each call. After successful sending, the method returns the numberOfRowsSelected parameter. If it is 10, you must increase page by 1 and call the method again until the value of the numberOfRowsSelected parameter is less than 10.

The messageText attribute may contain variables that will be replaced by corresponding values. All variables in the message text are distinguished by special characters in double curly braces {{variable name}}. For example {{clientFName}}

A list of supported variables:

| Variable          | Description                                                                    |
| ----------------- | ------------------------------------------------------------------------------ |
| clientFName       | clientName                                                                     |
| clientSName       | clientSurname                                                                  |
| clientDateOfBirth | date of birth                                                                  |
| clientPhone       | clientPhone                                                                    |
| clientEmail       | clientEmail                                                                    |
| passCurrentStamps | current number of stamps on the client card (card type 0 and 2)                |
| passTotalStamps   | total number of stamps accumulated over time (card type 0)                     |
| passUnusedRewards | current number of unused rewards (card type 0)                                 |
| passPoints        | current bonus points (card type 1)                                             |
| passPersent       | current cashback percentage or current discount percentage (card type 1 and 4) |

**Request to send a push notification to one client**\
POST: <https://app.lunaloyaltycards.com/api/v1/sendInfoPush>

```
[
  {
    "result": 1
  }
]
```

Body

* Headers
* Content-Type:application/json

200

#### Response

```
{
  "pushSegment": "oneClient",
  "passSerialNumber": "931520-641-829",
  "messageText": "Test!"
}
```

Body

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

\
\
**Request to send push notifications to all clients**\
POST: <https://app.lunaloyaltycards.com/api/v1/sendInfoPush>

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "pushSegment": "allClients",
  "idTemplate": 261,
  "messageText": "Test!"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "numberOfRowsSelected": 10,
    "result": 1
  }
]
```

### Get the history of information push notifications by card

| Attribute        | Type             | Description                                                                                             |
| ---------------- | ---------------- | ------------------------------------------------------------------------------------------------------- |
| passSerialNumber | string, required | customer card serial number                                                                             |
| page             | number           | page number. Since the query returns no more than 10 messages, it is used to select the following ones. |

**Request for history of informational push notifications**\
\
POST: <https://app.lunaloyaltycards.com/api/v1/getInfoPushList>

* \
  Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "passSerialNumber": "297150-586-203",
  "page": 2
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "rows": [
      {
        "id": 203,
        "date": "2022-08-04 16:56:56",
        "message": "Test3!"
      }
    ]
  }
]
```

### Template card status information

By template ID and retrieves information about the clients and their card statuses according to the type of selection.

| Attribute     | Type              | Description                                                                                                                                                                                                                                                                   |
| ------------- | ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| idTemplate    | integer, required | template ID                                                                                                                                                                                                                                                                   |
| selectionMode | string, required  | Selection type. PassNotCreated - returns all clients with unissued cards. PassInstalled - all clients with cards installed and currently valid. passNotInstalled - all clients with issued, but not installed cards. passDeleted - all clients with issued but deleted cards. |
| page          | number            | page number. Since the query returns no more than 100 clients, it serves to select the following ones.                                                                                                                                                                        |

[**Request to retrieve data**](https://boomerangmeeng.docs.apiary.io/reference/0/template-card-status-information/request-to-retrieve-data)

POST: <https://app.lunaloyaltycards.com/api/v1/getTemplateClientPasses\\>
\
Headers

* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "idTemplate": 261,
  "page": 1,
  "selectionMode": "passInstalled"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "rows": [
      {
        "userID": "30362",
        "SName": "333444",
        "Fname": "1222",
        "Email": null,
        "Phone": "+76588522555",
        "serialNumber": "111026-586-857"
      },
      {
        "userID": "30363",
        "SName": "Tttyyy",
        "Fname": "Tttyy",
        "Email": null,
        "Phone": "+73522555555",
        "serialNumber": "368528-869-798"
      },
      {
        "userID": "30365",
        "SName": "We rrr",
        "Fname": "1233333",
        "Email": null,
        "Phone": "+72525555225",
        "serialNumber": "722341-454-139"
      },
      {
        "userID": "30366",
        "SName": "34534545",
        "Fname": "Михаил",
        "Email": null,
        "Phone": "+73534645756",
        "serialNumber": "999466-749-397"
      },
      {
        "userID": "30367",
        "SName": "124234",
        "Fname": "1123",
        "Email": null,
        "Phone": "+72335344645",
        "serialNumber": "880097-940-406"
      },
      {
        "userID": "30368",
        "SName": "34345",
        "Fname": "34546",
        "Email": null,
        "Phone": "+72434645657",
        "serialNumber": "819484-155-633"
      },
      {
        "userID": "30369",
        "SName": "45657",
        "Fname": "34546",
        "Email": null,
        "Phone": "+74456456456",
        "serialNumber": "283556-123-615"
      },
      {
        "userID": "30370",
        "SName": "35345",
        "Fname": "3424",
        "Email": null,
        "Phone": "+74564564564",
        "serialNumber": "762967-109-431"
      },
      {
        "userID": "30371",
        "SName": "345345345",
        "Fname": "234234234",
        "Email": null,
        "Phone": "+73464645665",
        "serialNumber": "953506-481-187"
      },
      {
        "userID": "30372",
        "SName": "456456",
        "Fname": "w34545",
        "Email": null,
        "Phone": "+74564575675",
        "serialNumber": "761364-498-824"
      },
      {
        "userID": "30372",
        "SName": "456456",
        "Fname": "w34545",
        "Email": null,
        "Phone": "+74564575675",
        "serialNumber": "603062-929-278"
      },
      {
        "userID": "30372",
        "SName": "456456",
        "Fname": "w34545",
        "Email": null,
        "Phone": "+74564575675",
        "serialNumber": "180247-499-464"
      },
      {
        "userID": "30372",
        "SName": "456456",
        "Fname": "w34545",
        "Email": null,
        "Phone": "+74564575675",
        "serialNumber": "240120-209-420"
      },
      {
        "userID": "30375",
        "SName": "120",
        "Fname": "120",
        "Email": null,
        "Phone": "+71201201201",
        "serialNumber": "805129-984-128"
      }
    ]
  }
]
```

### Information on card operations

The request takes the following parameters: passSerialNumber and page (optional). Returns the last 50 card transactions.

| Attribute        | Type             | Description                                                                                                  |
| ---------------- | ---------------- | ------------------------------------------------------------------------------------------------------------ |
| passSerialNumber | string, required | Serial number of the card                                                                                    |
| page             | number           | Page number. Because the request returns no more than 50 last operations, it serves to select the next page. |

**Request to receive data**

POST: <https://app.lunaloyaltycards.com/api/v1/getPassOperations><br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "passSerialNumber": "931520-641-829"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "rows": [
      {
        "date": "2020-12-24 14:15:05",
        "operation": "1",
        "value": "3"
      },
      {
        "date": "2020-12-24 14:14:58",
        "operation": "1",
        "value": "2"
      },
      {
        "date": "2020-12-23 16:30:46",
        "operation": "2",
        "value": "1"
      },
      {
        "date": "2020-10-15 09:53:56",
        "operation": "3",
        "value": "1"
      },
      {
        "date": "2020-10-15 09:53:56",
        "operation": "1",
        "value": "1"
      },
      {
        "date": "2020-10-15 09:53:50",
        "operation": "1",
        "value": "9"
      },
      {
        "date": "2020-10-15 09:53:44",
        "operation": "3",
        "value": "1"
      },
      {
        "date": "2020-10-15 09:53:44",
        "operation": "1",
        "value": "7"
      },
      {
        "date": "2020-10-15 09:53:39",
        "operation": "1",
        "value": "1"
      },
      {
        "date": "2020-10-15 09:53:33",
        "operation": "1",
        "value": "1"
      }
    ]
  }
]
```

### Information about the client who installed the card

The request takes the passSerialNumber parameter.

| Parameter        | Type             | Description               |
| ---------------- | ---------------- | ------------------------- |
| passSerialNumber | string, required | Serial number of the card |

Returned parameters

| Parameter   | Description                                                                                      |
| ----------- | ------------------------------------------------------------------------------------------------ |
| sName       | Client surname                                                                                   |
| fName       | Client name                                                                                      |
| dateOfBirth | Date of birth                                                                                    |
| phone       | Phone number                                                                                     |
| Field0-5    | Values ​​of additional fields, if they were in the card issue form and the client filled them in |

[**Request to receive data**](https://boomerangmeeng.docs.apiary.io/reference/0/information-about-the-client-who-installed-the-card/request-to-receive-data)\
POST: <https://app.lunaloyaltycards.com/api/v1/getClientInfo>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
  "passSerialNumber": "931520-641-829"
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "sName": "Михаил",
    "fName": null,
    "dateOfBirth": null,
    "phone": "+7 (568) 414-36-98",
    "email": null,
    "Field0": null,
    "Field1": null,
    "Field2": null,
    "Field3": null,
    "Field4": null,
    "Field5": null
  }
]
```

### Get client list by card template

The query takes idTemplate and page (optional) parameters. It returns 10 clients registered in the given card template.

| Parameter  | Type              | Description                                                                                            |
| ---------- | ----------------- | ------------------------------------------------------------------------------------------------------ |
| idTemplate | integer, required | card template ID                                                                                       |
| page       | number            | page number. Since the query returns no more than 10 clients, it is used to select the following ones. |

Returned parameters

| Parameter   | Description                                                                                      |
| ----------- | ------------------------------------------------------------------------------------------------ |
| id          | customer ID                                                                                      |
| sName       | client's last name                                                                               |
| fName       | customer name                                                                                    |
| dateOfBirth | date of birth                                                                                    |
| phone       | phone number                                                                                     |
| Field0-5    | values of additional fields, if they were in the card release form and the client filled them in |

**Request to get data**\
POST: <https://app.lunaloyaltycards.com/api/v1/getClientsList\\> <br>

* Headers
* Content-Type:application/json
* x-access-token:ghgghhhyee358fjhdhd0

Body

```
{
    "idTemplate": 759,
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1,
    "rows": [
      {
        "id": 30478,
        "fName": "Михаил",
        "sName": "Жуков",
        "phone": "79084264035",
        "email": null,
        "dateOfBirth": null,
        "Field0": null,
        "Field1": null,
        "Field2": null,
        "Field3": null,
        "Field4": null,
        "Field5": null
      }
    ]
  }
]
```

### Card information update

This request depends on the type of card and includes general and special parameters. The request always takes the passSerialNumber parameter.

| Parameter        | Type             | Description               |
| ---------------- | ---------------- | ------------------------- |
| passSerialNumber | string, required | Serial number of the card |

Parameters for card type 0.

| Parameter    | Type              | Description               |
| ------------ | ----------------- | ------------------------- |
| numberStumps | integer, required | Number of credited stamps |

Parameters for card type 1.

| Parameter | Type              | Description     |
| --------- | ----------------- | --------------- |
| action    | string, required  | Action type     |
| sum       | integer, required | Scope of action |

Possible values ​​of action

| Value                 | Description                                 |
| --------------------- | ------------------------------------------- |
| spendPoints           | Writing off points                          |
| accruePoints          | Earning points                              |
| increaseTotalSpentSum | Increase in the total amount of funds spent |
| reduceTotalSpentSum   | Reducing the total amount of funds spent    |

Parameters for card type 2.

When writing off points:

| Parameter | Type              | Value           | Description                      |
| --------- | ----------------- | --------------- | -------------------------------- |
| action    | string, required  | spendPoints     | Action type: writing off points  |
| sum       | integer, required | For example: 12 | The amount of points written off |

When writing off visits:

| Parameter    | Type              | Value          | Description                      |
| ------------ | ----------------- | -------------- | -------------------------------- |
| action       | string, required  | takeStamps     | Action type: write off visits    |
| numberStumps | integer, required | For example: 1 | The amount of visits written off |

When calculating visits:

| Parameter    | Type              | Value          | Description                    |
| ------------ | ----------------- | -------------- | ------------------------------ |
| action       | string, required  | addStamps      | Action type: accrual of visits |
| numberStumps | integer, required | For example: 1 | Accrual of visits              |

Parameters for card type 4.

| Parameter | Type              | Description     |
| --------- | ----------------- | --------------- |
| action    | string, required  | Action type     |
| sum       | integer, required | Scope of action |

Possible values ​​for action

| Value                 | Description                                 |
| --------------------- | ------------------------------------------- |
| increaseTotalSpentSum | Increase in the total amount of funds spent |
| reduceTotalSpentSum   | Reducing the total amount of funds spent    |

Parameters for card type 5.

| Parameter | Type              | Description |
| --------- | ----------------- | ----------- |
| action    | string, required  | action type |
| sum       | integer, required | action type |

Possible values of action

| value        | description      |
| ------------ | ---------------- |
| spendPoints  | decrease balance |
| accruePoints | increase balance |

For all types of cards with an active card expiration date setting in the template.

| Parameter  | Type              | Description                                  |
| ---------- | ----------------- | -------------------------------------------- |
| action     | string, required  | action type                                  |
| expiryDate | integer, required | expiration date of the card (UNIX timestamp) |

Possible values of action

| value             | description              |
| ----------------- | ------------------------ |
| setExpirationDate | set card expiration date |

**Request to update the card**\
POST: <https://app.lunaloyaltycards.com/api/v1/usePass\\> <br>

* Headers
* Content-Type:application/json

Body

```
{
    "passSerialNumber": "931520-641-829",
    "numberStumps": 2,
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1
  }
]
```

### Write off rewards on type 0 cards

With the card serial number it writes off all available rewards.

| Parameter        | Type              | Description                    |
| ---------------- | ----------------- | ------------------------------ |
| passSerialNumber | string, required  | card serial number             |
| numberRewards    | integer, required | number of rewards to write off |

**Card update request**\
POST: <https://app.lunaloyaltycards.com/api/v1/useReward\\> <br>

* Headers
* Content-Type:application/json

Body

```
{
  "passSerialNumber": "931520-641-829",
  "numberRewards": 1
}
```

#### Response

200

* Headers
* Content-Type:application/json

Body

```
[
  {
    "result": 1
  }
]
```

<br>