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Cashback Card

Introduction

A cashback card is a type of card where a percentage of the amount spent by a customer is returned to them in the form of cash points. The cash back can usually be redeemed for future purchases or as a statement credit towards the customer's account balance. For example, if your customer spends $100, they might receive 1% of that amount back as an incentive (e.g. $1)
When your customer redeems the cashback reward at their next visit, the amount is deducted from their purchase balance.

Example

e.g. Get 2% cashback on all purchases made with your coffee shop loyalty card. For example, if you spend $50, you'll receive $2.50 cash back which can be redeemed on your next visit.

Cashback Card Creation

1. After a successful login, go to the left-hand menu and click on the icon for the Cards module.
2. 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 have a better understanding, we will take a look at card creation from scratch.
3. Card Type - Click Cashback then click the Continue button. This will take you to the Settings section.
4. Settings -
  • Choose the language in which you want to create the Cashback card, using the Language dropdown.
  • Select the expiration date for the Cashback card by choosing one of the options provided under the Card Expiration Date heading using the radio buttons.
  • Set the location(s) of your business where the card can be used from the Locations field. Multiple selections can be made from here.
  • Cardholder Status: Here, you can create multiple categories of cashback cardholders based on their spending amount. This is facilitated by the 'Tier Name,' 'Spend to Achieve,' and 'Percentage' fields. You can remove a tier by clicking the X button. You can add a Tier by clicking the "Add Tier" button.
  • The next step involves editing the Card Issuing Form, which allows you to define the specific fields that you wish to include during the Cashback card registration process. If you would like to make a field mandatory, you can enable the Required toggle. Additionally, if you need to record unique data in a particular field, you can enable the Unique toggle.
  • To remove a field, click the X button. To create a new field, click the "Add field" button, which will add a new field. From here, you can select the field type and enter the name of the field you want to add to the card.
  • The next section is the UTM field, which allows you to create a channel link for tracking the analytics of the traffic generated by that specific channel. For example, if you add Facebook in this field, the software will automatically generate a URL associated with a UTM tag for Facebook. You can use the Source Name to record the name of the channel. Once entered, click the Add a link with UTM Tag button.
  • The Phone Mask dropdown feature allows you to set a default area code for the phone number, which is based on the region you are currently in.
  • If you wish to include the privacy policy on the card, simply enable the toggle button located next to the 'Privacy Policy' heading. Additionally, you can edit the privacy policy by using the field located below the heading.
  • If you want to include consent when processing a user's personal information, simply enable the toggle button located next to the 'Consent to the processing of personal data' heading.
  • You can include Google, Facebook, or a customized script for analytics or event codes in the 'Analytics' field.
  • Once the required fields are filled, click the Continue button. This takes you to the Design section.
5. Design -
  • To choose a "LOGO" to be displayed on the card and release form, click the 'Select File' button under the 'Logo' heading and choose a file from your system storage. Similarly, to choose an "ICON" to be displayed in push messages, click the 'Select File' button under the 'Icon' heading and choose a file from your system storage.
  • To select a background image for the center of the card, click the 'Select File' button under the 'Background of the centtral part' heading and choose a file from your system storage.
  • In the 'Colors' section, you can set the colors for the card background, text, and background colour of the central part.
  • Under the 'Fields Name' heading, use the 'Field' dropdown to select the type of field that will appear on the card. Additionally, use the 'Field Name' field to enter the text that will be displayed in the defined field on the card.
  • If you want the logo to appear on the card issuing form, enable the 'Show logo at card issuing form' toggle button. Likewise, if you want the background color to appear on the card issuing form, enable the 'Show background color on card issuing form' toggle button.
  • After making all your selections, click the 'Continue' button to proceed. This will take you to the 'Information' section.
6. Information -
  • In this section, you can fill in the relevant information for the card. You can view the impact of each field in the mobile screen preview displayed on the right side of the screen.
    To enter a short description of the card, use the 'Card Description' field.
  • Use the Company Name field to enter the name of your business.
  • Enter the number of welcome points to be awarded when the card is issued.
  • Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.
  • Define when the bonus is issued to a customer from the options available under the "Get bonus at the moment when" heading.
  • Indicate how many points will be awarded to the person who shared the card. Indicate how many points will be awarded to the person who registered the card via the referral program.
  • 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.
  • Similarly, use the Link Type dropdown and Link fields under the Feedback Links heading to add your business links for customers to leave reviews.
  • If you wish to add Terms of Use on the card, please enable the toggle button beside the heading "Terms of Use." Then, enter any terms of use you would like to include on the card using the designated "Terms of Use" field.
  • Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business.
  • To record the card issuer details to be displayed on the back of the card, please fill in the fields for Company Name, Email, and Contact Number located under the Issuer Information heading.
  • To activate the template, click the "Activate" button under the card preview.
  • Once the details are recorded, click the Finish button.
7. Save & Preview -
  • After clicking the Finish button, a Preview popup will be displayed. From there, you can scan the QR code of the card.
  • To copy the link of the card, click the "Copy link" button. To activate the card, click the "Activate Card" button.