# Cashback {% embed url="" %} Cashback card video tutorial {% endembed %} ### how it works The client accumulates points as a percentage of their purchases, which are displayed on their card. These points can be used to pay for their next purchase, and you, as the business owner, can write off the points. Cashback can also be progressive, for example, the more a customer spends, the higher the percentage of cashback they earn. In our system, points are offered, and the business owner determines what they can be redeemed for. (To redeem points, you’ll need to enter the amount twice in the scanner app.)
1. Upon successful login, navigate to the left-hand menu.
2. From the list of modules, click the

icon. Doing so opens the Cards module.

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

button.

5. This initiates the cashback 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.

### **Settings** 1. Here, choose the Barcode Type to determine how the card can be scanned and recognized by a system.

**Happy hours -** A setting that allows you to select the time period during which an increased number of points will be credited to the card when a customer visits (in accordance with the specified parameters). ❗️ **Please note** that this option only works for the Spend and Visit mechanics. This points has no specific expiration date.

2. Select the expiration date for the cashback card using the radio buttons under the Card Expiration Date heading.\ **Card expiration date unlimited -** the card has no expiration date. The client can use it as much as he/she wants. **Card expiration date Fixed term -** The customer will not be able to use the card when this date occurs. The card will not be deleted from the client's phone. **Card expiration date Fixed term after card issuing -** 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.

3. 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.\ \ ✅**Cashback points life** – here, you can define the number of days a cashback point remains valid after it is earned. Each point has its own expiration countdown, starting from the date it was earned. It doesn't matter whether the customer earns more points or not — each point will be removed individually once its validity period ends.
**Example**: \ If you set the validity to 1 month and a customer earns a cashback point on April 5, that specific point will expire and be removed from the card on May 5.\ \ There is no push notification about upcoming points expiration.

**In the Locations** field, enter the location(s) of your business to send the push message. This push will be received by the customer who has a card installed in Apple Wallet. The customer will receive this push when they are within range (100 meters). You can add multiple locations, it can be any address, not necessarily a business address. [Learn more about how to set up (change) geolocation push](https://docs.boomerangme.cards/geolocations/geolocations).

6. 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.\ \ To move up to the next tier, the client must spend the specified amount — not in a single purchase, but across multiple visits.\ \ ✅ **For example**, a client installs the card and starts at the first tier, receiving 1% cashback. They visit your business and spend 1,000 — earning 1% in points, which is 10 points. On their next visit, they spend another 1,000 and earn another 10 points. So far, they've spent a total of 2,000. If the next tier requires 5,000 in total spending, the client still needs to spend 3,000 more to reach it. Once they do — let’s say after another few visits — and their total spending reaches 5,000, they still receive 1% on that transaction, but now they move up to the next cashback level: 3%. From their next purchase onward, they’ll start receiving 3% cashback. In other words, the client has leveled up to a new tier.\\

7. You can remove a tier by clicking the

button. Minimum number of statuses - 1

8. 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.\ Maximum number of statuses - 6

9. Here, choose the language in which you want to create the cashback card using the Language dropdown.

**Date Format -** determines how the date is displayed on the card. If the card does not have an expiration date, this setting is irrelevant.

**Thousands Separator** **Decimal Separator -** this setting defines how the point balance will be displayed on the customer's card installed on their phone.

The "**Purchase amount when charging**" setting if turned on requires the purchase amount to be entered whenever a transaction is processed. The entered purchase amount will be counted in the ROI statistics, in the revenue figure. \ ✅Applies only to transactions made via the scanner. If this setting is disabled, the purchase amount is optional when using the scanner. But the window for entering the amount will be displayed, you can skip it.

9. **The** **Card Issuing Form** - here, you can define the fields you want to include on the card. You can delete any fields using the shopping cart icon. A phone number or email is required. This is the form that the customer fills out when the card is installed. In case you want to make a field mandatory, enable the **"Required" toggle**. This means the customer won’t be able to install the card without filling in this field. \ \ **The "Unique" toggle** means that this field must contain unique values — typically used for phone numbers. We do **not** recommend making other fields unique. For example, if you mark the "Name" field as unique, it would mean that another customer with the same name wouldn't be able to install the card. You can add fields, you can rename the name of the fields. If you want to create a new field, click the **Add field** 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.

10. **UTM** - 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, Boomerangme will generate a URL automatically associated to a UTM tag. You can create as many links as you want with a UTM tag. This way you can understand which loyalty card distribution channel works best.

You see a unique link with a UTM tag and a QR code with the same UTM tag. Later you will be able to see in the statistics how many clients have installed the card by this tag. \ ✅In addition, you will be able to create customer segments based on this tag. We recommend using this option from the very beginning of implementing loyalty in your business.

11. Next, the **"Phone mask"** dropdown allows you to select the default region that will be shown in the card installation form the customer fills out.\ If the customer has a foreign phone number, that’s not a problem — they will be able to select their own region manually.

12. In case you do not want to include Privacy Policy on the card, disable the toggle button next to the Privacy Policy heading. If enabled, use the field below the heading to enter the privacy policy. You can also add privacy policy text. In case you want to take customer's consent regarding the processing of their personal data, enable the Consent to the processing of personal data toggle button. 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.

**Google Wallet Installation button -** if enabled, allows the Google Wallet button to be displayed in the card installation form thereby allowing customers to add their digital loyalty card to Google Wallet for easy access. Useful for Android users. **PWA Installation button -** if turned on, enables the PWA (Progressive Web App) button on the card install form. It behaves like a native mobile app but doesn’t require installation from an app store. Customers can install the loyalty card as a web app on their devices. **Limit the number of cards issued -** controls how many cards can be distributed (0 means unlimited). For example, if this promotion is for a specific number of customers (cardholders). **Number of points when issuing a card -** sets the starting number of points a customer gets upon receiving the card.

**Number of birthday points -** On the customer's birthday, the specified number of additional points will be credited to their card. The customer will receive a push notification informing them that their point balance has increased.

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

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

### **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.

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.

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.\ ✅ Be sure to follow the file size and weight recommendations.

5. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.\ ✅ If you have uploaded a file for the Background of the central part - you can skip this setting. As the image you uploaded above will be displayed.

6. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card. \ ✅The drop-down list will display all the fields that you specified in the card issue form in the previous step.

7. Similarly, the "Field Name" column allows you to enter text or rename the field name that will be displayed on the card. ✅For example, if you display the client's name, you can name this field as favorite guest - and then the client's name will be displayed

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

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.

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

### **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.

3. Enter the name of your business in the Company Name field. This name will be displayed in the title of the push notification..

7. Choose whether you want to activate the referral program by using the **Active/Inactive** toggle under the **Referral Program** section. Then, decide **when** the bonus should be awarded to the customer by selecting one of the following options: * **First visit/card use by a new customer** (most commonly used):\ The bonus will be awarded only after the referred friend makes their first visit and earns points by making a purchase. * **Card issued to a new customer**:\ The bonus will be awarded as soon as the referred friend installs the loyalty card — no need to wait for a visit or purchase.

Specify how many points a customer will earn for sharing their card through the referral program using the **"Number of points for the referrer"** field. Then, set how many points (or zero) the invited customer will receive using the counters below the **Number of points for a referral** field. If you’ve also set **welcome points** (in the previous step), the invited customer will receive both — the welcome bonus and the referral bonus. 8. 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. These links are always shown on the back of the card.\ ✅**Note for iPhone users:** If you open the card in **quick view**, the links might not be clickable. To make them work, open the card through the **Apple Wallet app** instead.

9. Enter the website URL in the **Link** field.

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

11. To remove an active link, click the

button.

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

13. 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.\ ✅These links are not displayed on the back of the card. The client will see these links only after rating the visit (after selecting stars)

14\. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading. Enter any terms of use you want to include on the card using the Terms of Use field.

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

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.

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

**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.

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

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

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