Membership
Start your loyalty club with membership
Last updated
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Start your loyalty club with membership
Last updated
Was this helpful?
Upon successful login, navigate to the left-hand menu.
Membership. the card can be with or without stripe collection. The subaccount must connect their stripe. The customer buys a membership from you. The card states that the customer is a member of the club, the card has an expiration date which can be manually renewed in the customer's profile or if the stripe is connected the subscription is automatically renewed. A membership card may have an expiration date that can be changed. When the card is scanned, the scanner shows the cardholder and the status of the card (valid or invalid). it is possible to write off visits (i.e. a record of the client's visits). That is, a membership card shows that the person is a member of some club with some privileges. For example, if it is a hairdresser's shop, then club members are served only by VIP-masters. One can draw an analogy with an airport, where there is a VIP lounge with increased comfort.
Limit in membership means the number of days.
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.
This initiates the membership 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.
This section lets you choose the type of card you want to create. Since we are creating a coupon card, select Membership from the types available.
Once selected, click the Continue button. This takes you to the Settings section
❗️Note. The card type cannot be changed after the card is activated. We also do not recommend changing the card type after selecting the card type. Since the card mechanics may not work correctly in this case. It is better to create a new card.
Settings
Here, choose the Barcode Type to determine how the card can be scanned and recognized by a system. You can choose the appearance you like.
This section lets you tweak the settings of the card you are creating.
а)Customize payment collection. Available only when the Stripe is connected. b)If collection is disabled, the membership card will be free. You can also set up Membership v1, which is a free card option with no tires or limits
Set up auto-renewal or disable it, then the cardholder will have a lifetime membership.
Set the expiration date of the membership
If the auto-renewal is disabled, the membership expiration date will be based on specific time and date. Use the radio button under Card expiration date to set the validity of the card. In case you select Fixed term after card issuing, the Term dropdowns are displayed. They facilitate you to define the number of days upon card issuance after which the card expires.
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. ✅ That is, regardless of the period for which the client has paid, the card will cease to be valid.
Identify the name of the membership level units. For example, it could be a car wash, a massage, etc.
The trial period setting, which allows users to set a free trial for new members. The trial period can be between 0 and 30 days (currently set to 0, meaning no trial is offered).
Customize membership levels. You can create multiple membership levels.
а) Come up with a name and description for the level
b) Set prices and limits for each period. ✅ Note. Once the promotion is activated, prices cannot be changed.
c) Specify the benefits for the level.
Cards with limits will receive push notifications when the number of visits on the card changes and periods are updated.
✅ Note: if the collection of payments through Stripe is disabled, the cards issued through the general link will have the minimum tier and recommended period. If you issue cards in bulk, you can manually assign the tier and period. You will also be able to change the tier in the customer profile.
You can disable the level if you don't want to sell for example a daily subscription
Next up is the Card Issuing Form section. Here, select the type of field you want to include from the Field Type dropdown. Enter the name of the field in the Field Name field. If the field is required, enable the Required toggle. Similarly, if the field is a unique one, enable the Unique toggle button. To add an additional field, click the Add Field button.
This is the form that the customer fills out when installing the card. It allows you to define what fields will appear on the card — such as name, phone number, email, etc.
To add a new field, click the Add Field button. You’ll be able to choose the Field Type (e.g., text, number, email) and give it a Field Name.
If you want to make a field required, enable the Required toggle. This means the customer won’t be able to install the card without filling in that field.
If a field must contain unique values (like a phone number or email), turn on the Unique toggle. ⚠️ We recommend using this only for fields like phone number. For example, if you mark the Name field as unique, another customer with the same name won’t be able to install the card.
To remove a field, click the cart (🛒) icon next to it.
You can also rename existing fields or add as many as needed to fit your card’s requirements.
✅ Note. for a membershipcard, the e-mail field is mandatory. You can also add a photo field and display the client's photo on the front side of the card.
In the Locations field, enter the location(s) of your business to send the push message.
Select the language in which you want to create the 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 - for the membershipcard, this setting is irrelevant. Since this type of card has no points. But for other card types, 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.
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.
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..
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.
Next, you can configure the Google Wallet Installation button and PWA Installation button.
You can select the options where customers can install the card. ✅This setting is flexible, you can always change it.
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.
Next you can set the following settings:
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).
Limit the number of customers’ check-ins per day - This means that the cardholder will not be able to use the card twice in one day. For example, if it is a car wash, the client will not be able to write off two visits in one day.
In case you want to include a customized script for analytics generation, paste the script in the Analytics textbox.
Once the selections are made, click the Continue button to move on the Design section.
This section lets you set the design of the membership card.
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. ✅ Be sure to follow the file size and weight recommendations.
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. ✅ Be sure to follow the file size and weight recommendations.
Navigate to the Background of the central part heading. Here, clicking the Select File button opens your system storage to choose an icon that is displayed as the background of the central part. ✅ Be sure to follow the file size and weight recommendations.
Next up is the Colors heading. Here, you can use the color pickers for Card Background, Text Color, and Background color of the center part to set the colors for the background of the card, the color in which the text is displayed, and the background color of the central part of the card respectively. ✅ 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.
If you want the cardholder's photo and name to be displayed on the front of the card, turn on the switches. ✅Please note that the card issuance form contains a field requiring you to upload a photo; this is the photo that will be displayed on the card.
From the Fields name heading, use the Field dropdown and Field name field to configure the fields you want to be displayed on the card. Each configured field is displayed on the mobile screen preview on the right side of the screen. ✅The drop-down list will display all the fields that you specified in the card issue form in the previous step. ✅If you want, you can rename the value in Field name.
If you want the logo to be displayed on the card issuing form, enable the Show logo at card issuing form toggle button. Similarly, enable the Show background color on card issuing form if you want the background color to appear on the form
As the selections are made, click the Continue button to move to the Information section.
This section lets you fill in the information you want to display on the card. Starting off, enter a short description of the card using the Card Description field.
Use the Company Name field to enter the name of your business. This name will be displayed in the push notification.
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. ✅There is no limit on the number of active links.
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)
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. This information is always displayed on the back of the card that is installed on the customer's phone. ✅ The text of the terms of use is generated automatically based on the card settings and has variables. If you want, you can change this text, but the variables cannot be changed. So either leave them or delete them if you do not want them to be used.
Use the Link to full terms and conditions field to place a link to your full T&Cs. For example, if a business has a page on the site with a beautifully designed description of the promotion, you can add this link here. It is always displayed on the back of the card and in the card installation form.
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. That is, specifically about the business where this loyalty program will be used. This information is displayed on the back of the card.
After filling in the required information, click Finish or Activate. A pop-up window for card activation will open.
As the Finish button is clicked, the Preview popup is displayed.
From here, you can scan the QR code of the card.
Click the Activate Card button to activate the card. Activate the card only after you are sure of the settings. While the card is not active, only 10 people can install it.
After activating the card, the main settings cannot be changed. In this window you see a list of settings that cannot be changed.
To see statistics on a card go to the template, to the information section. General statistics for the card.
This displays:
Revenue
Monthly recurring revenue (MRR).The formula for MRR looks like this: MRR = (number of customers) x (average monthly revenue per customer)
Members lifetime value (LTV) is equal to Average Revenue Per Subscriber (ARPS) divided by Subscriber Churn Rate. When the churn rate is 0% (e.g. new account), a churn rate of 1.67% is assumed. The churn rate formula is: (Lost Customers ÷ Total Customers at the Start of Time Period) x 100.
Average revenue per user (ARPU) is total Monthly Recurring Revenue (MRR) divided by the number of active subscribers.
Payment statistics. In the payments section you can also see Revenue generated, Active members, Members lifetime value (LTV)? New members and Churned members on the graphs. You can select a period and see more detailed information.
Membership card payment statistics Below the graphs is the table of payments for the Membership Card.
You can create a bulk issue of memebership cards. Select customers, select a card template.
Select the tier and period. The payment method will be assigned automatically, depending on the settings of the "Collect payments" template. Write a message for card mailing, add a link from placeholders to install the card. Select sending channels: sms and/or e-mail.
✅It is necessary to connect Mailgun and/or Twilio for messages to be delivered.
From the list of modules, click the icon. Doing so opens the Cards module.
To do so, click the button.
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. .
If the account has additional options for installing a card, for example , connected, then clients will see these buttons by default in the card issue form
More detailed information can be found on the page: . ✅ if the card has payment collection via stripe.
