# Reward {% embed url="" %} Reward card video tutorial {% endembed %} ### How the reward card works: The client can accumulate points through three options: purchases, visits, or individual customization. There is no limit to the number of rewards that can be available, with each reward being worth a certain number of points. When the client redeems a reward, the corresponding points are deducted from their card balance, but they can continue to accumulate points afterward. 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 reward 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 section lets you choose the type of card you want to create. Since we are creating a coupon card, select **Reward** from the types available.
2. Once selected, click the **Continue** button. This takes you to the Settings section.

### **Settings** 1. 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.

1. In the Rewards Program section, select how customers will earn points. Choose one of three rewards programs: expense, visit, points:\ \ ✅ You can change the program at any time. Even after you start using it, when customers have already installed the cards.\ ✅ There can be as many awards as you like, there are no restrictions. а) **Spend** Points are awarded based on the customer's spending. Specify how many points the customer will receive for what amount.\ \ ✅ Spend – Customers earn points based on the amount they spend. For example, if you set it to give 10 points per $10 spent, a customer spending $30 would receive 30 points.

b) **Visit** Specify how many points can be received for 1 visit. You can also limit the number of visits to 1 per day. This means customers will receive rewards only once per day, regardless of multiple check-ins.\ ✅ Customers earn points each time they visit, regardless of how much they spend. For example, if you set it to 10 points per visit, every time they check in at your business, they get 10 points.

c) Points Accrue points according to your rules. \ ✅ This allows for custom rules where points can be given based on specific conditions you set (e.g., certain products purchased, actions completed, or special promotions). 2. Now let's customize the reward levels. You can make an unlimited number of reward levels. Come up with names for your rewards.\ ✅You can change, add or remove rewards at any time.

Choose how many points you can get an award for

Specify what the reward provides. You can choose: a) % of discount and limit the maximum discount

b) Absolute value of the discount

c) Other, such as some kind of physical gift. You can make custom reward usage limits.\ ✅ For example, it can be a welcome gift for installing the card. The client will be able to use it immediately after installing the card. Set the number of uses to 1. #### Usage Limit and Time Period In addition to limiting the number of times a specific reward can be used, you can also set a **time limit**. For example: * **Usage limit** = 1 * **Limit period** = 1 week This means the reward can only be redeemed once per week. You can also decide how the time period is calculated: * If you enable **Calendar Period**, the limit will reset at the start of each calendar week. * If you leave it unchecked, the limit will reset based on the time of the last usage (e.g., 7 days from redemption).

**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.

3. Use the radio button under Card expiration date to set the validity of the reward card. \ \ **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 installing after which it expires.

4. **Lifetime points** determine whether loyalty points last forever or expire after a specific duration. Here, you can define the number of days a points 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 points on April 5, that specific points will expire and be removed from the card on May 5.\ \ ✅ When a client earns a reward (meaning they’ve collected enough points to make the reward available), their accumulated points will not be lost. The reward will remain accessible, and all previously collected points will stay intact. There is no push notification about upcoming points expiration. 4. **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).

5. Use the Language dropdown to select the language in which you want to create the reward card.

**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.

6. 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.

7. Similarly, you can include the required fields on the card issuing form using the options available under the Card Issuing Form heading.
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.

8. **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.

9. 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.

10. 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.

11. 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. If the account has additional options for installing a card, for example [WhatsApp](https://docs.boomerangme.cards/mailings/now-to-connect-whatsapp-bot), connected, then clients will see these buttons by default in the card issue form **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).

**Number of points when issuing a card -** sets the starting number of points a customer gets upon receiving the card. Set how many points will be added when a card is issued.

**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.

**Track visit when redeem reward.** Turn on the switch to add the visit to the statistics when the reward is redeemed.

**Earn points when redeem reward.** Set whether points will be added to the balance when the reward is redeemed.

In case you want to include a customized script for analytics generation, paste the script in the Analytics textbox.

Once the required selections are made, click the **Continue** button to move on to the Design section.

### **Design** 1. This section lets you set 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.\ ✅ Be sure to follow the file size and weight recommendations.

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

4. 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.

5. 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.

6. 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.

7. If you do not intent to display the logo on the card issuing form, disable the Show logo at card issuing form toggle button.

8. If you do not want the background color to be displayed on the card issuing form, disable the Show background color on card issuing form toggle button.

Once the selections are made, click the Continue button. As a result, you land on the Information section.

### **Information** 1. Using this section, you can fill in the relevant information on the reward card.
2. Enter the name of the reward you want to offer in the Card Description field.

3. Use the **Company Name** field to enter the name of your business. This name will be displayed in the push notification.

4. In case you want to activate referral program on the reward card, choose the Active radio button under the Referral Program heading.

5. This reveals the **Get bonus at the moment when** heading. Here, you can select when the bonus is awarded to the referrer.\\ \ **First visit/card use by a new customer** (Selected) → The bonus is given when the referred person makes their first purchase or uses the card. \ **Card issuing to a new customer** → The bonus is given as soon as the new customer installs the card, regardless of purchase.

6. **Number of points for the referrer** - This field (set to 20) determines how many points the person who shared the card (referrer) will receive once the referral conditions are met.

7. **Number of points for a referral** - This field (set to 10) determines how many points the referred person (new customer) will receive after fulfilling the conditions.

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.

7. 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)

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. \ This information is always displayed on the back of the card that is installed on the customer's phone.

9. Use the Link to full terms and conditions field to place a link to your full T\&Cs.

10. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record respective details of the card issuer.

Once the required information is filled in, click the Finish button. This opens the preview popup.

### Card activation 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. 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.

4. After activating the card, the main settings cannot be changed. In this window you see a list of settings that cannot be changed.

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