Loyalty Punch Card Page

1. Are You Using the Loyalty Card? 
2. Conditions For Loyalty Card: 
3. How Many Stamps Needed for a full card: 5 or 10
4. Do you want to use a custom loyalty card background Provide URL to graphic
5. Loyalty Card Background 1200x600
6. Do you want to use a custom loyalty card stamp Provide URL
7. Stamp Dimensions 105px x 105px 
8. What does the customer get once they fill up a card? 

How to add your sub account to the Loyalty Card?

In your Agency Dashboard Select GHL POWER TOOLS and then select Loyalty Cards

If you do not have the snapshot then click download snapshot and then go to the next step.

If you already have the snapshot for Loyalty Card then just simply click on Add a Location

Select the paticular location (Sub Account)where you want to add the loyalty card and save.

Loyalty Card Settings

Once, You have added the loyalty card to your sub account then, it is time for its settings for that click on the settings button

Do the settings the way you like in setting the Loyalty card Background, Stamps and Number of Stamps just keep in mind that:

• How Many Stamps Needed for a full card: 5 or 10
• Do you want to use a custom loyalty card background Provide URL to graphic
• Loyalty Card Background 1200x600
• Do you want to use a custom loyalty card stamp Provide URL
• Stamp Dimensions 105px x 105px 

Loyalty Card Custom Values

Next You can move on updating the custom Values for the Loyalty Card:

For that Click on Custom Values:

Then Update the Following Custom Values

• REWARDS - Clients: Specifies the clients associated with the loyalty rewards program.
• REWARDS - From Email: The email address used as the sender for reward-related communication.
• REWARDS - From Name: The name displayed as the sender in reward-related emails.
• REWARDS - Loyalty Card Conditions: Defines the terms and conditions for using the loyalty card and earning rewards.
• REWARDS Admin Pass: The administrative passcode for accessing or managing the loyalty rewards system.
• REWARDS Business Logo: The logo of the business displayed on the loyalty card or in related communications.
• REWARDS Domain URL: The URL of the domain that hosts the loyalty card or rewards system.
• REWARDS Powered By Logo: The logo indicating that the loyalty program is powered by the specific service provider.
• Rewards Company Name: The official name of the company offering the loyalty program.
• Rewards Loyalty Card Item: The product or service associated with the loyalty card rewards (e.g., free items or discounts).
• Rewards Loyalty Card Number of Stamps: The number of stamps needed for a customer to fill their loyalty card and redeem rewards.

Troubleshooting Loyalty Program Links

Step 1: Access the Sub Account having the Snapshot installed

• Objective: Begin by accessing the sub account.
• Action: Open the snapshot to begin your review. Each snapshot may have slightly different settings, so always check the specific snapshot you're working with.

Step 2: Navigate to the Automation Section

• Objective: Open the automation section where the loyalty card settings are located.
• Action:
  1. Go to the Automation section.
  2. Scroll down or Search to find Wellcome to the Loyalty Program Workflow.

Step 3: Check SMS Messages

• Objective: Verify the SMS message that’s being sent out to customers.
• Action:
  1. In the Loyalty Program section, check the SMS message.
  2. The message might be in a template, so check both the template and direct message settings.

Step 4: Verify the Trigger Link

• Objective: Ensure that the correct trigger link is being used.
• Action:
  1. Locate the Trigger Link button.
  2. Click the button to check the link, which should lead to the loyalty punch card.
  3. Make sure the link in the trigger is the correct one (it should match the link for the loyalty punch card).
  4. Use one and remove the other.

Step 5: Confirm the Trigger Link is Correct

• Objective: Double-check that the trigger link is properly configured.
• Action:
  1. If the link is correct, there’s no need to save it.
  2. If you are unsure, you can go to Marketing and look for Trigger Links to verify.
  3. The correct link should point to the loyalty card URL, including the contact ID and stamp count.

Step 6: Troubleshoot Registration Page Issues

• Objective: Address issues where scanning the loyalty card might take users to the registration page.
• Action:
  1. If scanning the loyalty card brings up a registration page instead of the loyalty punch card, check the SMS or email message that was sent.
  2. Verify that the link in the message is correct and points to the correct loyalty card URL.

Step 7: Verify the URL for the Loyalty Card

• Objective: Ensure that the correct loyalty card URL is used in the system.
• Action:
  1. Go to the Sites section, and verify the Loyalty Cards URL under Rewards Loyalty Card.
  2. Ensure that this URL matches the one linked in the trigger settings.
  3. Make sure any changes to the loyalty card URL have been updated across all relevant areas of the platform.

Step 8: Cross-Check Domain and Custom Values

• Objective: Confirm that the domain used in the loyalty link is the same as the one configured in the custom values.
• Action:
  1. Ensure that the domain used for the loyalty card (e.g., loyalty-card) is consistent across all settings.
  2. Check that the custom values section matches the domain and link setup used in the funnels.

Step 9: Review and Final Check

• Objective: Do a final review to ensure everything aligns correctly.
• Action:
  1. Double-check all links and settings to ensure they are correctly aligned.
  2. If the links are consistent and the correct trigger links are used, the setup should be functioning as expected.
  3. If there are discrepancies, revisit the snapshot to find and fix any errors.

Step 10: Conclusion

• Objective: Wrap up and confirm the setup is correct.
• Action: If all links and settings match the correct URLs, the loyalty program should be working smoothly.