👥Partner
Partner Overview
Access your partner dashboard by appending en-us/partner to your domain (https://pointplus.io/en-us). As a partner, you represent a business, a company, or any entity who wants to create loyalty cards.
Clubs
Clubs serve as organizational tools on the partner dashboard. Picture clubs as distinct categories that segregate employees associated with various loyalty cards. For instance, a multi-location business can have a distinct customer card for each location. Using clubs ensures that staff from one location don't interact with customer cards from another.
Fill in the form with following details:
Name: Enter a unique name for your club. This name should help identify the club easily.
Check Active: Select or tick this checkbox to indicate that the club is active and can be used in the system.
Loyalty Cards
Loyalty cards are the core of the system. Each loyalty card has general settings and rules, content, and design features. A loyalty card can contain one or more rewards.
In the Dashboard, click Loyalty Card. The Loyalty Card window opens.
Click on the Add new item button to create a new loyalty card entry.
Fill in the form with following details:
Select Club: Choose the club associated with your loyalty card.
Name: Input your loyalty name for card.
Issue Date: Automatically recorded date of card generation.
Expiry Date: Display of card expiration date.
Select Rewards: Pick from pre-set rewards.
Mark Visible on Homepage: Opt to display card details on your homepage.
Active Checkbox: Check to activate the card for transactions and rewards. Uncheck to temporarily disable.
Fill in the form with following details:
Initial Bonus Points: The starting bonus points a member earns upon initiating their loyalty card. This can be set to zero (0) or a specified value.
Issued Points Expiry: Points earned are valid for a specified duration.
Point Conversion Ratio: Members earn points based on their spending, determining the number of points earned for each unit of currency spent.
Minimum Points per Purchase: Specifies the minimum number of points a member receives when making a purchase.
Maximum Points per Purchase: Sets the upper limit for points earned in a single purchase.
Fill in the form with following details:
Head: Add an engaging headline. Example: "Exclusive Loyalty Card Benefits"
Title: Input a descriptive card title. Example: "Gold Tier Membership"
Description: Provide a concise yet compelling card description. Example: "Unlock a world of perks with our Gold Tier Loyalty Card. Enjoy special discounts, priority access to new releases, and exclusive member-only events. Your journey to exceptional rewards starts here!"
Fill in the form with following details:
Website: Input your website URL to link your loyalty card to your online platform.
Route: Define the route or access point for users to easily navigate to your loyalty program.
Phone Number: Provide a contact number for customer inquiries and support related to the loyalty program.
Fill in the form with following details:
Logo: Upload your business logo for brand visibility on the loyalty card.
Text Color: Choose the primary color for text elements on the loyalty card.
Text Color Labels: Select a color for labels and additional text elements on the card.
QR Background Color: Pick a color for the background of the QR code on the loyalty card.
QR Color: Choose the color for the QR code itself.
Background Color: Select the background color for the loyalty card.
Background Color Capacity: Adjust the color capacity to control the transparency of the background color.
Background Image: Upload a background image to enhance the visual appeal of your loyalty card.
Visible on Homepage
Activate the Visible on homepage setting to showcase your loyalty card on the main page. If deactivated, the card becomes accessible only via its QR code or direct link.
Rewards
Rewards are the coveted prizes for which members save points.
In the Dashboard, click Rewards. The Rewards window opens.
Click on the Add new item button to create a new reward entry.
Fill in the form with following details:
Name: Assign a unique name to the reward for easy identification.
Points: Specify the number of points required to redeem the reward.
Active Date: Set the date when the reward becomes active for users.
Expiry Date: Define the expiration date of the reward.
Active Checkbox: Check to activate the reward for user access.
Fill in the form with following details:
Content Title: Add a captivating title for the reward content.
Content Description: Provide a brief yet informative description of the reward.
Fill in the form with following details:
Main Image and Images: Upload the main image and additional images to visually represent the reward.
Staff
Employees are the hub of the points and rewards mechanism. They scan members' QR codes with any device. The QR code leads to the staff dashboard. If they are verified and authorized for that particular card (i.e., they belong to the same club), they can award points or validate a reward claim for the member.
Fill in the form with following details:
Avatar: Upload an avatar with a maximum size of 1024 x 1024 pixels or 1MB. Accepted formats include JPEG, PNG, JPG, GIF, or SVG.
Club: Select the club with which the staff member is associated.
Name: Enter the staff member's name.
Email Address: Provide the email address for communication and login purposes.
Password: Set a password for the staff member. Optionally, check to send an email with the new or updated password.
Time Zone: Choose the staff member's time zone. Default is Asia/Kuala_Lumpur.
Currency: Specify the default currency for transactions. Default is MYR.
Active Checkbox: Check to activate the staff member's account.
Members
Members, or customers, accumulate points to earn rewards. Partners have access to a list of members who have used their loyalty card, listing those who have accumulated points.
Analytics
For a better understanding of your loyalty card's performance, dive into the detailed analytics section. This section includes statistics from card views to points accumulated and rewards redeemed, providing a holistic perspective of your loyalty program's traction.
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