Kick-Off
Learn about setting up your account.
Quick Start
First steps so you can start getting data and build the hype!
How to invite a new user to your business dashboardAdd a new user (internal) in your dashboard.
How to configure your brand kitAdding the main logo or brand, and fonts to your dashboard
Formatting requirements for images.Image requirements for images. These are only for Wallet and Brand logos. General image files to upload do not have these requirements
How to add a branch or shop to your accountCreate a new location (profile) on your dashboard.
How to configure and design your wallet passHow a customer customise their digital loyalty card or wallet pass, and add different contact information to it (name, points, etc.)
How to market your program to get more sign-ups?The best ways to promote your program and encourage more customer sign-ups.
Moving to your new program from an existing oneA guide to transferring data and changing loyalty programs
Keywords & Terms to knowKeywords & Terms to know
Five must-have automations!Top five Recommended Automations
How to create a formForms are used for easy and quick registration of contacts! QR code and link to the form can also be used in marketing material
Adding Forms to Emails and Data CollectionHow to link a form to an email to collect data.
How to embed a Form into a website pageHow to embed a sign up form into the code of a website page for a full white-label solution