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Are you a Brand with a Card?
- Learn the Basics
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Configure Card Settings
- How to Change the default timezone for the card account
- How to Set the Default Wallet
- How to List the Card in the Card Store
- How to set the distance for geofencing alerts
- How to Add Exclusive Content (for registered cardholders)
- How to Rename an Alert Preference
- How to Add Alert Preferences
- How to Delete an Alert Preference
- Where to Get the API Access Details of the Card
- How to Get the Card Store Link of the Card
- How to Add Card Store Keywords to Show in the Card Store
- How to Add Card Description to Show in the Card Store
- How to Remove the Card in the Card Store
- How to Edit Registration Header
- How to Make Card Holder Registration Fields Hidden, Optional or Required
- How to Add and Edit the Title of an Extra Registration Field
- How to Make the Registration Unique
- How to Make the Registration a Single Entry
- How to Use the Registered Phone as the Barcode Value
- How to Use the Registered Email as the Barcode Value
- How to Edit the Waiting Approval Message
- How to Download the Template of the Auto Approval List
- How to Upload an Auto Approval Sheet
- How to Add a Welcome Message
- How to Add a Message to Newly Scanned Cards
- How to Select the Barcode Format
- How to Delete a Card
- How to Show Previous Push Message in a Card
- How to Show the Push Message History at the Back of the Card
- How to Not Show Previous Push Message in a Card
- How to Make Your Card Exclusive
- How to Enable Card Sharing
- How to Disable Card Sharing
- How to Auto Approve All Cardholders
- How to Generate Various Barcodes by an Admin
- How to Assign a Barcode Uniquely to Each Cardholder from a Sheet
- How to Use the Registered Name as the Barcode Value
- How to Download the Template of the Barcode Import
- How to Use the Registered Address as the Barcode Value
- How to Use the Other Field as the Barcode Value
- Edit Front Design & Back Content
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Distribute Card (via QR/Link/NFC)
- How to Add a Redirect Link to a Card Scanned under a Distribution Tag
- How to Add a Welcome Message to a Card Scanned under a Distribution Tag
- How to Add a Tag Meta Info to a Card Scanned under a Distribution Tag
- How to Delete a Distribution Tag
- How to Change the Name of a Distribution Tag
- How to Change the Tag Type to Link/Digital QR or to Printed QR/NFC Stickers
- How to Add a Tag Custom Unique ID
- How to Mass Import Distribution Tags
- How to Distribute Your Cards
- How to Distribute via Hyperlink
- How to Distribute via QR Code
- How to Distribute via NFC Tags/Stickers
- How to Create Distribution Tags
- How to Get the QR/Link/NFC for a Specific Distribution Tag
- Card Plugin Marketplace
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Send A Message
- How to Send a Message with Expiration Time
- How to Add a Frontside Thumbnail
- How to Send a Message Real Time
- How to Schedule a Message
- How to Send a Message to Selected Cardholders
- How to Delete a Message
- How to Filter the Recipient of a Message
- How to Send a Message to Registered Cardholders Only
- How to Send a Message to Non-Registered Cardholders Only
- How to Check the Message History
- How to Remove the Current Message
- How to Send Unique Mass Messages by Keys
- How to Send a Message Only to Cardholders who Clicked on the Phone Number in the Card
- How to Send a Message Only to Cardholders who Clicked on the Email Address in the Card
- How to Send a Message by Registration Date/Time
- How to Send a Message Only to Cardholders who Clicked on the Youtube Link in the Card
- How to Send a Message Only to Cardholders who is in the Proximity of a Given Address
- How to Send a Message Only to Cardholders who Clicked on the Facebook Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the Google Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the Instagram Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the Twitter Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the Directions Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the LinkedIn Link in the Card
- How to Send a Message Only to Cardholders who Clicked on the Yelp Link in the Card
- How to Send a Message Only to Cardholders who Clicked the Link 1 in the Card
- How to Send a Message Only to Cardholders who Clicked the Link 2 in the Card
- How to Send a Message Only to Cardholders who Clicked the Link 3 in the Card
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Setup Automatic Messaging (Beacons & Geofencing Alerts)
- How to Add a New Bluetooth Beacon
- How to Download the Template for Mass Import of Beacons
- How to Mass Import Beacons
- How to Purchase Beacon
- How to Download the Template for Mass Import of Geofencing Alerts
- How to Mass Import Locations for Geofencing Alerts
- How to Set Geofencing Alerts
- How to Edit a Geofencing Alert
- How to Disable a Geofencing Alert
- How to Delete a Geofencing Alert
- How to Search for an existing Geofencing Alert by address
- Use Front Side Barcodes
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View Card Holders & Engagement
- How to Change the Tag ID of the Cardholder
- How to Activate a Cardholder
- How to Suspend a Cardholder
- How to Filter or Export the Card Holders by Registration Fields or One-Time Meta
- How to Filter or Export the Card Holders by City
- How to Filter or Export the Card Holders by Platform
- How to Filter or Export the Card Holders by Alert Preference
- How to Filter or Export Tagless Card Holders
- How to Filter or Export the Card Holders by Sign Up Tag
- How to Filter or Export the Card Holders by Sign Up Dates
- How to Import Device Content
- How to Download Sample Device Content Template
- How to Download All Cardholders
- How to Reset the Engagement Statistics
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Dropdown
- How to Add a Partner ID
- How to Change Your Brand’s Industry Settings
- Where to View and Print Your Previous Bills/Invoices
- Where to Check Your Current Plan
- How to Cancel Your Plan
- How to Contact Support
- How to Update the Email Address for Your Billing Account
- How to Edit Auto Messaging Access Settings for a Sub Account
- How to Limit User Engagement Access to a Sub Account
- How to Edit Advanced User Engagement Settings Allowed to a Sub Account
- How to Limit Barcoding, User Account, and Billing Details for a Sub Account
- How to Edit Your Payment Card Information
- How to Change the Password of the Sub Account
- How to Select Which Cards Are Accessible to a Sub Account
- How to Limit Card Settings for a Sub Account
- How to Edit Distribution Access Settings of a Sub Account
- How to Edit Messaging Access Allowed to a Sub Account
- How to Add a New User to Your Account
- How to Delete a Sub Account
- How to Change the Password of the Main Account
- How to Change the Reset Email Assigned to Your Main Account
- How to Change the Reset Email Assigned to a Sub Account
- How to Rename a Pocket
- How to Set Default Wallet to a Pocket
- How to Enable/Disable Sharing of a Pocket
- How to Assign Cards to a Pocket
- How to Assign All Cards to a Pocket
- How to Delete a Pocket
- How to View Message History Sent to Multiple Cards at Once
- How to Select the Message Destination for Multi-Card Message
- How to Add Expiration Time for a Message Sent to Multiple Cards
- How to Create a Pocket
- How to Upload a Pocket Image
- How to Set a Frontside Thumbnail to Multiple Cards at Once
- How to Clear the Current Message Sent to Multiple Cards
- How to Schedule Sending a Message to Multiple Cards at Once
- How to Send a Message to Multiple Cards at Once
- How to Go Back to the Main Page
Are you a Card Holder?
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Apple Wallet
- How to Register and Update Alert Preferences on the Card
- How to Share the Card in your Apple Wallet
- How to Turn On/Off Suggestions on Lock Screen in your Apple Wallet
- How to Turn On/Off Notifications in your Apple Wallet
- How to Turn On/Off Automatic Updates in your Apple Wallet
- How to Remove the Card
- How to See the Back of the Card
- How to Add a Card by Hyperlink
- How to Add a Card by QR Code
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Mobile Wallet (iOS or Android)
- How to Add Answers to Security Questions to Make Your Wallet More Secure
- Where to Check the Current Version of your Wallet
- How to Share Mobile Wallet
- Where to Check the Privacy Policy of the Wallet
- How to Access the Mobile Wallet Community
- How to Add a Passcode to your Pocket
- How to Change the Wallet’s Theme
- How to Clear Card Alerts
- Where to Check Card Alerts
- Where to Check Wallet alerts
- How to Remove the Passcode on a Pocket
- How to Delete a Card Pocket
- How to Rearrange Pockets
- How to Rename Your Pocket
- How to Create a Business Card
- How to Create a Personal Card
- How to Create Cards from Photo
- How to Add a Card by QR
- How to See the Back of the Card
- How to Share the Card
- How to Remove the Card
- How to Turn On/Off Notifications
- How to Turn On/Off Automatic Updates
- How to Register and Update Alert Preferences on the Card
- How to Go Back to the List of Cards
- How to Search Card from the Card Store
- How to Search a Card in your Wallet
- How to Create a Card Pocket