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Card Manager Feature Tutorial

The Card Manager allows your users to digitize their loyalty and membership cards

S
Written by Support
Updated over 2 weeks ago

The Card Manager plugin allows users to digitize physical cards by scanning barcodes or QR codes with their phone’s camera. Each scan creates a digital card that users can name, organize, view, and present when needed—perfect for gyms, loyalty programs, retail memberships, and any barcode-based ID. Users can edit card names, delete old cards, auto-open a single saved card, and customize how cards appear, making this an easy and intuitive in-app wallet solution.


Requirements

  • This is a Boost plugin, available on specific plans.

  • Device camera permissions must be granted for barcode scanning

  • Supported barcode formats include QR Code, Code 128, and Code 93


How to use the Card Manager plugin

  1. Log in, go to Builder in the left navigation

  2. Click the + button to open the Plugin Marketplace

    • Search for Card Manager, then click Add Plugin

    • Name your plugin and choose whether to add it to the side menu, then click Add again

  3. Stay in the Content tab

    • Users will tap the Add Card button inside the app to scan their first card

    • The device camera opens automatically and scans a barcode or QR code

    • After scanning, users enter a card name (e.g., “Gym Membership”) and tap Save

    • Cards appear in a personal digital wallet where they can be tapped to view, edited, or deleted

  4. Click the Design tab

    • Upload a custom background image to match your brand

    • Changes apply to the entire card list and card detail screens

  5. Click the Settings tab

    • Turn on Auto-open if single card to automatically show the saved card when users enter this plugin

    • Select supported barcode formats (QR Code, Code 128, Code 93)

  6. Click the Language tab

    • Customize the welcome message shown when no cards are saved yet

    • Update button labels and screen text to match your app’s tone

  7. Click the Security tab

    • Turn on Require Login to limit card access to logged-in users

    • (Optional) Add tag-based restrictions and choose whether to match any or all tags

  8. Click the Tagging tab

    • Enter a tag name that automatically applies to users who open this feature

    • Click Add Tag

  9. Click the Purchase tab

    • Check Require Purchase to restrict access to the Card Manager behind a paywall

    • Choose your product type (Single Purchase or Subscription)

    • Upload an image and customize purchase content

  10. Click the Analytics tab to view feature usage

    • See views, users, and device activity over time


Pro tips

  • If most users save only one card, enable Auto-open to streamline repeat use

  • Add this plugin to your home screen or quick-access menu for loyalty-heavy apps

  • Pair Card Manager with Location, QR Scanner, or Membership features for a seamless check-in experience

  • Cards scanned inside the app stay tied to each user’s account—encourage login for best continuity

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