The Card Manager is a feature that allows your users to import their loyalty and membership cards into your app for quick and easy access. They can have one or multiple cards uploaded to the feature.

In this article, we’ll go over a couple of ways that the feature can be used in different types of apps, how to set it up, how it’s used within your app, some pro tips that we think will help, as well as links to a couple of related articles. First, let’s go over some of the use cases for the Card Manager feature.

There’s a number of different app types that can benefit from adding a digital loyalty or membership card. Some use cases of this feature are:

As we mentioned before, the primary function of the Card Manager is to give your users the ability to digitize their loyalty and membership cards by storing them in your app. First let’s go over how to set it up, then we’ll go over how it’s used within your app.

Setting up the Card Manager Feature is extremely easy! Once added to your app it’s ready to be used. If you don’t know how to add a feature to your app we encourage you to check out this article.

While it’s ready to be used once it has been added to your app, there’s a couple of settings that you can change to make it a better fit for your app. When you’re adding the Card Manager feature to your app you’ll see a couple of options in the tabs of the feature editor. The first is the option to add a background image to the feature in the Design Tab:

You can either upload your own background image or choose one from the stock image library that we offer by clicking on the gray box. If you decide to upload your own image, we recommend that you use an image that’s 750 x 1334 px.

The next set of options can be found in the Settings Tab. Here, you can enable a setting that automatically opens the user’s card if they only have one uploaded to the feature:

You can also specify the code format for the feature here:

We currently support three code formats:

Finally, in the Language Tab you can adjust the phrasing in the feature to better match your app and brand:

Now that you know how to set up the Card Manager feature, let’s go over how it’s used within your app.

When a user goes to the Card Manager in your app, they’ll see a screen similar to this:

Next, the user taps on the big button that says “Tap to add your first card”. They’re then asked to give the card a title:

Once that’s done, the camera on mobile device will open which allows them to scan the barcode or QR code of the card that they’re adding. Once scanned, the card’s code displays below the title they previously entered:

If there’s just one card that they needed to scan then they’re done. Otherwise, you can hit “Scan” at the bottom to add additional cards and repeat the above steps.

You can remove cards at any time by tapping on the “X” next to the card that they want to remove. If your users only added one card to the feature and you have the “Auto Open (if single card)” setting enabled, this card will automatically be displayed.

Now that you know how to set up the Card Manager feature and how it’s used in your app, let’s go over some Pro Tips that we think will help you utilize this awesome feature.

Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and help you take full advantage of the Card Manager, here are some tips you should consider.

Pro Tip 1: Add it to your side menu

While you can place it anywhere in your app, we recommend adding it to your side menu for quick and easy access. Assuming that your users use their loyalty cards on a regular basis, it makes sense to put the feature in a place that can be accessed anywhere within your app. If you would like to learn more about the Side Menu you can do so in this article.

Pro Tip 2: Be mindful of the background image that you use

If you decide to upload a background image to the Card Manager, we recommend that you make sure that you use one that’s not too visually busy or distracting.

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to best use our system:

Still have questions? No problem! Reach out to us and we’d be happy to help :)