Card Manager Feature Tutorial

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

Written by Support
Updated over a week ago

What is the Card Manager?

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.

What are some use cases of the Card Manager?

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:

  • Educational apps: Some colleges offer meal cards for their cafeterias. This is the perfect feature for students who are more apt to remember their phone than their meal cards.

  • Library apps: You can use this feature to give visitors of your library a virtual library card.

  • Gym apps: Most gyms require a membership card. Why not use this feature to allow your customers to add their membership card to your app on their phones?

  • Retail Store & Restaurant apps: Many stores and restaurants have loyalty, membership, or discount cards. You can use this feature to give your customers easy access to those cards within your app.

  • Company apps: If your company requires a parking pass to park on premises, you can use this feature to allow your employees to store their parking passes on their phones.

What is the Card Manager’s primary function and what are the steps to accomplish it?

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.

How to set up the Card Manager

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:

  • QR Code

  • Code 128 Barcode

  • Code 93 Barcode

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.

How the Card Manager is 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.

What are some Pro Tips you should know to help take your app to the next level?

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.

What are some related articles?

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 :)

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