Description: The Cards system allows you to create customized virtual cards (such as loyalty or membership cards) to assign to customers, automatically managing activation, expiration, and renewal.
What is it for? (Practical examples)
This tool is ideal for implementing loyalty programs, memberships, or exclusive access.
- Create a loyalty program: Assign a "Silver Card" or "Gold Card" to your customers to guarantee them discounts or special benefits.
- Manage subscriptions with visual identification: Offer a subscription service and provide the customer with a digital card to download and print, containing their data and a unique barcode.
- Automate access to services: Automatically activate a specific card when a customer completes a form or purchases a product, immediately granting them access to the reserved area.
Main Features
1. Management and Creation of Cards
Through the management panel, you can:
- Create different types of cards (e.g., Annual Card, VIP Card, etc.).
- Define the price and duration of the card (one-time or recurring/subscription).
- Upload the background image of the card and define specific crop areas where customer data (name, expiration date, identification code) will be automatically inserted.
- Configure the card to be sold via the cart or assigned for free.
2. Customer Viewing and Download
Each customer can access the dedicated section in the User Area to:
- View all active cards associated with their profile.
- Check the expiration date and remaining days for each card.
- Download the card in PDF format for printing or digital use.
- See whether renewal is automatic or manual.
- Disable automatic renewal (if configured).
3. Dynamic Customization
Generated cards are dynamic and automatically include:
- The customer's full name.
- The start and end validity dates.
- A unique identification code (barcode) based on the customer's ID, useful for scanning and verification in-store or at events.
4. Integration with E-commerce
Cards can be sold as products purchasable through the cart. Once payment is completed, activation of the card on the customer's profile is immediate and automatic.
How to configure
Cards are managed in the Cards section of the main menu (under "Clients").
Card Configuration Options
| Setting | Description |
|---|---|
| Title and Description | Name and explanation of the card visible in the catalog and user area. |
| Image/Preview | Images used for display in the catalog and main image used as background for the virtual card. |
| Price and Taxes | Definition of the cost of the card and associated tax. |
| Duration | Setting whether the card is one-time purchase or includes a recurring subscription with specific duration and trial period. |
| Crop Area | Allows precise definition of coordinates and dimensions for automatic insertion of texts (name, dates) and barcode on the card image. |
| Email Settings | Allows overriding standard email templates for communications related to this specific card. |
Automatic Integrations
The Cards module integrates with various system areas to automate assignment and management of cards.
Assignment via Registration Forms
When creating a user registration form:
- You can select one or more cards that will be automatically assigned to new users upon registration.
Form Actions
It is possible to configure a specific action to execute upon submission of any form (e.g., contact form, information request):
- Assign card: Activates a specific card on the profile of the customer who submitted the form.
Marketing Automations
Within automation flows (Marketing Automation), direct actions can be performed on a customer's cards:
| Operation | Duration Options (only for assignment) | Benefit for User |
|---|---|---|
| Add card | Default: Uses duration set in card configuration. Unlimited: Card does not expire. Custom: Sets relative expiration (e.g., 3 months, 1 year). Set: Defines fixed expiration date/time. | Immediately activates a card for a specific user within the flow. |
| Remove card | N/A | Immediately deactivates a specific card for a user within the flow. |
Customer Segmentation and Conditions
The advanced filter system allows segmenting customer lists based on their cards' status:
- Card Status: Filters customers who have a specific Active or Inactive card.
- Duration: Filters based on days elapsed since activation or days remaining before expiration.
- Payments: Filters based on number of payments received for that specific card (useful for multi-tier programs or renewals).
Visual Builder Elements
Dedicated blocks are available for creating sales pages or details specific to cards:
- Card Details: Blocks to show title, description, price, and image of the card.
- Add to Cart / Checkout: Pre-configured blocks for purchasing the card.
- Customer Card (for Email): Specific block to include dynamic image of recipient's card inside automated emails.
Key Differences
This tool differs from normal subscriptions due to its emphasis on visual representation and downloadable format (the virtual card) and features dedicated to graphic customization and customer downloadability, making it ideal for membership or loyalty programs requiring tangible identification.
