Registering and setting up cards

Choosing a loyalty program type, setting up terms and card design, client registration, and card issuance—it all starts with a single template in EfirCards. You determine the benefits the client will receive, then prepare the card and application form.

Create a company account in EfirCards. Once registered, you'll be able to create card templates and set up a loyalty program. If you already have clients, you can add them to the system after creating a template.

The template determines the benefits the client will receive and what information will appear on their card. You can choose a pre-made template and customize it, or create your own.

There are four types of cards available in the system:

• Fixed discount - a set percentage discount on a purchase.
• Cumulative discount - the discount percentage increases depending on the purchase amount.
• Cashback – a portion of the purchase price is returned to the bonus balance.
• Stamp card – stamps are added for purchases or visits; once the required number is collected, the customer receives a reward.

For the selected card, set the rules for its use. Depending on the program type, this includes the discount or cashback amount, the terms for accrual and use of bonuses, the number of stamps required to receive a gift, and the card's expiration date.

The card can display the customer's current benefit: discount amount, bonus balance, or collected stamps. The program terms should explain why the customer is receiving the reward and how they can use it.

Add your company logo, choose colors, and a background image . A QR code or barcode can be placed on the front of the card for scanning at the checkout. You can also include program terms and company contact information on the card.

The stamp map also features customizable stamp icons and active and inactive mark colors . The results are visible in the editor during customization.

To obtain a card, the client fills out a form. A separate form can be prepared for each card type, with the header detailing the benefits it provides.

The form contains fields for first name, last name, phone number, date of birth, email, and Telegram.

The Telegram field can be enabled or disabled.

The terms of use for personal data are also posted here. The logo and background color of the questionnaire can be coordinated with the card design.

If your company already has a client base, you can import it into EfirCards. Alternatively, you can add clients manually and create cards for them using a pre-designed template.

To register clients, prepare a link or QR code for the survey . The link can be placed on your website and social media, and the QR code can be placed near the cash register, on counters, or on printed materials. The survey can be sent to existing clients via SMS or email.

The customer clicks a link or scans a QR code, fills out a form, and receives a personalized card. The system generates a unique number for it and prompts them to add the card to Apple Wallet or Google Wallet .

The card is available immediately after registration. When purchasing, the customer opens it on their smartphone and shows it to the employee for swiping.