How Do I Create a Membership Card

Navigation: Settings > Membership Card

In some circumstances, you may wish to create membership cards for your contacts to use - to find out how to do this, follow the steps below:

Step 1: Go to ‘Settings’ > ‘Membership Card’.

Step 2: Here you will see your Membership Card template. To add a new field to the card, choose your field from the left-hand list of fields and click and drag the field to the section you wish on the front or back of the membership card. If you wish to delete a field from your card, click the ‘x’ before the field name.

Step 3: You can add a background image to your card by clicking the ‘Browse’ button located under your card. You can have a different background image for the front and back of your card.

Step 4: You can show your organisations name on your card by clicking the tick box next to ‘Display organisation name’ located at the top of both the front and back of your card.

Step 5: You can display the field headings on the back of your card by ticking the box next to ‘Display field headings’ located at the top of the back of your card.

Step 6: To ensure you are happy with the appearance of your card, you can preview your card by clicking the ‘Preview’ icon at the top left-hand side of the page.

Step 7: Once you are happy with your card, you can tick the box next to ‘Display membership card in people’s account?’ to give your contacts access to their membership card in their account.

Step 8: Click the ‘Save’ icon at the top left-hand side of the page to update your changes.

Once you follow these instructions you will have successfully created a membership card.