How Do I Create a 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: First go to Settings > Membership Card.
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 2: 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 3: 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 4: 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 5: 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 6: 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 7: 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.
In some circumstances, you may wish to see how a contact views their details and where they can view their membership card. To find out how to do this, follow the steps below:
Where to Locate a Membership Card
Please note - the option to view a membership card will not be displayed to a contact until they have filled out all mandatory fields in their account.
Step 1: Go to the contact record of the person whose membership card you wish to view.
Step 2: Hover over the ‘Actions’ icon and choose ‘View contacts login’. This will take you to the exact view your contacts see when they log in.
Step 3: You will be able to locate the membership card by clicking the membership card tab at the top of the page.
Step 4: Hover over ‘Switch’ and click ‘Switch back to Admin Login’ to get back to your administrative account.
Once you follow these instructions you will have successfully viewed a contacts membership card.