Membership Card: Difference between revisions

(8 intermediate revisions by the same user not shown)

Line 16:

* '''Enabled''': Determines whether the membership card plan is available for use.

* '''Points Multiplier''': The points multiplier applied when members holding this plan earn points. The default value is '''1×'''. Points earned are calculated by multiplying the base points by this multiplier.

* '''~~Levels~~''': A membership card plan can contain multiple ~~levels~~, with each ~~level~~ offering different membership benefits or discounts.

* '''Tiers''': A membership card plan can contain multiple tiers, with each tier offering different membership benefits or discounts.

* '''Upgrade Rules''': Defines how members are promoted to higher ~~levels~~. The following upgrade methods are available:

* '''Upgrade Rules''': Defines how members are promoted to higher tiers. The following upgrade methods are available:

** '''Upgrade by Accumulated Points''': Members are upgraded once their accumulated points reach the specified threshold.

** '''Upgrade by Single Top-up Amount''': Members are upgraded when a single top-up reaches the specified amount.

Line 25:

=== Membership Cards ===

A Membership Card is the individual card issued to a member under a Membership Card Plan. It records the member's ~~level~~, validity period, status, and other related information.

A Membership Card is the individual card issued to a member under a Membership Card Plan. It records the member's tier, validity period, status, and other related information.

A Membership Card includes the following settings:

Line 36:

** '''Expired''': The membership card has passed its expiry date and can no longer be used.

** '''Inactive''': The membership card has been disabled or voided and cannot be used.

* '''~~Level~~''': The member's current ~~level~~ within the Membership Card Plan. Different ~~levels~~ may provide different membership benefits and discounts.

* '''Tier''': The member's current tier within the Membership Card Plan. Different tiers may provide different membership benefits and discounts.

== Issuing Membership Cards ==

Line 46:

# Click the '''Members''' button in the left sidebar.

# Select the member who will receive the membership card.

# On the member details page, locate the '''~~Membership Card Plan~~''' section. If the member does not have a membership card, the message '''This member currently ~~has no membership card~~''' will be displayed. Click '''~~Assign New Plan~~'''.

# On the member details page, locate the '''MEMBERSHIP CARD PLAN''' section. If the member does not have a membership card, the message '''This member does not currently have an active plan.''' will be displayed. Click '''ASSIGN NEW PLAN'''.

#: [[File:MemCard 1.png|500px]]

# Select a Membership Card Plan. If multiple plans are available, swipe up or down on the card preview on the left to browse different plans.

# Click '''Confirm''' in the lower-right corner.

#: [[File:MemCard 2.png|500px]]

The membership card will then be successfully issued to the member.

=== Add a Membership Card to a Member's Phone ===

# Click the “'''Members'''” button in the left sidebar.

# On the Members page, select the member you want to add a digital membership card for.

# On the member details page, scroll to the bottom. Depending on the member's device, click either the “'''Apple Wallet'''” or “'''Google Wallet'''” button.

#: [[File:MemCard 5.png|500px]]

# A QR code for adding the membership card will be displayed. The member can scan the QR code with their phone to add the membership card to the corresponding wallet application.

#: To make scanning more convenient, click “'''Show on Customer Screen'''” to display the QR code on the customer-facing screen.

# Alternatively, you can send the membership card link to the member via SMS or email by clicking "Send via SMS" or "Send via Email". The member can then add the membership card by opening the link in the SMS or email.

#: '''Notice: Email may appear in the junk folder. Please check the junk folder if the email is not received.'''

#: [[File:MemCard 6.png|500px]]

After completing the above steps, the membership card will be successfully added to the member's Apple Wallet or Google Wallet.

=== Switch a Member to a Different Card Plan ===

Line 57:

Line 73:

# Select the member whose membership card plan you want to change.

# On the member details page, locate the '''Membership Card Plan''' section and click '''Change Plan'''.

#: [[File:MemCard 3.png|500px]]

# Swipe up or down on the card preview on the left to select a different Membership Card Plan.

# Click '''Confirm''' in the lower-right corner.

#: [[File:MemCard 4.png|500px]]

After the change is confirmed, a new membership card under the selected plan will be issued. The previous membership card will be retained, and its status will be changed to '''Inactive'''.

@@ Line 16: / Line 16: @@
 * '''Enabled''': Determines whether the membership card plan is available for use.
 * '''Points Multiplier''': The points multiplier applied when members holding this plan earn points. The default value is '''1×'''. Points earned are calculated by multiplying the base points by this multiplier.
-* '''Levels''': A membership card plan can contain multiple levels, with each level offering different membership benefits or discounts.
+* '''Tiers''': A membership card plan can contain multiple tiers, with each tier offering different membership benefits or discounts.
-* '''Upgrade Rules''': Defines how members are promoted to higher levels. The following upgrade methods are available:
+* '''Upgrade Rules''': Defines how members are promoted to higher tiers. The following upgrade methods are available:
 ** '''Upgrade by Accumulated Points''': Members are upgraded once their accumulated points reach the specified threshold.
 ** '''Upgrade by Single Top-up Amount''': Members are upgraded when a single top-up reaches the specified amount.
@@ Line 25: / Line 25: @@
 === Membership Cards ===
-A Membership Card is the individual card issued to a member under a Membership Card Plan. It records the member's level, validity period, status, and other related information.
+A Membership Card is the individual card issued to a member under a Membership Card Plan. It records the member's tier, validity period, status, and other related information.
 A Membership Card includes the following settings:
@@ Line 36: / Line 36: @@
 ** '''Expired''': The membership card has passed its expiry date and can no longer be used.
 ** '''Inactive''': The membership card has been disabled or voided and cannot be used.
-* '''Level''': The member's current level within the Membership Card Plan. Different levels may provide different membership benefits and discounts.
+* '''Tier''': The member's current tier within the Membership Card Plan. Different tiers may provide different membership benefits and discounts.
 == Issuing Membership Cards ==
@@ Line 46: / Line 46: @@
 # Click the '''Members''' button in the left sidebar.
 # Select the member who will receive the membership card.
-# On the member details page, locate the '''Membership Card Plan''' section. If the member does not have a membership card, the message '''This member currently has no membership card''' will be displayed. Click '''Assign New Plan'''.
+# On the member details page, locate the '''MEMBERSHIP CARD PLAN''' section. If the member does not have a membership card, the message '''This member does not currently have an active plan.''' will be displayed. Click '''ASSIGN NEW PLAN'''.
+#: [[File:MemCard 1.png|500px]]
 # Select a Membership Card Plan. If multiple plans are available, swipe up or down on the card preview on the left to browse different plans.
 # Click '''Confirm''' in the lower-right corner.
+#: [[File:MemCard 2.png|500px]]
 The membership card will then be successfully issued to the member.
+=== Add a Membership Card to a Member's Phone ===
+# Click the “'''Members'''” button in the left sidebar.
+# On the Members page, select the member you want to add a digital membership card for.
+# On the member details page, scroll to the bottom. Depending on the member's device, click either the “'''Apple Wallet'''” or “'''Google Wallet'''” button.
+#: [[File:MemCard 5.png|500px]]
+# A QR code for adding the membership card will be displayed. The member can scan the QR code with their phone to add the membership card to the corresponding wallet application.
+#: To make scanning more convenient, click “'''Show on Customer Screen'''” to display the QR code on the customer-facing screen.
+# Alternatively, you can send the membership card link to the member via SMS or email by clicking "Send via SMS" or "Send via Email". The member can then add the membership card by opening the link in the SMS or email.
+#: '''Notice: Email may appear in the junk folder. Please check the junk folder if the email is not received.'''
+#: [[File:MemCard 6.png|500px]]
+After completing the above steps, the membership card will be successfully added to the member's Apple Wallet or Google Wallet.
 === Switch a Member to a Different Card Plan ===
@@ Line 57: / Line 73: @@
 # Select the member whose membership card plan you want to change.
 # On the member details page, locate the '''Membership Card Plan''' section and click '''Change Plan'''.
+#: [[File:MemCard 3.png|500px]]
 # Swipe up or down on the card preview on the left to select a different Membership Card Plan.
 # Click '''Confirm''' in the lower-right corner.
+#: [[File:MemCard 4.png|500px]]
 After the change is confirmed, a new membership card under the selected plan will be issued. The previous membership card will be retained, and its status will be changed to '''Inactive'''.