How to Create Digital Membership Cards for Mobile Wallet [Full Guide]

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We’re all familiar with the standard plastic membership card. It’s probably got your membership number, your name, and maybe an image of yourself – very standard, and very 1990’s.

With the introduction of mobile wallet (i.e. Apple Wallet, Android Pay, WeChat Wallet), you can now use these channels as a way to transition from plastic to digital. And with that transition unlocks a new way of engagement with members/customers. Cool things like push updates, beacon alerts, and more.

This post will show you how to create digital membership cards for your business, association, organization, and more.

Note: If you’re looking to create digital loyalty cards or digital stamp cards, check out this post instead.

Whether you want to transition from physical membership cards to digital ones, or if you want to create a new membership program, we’ll show you how to set things up using CherryPie.

This post has been broken down into 6 parts:

1. Setting up your CRM
2. Designing your Membership Card
3. Creating your Campaign
4. Distributing your Membership Card
5. The Customer Experience
6. Capturing Data in the CherryPie CRM

Let’s get started!

Part 1: Setting up your CRM

1. Log in to CherryPie.

login-to-cherrypie

2. Create a new client (click on Clients in the menu) or select a client from the dropdown in the top right. All campaigns, offers, and the CRM are separated based on client so make sure that you are working in the right client panel before continuing.

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3. Click on CRM in the menu and then click on the red ‘Create Contact List’ button.

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4. Give your contact list a name.

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5a. Create and upload a CSV of your list of members (with headings at the top). In this example, we know their first name, last name, and email. Important: Make sure that there are no spaces between words in the header. For example, use FirstName instead of First Name. Please ensure that the email addresses you upload are valid and those users have opted in to receive content from you.

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5b. If you don’t have any existing members and want to launch a new membership program, upload a CSV with the header fields of you want to collect.

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6. Select a unique field (i.e. email). Selecting a unique field will ensure that you don’t have any duplicates in your contact list and all activity (i.e. number of passes active, events, information) is associated with that one contact. This is optional but recommended.

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Part 2: Designing your Membership Card

1. Click on the Offers tab in the menu and click on the red ‘New Offer’ button.

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2. Fill in the Offer Information.

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3. Click on the ‘Design’ tab and select the ‘Membership Card’ template. Change the colors to reflect your brand, and upload a logo & icon image.

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4. Select the thumbnail image by clicking on the square space on the pass.

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5. Tick the box ‘Make as Dynamic’ and ‘Allow user to upload image’. In this example, we want members to upload their own image to create their personalized membership card.

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6a. Add text fields to the front of your membership card. In this example, we want to display their first and last name on the front of the pass. Therefore, we’ll use the shortcode #{FirstName} and #{LastName}. This will take what’s in your CSV and display it on the pass when you send it to your customers via email with CherryPie.

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6b. If you want to collect customer information or want your members to fill in their details, simply use the shortcode ${FirstName} instead. The $ means that you want customers to input the value. The # will take the value from your CRM.

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7a. You can also choose to display information on the back of the pass.

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7b. Important: If you don’t have any members’ emails and you had selected email as the unique field in your CRM, make sure you add this field to the pass so that you can collect this information. Use the shortcode ${email}.

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8. Add any relevant locations and beacons to your membership card, which will trigger a lockscreen message when members are in that location or near your beacon. For more information on how to add locations and beacons, check out this guide.

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9. Save your membership card and mark it as ready.

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Part 3: Creating your Campaign

1. Click on the Campaign tab in the menu and click on the red ‘Create Campaign’ button.

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2. Select the membership card template you just created by clicking on the green plus button.

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3a. Fill in your campaign details and under the ‘Acquire Contacts’ field, select the contact list you created previously. This is important, especially if you don’t have any existing members, because all of the data that you collect will then be stored in this contact list in your CRM.

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4. On the ‘Landing Page Design’ tab, select a strip image and icon image to be displayed on your membership card landing page. (Click here for the full guide on how to create a mobile wallet campaign with CherryPie)

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5. Save your campaign and click on ‘Activate’.

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Part 4: Distributing your Membership Card

Option 1: Distributing via MailChimp (Recommended) or your email provider

Please refer to this article to learn how to distribute Mobile Wallet content via email through a third party provider (recommended).

Option 2: Distributing via Email

1. Click on ‘Assets’ in the menu and select ‘Emails’. Click on the ‘Add an Email’ button to create an email template. Use short-codes such as #{FirstName} or #{company} to display those values in the email (the text inside the bracket is taken from the header of your CSV). To add the link to the membership card, use #{passlink}.

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2. Go back to the ‘Campaigns’ menu and click on the ‘share’ icon next to the name of the campaign.

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3. Select the contact list you want to distribute the email to. Choose a segmentation (if applicable), select the email template, and click ‘Distribute’ to send your email.

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Option 2: Distributing via other Channels

If you want to share the membership card on other channels (i.e. social media, website), simply copy and paste the pass URL. Click on the ‘Share’ icon and the ‘Distribution’ window will open. The pass URL is right underneath the QR code.

Other than sharing the membership card URL, you can also generate a QR code with the membership URL embedded in it. That way, members can simply scan the QR code to add their membership card to their wallet.

Part 5: The Customer Experience

1. Here’s how the email look when distributing via CherryPie. You’ll notice that the first name was taken from our CRM (using the shortcode #{FirstName} and the pass URL is there for users to click on.

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2a. When a user clicks on the membership card link, they will be taken to this landing page, prompting them to upload their own image.

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2b. If you’ve asked for customers to fill in their information, this is what they will see:

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3. Here’s how the final membership card looks. Notice that because their first name and last names were taken from the CRM, it automatically populates their membership card.

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Part 6: Capturing Data in the CherryPie CRM

To see where the information you’ve collected from members go, simply go to your CRM and click on ‘Contacts’ for the relevant list. In the example above, we’ve captured first name, last name, and email – and you can see that this gets stored all here! You can click into individual contacts and update their information, track how many passes they have, and even change content on their pass.

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  • OpticDisc

    Hi
    Great tutorial… What size do the icon and strip image have to be? I don’t see it mentioned anywhere

  • Towne Centre

    I walked through these steps but was unable to use my phone to upload a photo. Every time i tried to take one with my phone it said it was the wrong size. Please inform.

  • George Bowser Jr

    Hello. I am a tech novice and wanted to know if you had about 5 minutes on the phone to walk me through the process of setting up a membership card, for the features I wanted to add, like personalized items for specific users uploaded. Thanks,