Tab Overview - Punch Cards
Punch Cards are intended to encourage Members to repeat a series of actions – usually purchases – each of which will earn them a “punch” on their digital Punch Card. Once they complete the entire set of required actions, they are gifted with a prize, such as an Offer or Points.
Note: If you need to manually add a punch to a Member's existing Punch Card, please see Create a Punch on a Punch Card for more information. If you need to manually assign a new Punch Card to a Member, please see Accept a Punch Card for more information.
The Punch Cards tab on the Member Profile screen displays a list of Punch Cards that this Member has started. For each Punch Card, the tab shows the Member's current number of punches, along with the number of punches needed to complete the Punch Card.
To search for a Punch Card:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Punch Cards tab.
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Optionally, in the Search field, enter the desired text string.
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Optionally, using the two date fields, define a date range by entering a start date and an end date. The platform will filter the search results to show only Punch Cards that were started within this date range.
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Optionally, from the Status drop-down menu, select a status value: Complete or Active. The default is Any Status.
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Click the Search icon. The screen is refreshed to show only the Punch Cards that meet your search criteria. If you entered multiple search criteria, the Punch Card must meet ALL criteria.
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To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Created Date.
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Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.
For additional details, click a Punch Card. The Punch Card Details screen is displayed.
