View a Punch Card

To view the details and configuration properties of a Punch Card:

  1. Select Campaigns from the top navigation bar, then select Punch Cards > Punch Cards from the side navigation menu. The Punch Cards screen is displayed.

  2. Search for and select the desired Punch Card (see Search for a Punch Card for more information on the available search options). The Punch Card Details screen is displayed, with the Definition tab selected by default.

The header and the tabs on this screen allow you to view various configuration details. See below for details on each of these areas.

The header area displays many of the high-level properties of this Punch Card, including its name and description. See Edit Punch Card Properties for more information.

From the header area, you can copy a Punch Card to use as the basis for a new Punch Card. See Create a Punch Card for more information.

Also from the header area, you can define the effectivity period for the Punch Card. See Define Punch Card Operational Ranges for more information.

Also from the header area, you can delete, publish, or archive the Punch Card.

Definition Tab

The Definition tab displays many of the configuration options and properties available for this Punch Card. The specific properties displayed will vary depending on the selected Punch Card Type.

Named Punches Tab

The Named Punches tab is used to define and manage the Named Punches for this Punch Card. Named Punches allow you to create qualifying rules for each punch on the Punch Card, thereby treating each punch as a unique scenario.

See Getting Started with Named Punches for more information.

Display Tab

The Display Tab allows you to define the content of the Punch Card as it appears to Members on your website or in your app. See Getting Started with the Content Editor for more information.

You can also preview the content to verify that it's rendering correctly. See Preview Punch Card Content for more information.

Eligibility Tab

The Eligibility tab allows you to target a Punch Card to only the Members selected by a Segment or Location. See Target a Punch Card for more information.

Advanced Options Tab

The Advanced Options tab allows you to configure a range of advanced properties related to the Punch Card. See Configure Advanced Options for more information.

Responses Tab

The Responses tab is used to view and manage the Responses for this Punch Card. The Punch Card Response contains the details and metadata of the Punch Card, its current status, and the number of completed punches. See View Punch Card Responses for more information.

Dashboard Tab

The Dashboard tab allows you to analyze the responses to this Punch Card. The Dashboard shows several Key Performance Indicators (KPIs): Issued, Accepted Percentage, and Completed Percentage. Optionally, you can display these KPIs for all Punch Cards, or only for accepted Punch Cards.