Create a Punch Card from a Template

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Copy a Punch Card

Loyalty Essentials clients have access to a pre-defined Punch Card template that is intended to serve as a quick starting point for using Punch Cards to drive engagement with your Members. Marketers can simply copy the Punch Card template, adjust its configuration to meet their specific requirements, then publish and use the new Punch Card.

To copy a Punch Card from a template:

  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 the desired Punch Card (see Search for a Punch Card for more information on the available search options).

  3. Next to the Punch Card template, click the Copy icon.

Note: You can also copy the Punch Card template from the Punch Card Details screen. Navigate to the Punch Card Details screen for the template, then click the Copy icon within the header area of the screen.

  1. The system creates a new Punch Card and displays the Punch Card Details screen, with the Definition tab selected. The default name of the new Punch Card is the name of the base Punch Card template, followed by an incremental counter, such as "(1)."

  2. To rename the Punch Card, click the Edit icon within the header section. The Edit Punch Card Type pop-up window is displayed.

  3. Enter a descriptive name in the Display Name field.

  4. When copying assets, the recommended best practice is to change the new asset’s internal name so as to avoid any duplicate name issues if you copy this asset again in the future. Check Edit Internal Name to make the Internal Name field editable. A confirmation dialog box is displayed; click OK. Enter a new internal name.

Note: The internal name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed. Do not change the internal name once the Punch Card is published.

  1. From the Card Type drop-down menu, select Standard.

  2. Optionally, to assign a thumbnail image to this item, click Choose File. Browse to and select the desired image file, then click Open.

  3. In the Required Punches field, enter the number of punches required to complete this Punch Card.

  4. From the Start Type drop-down menu, select Automatic. The Punch Card will start for the Member with the first qualifying activity or purchase.

  5. Tags are used to help organize objects within the platform. Punch Cards can be searched by Tag from the Punch Cards screen. To reuse an existing Tag, begin typing all or part of the Tag name, and select it. You can also type in a new Tag value.

  6. Click Save.

For additional information on how to configure the new Punch Card, please see the following Help Center articles: