How customers join

What your customers see when they sign up for a card and add it to Apple Wallet or Google Wallet.

When a customer scans your QR code or opens your card link, they land on a sign-up page for that card. This page walks through exactly what they see, so you know what to expect when you point someone to it.

The sign-up page is branded to the card: it uses the card’s colours, logo, and name, so it looks like your program, not a generic form. Your logo is centred automatically, with the empty space around it cut away.

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The customer’s steps

Loyalty cards live in a phone wallet, so sign-up happens on a phone. If a customer opens the link on a computer, the page shows a QR code and the message “Add this card to your phone”, they scan it to continue on their phone.

1. Open the sign-up page

   On their phone, the customer scans the QR code or taps the link. The page opens with your card’s branding at the top.

2. Fill in the form

   They fill in the fields you set up on the card. This can be as little as a first name and email, or more (last name, phone, date of birth, a choice list, a photo, or your own custom fields), depending on how you built the sign-up form.

3. Agree to the terms

   They tick a single checkbox that reads I agree with Terms and GDPR, where each is a link they can open. If your card links your own loyalty programme rules, the same tick reads I agree to the Terms, GDPR and the loyalty programme rules, with your rules as the third link. This tick is required.

4. Add the card to their wallet

   They tap Add to Apple Wallet (iPhone) or Add to Google Wallet (Android). A confirmation screen shows “Card successfully added”, and the card is now in their wallet.

The customer sign-up page

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If the card is not available

A customer can only join a card while it is Active. If the card is a draft, its link and QR code open a simple branded page saying “This card is not available.” If the card has been paused, the page says “This card is currently unavailable.” Either way the sign-up form is not shown. Use Activate card to reopen sign-ups, see Card statuses. Customers who already have the card are not affected, their card keeps working as normal.

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After they join

Once the card is in the customer’s wallet, they are in your program. You can scan their card at the counter to add stamps or points, apply a discount, or redeem a reward. See Using the scanner.

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Referrals

If you run a refer-a-friend card, a customer who arrives through a friend’s referral link sees a small “Referred by” note at the top of the sign-up page, and the referral is credited once they join.

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Sending a card to one person

You do not have to wait for customers to scan. From a card you can also invite a customer directly: enter their name and email or phone, choose email, SMS, or both, and VEXiON cards sends them a link that opens straight on their card, ready to add to their wallet. This is handy for regulars you already know.