# Multipass

1. Upon successful login, navigate to the left-hand menu.\\

2. From the list of modules, click the <img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fg1uc5uI8lf9jdTM9Be52%2Fimage.png?alt=media&#x26;token=288e8b99-13ae-48bd-a703-5cd59cf8ccb3" alt="" data-size="line">icon. Doing so opens the Cards module.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FHcInWgXivImTxUyWuhWy%2FGroup.png?alt=media&#x26;token=02fc00f5-df54-43dc-84dd-9ab4b2d5dab6" alt=""><figcaption><p>Cards</p></figcaption></figure>

3. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.\\

4. To do so, click the <img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FRrlmpXioJorQI2bEZ16z%2Fspaces_BfW4nnOu4AysbkbyxNug_uploads_Pz6xkMxEzisvhd93RHup_image.webp?alt=media&#x26;token=94cd500e-4e0e-47e2-8051-070c3b9ca6cc" alt="" data-size="line">button.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FNYmI5fkO2PS9e06BIPPe%2FGroup%202.png?alt=media&#x26;token=6b01c191-d50b-4738-97ba-f917ab0ef97e" alt=""><figcaption><p>From Scratch</p></figcaption></figure>

5. This initiates the Multipass card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1. This is the first section. Here, you make a selection regarding the type of card you want to create.\\

2. From the available card types, click **Multipass**.\\

3. Once selected, click the **Continue** button. As a result, you land on the **Settings** section.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FpbsEv62zVV4LY1f4nats%2FGroup%203.png?alt=media&#x26;token=0ce290c4-87f6-4907-8d68-2d09b7a0fd8e" alt=""><figcaption><p>Card Type</p></figcaption></figure>

**Settings**

1. Here, choose the language in which you want to create the card using the **Language** dropdown.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fmz00lTguNFiONw512Pz7%2FGroup%204.png?alt=media&#x26;token=c1464f89-8669-4716-83e6-4716c667a88a" alt=""><figcaption><p>Language</p></figcaption></figure>

2. Select the expiration date for the card using the radio buttons under the **Card Expiration Date** heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FEUjidXJDun6wsdV5LtEf%2FGroup%205.png?alt=media&#x26;token=56e6ba31-b98c-4bd3-84dc-e3fa168cf977" alt=""><figcaption><p>Card Expiration Date</p></figcaption></figure>

3. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.
4. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FWBGYEQ8rDeFLPXOjjdAR%2Fimage.png?alt=media&#x26;token=6769ca87-780b-4f1e-ac17-a0d73e21419c" alt=""><figcaption><p>Locations</p></figcaption></figure>

5. Next up is the **Card Issuing Form**. Here, you can define the fields you want to include on the card.\\

6. Use the **Field Type** dropdown to select the type of field you are adding.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FUmHnu37TnN1OHlcwZLZN%2Fimage.png?alt=media&#x26;token=6b7ef4a1-1785-451b-8631-845f11e9fc9c" alt=""><figcaption><p>Field Type</p></figcaption></figure>

7. Similarly, enter the name of the field in the **Field Name** text field.

8. In case you want to make a field mandatory, enable the **Required** toggle.

9. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

10. In case you want to remove a field, click the bin icon.

11. Similarly, if you want to create a new field, click the <img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FB5m6lQFbXVT86zjJT2CN%2Fimage.png?alt=media&#x26;token=ece18ed8-eafb-45be-8e3d-7fae209ebc29" alt="" data-size="line">button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

12. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Highlightcards will generate a URL automatically associated to a UTM tag. \\

13. Use the **Source Name** to record the name of the channel.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F6pDQFeEJDyU8o9HsBcws%2FGroup%2012.png?alt=media&#x26;token=1e722573-409d-4621-8947-ca14ee3266ad" alt=""><figcaption><p>Source Name</p></figcaption></figure>

16. Once entered, click the **Add a link with UTM Tag** button.
17. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.
18. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.
19. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.
20. Choose the number of cards issued if you need to limit the amount of cards that can be issued
21. &#x20;If you want to include a customised script for analytics, you can include this script in the **Analytics** field.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FdBdmPqeaWOj4NsTG1gAT%2FGroup%2013.png?alt=media&#x26;token=1efa4c10-8d91-4eeb-8809-205955a217a9" alt=""><figcaption><p>Analytics</p></figcaption></figure>

21. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

**Design**

1. This section lets you configure the design of the multipass card.\\

2. Starting off, choose the number of stamps at which the reward can be redeemed from the **Stamp Count** heading.&#x20;

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FYrwgfeT49AOLxn92ur1Z%2FGroup%2049.png?alt=media&#x26;token=8bcc5674-227f-4142-bff8-45d1490b6c4b" alt=""><figcaption><p>Stamp Count</p></figcaption></figure>

3. Use the **Active Stamp** dropdown to select the icon for representing how the active stamp would appear.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FetFxTbjzt8Yx01NzCqGj%2FGroup%2050.png?alt=media&#x26;token=2cb7d919-64d9-4a34-a101-e0b03b845d71" alt=""><figcaption><p>Active Stamp</p></figcaption></figure>

4. Similarly, use the **Inactive Stamp** dropdown to choose the icon representing an inactive stamp.
5. In case you want to upload an icon from your system storage for an active stamp, click the Select File button under the Active Stamp dropdown.
6. Similarly, clicking the Select File button under the Inactive Stamp dropdown lets you choose an icon for inactive stamp from your system storage.
7. Click the **Select File** button from the **Logo** heading to choose a logo to be displayed on the card and on the release form from your system storage.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FhqZKkseh4BZEnrUkvMS8%2FGroup%2051.png?alt=media&#x26;token=7cc97892-df81-43cb-96f5-6ceae5a1e26f" alt=""><figcaption><p>Select File - Logo</p></figcaption></figure>

8. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.
9. Choose an icon from your system storage for the background under the stamps by clicking the Select File button under the **Background under stamps** heading.
10. &#x20;From the Colors section, you can set the colors for Card Background, Text Color, Stamp Background, Outline Color, Active Stamp, Inactive Stamp, and Background under stamp.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FaisRbUjnuIHoAfgNLvrA%2FGroup%2052.png?alt=media&#x26;token=7a9793de-d185-4d70-9093-c7d67ef1d3ce" alt=""><figcaption><p>Colors</p></figcaption></figure>

11. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fj6CldvhdFRKNAaeRaja2%2FGroup%2053.png?alt=media&#x26;token=64e854a0-a64a-4c37-badf-a244e15fbc60" alt=""><figcaption><p>Fields Name</p></figcaption></figure>

12. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.
13. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FSPSHTFmNWV8giHtSVpcV%2FGroup%2053%20Copy.png?alt=media&#x26;token=a812e60f-e837-45d1-ad3f-8b2c566ce63e" alt=""><figcaption><p>Show Logo</p></figcaption></figure>

14. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.
15. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

**Information**

1. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.\\

2. Use the **Card Description** field to enter a short description of the card.&#x20;

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FSMxxVsIcGXKv4tC951k4%2Fimage.png?alt=media&#x26;token=328ab4c1-0196-4ce5-a944-43b53b3a7833" alt=""><figcaption><p>Card Description</p></figcaption></figure>

3. Use the **Company Name** field to enter the name of your business.
4. Use the **Service** field to enter the name of the service being offered via the card. If this field is filled, it appears in place of the custom fields on the card.
5. Use the **Number of points for using the card** field to define the number of points awarded to the customer on using the card.
6. Similarly, enter the message to be displayed to the customer when the card is used for a transaction using the **Message about the accounted use of the card** field.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FlJrb3ud83Ng1qXYQzUUY%2Fimage.png?alt=media&#x26;token=4d0042bd-ae55-474e-a5b5-f0d695e481f4" alt=""><figcaption><p>Message about the accounted use of the card</p></figcaption></figure>

7. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the **Referral Program** heading.
8. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fefab9LYwmEZJnBgqBePl%2Fimage.png?alt=media&#x26;token=44a64ada-f2ef-4ba8-90a7-cff48c8cd121" alt=""><figcaption><p>Get bonus at the moment when</p></figcaption></figure>

9. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.
10. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.
11. Choose the number of stamps awarded to the customer upon sharing the card via referral program using the **Number of uses of the card for the referrer** heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FNFEnfWi81n8fVCbXWYqC%2Fimage.png?alt=media&#x26;token=f792f3c3-b9d9-455b-bb98-319e15224b23" alt=""><figcaption><p>Number of uses of the card for the referrer</p></figcaption></figure>

12. Set the number of stamps awarded to the customer upon registering via the referral program from the count icon under the **Stamps count for the new customer** heading.
13. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F35ujbaUOKShhwhNr9YDm%2Fimage.png?alt=media&#x26;token=4aba1681-958e-424e-b5b0-ac563de59473" alt=""><figcaption><p>Type</p></figcaption></figure>

14. Enter the website URL in the **Link** field.
15. Enter the text to appear on the card using the **Text** field.
16. To remove an active link, click the bin button.
17. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.
18. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FMYFQIANYCbpbZwN2FhAl%2Fimage.png?alt=media&#x26;token=01e23ded-7edd-4691-8124-5c5b5613e051" alt=""><figcaption><p>Feedback Links</p></figcaption></figure>

19. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FAXLRsPAAgz7hXFv2lF7G%2Fimage.png?alt=media&#x26;token=efaed8bd-1c61-4e8c-a559-5566266a8dab" alt=""><figcaption><p>Toggle</p></figcaption></figure>

20. &#x20;Enter any terms of use you want to include on the card using the Terms of Use field.
21. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.
22. &#x20;Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.
23. To activate the template, click the **Activate** button under the card preview.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fdio9tkyIzSHHmPRXI0gi%2Fimage.png?alt=media&#x26;token=ca9ae3ea-05a6-4edc-b95a-aae0cfc512e3" alt=""><figcaption><p>Activate</p></figcaption></figure>

**Save & Preview**

1. As the Finish button is clicked, the Preview popup is displayed.
2. From here, you can scan the QR code of the card.
3. To copy the link of the car, click the **Copy link** button.
