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How to configure the contacts portal

The contacts portal is the web page, and installable web app, where your contacts log in to see where they stand in your loyalty programme: their points or tier progress, their vouchers and rewards, their stamp cards, their prepaid credit and their own profile. It's also where they can buy gift cards and prepaid credit, and anyone can check a gift card's balance on it without logging in. With the guest page switched on, anyone can also buy a gift card on it without an account.

Contacts never have a password for the portal. They enter their email address and we email them a login code or link. When Google sign-in is switched on for your account, they can also continue with Google.

The portal's overview page

Go to Apps → Contacts portal. The overview page starts with a card for your portal: its name, a Live or Inactive badge, its address and the features switched on for it.

  • Next to the address, the copy icon copies the link. The Share button opens the Share window, with the Link to login page, while sign up is switched on the Link to register page, and while Sell gift cards and Sell gift cards to guests are both on the Link to buy gift card page. Each comes with Download QR code and Copy link, for your till, your website or printed material.
  • Edit contact portal opens the editor, Open portal opens your live portal in a new tab, and Settings opens the editor on its Settings tab.

Below the card, Contacts portal performance shows what contacts did in the portal in the Last 7 days, Last 30 days or Last 90 days, compared with the period before. Sales at the till or in your other channels aren't included. Each figure only shows when what it counts is in use on the portal:

  • New sign-ups, while sign up is switched on. With referrals on, it also says how many came in via a referral.
  • Rewards claimed, while rewards are on.
  • Points earned, always.
  • Giftcards sold, while selling gift cards is on.
  • Prepaid top-ups, while prepaid is on.

When the portal sells gift cards or prepaid credit, Revenue via the portal adds up what it brought in. Needs attention lists what's worth fixing, each with a link to fix it: tiers that your account has but the portal hides, your own domain while it isn't verified yet, and Google sign-in while it's on for your account but off for the portal.

The portal's name is changed in the editor, under Settings → General.

Working in the editor

The editor has three tabs: Content, Styling and Settings. The preview next to the panels shows the page you're working on:

  • On pages a contact sees after logging in, the picker at the top right of the preview shows the page as one of your contacts sees it, with their own points, vouchers and profile. Type to search for a contact.
  • Desktop and Mobile above the preview switch between a wide screen and a phone-sized one.

How a change is saved depends on where you make it:

  • Changes on Content and Styling go live when you click Save changes at the top right of the editor. The exceptions are App icon, Favicon and the Google sign-in Button style, which save as soon as you choose them.
  • The Manual styling switch under Settings also needs that Save changes.
  • General under Settings has a Save changes button of its own, which appears once you've changed the name.
  • The other pages under Settings have their own Submit button, or save as you go through their steps.
  • The switches under Features save as soon as you flip them.

Content: the pages contacts see

The left panel lists every page in 4 groups:

  • Authentication and account: Login, Login code, Sign up and Account settings, which holds Profile, Mailing preferences, Identifiers, History and Contact us.
  • Content: Home, Stamp cards, My benefits (with Vouchers and Rewards), Giftcards and Prepaid.
  • Guest view: Giftcards, the pages of the gift card order that anyone can open without logging in.
  • Other pages: Link your contact identifier, Claim voucher and Wallet Passes.

Select a page to edit it. Most pages have at least a title and a subtitle, and the preview updates as you type. Vouchers, Rewards and Check balance have nothing to set: they show what the contact has or looks up, and the panel tells you there's nothing to change. A page that belongs to a feature you've switched off is shown locked, with a link to Features settings.

When Google sign-in is switched on for your account, the Login page also says whether Google authentication is enabled for the portal, with a link to the settings where you change that.

Giftcards has an Overview page, the Buy gift card pages (Details of the recipient and Confirmation) and a Check balance page for the balance checker. Under Guest view, Giftcards has the Buy gift card pages for guests: Gift, Checkout and Confirmation. It's locked until both Sell gift cards and Sell gift cards to guests are on. On Gift you set the Title and a Subtitle of the first step. Checkout has nothing to set. For how guests buy, see Selling gift cards online. Prepaid has the pages of the top-up flow: Select amount, Review prepaid credit order and Purchase confirmation.

Login and sign up

Login and Sign up each have an Images item and a Content item:

  • Images holds the logo and the cover image. On Login the logo switch is called Show logo, on Sign up it's called Logo. With the logo on, pick an image and a Size. The Cover image only shows on larger screens.
  • Content holds the title and subtitle.

Sign up is worth setting up deliberately, because what you ask for here is what you'll segment on later:

  • Register page is visible decides whether contacts can sign up through the portal at all. Switch it off and the register link disappears from the login page and from the Share window on the overview page, and the portal refuses new sign-ups.
  • Under Content, click the + next to Attributes to choose which fields a contact fills in. Open a field to switch on Required, give it your own Label, or remove it. Drag a field by its handle to change the order.
  • The Terms and conditions switch makes contacts agree to your terms before they can sign up. You write the terms themselves in your account settings: Adjust your terms and conditions takes you to Contact touchpoints.
  • The + next to Subscription types adds a checkbox for a subscription type, so contacts can opt in or out while they sign up. Only opt-in and opt-out subscription types are offered. You can relabel and reorder them the same way as fields.

Home

Home is what a contact lands on after logging in. Its panel starts with 2 fixed items:

  • Hero image: the cover image at the top of the page. Switch on Cover image and pick an image in a 16:9 shape. While the switch is on and no image is chosen, a gradient in your accent colour shows instead. With the switch off, the page starts with the profile card.
  • Profile card: the card with the contact's own status. Its header has a title and a subtitle, and both can include details about the contact. The Card type decides what the card shows. Points is always available. Tiers, Prepaid and Stamp card are available when that feature is switched on, and Stamp card then asks which Stamp card program to show. Show qr-code puts the contact's QR code on the card, on mobile only. Add to Apple Wallet adds a button to the QR code pop-up that saves the card to Apple Wallet.

Below them, under Content, are the page's sections:

  • Add a section: click the + to open Add section: Rewards, Giftcards, Prepaid, Referral, Display, Vouchers, Carousel and Stamp cards. Each section can be on the page once. Display and Carousel are always offered. The others are only offered when their feature is switched on.
  • Reorder sections: drag a section by its handle.
  • Edit a section: click it. Every section has a Type, a Title and an optional Subtitle, which can include details about the contact. Type decides how the section sits on the page: No card puts the title and content straight on the page, Content in card keeps the title on the page and puts only the content in a card, and Section in card puts the whole section, title included, in one card. A section starts as No card. Giftcards, Prepaid and Referral only offer No card and Section in card. What else you can set depends on the section:
    • Giftcards, Prepaid, Referral and Display can show an image, in a 16:9 shape.
    • Rewards and Vouchers have a Link label.
    • Giftcards and Prepaid have a Button label.
    • Display has a Description, a Button label and the URL the button opens.
    • Referral has a Button label, plus the Subject and Message of the invite email a contact sends to a friend. Their referral link is added to the message.
    • Carousel has Carousel items. Click + to add an item and drag items to reorder them. Each item has an image, an optional Description and a URL. Remove item deletes one.
  • Remove a section: click it, click Remove section at the bottom of the panel, then click Save changes. A removed section can be added back from the + menu.

A section whose feature you've switched off stays in the list, locked, and isn't shown to contacts.

Stamp cards

The Stamp cards page shows a contact the stamp cards they collect. Besides its title and subtitle, its panel has a Stamp cards list ("Choose which stamp cards contacts see in the portal") with a switch for each of your active stamp cards. Every active card is shown until you switch it off.

Turn a card's switch off and click Save changes to hide it on this portal. It no longer shows on the Stamp cards page or in the Stamp cards section on Home. Contacts still collect stamps on it, and your other portals keep their own list. Inactive stamp cards aren't in the list, because the portal never shows them. See Stamp cards: setting one up and how contacts collect stamps.

Account settings and other pages

  • Profile: choose which attributes contacts see on their profile with the + next to Attributes, drag them into order, and switch on Editable for the ones contacts may change themselves. Email is always shown.
  • Mailing preferences: the subscription types contacts can manage themselves. These come from your subscription type settings.
  • Identifiers: Show add identifier button lets contacts add their own identifiers to their profile, and save points and claim rewards with them.
  • Contact us: switch on the Email, Telephone number and Social Media you want to show. The social media profiles come from your brand kit.
  • Link your contact identifier: Allow identifier linking lets a contact link an identifier to their email address, after confirming it by email.
  • Claim voucher and Wallet Passes: the pages contacts use to add a loyalty card, a stamp card or a voucher to their wallet. See the next section.

Wallet passes and claim voucher

Contacts can add their loyalty card, a stamp card or a voucher to Apple Wallet or Google Wallet from a page in your portal. You edit those pages under Other pages.

Open Wallet Passes. It has a section for each pass: Loyalty card, Vouchers and Stamp cards. Vouchers is only there while vouchers are switched on under Settings → Features, and Stamp cards while stamp cards are. Each section has up to 2 pages:

  • Login, for Loyalty card and Stamp cards. This is where a contact lands when they open the shared link without being logged in. It shows your title and text, a sample of the card with its QR code locked, and the login. They continue with Google, when Google sign-in is on for your account, or with their email address and the login code we send them. An email address we don't know yet becomes a new contact. After logging in they're back on the link they opened.
  • Wallet pass, for every section. This is what a logged-in contact sees: their card or voucher with its QR code and the wallet buttons. A voucher's wallet page also opens from the voucher's own link, without logging in, and right after a voucher is claimed.

Claim voucher isn't under Wallet Passes. It sits directly in Other pages, and shows while vouchers are switched on. It's the page a voucher claim link opens: the first contact to log in or sign up there gets the voucher. See Gift cards vs vouchers, and every way to hand each of them out.

Every one of these pages has a Title and a Subtitle. While you leave them empty, the portal uses its own text, which the fields show as a placeholder. The Login pages for Loyalty card and Stamp cards also have 3 items below them: benefits on the loyalty card page and steps on the stamp card page. Open an item to change its Image, Title and Description. An image replaces the item's icon.

The Login pages and Claim voucher each have a Terms and conditions switch, set per page. The Wallet pass pages don't have it. Until you change it, the switch is on. With it on you choose how contacts agree:

  • Contacts tick a box: contacts tick a checkbox before they can continue. If they try to continue without it, the box turns red and says they need to agree with the terms and conditions. This goes for the Google button and the email button.
  • Contacts agree by continuing: the terms are shown below the button, and continuing counts as agreeing. Nothing needs to be ticked.

With the switch off, the page doesn't mention the terms. Adjust your terms and conditions under the switch takes you to where you write them. See Adding your terms and conditions.

For the links that send contacts to these pages, see How to get your contacts to the contacts portal.

Styling: colours, fonts, icons, images and corners

The Styling tab has Colors, Font, App icons, Images and Corners:

  • Colors: Background color, Card color and Accent color. Background color is the colour of the page behind the cards, and matches your card colour until you pick one. We work out the text colours from these so the portal stays readable. Under Advanced color settings you can set Text color and Button text color yourself, once Manual styling is on (see Settings below).
  • Font: the fonts you can pick are the ones in your account's Brand kit, under Fonts. If there are none yet, the panel links you there to add one.
  • App icons: the App icon, used when a contact installs the portal as an app, and the Favicon in the browser tab. Both save as soon as you pick an image.
  • Images: Aspect ratio images sets the shape of reward and voucher images on your portal to 1:1 or 3:2. See Image sizes and shapes: what to upload where.
  • Corners: how round the corners of the cards are. Pick None, Small, Medium or Large. It applies to every card in the portal, and a portal starts on Medium.

Once Google sign-in is switched on for your account, the tab also has Google sign-in button, where you pick the Button style of the Continue with Google button. That choice saves straight away. Whether the button shows on the portal at all is set in your account settings, not in the editor: click the gear icon at the top right of the dashboard to open Settings, then click Login provider under Account. Only admins see Login provider. See Set up Google sign-in for the contacts portal and private forms.

Cover images aren't on this tab. They belong to the page they appear on: Login and Sign up have theirs under Images, and Home has its Hero image.

Settings

The Settings tab has its own list down the left:

  • General: the portal's Name. Contacts see it as the browser tab title, and as the app name when they add the portal to their home screen. Change it and click Save changes.
  • Domains: the addresses the portal answers on. See Linking a domain below.
  • Business information: the business profile the portal is linked to.
  • Payment method: the payment provider that handles gift card and prepaid purchases. When your account has a Default payment provider, those payments go through it and the page shows which one it is. Otherwise you pick a provider here and click Submit. If you haven't connected one yet, Go to payment providers takes you there.
  • Giftcard program: which gift card programme the portal's gift card orders use, including the ones guests place.
  • Analytics: connect Google Tag Manager. Switch on GTM Enabled, fill in your Container ID and click Submit. With a tag on the portal, contacts see a cookie banner. Show cookie settings takes you to where you adjust that banner, in Contact touchpoints.
  • Under Layout:
    • Language: read-only. The portal uses your account's communication language, and there's no separate language setting per portal. The link takes you to the Localization and language section of General in your account settings, the only place it can be changed.
    • Styling: the Manual styling switch. While it's off, we pick text and button text colours that stay readable on your card and accent colours. Switch it on and confirm with Take control to set those colours yourself under Styling → Colors → Advanced color settings. Then click Save changes.
    • Features: see the next section.

Features: what the portal offers

Features decides what your contacts get on the portal. These switches only affect the portal, not your account settings.

  • Benefits (vouchers and rewards): Vouchers and Rewards
  • Gift cards: Sell gift cards, Sell gift cards to guests and Gift card balance checker
  • Prepaid
  • Tiers
  • Referrals
  • Stamp cards

Vouchers, Rewards and Prepaid are on unless you switch them off. The others start out matching whether that feature is switched on for your account. A switch that's greyed out needs the feature switched on for your account first. Hover over it for Manage account features, which takes you to your account's feature settings.

Switching a feature off hides its pages and its home page sections from contacts. The portal's menu is fixed: Home, My benefits, Stamp cards and My account. My benefits disappears when both vouchers and rewards are off, and Stamp cards when stamp cards are off. You can't add your own pages or menu items. To hide only some of your stamp cards, leave Stamp cards on and switch those cards off on the Stamp cards page instead (see Stamp cards above).

Gift card balance checker is one of 2 gift card features that also serve people who aren't members. With it on, anyone can open your portal's address followed by /giftcard and check a gift card's balance by entering its code. See Finding gift card balances and transactions.

Sell gift cards to guests is the other. With it and Sell gift cards both on, anyone can open your portal's address followed by /buy-giftcard and buy a gift card without logging in. If either is off, that address sends people to the login page. See Selling gift cards online.

Linking a domain

Every portal starts on one of our subdomains. Under Settings → Domains you can add another subdomain of ours, or connect your own domain so contacts see something like loyalty.yourcompany.com. Your own domain needs 1 CNAME record at your domain provider before it works. For the steps, the DNS record, which address we use in links and what to do when a domain won't verify, see Connect your own domain to the contacts portal.

The portal's emails

The login and registration emails the portal sends are system emails, and they aren't edited in the portal editor. They live in your account settings (the gear icon at the top right), under Settings → Contact touchpoints, in the Login emails and Register emails sections. See Login and register emails for your contacts.

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