How to get your contacts to the contacts portal

The contacts portal is the home page of your loyalty programme: it's where contacts check their points, vouchers, rewards and stamp cards, and update their details. It only works if they can find it, and the easiest way to get them there is a link in the emails you already send.

Every email you send to contacts can carry a link that logs the contact straight in to the portal, without them asking for a login email first.

Go to Marketing and open the email in Campaigns, Recurring emails or Automated emails.
In the Content step, open the Tags panel on the left.
Search for the login link and copy the tag. It's called Login link in campaigns and recurring emails, and Magic login link in automated emails.
Drag a button into your design.
Paste the tag into the button's URL field.

Give the button a clear label, like "Your rewards" or "See your points". Each contact gets their own link, so clicking it opens the portal already logged in as them.

The same link is available as Magic login link in your gift card emails and in the wallet pass design.

Which address the link uses

The link uses your own domain once you've linked and verified one. Without one, it uses the first domain your portal got, which is usually your Leat subdomain, for example yourcompany.app.leat.com. You'll find the addresses your portal answers on in the portal editor, under Settings → Domains. To add your own, see Connect your own domain to the contacts portal.

To put the portal on your website or in print, go to Apps → Contacts portal and click Share next to your portal's address. The Share window has the Link to login page and, if your portal's register page is on, the Link to register page, each with its QR code. While Sell gift cards and Sell gift cards to guests are both on, it also has the Link to buy gift card page. Use Copy link or Download QR code to take them wherever you need them.

Send contacts to their loyalty card or stamp card

A link to the wallet page takes a contact straight to their loyalty card or a stamp card, where they add it to Apple Wallet or Google Wallet. That suits a QR code at the till, on a flyer or on a receipt.

Loyalty card: add /add-to-wallet/loyalty to your portal's address, for example yourcompany.app.leat.com/add-to-wallet/loyalty. The same link works for every contact.
Stamp card: open the stamp card under Loyalty → Stamp cards and go to Share options. It has the link and a QR code you can download. The link only works while stamp cards are switched on in the portal.

A contact who is already logged in sees their own card with its QR code and the wallet buttons. A contact who isn't logged in first lands on a login page with a sample of the card. They continue with Google, when Google sign-in is switched on for your account, or enter their email address and the login code we send them, all on that page. An email address we don't know yet becomes a new contact. After logging in, they're back on the link they opened.

The words on these pages, and whether contacts have to agree to your terms and conditions there, are set in the portal editor. See How to configure the contacts portal. To hand a voucher to the first contact who logs in through a link, see Gift cards vs vouchers, and every way to hand each of them out.

Contacts who aren't logged in

A contact who opens the portal's address without a login link lands on the login page. They enter their email address and get your login email, with a link or a code to sign in. See Login and register emails for your contacts.

People with a gift card

Someone who only has a gift card doesn't need to log in, and the login page has no link for them. To check a balance, or to see a digital gift card's QR code again, they open your portal's address followed by /giftcard, for example yourcompany.app.leat.com/giftcard, and enter the card's code. This only works while Gift card balance checker is switched on in the portal editor under Settings → Features. Share that address yourself, for example on your website or on your physical cards. See Finding gift card balances and transactions.

People who want to buy a gift card

Someone who doesn't have an account can still buy a gift card on your portal, while Sell gift cards and Sell gift cards to guests are both switched on under Settings → Features. They open your portal's address followed by /buy-giftcard, for example yourcompany.app.leat.com/buy-giftcard, pick an amount, fill in who it's for and pay. Share that address yourself, for example on your website or in a newsletter. See Selling gift cards online.