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See What Your Customers See

What your customers see shows your card from the customer's side, screen by screen: the poster they scan, the card in their wallet, your automatic messages, their own page. Open it before you put the poster up, so nothing surprises you or them.

Where to find it

1. Open your card. The link is on the Setup tab and on the Overview tab.

2. Above the card preview, click See the whole journey →.

You will see the same link at the end of the setup walkthrough, on the last step (Get customers in).

The paths

The top of the page shows How customers join. Only the ways your card actually uses are listed:

  • Scan at the counter is always there. You see: Your poster → They scan (your join page) → The card → Messages from you → Customer portal (their own page).
  • Invited by email appears when the card has imported or invited members. You see: Invitation email → Add to wallet → The card → Messages from you → Customer portal.
  • Buy online appears when the card is sold online. You see: Buy page → Secure checkout → Confirmation → Purchase email → The card.

Under Messages from you you see the messages your card sends on its own, as they land on the customer's phone: up to three, for example after a visit, when someone hasn't been back for a while, or on their birthday. Each one says when it is sent. Only messages that are switched on are shown. If you have none, the step says No automatic messages yet with a Set one up → link.

Customer portal is the customer's own page, with their card, rewards and offers.

A sample customer

The screens show a sample customer, with a first name that suits your business's country. No real member's data is ever shown.

  • Apple Wallet / Google Wallet switches the phones, so you can see the card on both. Apple has Front and Back; Google shows one long card.
  • Language appears only when your business works in more than one language. Pick one to see every screen, and every email, as a customer who reads that language sees it.

Before you share

Before you share lists up to five things that would look wrong to a customer. Each one has a link that takes you to the place to fix it. For example:

  • You have no automatic messages yet, or your message after a visit is switched off.
  • A benefit has no picture, so it shows as a plain tile.
  • A name contains "TEST".
  • Some texts aren't written in a language you use.
  • The card isn't published.

When nothing needs fixing, it says Everything your customers see is ready.

Download PDF

Download PDF builds a PDF of the whole journey, in your browser, so you can share it with staff or partners. Nothing is stored: the file goes to your computer and nowhere else. With several languages, each language gets its own pages.

Who can use it

Everyone on the team can open the page and download the PDF, viewers included. The fix links in Before you share show for Editors and up. It is on every plan.