Guilds

Invite Member

By |2021-04-14T11:57:41+00:00April 14th, 2021|

To invite a member/create a member portal, navigate to Members > Invitation List Click the blue + sign in the top right corner Fill out all available details in the form that pops up. Select CategoryLocation NameAddressCityStateCountryPhone NumberZip CodeFirst NameLast NameEmail Address Checking the "Send Invitation" box will trigger the invitation to be sent as [...]

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Managing Manual Stamps

By |2020-05-19T19:15:27+00:00May 19th, 2020|

Manual stamps need to be monitored, approved or denied in a timely manner. We recommend checking the dashboard daily to manage these requests. To get to the Manual Stamp Dashboard, click Passport Program > Manage Stamp Requests To manage the stamp requests, you will use the "action" section of the dashboard. The blue icon will [...]

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Managing Trial Members

By |2020-05-19T17:09:28+00:00May 19th, 2020|

Once a trial membership has expired, the location will automatically become a paid member. It is the responsibility of the guild to manage these. To see the Trial Member Dashboard, click on Members>Trial Members To manually turn multiple location into paid members, simply click the square on the left hand side and select "Convert to [...]

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New Feature: Adding Trial Members

By |2020-05-19T16:55:07+00:00May 19th, 2020|

Adding a Trial Member is similar to adding a standard member. These trials are able to be seen in the app as a regular member for xx days. It is the Guild's responsibility to manage these and delete them before the trial period expires. Trial members will turn into standard members. To add a trial [...]

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Managing Deals

By |2020-05-16T12:25:11+00:00May 16th, 2020|

From the deals dashboard, you can edit a deal, unpublish a deal or delete a deal. Content Management > Deals You can find these options on the “action” side of the dashboard. See image below for more detail: Editing a Deal: Click the blue pencilDeleting a Deal: Click the red trash canUnpublish/publish a deal: Click [...]

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Editing Badges

By |2020-05-15T18:41:18+00:00May 15th, 2020|

Note: Please consider app users if you are editing the point requirement for badges. For example, if an app user earns a badge for 10 stamps but you change the badge to 20, they cannot re-earn the updated badge. To edit a badge, click Rewards > Reward List Select the badge that you'd like to [...]

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Adding Deals

By |2020-05-15T18:38:29+00:00May 15th, 2020|

On the left hand menu, click “Content Management” > Deals To create a new deal, click on the blue + sign in the top right corner Add content to: TitleDescriptionSelect LocationStart Date for dealEnd Date for dealAdd image. Size should be 3:1 ratio (example: 600 x 200) Sample Deal Click Save and Close to save [...]

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Creating Badges

By |2020-05-15T18:26:59+00:00May 15th, 2020|

Badges are virtual rewards that app users can collect as they visit locations and earn stamps. To add a badge, click Rewards > Reward List Click the blue + sign in the top right to add a new badge Fill out the form as follows: Passport ProgramLoyalty RewardTitleDescriptionPoints Required (How many points should a user [...]

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Hiding a Location (Do Not Display)

By |2020-03-05T13:05:26+00:00March 5th, 2020|

There may be a few instances where you'd like to "hide" a location from the app. This means that they will not display in the passport or on the maps, however, their events and advertising will still appear. For example, if you have added an advertiser but you would not like app users to visit [...]

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Managing Rewards

By |2020-03-02T13:45:34+00:00March 2nd, 2020|

Adding a New Reward To add a new reward, simply click on the "Rewards" tab of the dashboard and click "Reward List". From there, you can click the blue + button in the upper right-hand corner. Fill out the form accordingly: Select ProgramSelect TypeTitleDescriptionPoints Required (example, 50)Size Variants (if applicable)Confirmation Message will pop up once [...]

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