The Client Card is an optional module in Animana where you create a digital loyalty card for your clients so they can collection points on (a selection of) products and services. When the points reach a certain level clients can redeem their value. This article will explain how you can set up a client card for your clients.

Before you start

Step-by-step instructions

1. Go to > Products > Products > click on the product you want to assign points to.
2. define the points you wish clients to receive for this product in the field “client card points”.

   

3. Click Save.
4. Repeat these steps for all the products you want to assign client card points to.
5. Next, you need to create a product that can be used to redeem the client card points in the future. If you are not there already go to > Products > Products and click on Add Product.

   

6.  Set the product group to the special client card product group that was created for you. In our example, the product group is “Client Card Rewards”.

   

7. Give the voucher product a name. In the example above we named it “Client Card Voucher 1 pound (1000 points)”.

8. Add the value of the voucher as a credit in the field “sales price”. In our example this voucher is good for 1 pound, so we entered -1.00 as sales price.

   

9. Add the credit points of the voucher in the field “client card points”. In our example this voucher uses 1000 client card points for a reduction of £1, so we entered -1000 in this field, as shown above.
10. Check with your accountant what they advise with the VAT and adjust the field “VAT” accordingly.
11. Click Save.
12. Click F5 to refresh your product database.

Related articles

• How do I assign a client card to a client?
• How can a client redeem client card points?