How to Create Digital Membership Cards for Mobile Wallet [Full Guide]

How to Create Digital Membership
Cards for Mobile Wallet [Full Guide]
We’re all familiar with the standard plastic membership card. It’s probably got
your membership number, your name, and maybe an image of yourself – very
standard, and very 1990’s.
With the introduction of mobile wallet (i.e. Apple Wallet, Android Pay, WeChat
Wallet), you can now use these channels as a way to transition from plastic to
digital. And with that transition unlocks a new way of engagement with members/
customers. Cool things like push updates, beacon alerts, and more.
This post will show you how to create digital membership cards for your business,
association, organization, and more.

Whether you want to transition from physical membership cards to digital ones, or if you
want to create a new membership program, we’ll show you how to set things up using
CherryPie.
This post has been broken down into 6 parts:
1. Setting up your CRM
2. Designing your Membership Card
3. Creating your Campaign
4. Distributing your Membership Card
5. The Customer Experience
6. Capturing Data in the CherryPie CRM
Let’s get started!

Part 1: Setting up your CRM
1. Log in to CherryPie.

2. Create a new client (click on Clients in the menu) or select a client from the
dropdown in the top right. All campaigns, oﬀers, and the CRM are separated based on
client so make sure that you are working in the right client panel before continuing.

3. Click on CRM in the menu and then click on the red ‘Create Contact List’ button.

4. Give your contact list a name.

5a. Create and upload a CSV of your list of members (with headings at the top).
In this example, we know their ﬁrst name, last name, and email. Important: Make
sure that there are no spaces between words in the header. For example, use
FirstName instead of First Name. Please ensure that the email addresses you
upload are valid and those users have opted in to receive content from you.

5b. If you don’t have any existing members and want to launch a new
membership program, upload a CSV with the header ﬁelds of you want to
collect.

6. Select a unique ﬁeld (i.e. email). Selecting a unique ﬁeld will ensure that you
don’t have any duplicates in your contact list and all activity (i.e. number of passes
active, events, information) is associated with that one contact. This is optional but
recommended.

Part 2: Designing your
Membership Card
1. Click on the Oﬀers tab in the menu and click on the red ‘New Oﬀer’ button.

2. Fill in the Oﬀer Information.

3. Click on the ‘Design’ tab and select the ‘Membership Card’ template. Change the
colors to reﬂect your brand, and upload a logo & icon image.
4. Select the thumbnail image by clicking on the square space on the pass.

5. Tick the box ‘Make as Dynamic’ and ‘Allow user to upload image’. In this example, we
want members to upload their own image to create their personalized membership card.

6a. Add text ﬁelds to the front of your membership card. In this example, we want to display
their ﬁrst and last name on the front of the pass. Therefore, we’ll use the shortcode
#{FirstName} and #{LastName}. This will take what’s in your CSV and display it on the pass
when you send it to your customers via email with CherryPie.

6b. If you want to collect customer information or want your members to ﬁll in their details,
simply use the shortcode ${FirstName} instead. The $ means that you want customers to
input the value. The # will take the value from your CRM.

7a. You can also choose to display information on the back of the pass.

7b. Important: If you don’t have any members’ emails and you had selected email
as the unique ﬁeld in your CRM, make sure you add this ﬁeld to the pass so that
you can collect this information. Use the shortcode ${email}.

8. Add any relevant locations and beacons to your membership card, which will trigger a
lockscreen message when members are in that location or near your beacon. For more
information on how to add locations and beacons, check out this guide.

Part 3: Creating your Campaign
1. Click on the Campaign tab in the menu and click on the red ‘Create Campaign’
button.

2. Select the membership card template you just created by clicking on the green
plus button.

3a. Fill in your campaign details and under the ‘Acquire Contacts’ ﬁeld, select the contact list
you created previously. This is important, especially if you don’t have any existing members,
because all of the data that you collect will then be stored in this contact list in your CRM.

4. On the ‘Landing Page Design’ tab, select a strip image and icon image to be
displayed on your membership card landing page. (Click here for the full guide on
how to create a mobile wallet campaign with CherryPie)

5. Save your campaign and click on ‘Activate’.

Part 4: Distributing your
Membership Card
Option 1: Distributing via Email
1. Click on ‘Assets’ in the menu and select ‘Emails’. Click on the ‘Add an Email’
button to create an email template. Use shortcodes such as #{FirstName} or
#{company} to display those values in the email (the text inside the bracket is
taken from the header of your CSV). To add the link to the membership card,
use #{passlink}.

2. Go back to the ‘Campaigns’ menu and click on the ‘share’ icon next to the name of the campaign.

3. Select the contact list you want to distribute the email to. Choose a segmentation (if
applicable), select the email template, and click ‘Distribute’ to send your email.

Option 2: Distributing via other Channels
If you want to share the membership card on other channels (i.e. social media, website),
simply copy and paste the pass URL. Click on the ‘Share’ icon and the ‘Distribution’
window will open. The pass URL is right underneath the QR code.
Other than sharing the membership card URL, you can also generate a QR code with
the membership URL embedded in it. That way, members can simply scan the QR code
to add their membership card to their wallet.

Part 5: The Customer
Experience
1. Here’s how the email look when distributing
via CherryPie. You’ll notice that the ﬁrst name
was taken from our CRM (using the shortcode
#{FirstName} and the pass URL is there for
users to click on.

2a. When a user clicks on the membership card link, they will be taken to this landing
page, prompting them to upload their own image.

2b. If you’ve asked for customers to ﬁll in their information, this is what they will see:

3. Here’s how the ﬁnal membership card looks. Notice that because their ﬁrst name
and last names were taken from the CRM, it automatically populates their
membership card.

Part 6: Capturing Data in the
CherryPie CRM
To see where the information you’ve collected from members go, simply go to
your CRM and click on ‘Contacts’ for the relevant list. In the example above, we’ve
captured ﬁrst name, last name, and email – and you can see that this gets stored
all here! You can click into individual contacts and update their information, track
how many passes they have, and even change content on their pass.

How to Create Digital Membership Cards for Mobile Wallet [Full Guide]

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How to Create Digital Membership Cards for Mobile Wallet [Full Guide]