Offers & Engagement

Offers, Loyalty & Engagement

Manage Network Member Offers, Member Actions, business loyalty rewards, automated and Targeted Campaigns, Promotional Offers, and ShoutOut referral incentives from one professional workspace.

Customer Growth ManagementOffers · Member Actions · Loyalty · Campaigns · Promotional Offers · ShoutOut

theCard Network Acquisition · Retention · VIP Access

Network Member Offers

Use one featured Free Network Offer to attract members, create additional GTC Points offers to drive repeat spending, and publish unlimited Black Card exclusives for your highest-value members.

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Total Offers
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Active Offers
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Active Free Offer
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GTC Points Offers
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Black Card Offers

Offer Builder

Create Network Member Offer

Choose the audience and reward structure first, then complete the member experience and redemption rules.

New Offer
1

Who gets this offer and how is it valued?

Standard Network offers support one active free acquisition offer plus GTC Points offers.
Standard Network: one active free offer. Black Card: unlimited free or points offers.
Used by theCard to calculate the Network point cost.
Calculated by theCard from the current Network point schedule.
2

Build the offer members will see.

JPG, PNG or WebP · Maximum 5 MB. Stored in theCard managed partner media.
No offer image selected. Upload an image to make this offer more recognizable on public and member-facing cards.
3

Define how staff and members complete the offer.

4

Control timing, usage limits, and status.

Member Experience · Actions · Verification

Member Action Management

Manage the primary member actions in business workflow order: Record Transaction, ShoutOut, Check-In, then shared visit, verification and redemption controls.

Record Transaction Management

Control whether members can record purchases, where they can start the transaction, when staff verification is required, and how member-recorded purchases are reviewed.

How long a QR / LLNN transaction request stays open while waiting for staff to complete it.

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How long a member-recorded purchase can wait for partner review. Eligible transactions may auto-approve at the end of this window.

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When enabled, an eligible member-recorded purchase can auto-approve after the review window if no risk or hold requires staff review.

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ShoutOut Access

Control whether members can recommend this business with a tracked ShoutOut Link + ShoutOut Code. Opportunity rewards and notification delivery are managed in the ShoutOut workspace.

ShoutOut Opportunities & NotificationsCreate qualifying referral opportunities, define referrer rewards, and approve Email/SMS notification delivery from the dedicated ShoutOut workspace.

Check-In Management

Control whether members can Check In, how Check-In is verified, how often Check-In points can be earned, and when Check-In is available.

How long the same member must wait before earning Check-In points here again. This only controls Check-In point earning; it does not prevent another visit, transaction, or reward activity.

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Check-In Availability

Choose when members are allowed to start a check-in. This stays with the Check-In function because it governs the same member action.

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Schedule Time ZoneManaged by the business location in Profile Manager. Update the location address if this time zone is incorrect.
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Visit, Verification & Redemption Controls

Shared rules for proving a member is on site, keeping a verified business visit active, and controlling reward/offer activation and redemption timing.

Shared Rules
Shared across member activityOn-site verification and active-visit rules can support Check-In, on-location transactions, and location-verified offer/reward activity. Redemption timing applies to eligible rewards and offers.
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Maximum distance that counts as being on site for member actions requiring physical-location verification. A location-specific boundary can override this radius.

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How long a verified business visit/session stays active. The same active visit can be reused by eligible Check-In, transaction, and offer/reward activity tied to that visit.

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How long the member must wait after a completed redemption before another redemption is allowed under the business cooldown.

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How long a member-activated offer or reward stays valid before it expires if the redemption is not completed.

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These controls use theCard network defaults unless the business sets an override. Location-specific GTC rules remain authoritative when configured.
Member Actions are platform functions. Check-In, Record Transaction, and ShoutOut access are saved here. Check-In availability and shared Visit, Verification & Redemption Controls retain their own save actions above.

Business-Specific Retention

Business Loyalty Rewards

theCard members participate in your business loyalty program automatically after a qualifying interaction. No separate loyalty-program opt-in is required; progress can be based on visits, qualifying purchases, spending, or business Loyalty Tokens.

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Eligible Members
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Enrolled Members
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Active Rewards
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Earned Rewards Available
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Tokens Outstanding
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How participation and communication consent work

Automatic Participation A qualifying interaction connects the member to your business loyalty program automatically. Joining theCard already establishes participation in the network.
Communication Consent No separate loyalty opt-in is required. Only SMS sent directly by the business requires separate member opt-in. theCard-delivered system messages sent on behalf of the business remain under the member’s existing theCard relationship and communication preferences.
Progress Start Eligible loyalty progress begins automatically with the member’s first qualifying interaction. No separate enrollment step is required.
2

Brand the business loyalty experience

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Define how members earn business Loyalty Tokens

4

Set the member-facing rules and save

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Loyalty Reward Library

These rewards are available to members participating in this business’s loyalty program. Select any reward card to edit its earning goal, reward details, status, or ShoutOut qualification.

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Find a Loyalty Member

Searches members connected to this business. Under theCard network model, qualifying interaction establishes loyalty participation automatically; a second program opt-in is not required.

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Selected Member

Search for and select a connected member to review loyalty progress.

Loyalty Reward Builder

Create Loyalty Reward

Build the goal first, define the earned reward, then set redemption and repeat behavior.

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How does the member earn this reward?

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What does the member receive?

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Define how the earned reward is used

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Control what happens after the reward is earned

Example member display: 0 of 10 visits completed.

Triggered & Targeted Communication

Campaigns

Build automated campaigns from customer activity, or use Targeted Campaigns when you want to deliberately choose which connected customers receive a Wallet Reward now or later.

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Connected Members
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Active Campaigns
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In Wallets
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Redeemed
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Partner Package
Managed File Storage Campaign images and uploaded files are automatically tracked and cleaned up when they are no longer needed.
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Campaign Library

Select a saved campaign to edit it, or start a new Wallet Reward or Announcement.

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Quick-start Ideas

Automated Engagement Builder

Campaign Builder

Create Wallet Rewards and Announcements that respond to customer actions, milestones, birthdays, inactivity, visits, purchases, reviews, or other campaign triggers. For a deliberate one-time or scheduled send to a selected audience, use Targeted Campaigns.

1

What do you want to do?

Build the reward in three parts: Action decides when it is delivered. Type decides the label and icon members see. Reward Name is your custom headline.
When should customers receive it?
Choose the built-in type members will see. This one selection controls the reward label and wireframe icon everywhere it appears.
The custom headline customers see on the reward.
2

Choose when the reward is delivered

3

Build the reward card

JPG, PNG or WebP · Maximum 5 MB. Managed by theCard storage controls.
No campaign image selected.
This is enforced when the member tries to use the Wallet Reward — not just when it is delivered.
Member Delivery FrequencyOne-Time Offer

Choose whether the same member can receive this reward again after the previous copy has been redeemed or expired.

Each member may receive this reward once.

Optional Additional Action

Add a menu, giving page, registration link, downloadable packet, flyer, directions, calendar link, or other helpful action. This never redeems a Wallet Reward.

4

Optional outreach and advanced controls

Optional SmartSite Communication

Send an optional email or text notification in addition to the in-app experience.

Checking communication availability for this account...

Managed upload above is recommended. This remains only for existing campaigns that already use an external image.

Your Customers · Deliberate Marketing

Targeted Campaigns

Use this when you want to send a Wallet Reward to a specific group of your connected customers. Follow the five steps below: choose the reward, choose the audience, preview the customers, choose delivery, then review and launch.

Your Connected Customers Only

Targeted Campaigns can narrow your customer list using behavior, geography, category activity, tier, and recency. They can never expand beyond customers connected to your business.

Connected0
Step 1 of 5

Choose the Wallet Reward

Select an active Wallet Reward you already created, or create a new one and return here automatically.

Step 2 of 5

Choose the Audience

Start with every connected customer, reuse a saved segment, or build a custom audience with filters.

Step 3 of 5

Preview the Customers

Confirm how many connected customers currently match before you choose when to deliver the campaign.

Connected0
Audience Match0
Filtered Out0
Email Eligible0
SMS Eligible0
This preview is aggregate-only. No other business customer list is exposed, and every recipient remains restricted to your connected customers.
Step 4 of 5

Choose Delivery

Push this campaign now or schedule it for later, then set basic safeguards so customers are not over-contacted.

Not DeliveredReview and launch when ready.
Step 5 of 5

Review & Launch

Check the reward, audience, delivery timing, and safeguards. Preview deliverability one last time before launching.

Wallet Reward—
AudienceAll Connected Customers
Audience Preview0 matching customers
DeliveryPush Now
Safeguards1 delivery per customer / 30 days · cap 5,000
Push delivery re-checks eligibility immediately before delivery. Type DELIVER to confirm.
Saved Targeted Campaigns

Continue or review previous work

Load a saved or scheduled targeted campaign to review its setup and state.

Quick Send · One Connected Member

Need to send the selected Wallet Reward to one specific customer instead of running a campaign? Search a connected member below.

Paid Network Advertising · Partner Creative

Promotional Offers

Create the promotional offer and Promotion Card you want theCard to distribute to customers beyond your existing audience. Your business controls the offer and creative; GTC completes targeting, placement, pricing, and approved Network Distribution.

Paid Network Advertising

Network Distribution Not Active

Reach customers outside your existing audience with paid theCard Network Distribution. Create the Promotional Offer you want distributed, then submit a request and our team will contact you to complete targeting, placement, and pricing.

Not Active
Full-Service Support · [email protected]
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Total Cards
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Pending Approval
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Approved
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Active Wallet Copies
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Redeemed
Managed File Storage Upload Promotion Card images and member resources, or use an external link without using theCard storage.
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Network Creative Builder

Create Promotion Card

Build a Network-ready card with managed media, a redeemable benefit, and an optional external or uploaded secondary action.

New Card
Live creative: Once a card has been delivered, edits to its active content are reflected in currently available member-wallet copies. Redeemed copies remain preserved for historical/audit accuracy.
1

What should members receive?

2

Artwork and member actions

Optional Additional Action

Link to a menu, website, giving page, booking page, registration page, or upload a PDF/image resource. This action never redeems the card.

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Define how the card is used

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Set availability and submit for Network use

Network approval: New cards are submitted as Pending. GTC/Admin approves the card before any Package can deliver it. Once approved, you can pause future delivery at any time without invalidating copies members already received.

Business Growth · ShoutOut Referrals

ShoutOut Referral Program

Members recommend your business with ShoutOut. Create the opportunities customers can act on, define what the referring member earns, and let theCard connect the ShoutOut result to your existing referral rewards and referral-based loyalty milestones.

Campaign Accountability

Activity & Performance

Review recent campaign runs, target counts, wallet assignments, and delivery results.

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Campaign Runs & Outcomes

Confirm Wallet Distribution

This will create wallet records for eligible connected members. It will not send SMS or email by itself.

No Wallet Reward selected.
Wallet Reward eligibility and assignment limits will be applied before delivery.

Owner / Manager Manual Grant

Manager Override — Send Anyway

Use this when you intentionally want to give this member the wallet reward even though the campaign's normal rules would stop delivery. The campaign itself is not changed.

CampaignSelected Wallet Reward
MemberSelected member
Normal Delivery Stopped BecauseOne-Time Offer
Previous Deliveries0
What this override does This manual grant may bypass campaign eligibility, timing, audience, trigger, frequency, and campaign-limit rules for this member only. It cannot bypass Partner/business/member security boundaries and it will never create a duplicate active copy of the same campaign.
Required for the audit record.

Network Marketing Control

Claw Back Delivered Cards

This removes every currently available/viewed copy of this Promotion Card from member wallets. Redeemed copies remain in history.

This is stronger than Pause. Pause stops new deliveries. Clawback also cancels active copies already delivered to members.

Member Invitation

Invite Member to Join

An invitation does not enroll the member. Enrollment and communication consent are recorded only when the member accepts the invitation or an authorized manager completes verified manual enrollment.

Manager-Verified Enrollment

Manual Enroll Now

This action records the Owner or Manager’s formal attestation that the member personally provided every consent selected below. It is not member-authenticated digital acceptance.
Manual enrollment starts future progress now. Historical check-ins and purchases before this enrollment are not automatically counted. Existing progress from a prior enrollment remains preserved.

Enrollment Management

Un-enroll Member

Un-enrollment stops all future loyalty progress. Historical progress, Loyalty Tokens, adjustment history, and earned wallet rewards are preserved and are not automatically deleted or revoked.

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