Offers & Engagement

Offers, Loyalty & Engagement

Manage Network Member Offers, Network Marketing Cards, business loyalty rewards, targeted campaigns, wallet distribution, and referral incentives from one professional workspace.

Customer Growth ManagementOffers · Marketing Cards · Loyalty · Wallet Delivery · Referrals

Discovery & Acquisition

Network Member Offers

Publish theCard Network offers that attract new customers, encourage repeat visits, and let members use GTC Points when applicable.

Retention & Frequency

Business Loyalty Rewards

Create visit, purchase, spending, Loyalty Token, and successful-referral programs with clear member reward progress.

Targeted Customer Action

Campaigns & Promotions

Create birthday rewards, first-visit offers, verified-review rewards, slow-day promotions, comeback campaigns, and announcements.

Wallet Delivery

Wallet Distribution

Send an active Wallet Reward to eligible connected customers or assign it directly to one specific member.

Network Distribution Creative

Marketing Cards

Create package-ready marketing cards, keep delivered cards current with live edits, and control future distribution or clawback.

Business Growth · Referrals

Business Referral Program

Manage the rewards your business gives referred customers and the members who refer them.

Purchase Flow & Review

Purchase & Redemption Settings

Choose purchase authorization, receipt evidence, review preferences, and see the safeguards that shape the member experience.

Accountability & Results

Activity & Performance

Review recent campaign runs, targeted members, wallet records created, and delivery outcomes.

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.

Business-Specific Retention

Business Loyalty Rewards

Eligible members explicitly join your branded program. Progress begins at enrollment and 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
1

Who can join and when progress begins

Eligibility First completed check-in or completed purchase.
Member Consent The member must explicitly join through the business’s branded loyalty experience.
Progress Start Visits, purchases, spending, and Loyalty Tokens begin accumulating at enrollment. Earlier activity does not count.
2

Brand the business loyalty experience

3

Define how members earn business Loyalty Tokens

4

Set the member-facing rules and save

1

Loyalty Reward Library

These rewards are visible only to members enrolled in this business’s loyalty program. Select any reward card to edit its earning goal, reward details, status, or referral qualification.

1

Find a Loyalty Member

Searches only members connected to this business. A member must have explicitly joined the business loyalty program before progress can be changed.

2

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.

1

How does the member earn this reward?

2

What does the member receive?

3

Define how the earned reward is used

4

Control what happens after the reward is earned

Example member display: 0 of 10 visits completed.

Triggered & Targeted Communication

Campaigns & Promotions

Choose the outcome first. The builder will reveal only the rules that apply to the selected campaign.

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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.
Loading storage…
1

Campaign Library

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

2

Quick-start Ideas

Targeted Engagement Builder

Campaign & Wallet Reward Builder

Start with the outcome: give a customer a redeemable Wallet Reward, or publish an Announcement. The builder only shows controls that apply to that choice.

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.

Controlled Wallet Delivery

Wallet Distribution

Choose an active Wallet Reward, then choose who should receive it. If you do not have a Wallet Reward yet, create one here and theCard will bring you directly back to distribution after you save it.

1
Choose Wallet Reward Select an active Wallet Reward created in Campaigns & Promotions.
2
Choose Who Receives It Send it to all eligible connected customers or to one specific connected member.
1

Choose the reward you want to deliver

2

Choose who should receive it

Choose either the eligible customer list or one connected member. These are separate delivery options.

Option A

Eligible Customer List

Send the selected Wallet Reward to all eligible members already connected to this business.

Eligibility applied automatically Native wallet delivery Delivery recorded for reporting
Option B

One Connected Member

Find one specific connected member and send the selected Wallet Reward only to that person.

Partner Creative · GTC Network Distribution

Network Marketing Cards

Create the cards your business authorizes theCard Network to distribute through packages and approved Network placements. Your business owns the creative; GTC controls where approved cards are distributed.

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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 Marketing Card images and member resources, or use an external link without using theCard storage.
Loading storage…

Network Creative Builder

Create Marketing 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.

3

Define how the card is used

4

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 · Customer Referrals

Business Referral Program

Run one business referral program with as many individual referral offers as you need. Create, edit, activate, or pause each offer while keeping your program-wide rewards and sharing settings in one place.

Campaign Accountability

Activity & Performance

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

1

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 Marketing 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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