How to set up the Contacts Portal

The Contacts Portal allows you to create your own platform for your loyalty program. Read here how to configure it correctly.

Read more about the Contacts Portal here!

See how to set up the Contacts Portal to your preferences below:
  1. Go to your Business Dashboard and then go to Tools and Contacts Portal.
  2. Click on Actions in the top right corner and on Customize.
You are now in the edit page of your own app environment. Below, we explain the information per page. The final result is shown on the right after saving.

  1. Edit login page: this is the image of the login page that loyalty members will see when they want to log in to your savings program.

    You need to link an automatic email that is sent out for verification when a loyalty member wants to log in to the Contacts Portal.

  2. Settings page: the loyalty member's contact identifiers are visible here. You can also enter an email address here as contact information, which can be used by your loyalty members to contact you. This is displayed in the footer of the page.
  3. Home page: on the home page, the loyalty member will find his or her status in your loyalty program, such as point balance, savings history, loyalty card and rewards offered by you.
  4. Register page: this is the image of the registration page that loyalty members will see when they want to register with your program.

    You need to link an automatic email that is sent out for verification when a loyalty member wants to log in to the Contacts Portal.

Tip: click on the page names to navigate between pages and edit the app branding by clicking on the icon on the right.

Tip: would you like to change the color of the background, accents, text and buttons? In the top right of the screen you will find a color palette where you can set this to your liking! You will also find more settings here such as the font.