Buttons appear on various app screens and can be tapped to perform a specific action, the button action. For example, a member can tap a Welcome message to share an item on Facebook, or tap Call Us to initiate a phone call to the business.
You can customize the button action for welcome messages, location screens, custom screen list items, catalog items, gifts, Point Shop items and pop-up messages. The list of button actions is organized by categories.
Left & Right Buttons
For screens in the app that have both left and right buttons, the buttons have a default text and action.
| App Screen | Left Button Default | Right Button Default |
| Catalog Items | Back | Share Text (General) |
| Gifts | Redeem | Close |
| Point Shop Items | Buy | Back |
General Actions
| Action | Function |
| No Action | No action is performed when button is tapped |
| Open App Screen | Opens an app screen that you select from the new list that appears. In addition to opening any custom screen you create, the only relevant options are listed below (ignore the others). Other screens can be opened from the Open Screen category.
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| Close App Screen | Closes the app screen containing the button |
| Open URLs in External Browser | Opens the webpage you specify in an external web browser. NOTE: This feature is great for businesses that want to allow members to donate through the app, since Apple doesn’t approve apps that embed donation pages. |
Member Actions
| Action | Function |
| Call Us | Initiates a phone call to the specified number (if left empty, the number from General Info is used) |
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Opens the camera to scan the member's receipt and accumulate points NOTE: By customizing the app text, this action can also be used to take pictures of anything. For example, encourage members to submit photos of their pet or their latest haircut in your salon. |
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| Give Feedback | Opens the Feedback screen |
| Navigate to Location | If only one location exists, launches a navigation app with the location's address. Otherwise, opens the Location List |
| Scan QR Code | Opens a QR scanner for the purpose of identification, redeeming gifts, URL links and other loyalty operations |
| Open Pop-up Message | Initiates a pop-up message similar to the action on members. (TIP: Use the pop-up message to explain a screen and link to the screen from the message's button) |
| Rate the App | Links to iTunes or Google Play app stores to rate the app (based on Appstore ID in App Settings) |
| Share Text (General) | Shares app content (text, links, etc.) to different platforms |
Open Screen
| Action | Function |
| Open Web Page | Opens a specified URL. NOTE: The page title appears according to the App Texts definitions |
| Open Web View | Opens a selected web view, with the page header defined in the web view item (make sure to create the web view first!) |
| Filter Location List by Tag | Opens a list of locations tagged with the tag you specify (and location group if you choose one) |
| Open Catalog | Opens the catalog you select |
| Open Text Page | Opens a page with a custom title and body text |
| Open Catalog Items | Opens the items of the catalog you select in the gallery view |
| Show Locations by Distance | Opens the Location List ordered by distance from the device's current position |
| Open Home Screen | Opens the app's Home screen |
| Manage Credit Cards | Add, or delete credit cards from your in-app wallet, outside of a payment flow |
App Actions
| Action | Function |
| Show Temporary ID Code | Presents a screen with a generated 4-digit code that members can use to identify |
| Show Member Code | Presents a screen with the QR version of a Member Code |
| Add Points | Opens a number pad for entering the number of points the member should earn. This is either presented in the Admin Mode or followed by a request for an employee code. |
| Pay with Points/Credit at POS | Generates and displays a verification code that members give at the POS to pay with credit (to ensure a more secure credit transaction) |
| Submit Purchase | Submit a specified amount as a purchase in the system and points are accumulated according to Point/Credit Settings. This can be used from Admin Mode. |
| Pay with Credit | Enter the amount to be subtracted from the member's credit balance. This can also be used from Admin Mode. |
| Enter Coupon Code | Opens a number pad screen to enter a coupon code. |
| Trigger Action (or Claim) | When tapped, this button can trigger any automation you create. The default text for this button is "Claim". For example, you can allow members to "claim" a coupon from a catalog (by adding it to their gifts when they tap this button). |
| Pay with Online Service in App | Depending on the online payment service you select (such as PayPal), displays the web view of their payment page to allow members to use this online service to pay for items or services directly through the app. |
| Open Inbox | Opens the inbox on the member's device, with stores pop-up messages that were sent to them in the past. For example, you can add the inbox in one of the tiles of the member profile. |
| Open Specific Asset Screen | Opens a specific punch card or gift screen |
| Open Code Generator | Opens the action code generator created from Benefits > Codes > Action Code Generator. This code generator can be added to a tile of the Admin Panel to generate codes that members can scan with their device to complete loyalty operations (such as punch a punch card). |
| Enter Asset Redeem Code | This can be added to the Admin Panel to allow business locations (without a POS integration) to enter redeem codes in the business-side tablet instead. NOTE: This feature is useful for a business that uses POS integration for some branches and Admin Mode for others. When a business has a branch with a POS integration, gifts can only be redeemed using a redeem code (regardless of the branch in which it’s redeemed). The branch with the POS integration can enter this code in the POS. The branch using the business-side tablet can enter this code in Admin Mode. |
| Pay with Credit Card at POS | Allows members to select a credit card from their app wallet and pay for items at the POS (by generating a payment code to give to the cashier to enter into the POS to complete the payment) NOTE: The POS must have an integration that supports these payments. |
| Share Points or Credit |
Allow members to share points or credit with their friends. |