Our Customer Portal is a highly customizable platform that puts you in control. Tailor every aspect to align with your brand and customer experience, from icons to text, color scheme, language preferences, and even menu and features. Enjoy the freedom to create a personalized and seamless interaction with your customers!
Reach out to support and ask them to enable the feature under Features & Add-ons.
Article Topics
General Settings
Merchants can input their business name and specify the domain of their portal.
They can also tailor the wallet type based on the club's preferences and establish a connection to your wallet pass for seamless integration.
| Settings | Description | Options |
| Business Name | Business Name | Merchant loyalty program name |
| Sub Domain Name | Loyalty program name for example: BusinessName.comosense.net |
|
| Business Wallet | Business Wallet | Points / Credit / Both |
| Point Portal Name | The name that will be present in the portal | Example = Eatpoints |
| Point Name | Special Name to prompt merchant wallet | Example = Eatpoints |
| Points Balance | Showing point balance regarding the merchant preference. | Monterey or Non-Monterey |
| Credit Name | Special Name to prompt merchant wallet | Example = CredEats |
| Credit Portal Name | The name that will be present in the portal | Example = CredEats |
| Credit Balance | Showing credit balance regarding the merchant preference. | Monterey or Non-Monterey |
| Show User Greetings | User Greeting: Hey, MemberName | Greetings on the following screens: Rewards, Point Shop, Subscription, and User Profile. |
| Full Registration Form | Seamless club registration form. | Uniform registration form. |
| To Mail | Feedback is submitted by members through the portal under the profile screen. | Used to contact us form in the side menu. |
Branding:
Merchants have the flexibility to design elements according to their preferences, ranging from button styles to the Fav Icon.
Fav Icon Dimensions: 960px * 960px | Max size: 1000KB
| Settings | Description | Options |
| Show Payment QR code |
Redeem the benefit by scanning the QR code |
QR Code or ID code |
| Show verification ID code on navbar for quick navigation |
When enabled, the verification ID is displayed in the navigation bar on the portal. |
Enable/ Disable |
| Show verification QR code | QR code for quick verification | QR Code or ID code |
| Default Theme | A dark or light theme on the browser is available for users to choose. | Dark or Light |
| Show Wallet on the navbar | The wallet shows the current balance in the navigation bar | Points, Credit, or Both |
| Show the gift icon on the navbar | Quickly navigate to the rewards screen by clicking on the gift icon in the navbar. | Show Or Not |
| Button Style | Choosing your button style | Square / Rounded / Round Edge |
Color Scheme:
The default colors are initially pulled from the registration form. However, can be modified and the color scheme according to merchant preference, including light and dark modes options within the portal.
Light/Dark Theme Logo Dimensions: 960px * 960px | Max size: 1000KB
| Settings | Description |
| Primary | The footer Background color for the primary footer section |
| Secondary | Background Button Color |
| Accent | Stacked Punch card, third punch card color |
| Neutral | A light background is displayed when opening a new widget in the web portal |
| Base100 | Header, Input filed |
| Base200 | Background |
| Base300 | Button links Color |
| Info | String and global messages |
| Success | A success message background. |
| Error | Error code |
| Lines | High contrast in accessibility |
| Icon Layout | This feature is currently not in use. |
| Font Contrast | The color of the logout button, the greeting 'Hi you' on the login screen, and the text color of the splash description. |
Login Screen:
Merchants have the authority to determine the greeting your members receive and the ability to customize the text on the login button, giving you full control over the welcoming experience for the users.
Login Screen Logo Dimensions: Recommended size 1200 x 1200 px
Splash Screen Logo Dimensions: Recommended size 1920 x 1080 px
| Settings | Description | Options |
| Login Screen Logo | Recommended size 1200 x 1200 px | |
| Login Screen Text | Promoting Club | Free Text |
| Login CTA | Override Sign-In Text Button | Free Text |
| Register CTA | Override Register Text Button | Free Text |
| Splash Screen Logo | Recommended size 1920 x 1080 px | |
| Splash Screen Text | Promoting Club | Free Text |
| After Login Text | Main screen Text | Free Text |
| Before Login CTA | Override the Start Here Text Button on Main screen | Free Text |
| After Login CTA | Override Log Out Text Button on Main screen | Free Text |
Menu & Features:
Merchants gain the ability to manage the screens presented to the club members. Within the reward screens, you have the flexibility to select which types of rewards to display —whether it's all rewards, active ones, deactivated ones, future rewards, or those that have been redeemed or expired. Additionally, merchants can customize the friend referral screen, point shop, and locations, and even include custom screens for their website or online ordering, among other options.
| Settings | Description | Options |
| Rewards | Shows members all assets (Active, redeemed/Expired, Future Rewards) Punch Cards. | Modify the screen name and order in the side menu. Assets Showing - All, Active, Future, Redeemd/Expired Show punch card toggle No Reward Text - Free text |
| Activity | Show all member purchase history - Purchases, credit, and points. (Received, Used point/credit) |
Modify the screen name and order in the side menu. |
| Friend Referral | Dynamic friend referral screen | You can customize the text and icons of the screen. |
| Point Shop | Web Portal point shop | Modify the screen name and order in the side menu. |
| Subscription | Retrieving subscription plans from your Stripe account. | This feature is only available for businesses with an active Stripe account. |
| Locations | Showing business active locations. | Can mark this screen as "User Needs To Be Signed In" |
| User Profile | Update member details, generate ID code, data & legal screen, and reward screen | Customizable icons, allow feedback toggle |
| Custom Menu Item | You can insert your web view as desired, whether for the website or ordering. |
|
| Wallet Pass | Business Wallet pass can be downloaded from the portal to the member wallet (Google Wallet, Apple Wallet). | This feature is only available for businesses with an active wallet pass. |
Icons design: Please note that all icons need to be PNG only and without background
Rewards Icons Dimensions:
Expired Reward Image - 360 x 340 | Max size: 1000KB
Redeemed Reward Image - 360 x 340 | Max size: 1000KB
No Reward Icon - 48 x 48 | Max size: 1000KB
Activity Icons Dimensions: 38 x 38 | Max size: 1000KB
Friend Referral Icons Dimensions:
Step 1 icon - 38 x 38 | Max size: 1000KB
Step 2 icon - 38 x 38 | Max size: 1000KB
Step 3 icon - 38 x 38 | Max size: 1000KB
Share icon - 48 x 48 | Max size: 1000KB
Copy Link icon - 48 x 48 | Max size: 1000KB
Get Referral Code icon - 48 x 48 | Max size: 1000KB
Points purchased success image Dimensions: 280 x 280 | Max size: 1000KB
User Profile Icons Dimensions:
Profile Picture - 192 x 192 | Max size: 1000KB
Profile Background icon - 1200 x 1200 | Max size: 1000KB
Update Details icon - 48 x 48 | Max size: 1000KB
Generate ID Code icon - 48 x 48 | Max size: 1000KB
Data & Legal icon - 48 x 48 | Max size: 1000KB
Rewards for you icon - 48 x 48 | Max size: 1000KB
Localization:
Configure settings for multiple countries and languages, providing with the flexibility to customize the merchant brand's presence on a global scale.
| Settings | Description | Options |
| Choose a Unit Of Measure | Unit meauare in locaion screen | Kilometers Or Miles |
| Currency Symbol Location | Currency symbol in the activity screen | Before or After the number |
| Countries | Supported countries | a dropdown of all countries |
| Languages | Portal supported languages | Multiple choose |
| Default Languages | On open what languages will present | One form of the chosen languages |
| Default Country | When more Countries are added | Can be chosen when added more Countries |
| Remove Leading Zero | Removing the leading zero on a phone number - on a login screen | With or Without leading zero |
| Use Country Code | Uses default country code for log-in/registration | With or without country code |
Important Note:
- If using the country code function for registration, the merchant needs to keep this format in all the other fields that can register for the loyalty club; POS, App, Import, etc.
- Disable cookies, use cookieConsentGrantedExternally=true as a query parameter
Registration Landing Page
A registration landing page that allows the merchant to embed registration in any touch point for direct registration.
http://busniessName.comosense.net/lp/register