{"id":1237,"date":"2024-11-23T04:57:57","date_gmt":"2024-11-23T04:57:57","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4905900735901-card-types\/"},"modified":"2026-03-27T13:01:14","modified_gmt":"2026-03-27T13:01:14","password":"","slug":"4905900735901-card-types","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905900735901-card-types\/","title":{"rendered":"Card types"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">Before creating a loyalty program you need to create <\/span><b>Card types<\/b><span style=\"font-weight: 400;\"> and assign promotions to them. You can assign more than one<\/span> <strong><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/7387728743453-Creating-and-editing-promotions\">promotion<\/a><\/strong> <span style=\"font-weight: 400;\">to one loyalty card. You can assign one promotion to more than one loyalty card.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">There are two types of spaces in <\/span><b>Altegio<\/b><span style=\"font-weight: 400;\">: locations and chains. <strong>Locations <\/strong>\u2014 with yellow highlight on the left, <strong>chains<\/strong> \u2014 with purple highlight on the left. Locations and chains have different sections.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To open the chain you need to do the following:<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Click the <strong>name of the location<\/strong> in the top left corner.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">In the drop-down list <strong>select<\/strong> the desired <strong>chain.<\/strong><\/span><\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de95656a736&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de95656a736\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"942\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-1024x942.png\" alt=\"\" class=\"wp-image-262186\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-1024x942.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-300x276.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-768x706.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46-360x331.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.00.46.png 1072w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Creating a card type<\/strong><\/h1>\n\n\n\n<p>In the chain interface go to <strong>Loyalty &gt; Card Types<\/strong> section and click the <strong>Add a card type<\/strong> button.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de95656b035&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de95656b035\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"694\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-1024x694.png\" alt=\"\" class=\"wp-image-262204\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-1024x694.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-300x203.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-768x520.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-1536x1040.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-2048x1387.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-360x244.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.03.10-1568x1062.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the new opened page indicate the <strong>Name<\/strong> of the card type, i.e. <em>Loyal customer card<\/em>.<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Select <strong>Source for cumulative promotion rules<\/strong>. You can choose where to take the data from (the amount paid by the client, the amount sold to the client, the number of visits), on the basis of which bonuses will be accrued in accumulative promotions with the \u201cLoyalty card\u201d rule source:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Entire chain<\/strong> \u2014 from all locations of the chain<\/li>\n\n\n\n<li><strong>Active locations<\/strong> \u2014 locations selected for the promotion in the Valid for the locations list<\/li>\n<\/ul>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select the <strong>Location<\/strong> that this card will be valid for.<\/li>\n\n\n\n<li>Select according what rule Automatic issue will apply to:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Assign at any location<\/strong> \u2014 if the card should be issued to new clients in all locations.<\/li>\n\n\n\n<li><strong>Assign at linked locations<\/strong> \u2014 if the card should be issued to new clients in specific locations.<\/li>\n\n\n\n<li><strong>Do not assign to new clients<\/strong> \u2014 if you prefer to issue cards to clients manually.<\/li>\n<\/ul>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Indicate whether unused points must expire (burn) and when.<\/li>\n\n\n\n<li>Indicate <strong>Restrictions on point redemption<\/strong> (deduction of points):<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>all services<\/strong>;<\/li>\n\n\n\n<li><strong>exclude services<\/strong>;<\/li>\n\n\n\n<li><strong>selected services only<\/strong> (when selecting this type <strong>Add<\/strong> button will appear using which you can select categories\/services);<\/li>\n\n\n\n<li><strong>all products<\/strong><\/li>\n\n\n\n<li><strong>exclude products<\/strong><\/li>\n\n\n\n<li><strong>selected products only<\/strong> (when selecting this type <strong>Add<\/strong> button will appear using which you can select categories\/products)<\/li>\n<\/ul>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Indicate limitation of payment by bonuses (fixed amount or % of check amount). For instance, if the service costs 100$ and the client has 100 in bonuses and you don\u2019t want your employee to work for free you can limit payment with points.<\/li>\n\n\n\n<li>Click the Save button.<br><br><\/li>\n<\/ol>\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Editing and configuring notifications<\/strong><\/h1>\n\n\n\n<p>After you create them you can edit or delete all card types in the <strong>Loyalty &gt; Card Types<\/strong> section. Also, after creation the <strong>Notifications<\/strong> section becomes available where you can configure templates for notifications about card transactions.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Notifications templates<\/strong><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Notification about the issue of loyalty card<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You have been given the card \u201c%CARD_TITLE%\u201d #%CARD_NUMBER%. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li>You have been given the card \u201c%CARD_TITLE%\u201d. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li>You have been given the card \u201c%CARD_TITLE%\u201d. %GROUP_TITLE%.<\/li>\n\n\n\n<li>Your own template.&nbsp;<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Notification about bonuses accrual<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Card balance increased \u201c%CARD_TITLE%\u201d #%CARD_NUMBER%. Accrued bonuses: : %BONUS%. Total balance: %CARD_BALANCE%. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li>Accrued bonuses: %BONUS%. Total balance: %CARD_BALANCE%. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li>Accrued bonuses: %BONUS%. Total balance: %CARD_BALANCE%. %GROUP_TITLE%.<\/li>\n\n\n\n<li>Your own template.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Bonus write-off notification<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Card balance reduced \u201c%CARD_TITLE%&#8221; #%CARD_NUMBER%.Charged bonuses: %BONUS%. Total balance: %CARD_BALANCE%. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li>Charged bonuses: %BONUS%. Total balance: %CARD_BALANCE%. Regards, %GROUP_TITLE%.<\/li>\n\n\n\n<li> Charged bonuses: %BONUS%. Total balance: %CARD_BALANCE%. %GROUP_TITLE%.<\/li>\n\n\n\n<li>Your own template.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Values of variables<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>%CARD_TITLE%<\/strong> \u2013 card name<\/li>\n\n\n\n<li><strong>%CARD_NUMBER%<\/strong> \u2013 card number<\/li>\n\n\n\n<li><strong>%GROUP_TITLE%<\/strong> \u2013 name of the chain where the card is located<\/li>\n\n\n\n<li><strong>%BONUS%<\/strong> \u2013 amount of bonuses<\/li>\n\n\n\n<li><strong>%CARD_BALANCE%<\/strong> \u2013 total balance.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69de95656be97&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69de95656be97\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"642\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-1024x642.png\" alt=\"\" class=\"wp-image-262225\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-1024x642.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-300x188.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-768x481.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-1536x962.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-360x226.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10-1568x983.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-26-at-17.05.10.png 2014w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Before creating a loyalty program you need to create Card types and assign promotions to them. You can assign more than one promotion to one loyalty card. You can assign one promotion to more than one loyalty card. There are two types of spaces in Altegio: locations and chains. Locations \u2014 with yellow highlight on&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4905900735901-card-types\/\">Continue reading <span class=\"screen-reader-text\">Card types<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[76],"doc_tag":[1267,1507,2029,1252,1549,1774,1297,1312],"class_list":["post-1237","docs","type-docs","status-publish","hentry","doc_category-loyalty-cards","doc_tag-chain-en","doc_tag-client-en","doc_tag-inventory-en","doc_tag-location-en","doc_tag-loyalty-card-en","doc_tag-loyalty-program-en","doc_tag-service-en","doc_tag-service-category-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":585,"total_views":"244","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Loyalty cards","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/loyalty-cards\/"}],"doc_tag_info":[{"term_name":"Chain","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/chain-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Inventory","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/inventory-en\/"},{"term_name":"Location","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/location-en\/"},{"term_name":"Loyalty Card","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-card-en\/"},{"term_name":"Loyalty Program","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/loyalty-program-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Service Category","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-category-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1237"}],"version-history":[{"count":8,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1237\/revisions"}],"predecessor-version":[{"id":314251,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1237\/revisions\/314251"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1237"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1237"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}