Updated: about 1 month ago
Update, Duplicate, or Archive a Card
Manage card changes without losing control of active customer journeys.
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Step-by-Step Guide
Choose the right action
Edit when a permitted detail needs correction, duplicate when creating a similar new offer, and archive when the card should no longer accept new participation.
Protect existing customers
Before changing a live card, check how the update affects current members, collected stamps, completed rewards, terms, and expiry. Avoid retroactive disadvantages.
Document and communicate changes
Record why the change was made, brief staff, and inform affected customers when terms materially change. Test duplicated or updated cards before promoting them.
