Cardskipper admin documentation

Overview

The home page displays member statistics. Choose whether you want to view all members or
only active ones.
Here, you can see how many members have created and registered a user account, shown in both numbers and percentages, broken down by role.

If a member has an incorrectly entered email address or an invalid mobile number, a warning will be shown at the bottom of the page. You can also export the list as an Excel report to make it easier to review and correct the information.

Add a organisation logo to Card design and select a default logo.

Add and edit roles

Here you can add and edit roles for your organisation. Roles are used to divide members into different categories, such as different types of memberships.

Create a new role: click the plus sign next to the heading Create new role.
Edit an existing role: click the edit icon next to the role.

General settings

Expired days shows how long a membership remains visible in the app after it has expired. During this period (for example, 90 days), the member can still log in and view their membership card and previous communications.
However, the card is clearly marked with the text Expired, showing that the membership is no longer valid.

If you have not added your own email address, emails will be sent and received via info@cardskipper.se.
To change any of these details or add your own email address, please contact us at support@cardskipper.se.

Contract

This section shows information about your organisation’s agreement with Cardskipper.

Terms

Here you can add your organisation’s terms.
If you want members to approve your terms, tick the Privacy checkbox option. This means that members must actively make a selection before registration can be completed.

Here you can create different lists and values used on your registration pages.
The parameters entered here — such as search tags, organisation units, or custom fields (Extra 1–3) — become selectable options for the member when registering or updating their details.

Search tag

Here you can create a list of keywords that can be used to group or filter members — for example, if you want to send a communication to only a smaller group of members in the organisation.

Organisation unit

Here you can create a list of, for example, departments, units, sections, areas of interest, or functions within the organisation. These can be used as filters when searching and when sending targeted communications.

Extra 1–3

If the standard form is not enough to collect the information you need from members, there are 3 extra fields that we can customise for your needs.
Please contact us at support@cardskipper.se, and we will add the field labels you want to use. The fields will only become selectable once we have given them their own labels.

To add parameters, click Create new. The parameters will then appear in a dropdown list in the registration form.

Search for and edit member details

Here you can search for and edit member details. You can search by, for example, membership number, first name, last name, email address, or mobile number.

Use the Role and Only active dropdowns to filter the search:
– All members
– Inactive members
– Only active members

Select which column should be used for sorting in the Sorting dropdown.
Click the arrow to show more search options.

The search results can be exported to Excel.

Click to edit and view information about a member.
When the member details have been updated, click Save.

If the member has not yet registered in the app, click Send installation reminder. They will then receive a new active link with instructions on how to proceed. The reminder can be sent by both email and SMS, provided the member has an email address and mobile number registered.

If you want to add a role to a member, click the blue New role button.
Select the new role from the dropdown and specify the dates during which it should be valid.

Add a new member

Start by clicking Create.
Enter the basic details: date of birth, first name, and last name. Then click Next.

Continue by filling in the remaining details.

The following details are mandatory in Cardskipper:
– First name
– Last name
– Date of birth (a fictional date can be used if you do not use this field)
– Role
– Validity period
– Mobile number or email address, preferably both

When all details have been entered, click Save.
Once the membership has been saved, a confirmation message is displayed at the top of the screen.

Import multiple members

If you want to add several members to Cardskipper, the easiest way is to use the import function.
When you start the import, installation links will be sent to the members.

– Start by selecting the role the members should be assigned to.
– Click Download template to download an Excel file.

The file contains all relevant fields as well as a unique code in cell A1, which must not be changed.
The columns that must be included are marked in white.

If multiple roles are to be imported, import one role at a time*.

Fill in the template with:
– Date of birth (can be fictional if not used)
– First name
– Last name
– Validity period
– Mobile number or email address, preferably both

Choose whether you want to:
– Send installation emails to everyone in the file
– Delete existing search tags

Tick the relevant boxes before importing.

*If you are importing several roles, download one template for each role.

To start the import, click Choose file, then Upload and import.

While the import is running, it is shown under the Active tab.
When it has finished, it is moved to the Historical list. There you can see:
– How many members were updated
– How many were unchanged
– How many received a new membership
– How many were completely new

You can also see the number of warnings and errors that occurred during the import. An Excel file listing all warnings and errors can be downloaded. You can also download the complete import file.

Export memberships

Select a role and status, then click Export to download an Excel file containing the members.

Please note: if you later import the file again, make sure you have selected the correct role before starting the import.

View all installation invitations that have been sent to members and their status:
= sent
och = pending
= invalid number

Send reminders to unregistered members

Here you can send a reminder to members who have not yet registered, do not have a user account, and have not downloaded the app.

Create a group reminder:
– Select the delivery channel, email or SMS
– Select which role or roles the reminder should be sent to
– Select the number of days since the last reminder was sent
– Click Create to send the reminder

A list of the recipients who will receive the reminder is then displayed.
Click the icon on the far left to send the reminder.

After the reminder has been sent, you can follow the installations in the Installation log.

Search for and edit created communications

Here you can search for and edit created communications.
Click View/Edit and then Search.

If the Only active box is ticked, only active communications are shown.
If you untick it, inactive communications are also shown, meaning those whose end date has passed.

Inactive communications are no longer shown in the app.

To edit a communication, click (the edit icon).
– If the communication has not yet been published, you can change all details before publishing it.
– If the communication has been published, you can still edit the content and change the display date in the app, but you cannot change the push notification or email afterwards.

Click the arrow to access more filters.
Here you can, for example, search for communications that have a specific search tag.

Create a communication

Start by clicking Create.
Then choose the category that best suits your communication.

The standard categories are:
– News
– Offers
– Information
– Membership reminder
– Activities
– Blog
– Feedback

Under Settings, you can also create your own categories. These are marked in blue.

Please note: most communication types work in the same way, except for Offers and Activities which include a redemption function, as well as Membership reminder.

Communication content

Fill in the following fields:
– Title
– Description
– Display from
– Display until
– Roles that should receive the communication

Display from controls when the communication is shown in the app and when the push notification and email are sent. If you leave Display until empty, the communication will have no end date.

Button link to an external page

Here you can add a link to an external page or to a registration page.

Button title in the app: free text, for example “Go to our website”
External link: enter the web address (URL)
Registration page: tick the box when sending reminder communications. The field will then change to a dropdown with your available registration pages
Go directly to URL: if ticked, the link opens directly in the browser
Open the page outside the app (required for payments): opens the communication in the phone’s browser.

Push notification and email settings

The publication date cannot be changed here, as it is controlled by the Display from field.
The send time can be selected after the communication has been saved. Adjust it and save again.

Select whether the communication should be sent as:
Push notification*
Email

Tip: choose both options to reach more members.

*If you do not select push notification, the communication will still be visible in the app.

Upload image

Select a file and click Upload.
If you want to replace the image, click Remove first before uploading a new one.

Here you can control the sorting order of the communication categories shown in the app.

1. Select Custom sorting and click Save
2. Drag and drop the boxes in the order you want the categories to appear

In each box, there is a dropdown menu where you choose how the communication within the category should be sorted:
> Valid until (ascending or descending)
> Valid from (ascending or descending)
> Publication date (ascending or descending)
> Alphabetical order

View/Edit

Go to Administrator and View/Edit to see the list of people who are administrators in the organisation.

GIVE A MEMBER ADMINISTRATOR RIGHTS
Go to Member and select View/Edit, then search for the member.
Click to edit the person’s membership.

Update card design

Which membership card do you want to change? Click the relevant option .

The membership card is based on a background image, images, and text lines.

Click the to add text lines and paste in keywords, which pull member information from the system. Click to view all available keywords.

Click Publish for the updated card to be shown in the members’ apps.

Manage and create memberships

Click the to create a new membership.

Update the registration link with current memberships

Once you have created all membership types for the upcoming season, they need to be added to the registration link.

Go to Registration pages and click the relevant option.

View and edit events

All created events are listed here. Click to edit an event or view bookings.

To filter, select All, Only active, or Active only in the dropdown.

Click Save when all changes have been made.

Create an event

Click Create new and enter:
> Event name
> Short description

Then click Save.

Add an activity for the event by clicking .

Enter:
Registration start date
Last registration date
Event end date
Title and description
Practical information
Which roles the event applies to
Price, or tick that it is free of charge
Maximum number of purchases per member and maximum number of participants
Select Push on publish to send a push notification to members’ phones.

The push notification is sent on the same day that registration opens, although the time can be adjusted.
At present, invitations cannot be sent by email, but you can create a separate communication that refers members to the registration in the app.

Enter the title and description on the ticket.
You can also add a code to activate the ticket.

The ticket is shown in the members’ app under the Ticket category once they have booked.

Under Selection and delivery, statistics are shown:
> How many recipients received the event
> How many have read, redeemed, or booked it

Add an image by selecting a file and clicking Upload.
If you want to replace the image, click Remove first before uploading a new one.
Recommended formats: square, round, or 16:9 widescreen.

If you want to add a QR code or barcode, click and choose which data the code should be generated from. You can choose either a unique code per member or a static code for everyone.

You can also add filters to send the event to a limited group of members, for example a unique search tag, date of birth, organisation unit, and so on. The search tag must also be added to each member.

To publish the event, click Publish.

To follow bookings and download an Excel file of the members who have signed up, go to Event management > View/Edit. Under Booking, you can follow registrations, and to download an Excel file, click Export.