The Digital Member ID is a feature that allows you to give your users a virtual membership card within your app which can then be integrated with other features and content tailored to their membership level and other criteria. In this article, we’ll go over some use cases for this feature, how to set it up, how your users will interact with it, some pro tips that we think will help you take full advantage of this feature, as well as some related articles that we think will help you with this feature.
What are some use cases of the Digital Member ID?
While there are a number of different ways to utilize this feature, some specific use cases of the feature are:
- Church and Religious Institution Apps: Churches and other religious institutions that have small groups can use this feature to learn more about new group members by having them fill out a questionnaire as well as give them quick access to group-specific in-app content.
- Fitness Trainer and Gym Apps: Gyms and Fitness Trainers that have different membership tiers can use this feature to give members of each tier access to membership-only information and entry into your gym’s facility and services.
- Medical Apps: Medical professionals can use this feature to give their patients a quick way to get in contact with them or access to medical advice.
- Educational Apps: Over the course of the academic year teachers and faculty can use this feature to give students class-specific content.
- Corporate and Internal-Use Apps: People using this feature in their business’ internal-use app can direct users to different areas of the app that are specific to their division or group within the company.
What is the Digital Member ID’s primary function and what are the steps to accomplish it?
As we mentioned before, the Digital Member ID is a virtual membership card of sorts for your users, and what allows it to work within your app is an integration with our User Management and Tagging System. Because of this we highly recommend that you get well acquainted with these systems, and to help you with this we have created dedicated articles for both. You can access the User Management article here, and the User Tagging article here.
Once you know how to upload users and user tags to our system you’ll be able to begin to use the Digital Member ID. Next, we’ll go over how to set up the Digital Member ID feature:
How to set up the Digital Member ID
Here are the steps that you need to follow in order to set up the Digital Member ID:
Step 1: Upload Users or Export your Existing Users in the User Management Tab of the App Dashboard
If you have a group of users that you want to use the Digital Member ID for that haven’t already been registered in your app, or if no one has registered for in-app accounts, you’ll need to add those users to your app by going to the User Management page in the App Dashboard:
Here you can download a CSV template that makes uploading multiple users quick and easy. If you don’t know how to add users to your app we encourage you to check out our article on User Management here.
Next you’ll want to grab a list of your app’s users. If you already have a group of users registered to your app you can export a list of these users with the “Export Data” button in the User Management page:
If you recently used the Import Users CSV template to upload users to your app you can use that file instead. What you really want is a list of users that you can quickly grab their information from which will make uploading them to the Digital Member ID feature much quicker.
Step 2: Set Up User Tags and Assign them to your Users
Along with registering Users, you’ll want to set up User Tags and assign them to your users which you can do so in the User Tagging page in the App Dashboard:
If you don’t know how to add User Tags to your app or assign them to Users then we recommend that you take a look at our article on User Tagging which you can find here.
Now that you have Users uploaded to the system and have assigned Tags to them you’re ready to begin setting up the Digital Member ID feature.
Step 3: Download the Digital Member ID CSV Template and Import your Users
Navigate your way to your Digital Member ID feature in the App Dashboard and download the Digital Member ID CSV template:
Once you’ve downloaded the template, copy over all of your users’ information from the user list that you either exported from the User Management page or created in your User Import file. After you’ve filled out the Digital Member ID CSV template click “Import” in the Digital Member ID feature to upload those users:
Once the import has completed you’ll see a list of the users that you uploaded here:
Step 4: Set Up your Custom Header(s)
Now that your Users have been uploaded to the Digital Member ID feature next you’ll want to set up custom headers for each User Tag that you’ve assigned to your users. To do this go to the “Design” tab of the Digital Member ID:
Once there click the “Add” button:
You’ll be prompted to type in a User Tag name and add an Action for that Tag:
You’ll use the Action Builder in order to assign an Action to that User Tag. If you don’t know how to use the Action Builder or what kinds of Actions you can assign with it, we encourage you to check out our dedicated article on the Action Builder here.
After you’ve assigned an Action to a User Tag click “Save”:
Now that you’ve done that every user with that tag that accesses the Digital Member ID feature will be able to perform that action by tapping the link under their name in the feature:
Note: you can have as many User Tags added to the Digital Member ID feature as you want, but you can only have one action assigned to a Tag at a time.
Step 5: (Optional) Assign a Free Text Questionnaire feature to the Digital Member ID feature
Depending on your use case for the Digital Member ID feature you have the option of adding a link to a Free Text Questionnaire in the feature that you can use to gather additional information from your users. To do this go to the “Settings” tab of the Digital Member ID feature:
Once there click “Select Questionnaire”:
Select the Free Text Questionnaire that you want to use in the DIgital Member ID. If you don’t already have one created you can make a new one by clicking on “Add New Feature” button in this window:
This allows users to take that questionnaire which you can then use to gather information from them such as allergies for medical apps or daily routines for fitness apps. As users take the Questionnaire you’ll be able to see their submitted answers next to their listing in your user group in the Digital Member ID:
Congratulations! You now know how to set up the Digital Member ID feature for your app! Next, let’s go over some of the interactions that your users will have with the feature.
How users interact with the Digital Member ID feature in your app
The User’s side of the Digital Member ID is extremely easy to use! When users are logged in to your app and they go to the Digital Member ID they’ll see a QR Code and Member ID that’s specific to them. You can use this code and ID in your existing system if you’d like for additional interactions outside of your app:
If you set up Custom Header(s) then that user will see the header that you created for the User Tag that’s assigned to them along with the link that triggers the Action that you assigned to that Tag:
If you set up a Free Text Questionnaire for your users they can access that questionnaire by tapping on this link under their QR code:
That’s it! Now you know how to set up the Digital Member ID as well as how users interact with it. Next, let’s go over some Pro Tips that we think will help you utilize the feature to its fullest potential.
What are some Pro Tips you should know about to take full advantage of the Digital Member ID?
Pro Tip 1: Think of creative ways to use the Custom Header
Are you building an app for your store and you’d like to use the Digital Member ID as a way to encourage frequent visits from customers? You can use this feature along with the Loyalty feature to create a rewards program for repeat customers.
Pro Tip 2: Give access to custom content for different membership tiers
Does your gym have different membership tiers? You can use the Custom Header and User Tags to give users access to custom content that’s directly related to their membership tier by creating different features for each tier’s User Tag. Along with this you can use different images for each User Tag and Action to help differentiate your tiers and give your employees an easy way to tell which tier a user is on.
Pro Tip 3: You can use Behavioral Tags to automatically assign Tags to Users
If you don’t want to manually assign Tags to Users you can use Behavioral Tags to do that for you automatically. You can use these along with the Custom Header to give users additional access to your app based on the Behavioral Tag that has been assigned to them.
What are some related articles?
In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to best use our system:
- User Management - How To Manage Your App's Users
- User Management - How To Manage Your App's User Tags
- How To Use Behavioral Tags In The Tagging Tab
- How to Create Action Items with the Action Builder
Still have questions? No problem! Reach out to us and we’d be happy to help :)