As an Organization Admin, you control how your program talks to members. This includes how cards are sent and how members get updates.
Card Delivery Channels
When you create an order, cards are sent to members in one of these ways.
| Channel | Description |
|---|
| SMS | The card link is sent as a text message to the member’s phone |
| Email | The card link is sent to the member’s email address |
| Webhook | The card details are sent to your own system. Your team then sends the card to the member however you choose. A webhook is a way for two computer systems to talk to each other automatically. |
The way cards are sent is set up at the program level. Contact iQpay if you want to change how your program sends cards.
Notification Preferences
Members can choose whether they want to get updates and how they want to get them. They can set this when they sign up or when an order is created.
- optInNotification — whether the member gets updates
- optInForSmsOrEmail — how they want to get updates (by text or email)
You can set these choices one member at a time or for many members at once during import.
Activation Links
When cards are sent by text or email, the member’s activation code is embedded in the link. Members tap the link to activate their card.
Webhook-Based Delivery
If your program uses webhooks, iQpay sends the card link and member details to your system. Your team is then in charge of getting the card link to the member.
See the Webhooks guide for more details on how to set this up.
Resending Cards
If a member did not get their card or needs a new link:
- Go to Card Management → Cards
- Find the member’s card
- Click Resend to send the link again
You can resend cards one at a time or many at once.
Custom Instructions
Programs can display custom instructions on the member’s card screen, such as store rules or program guidelines. These are configured as Assets when you create your program.