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How to create anonymous physical cards (cashless, prepaid card, gift card) ?

For the creation of physical cards, we offer a printing service. Contact your Account Manager to obtain a quote. You will need to provide the card design including your graphic charter. You can also choose your own printer if you wish.

Before you start

Ask yourself these questions before creating your cards:

  • How many cards do you wish to create ?

  • Will they be empty and rechargeable at the till, or pre-loaded with a fixed amount ?

  • Do you wish to allow merging with a digital loyalty card?

  • Do the cards have an expiry date ?


Two types of anonymous cards

Non-mergeable cards — usable only at the till, with no link to a digital loyalty account. Ideal for a one-off event or if you do not want customers to access their bankroll online.

Mergeable cards — the customer can first use the physical card, then merge it with their digital loyalty account to access their bankroll online. They can use both interchangeably. Several physical cards can be merged onto the same account, but a card that has already been merged cannot be transferred to another account.

Merging is done by scanning the physical card or entering its identifier.


Step 1 : Create a batch of cards

Make sure the bankroll is activated before continuing.

Card batches cannot be modified or deleted once created.

  1. In the left menu, click on Loyalty

  2. Click on the Create cards button

  3. In the window that opens, fill in the following fields :

Field

Description

Batch name

Name identifying your card batch

Number of cards

Quantity of cards to create

Establishment

Establishment to which the batch is linked

Company

Name of your company

Amount added to the bankroll

Amount pre-loaded on each card (leave at 0 for empty cards)

Number of top-up validity days

Validity period of the credit (leave at 0 for no limit)

Contacts can be merged

Check to allow merging with a digital card

4. Click on Confirm.


Step 2 : Design the physical card

Work with your graphic designer or communications department.

Here are the technical specifications (InDesign format) :

  • Mode : print

  • Number of pages : 2 (front/back)

  • Format : 85 mm × 55 mm

  • Margins (top, bottom, left, right) : 7 mm

  • Keep all fonts and images in HD

Mandatory elements to include on the card :

  • QR code : 35 mm × 35 mm insert on a white background

  • Card ID : 25 mm × 5 mm insert with the mention <<ID>>

Optional elements :

  • Establishment name and logo

  • Address and social media

  • Expiry date


Step 3 : Download the Excel file and send it to the printer

Case 1 — Non-mergeable cards

  1. In the Card batches section, click on the name of your batch

  2. Click on Download in simplified Excel format

  3. The file contains two columns :

    • url : link to generate the QR code

    • ID : unique card identifier

  4. If needed, add a column with the establishment name on each line

  5. Send the file to your printer

Case 2 — Mergeable cards

  1. Click on Download in simplified Excel format

  2. Open the file and add the following columns :

Column

Content

A — ESTABLISHMENT

Establishment name (useful for multi-establishments)

B — MODEL

Loyalty link (see point 4 below)

C — #URL

Keep the existing column

D — ID

Keep the existing column

E — #FINAL URL

Formula to create (see point 5)

To retrieve the Model link (column B), use this format : https://go.obypay.com/hws/*****/loyalty/cards/ replacing ***** with the last 4 characters of the loyalty link visible in your back-office Loyalty section.

  1. In column E #FINAL URL, enter the formula : =CONCAT(B2;C2) then confirm the auto-fill for all rows.

  2. Before sending to the printer :

  • Copy column E and paste it as "Values only" (to keep only the links, not the formulas)

  • Delete unnecessary columns

  • Rename and save in CSV format (comma-separated values)

  • Send to the printer

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