🧐 What is a scanner and what is it used for?
In Welcome Back, a scanner is a tool that allows your business to scan your customers’ digital loyalty cards. This enables them to collect points and redeem rewards, while helping you log transactions quickly and securely.
👉 Every time a customer shows their digital card, the scanner lets you record the visit or redemption directly from the Welcome Back web app.
🛠️ How to create a scanner from the dashboard
Follow these steps to create a scanner in your Welcome Back account:
Log in to your Welcome Back account.
Go to the side menu and select "Scanners."
Click on the "Create Scanner" button.
Fill out the following fields:
🏷️ Scanner Name
The name should clearly represent the location or channel where the scanner will be used.
Examples:
“Downton Mall”
“Airport Store”
“5th Avenue Store”
This helps you easily identify where each transaction is coming from.
💱 Currency
Enter the local currency of the location. Use the 3-letter international currency code in uppercase.
Common options:
USD (US Dollar)
EUR (Euro)
CLP (Chilean Peso)
This is useful for future reports and financial analysis features.
💵 Average Ticket
Enter the average value per transaction or purchase at that location. This field is optional but recommended to improve reporting and loyalty program customization.
If you don’t have the exact number, you can leave it blank, the system will compute a running average based on transaction input.
👤 Username
This is the username that staff will use to log in to the scanner.
Recommendations:
Keep it simple and short (e.g.,
downtownstore,airportstore)Avoid spaces or special characters
The goal is to make login easy and avoid confusion.
🔒 Password
The password will also be used by staff to access the scanner.
Recommendations:
Make it easy for employees to remember
Use simple combinations like
123downtownorbranch01You can always update it later if needed
Avoid overly complex passwords to reduce friction in daily use
Passwords must be at least 6 characters long and include at least one number.
Once you’re done, click "Save" and your scanner will be ready to use.
🧠 Recommended Setup: One Scanner per Location
We recommend creating one scanner per physical location or operational point. This allows you to:
Record all transactions from that specific location
View metrics and stats by location
Better control staff access and usage
Example: If you have three locations, you can create three scanners:
“Scanner – Santiago Downtown”
“Scanner – Las Condes”
“Scanner – Providencia”
✅ Best Practices for Naming a Scanner
When creating a new scanner, keep these tips in mind:
Name: Use a clear name with the location or channel (e.g., “Lima Miraflores Location” or “CDMX Delivery Team”).
Username: Choose a simple username without spaces or special characters (e.g.,
miraflores1).Password: Set a secure but memorable password for staff. Must be at least 6 characters and contain at least one number. You can change it anytime.
📝 Summary
A scanner lets you scan cards to collect stamps or deliver rewards.
Scanners are created from the "Scanners" section in your dashboard.
Each scanner should represent one location for better data analysis.
Follow naming best practices for clarity and ease of use.
Still have questions? Message us through the chat or browse other related articles in our Help Center.