# Coupon

1. Upon successful login, navigate to the left-hand menu.\\

2. From the list of modules, click the <img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FKV4nxKxqiOwL4A2h84bJ%2Fspaces_0bs7G2SF7Qp4SsSMsJsJ_uploads_g1uc5uI8lf9jdTM9Be52_image.webp?alt=media&#x26;token=96bc352d-ebbd-4f9f-8757-4413828d9ea0" alt="" data-size="line">icon. Doing so opens the Cards module.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F2N9pwKeWaco1iQoyerfs%2Fimage.png?alt=media&#x26;token=bc87ea89-3881-42a4-a331-2c773751a41e" alt=""><figcaption><p>Cards</p></figcaption></figure>

3. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.\\

4. To do so, click the <img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FoX1zQbcfrzptVQ696MxD%2Fspaces_BfW4nnOu4AysbkbyxNug_uploads_Pz6xkMxEzisvhd93RHup_image.webp?alt=media&#x26;token=2a8e6674-edc0-47d8-86eb-bcebb719baf9" alt="" data-size="line">button.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FXlnFo9VqSuYIYXGy8A2q%2Fimage.png?alt=media&#x26;token=75b15b8c-0fa1-4b27-9fab-322cfa321a59" alt=""><figcaption><p>From Scratch</p></figcaption></figure>

5. This initiates the card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works.

**Card Type**

1. This section lets you choose the type of card you want to create. Since we are creating a coupon card, select **Coupon** from the types available.\\

2. Once selected, click the **Continue** button. This takes you to the Settings section.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fe7ei8DQiLAM6uEfisJnF%2FGroup%203.png?alt=media&#x26;token=9374c8af-6136-4d5b-a021-25861ce05927" alt=""><figcaption><p>Card Type</p></figcaption></figure>

**Settings**

1. Here, choose the language in which you want to create the card using the **Language** dropdown.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F12CTsTttmikpfGeOvHEO%2FGroup%2011.png?alt=media&#x26;token=b17b21cf-c79d-42b5-8ee8-8e4ada392d39" alt=""><figcaption><p>Language</p></figcaption></figure>

2. Select the expiration date for the card using the radio buttons under the **Card Expiration Date** heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Fs4wjL38T1XFeCAdmKEni%2FGroup%2012.png?alt=media&#x26;token=aa12c6a7-d334-4ba5-bafb-57957fa95ee1" alt=""><figcaption><p>Card Expiration Date</p></figcaption></figure>

3. It is recommended to select **Fixed term after card issuing** from here. As this option is selected, the **Term** dropdowns are displayed. Here, you can select the number of days upon card activation after which it expires.
4. Set the validity of the lifetime points of the card using the options available under the Lifetime points heading. The Fixed term after bonuses earned works in a similar manner by revealing the Term dropdowns.
5. Set the location(s) of your business where the card can be used from the **Locations** field. Multiple selections can be made from here.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F50kS7GijOggmzCoAmRS5%2FGroup%2012.png?alt=media&#x26;token=51f08dd6-4877-41e6-bec8-2169b19aaaa2" alt=""><figcaption><p>Location</p></figcaption></figure>

6. Use the Linked Card Template dropdown to define the pattern the coupon transforms into after being used.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FRUVwsa1YRW08zG9bAQVB%2FGroup%2018.png?alt=media&#x26;token=a19962ca-08d0-407e-a7d6-aeedbac94ec6" alt=""><figcaption><p>Linked Card Template</p></figcaption></figure>

7. Enter the rewards awarded to the customer upon visiting for the first time using the Reward for the first visit field.&#x20;

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F1Tpj1SnbsPbyohDE1fni%2FGroup%2018.png?alt=media&#x26;token=9245fd75-686c-455c-8655-d8a81acd975c" alt=""><figcaption><p>Reward for the first visit</p></figcaption></figure>

8. Next up is the **Card Issuing Form** heading. Here, you can define the fields you want to include on the card.\\

9. Use the **Field Type** dropdown to select the type of field you are adding.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FeFHFtg5btHbtg0rsuMP1%2FGroup%2013.png?alt=media&#x26;token=a6293495-5b70-4b27-b105-f90367e4bcb2" alt=""><figcaption><p>Field Type</p></figcaption></figure>

11. Similarly, enter the name of the field in the **Field Name** text field.

12. In case you want to make a field mandatory, enable the **Required** toggle.

13. Similarly, if you want to record unique data in a field, enable the **Unique** toggle.

14. In case you want to remove a field, click the bin button.

15. Similarly, if you want to create a new field, click the **Add field** button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

16. This is followed by the **UTM** field. Here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Highlightcards will generate a URL automatically associated to a UTM tag. \\

17. Use the **Source Name** to record the name of the channel.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2F6vKdkH4VI1z0QcXEGtFE%2FGroup%2014.png?alt=media&#x26;token=ec07ebdb-ea39-4f05-99cf-9719f4807f49" alt=""><figcaption><p>Source Name</p></figcaption></figure>

18. Once entered, click the **Add a link with UTM Tag** button.
19. Moving forward, the **Phone Mask** dropdown lets you choose a region via which you want to mask the communication calls.
20. In case you want to include the privacy policy on the card, enable the toggle button next to the **Privacy Policy** heading. Moreover, you can also edit the privacy policy using the field below the heading.
21. In case you want to include consent while processing personal information of the user, enable the toggle button next to **Consent to the processing of personal data** heading.
22. If you want to include a customized script for analytics, you can include this script in the **Analytics** field.
23. Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

**Design**

1. This section lets you configure the design of the card.
2. Click the **Select File** button from the **Logo** heading to choose a logo to be displayed on the card and on the release form from your system storage.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FMM8NZwk0l8TF6mx9KkQr%2FGroup%2068.png?alt=media&#x26;token=3100904f-ca6d-4e4f-9f73-145b334e89e6" alt=""><figcaption><p>Select File - Logo</p></figcaption></figure>

3. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.
4. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.
5. &#x20;From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2Frzga4uqKYEYKJR9a0Gjm%2FGroup%2069.png?alt=media&#x26;token=72b0fef1-1671-42ee-8e15-44ce777442dc" alt=""><figcaption><p>Colors</p></figcaption></figure>

6. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FSllUhQVkLvPhLbD669Yk%2FGroup%2070.png?alt=media&#x26;token=0fde3ebf-1c41-4436-947e-63f770ce3f0f" alt=""><figcaption><p>Field</p></figcaption></figure>

7. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.
8. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.
9. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.
10. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

**Information**

1. Using this section, you can fill in the relevant information on the coupon card.\\

2. To begin, name the promotion you want to offer via the coupon using the Promotion Name field.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FrRvK3P27QRYqhdkalgGO%2FGroup%2019.png?alt=media&#x26;token=02704222-70e3-4e0e-9e77-6832c0f9d00b" alt=""><figcaption><p>Promotion Name</p></figcaption></figure>

3. Enter the name of your business in the Company Name field.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FZXDKwRQMT82mjDB7g74J%2FGroup%2019.png?alt=media&#x26;token=c6018e5d-9da4-4310-b88c-7edfa36c89f0" alt=""><figcaption><p>Company Name</p></figcaption></figure>

4. In case you want to activate referral program on the coupon card, choose the Active radio button under the **Referral Program**.
5. This reveals the **Get bonus at the moment when** heading. Here, you can select when the bonus is awarded to the referrer.
6. Define when the bonus is issued to a customer from the options available under the **Get bonus at the moment when** .
7. Choose the number of points a customer earns upon sharing their card via the referral program using the **Number of points for the referrer** heading.
8. Similarly, choose the number of points a new customer earns upon registering via the referral program using the count icons under the **Number of points for a referral** field.
9. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FtPcawDrL7rBDBdoXBLOU%2Fimage.png?alt=media&#x26;token=331daa33-9934-4a63-973e-baa48d9b33e9" alt=""><figcaption><p>Type</p></figcaption></figure>

14. Enter the website URL in the **Link** field.
15. Enter the text to appear on the card using the **Text** field.
16. To remove an active link, click the bin button.
17. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.
18. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FMLWJerZN5Kp1QuHQQir1%2Fimage.png?alt=media&#x26;token=4116a313-850f-440f-a52c-8ff0e811bde3" alt=""><figcaption><p>Feedback Links</p></figcaption></figure>

19. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FYI5VOn6z98iCCNHkJaFo%2FGroup%208.png?alt=media&#x26;token=75d9ab1a-67e6-44eb-af1d-532b4ad47855" alt=""><figcaption><p>Toggle</p></figcaption></figure>

20. &#x20;Enter any terms of use you want to include on the card using the Terms of Use field.
21. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.
22. &#x20;Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.
23. To activate the template, click the **Activate** button under the card preview.

<figure><img src="https://3521983700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0bs7G2SF7Qp4SsSMsJsJ%2Fuploads%2FerV8GZLIJhY1Q9j0vc8v%2Fimage.png?alt=media&#x26;token=8dc8f980-4821-4ca6-a878-23b79570af75" alt=""><figcaption><p>Activate</p></figcaption></figure>

**Save & Preview**

1. As the Finish button is clicked, the Preview popup is displayed.
2. From here, you can scan the QR code of the card.
3. To copy the link of the car, click the **Copy link** button.
