πŸ’²Discount

How to run a classic discount cards in digital

A Discount Card provides customers with instant savings while keeping them active and engaged. You can set tiered discounts, where customers unlock higher percentages as they spend more.

Example:

  • Spend Β£100 β†’ unlock 5%

  • Spend Β£300 β†’ unlock 10%

  • Spend Β£600 β†’ unlock 15%

You choose the spending thresholds and the discount percentages for each tier. This motivates customers to return more often and spend more to reach the next level.

Great for boutiques, salons, clinics, and service-based businesses.

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

  2. From the list of modules, click the icon. Doing so opens the Cards module.

Cards
  1. 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.

  2. To do so, click the button.

From Scratch
  1. 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.

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

Card Type

Settings

Here, choose the Barcode Type to determine how the card can be scanned and recognized by the system. You can choose the appearance you like.

Happy hours A setting that allows you to select a period of time during which customers can receive an increased discount (based on your chosen parameters).

Card Expiration Date Use the radio buttons under Card expiration date to set how long the discount card remains valid.

Card expiration date unlimited β€” The card has no expiration date. Card expiration date Fixed term β€” The card becomes inactive after this date, but stays on the customer’s phone. Card expiration date Fixed term after card issuing β€” Selecting this reveals Term dropdowns where you can choose the number of days after card installation until it expires.

Locations Enter the location(s) where you want geolocation push notifications to be sent. Customers with the card in Apple Wallet will receive a push message when they are within 100 meters. You can add multiple locations β€” they do not need to be business addresses.

Cardholder Status Here, you can create discount tiers based on total customer spend.

Use these fields to define your levels: β€’ Tier Name β€” Name of the discount tier β€’ Spend to Achieve β€” How much the customer must spend to reach the tier β€’ Percentage % β€” The discount percentage offered in that tier

To add a new tier, click the Add Tier button. To remove a tier, click the cart (πŸ›’) icon. Minimum tiers: 1 Maximum tiers: 6

Language Choose the language in which the discount card will be created.

Date Format Determines how dates appear on the card. If the card has no expiration date, this setting does not apply.

Thousands Separator / Decimal Separator This setting is not relevant for discount cards, as they do not use points. For other card types, this controls how point balances are displayed.

Purchase amount when charging The "Purchase amount when charging" setting, if turned on, requires entering the purchase amount whenever a transaction is processed. This value will be included in ROI and revenue statistics. βœ… Applies only to transactions made via the scanner. If disabled, this field is optional.

Card Issuing Form This is the form the customer fills out when installing the card. You can define exactly which fields appear β€” such as name, phone number, email, etc.

To add a field, click Add Field and choose the Field Type and Field Name. Enable Required if the customer must fill out the field. Enable Unique only for fields that must contain unique values (phone number, email). ⚠️ Avoid making Name, Surname and Date of Birth unique β€” customers with the same name would not be able to install the card.

To remove a field, click the bin icon. You can rename fields or add as many as needed.

UTM Here, you can create channel links with UTM tags to track where customers come from. For example, entering β€œFacebook” will make Highlightcards generate a UTM-tagged URL automatically.

You will also see a QR code with the same UTM tag. Later, statistics will show how many customers installed the card using that specific channel.

Phone Mask Use the Phone Mask dropdown to select the default country prefix shown in the installation form. Customers can manually change the region if needed.

Privacy Policy If enabled, a privacy policy checkbox appears on the installation form. You can edit the privacy policy text in the provided field.

Enable the Consent to the processing of personal data toggle if you need explicit customer permission for data usage.

Card Installation Options You can choose which installation buttons appear for customers. βœ… This setting is flexible and can be changed at any time.

Google Wallet Installation button β€” Allows customers to save the card to Google Wallet. PWA Installation button β€” Allows the card to be installed as a Progressive Web App (works like a mobile app without an app store).

Limit the number of cards issued Controls how many discount cards can be distributed. 0 means unlimited. βœ… Useful for limited-time promotions that apply to a set number of customers.

Analytics If you want to include a custom analytics script, paste it into the Analytics field.

Once the required selections are made, 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.

Select File - Logo
  1. 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.

  2. 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.

  3. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

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

Field
  1. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

Field Name
  1. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

  2. 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.

  3. Once all the selections are made, click the Continue button. Resultantly, you land on the Information section.

Information

  1. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.

  2. Use the Card Description field to enter a short description of the card.

Card Description
  1. Use the Company Name field to enter the name of your business.

  2. Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.

Referral Program
  1. 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.

Type
  1. Enter the website URL in the Link field.

  2. Enter the text to appear on the card using the Text field.

  3. To remove an active link, click the bin button.

  4. To add another link, click the Add Link button. This adds a new row for another link to be recorded.

  5. 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.

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

Toggle
  1. Enter any terms of use you want to include on the card using the Terms of Use field.

  2. Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business.

  3. 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.

  4. To activate the template, click the Activate button under the card preview.

Activate

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.

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