Discount

How to run a classic discount cards in digital

Last updated 1 year ago

How to run a classic discount cards in digital

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.
To do so, click the button.

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

This section lets you choose the type of card you want to create.
Once selected, click the Continue button. This takes you to the Settings section.

Settings

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

Select the expiration date for the discount card using the radio buttons under the Card Expiration Date heading. In case you choose Fixed term after card issuing, the Term dropdowns appear. Use these dropdowns to define the number of days upon card issuance after which the card expires.

Using the Locations field, enter your business locations where you want to introduce the discount card.

Next up is the Cardholder Status heading. Here, you can create a tier-wise segregation for the customers and offer discount percentages based on their spend. Use the Tier Name, Spend to Achieve, and Percentage % fields to define the tier type, required spend to achieve the tier, and the discount percentage offered for that tier respectively. In case you want to create an additional tier, click the Add Tier button.

Next up is the Card Issuing Form heading. Here, you can define the fields you want to include on the card.
Use the Field Type dropdown to select the type of field you are adding.

Similarly, enter the name of the field in the Field Name text field.
In case you want to make a field mandatory, enable the Required toggle.
Similarly, if you want to record unique data in a field, enable the Unique toggle.
In case you want to remove a field, click the bin button.
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.
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.
Use the Source Name to record the name of the channel.

Once entered, click the Add a link with UTM Tag button.
Moving forward, the Phone Mask dropdown lets you choose a region via which you want to mask the communication calls.
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.
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.
If you want to include a customized script for analytics, you can include this script in the Analytics field.
Once the required fields are filled, click the Continue button. This takes you to the Design section.

Design

This section lets you configure the design of the card.
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.

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

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

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

In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.
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.
Once all the selections are made, click the Continue button. Resultantly, you land on the Information section.

Information

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

Use the Company Name field to enter the name of your business.
Choose whether you want to activate the referral program using the Active and Inactive radio buttons under the Referral Program heading.

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.

Enter the website URL in the Link field.
Enter the text to appear on the card using the Text field.
To remove an active link, click the bin button.
To add another link, click the Add Link button. This adds a new row for another link to be recorded.
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.

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

Enter any terms of use you want to include on the card using the Terms of Use field.
Use the Link to full terms and conditions field to provide a link to the complete T&Cs of your business.
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.
To activate the template, click the Activate button under the card preview.