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Coupon

Designed for customer acquisition through the Facebook and Google Ads
Coupon card video tutorial
Try how easy to create a coupon card
  1. 1.
    Upon successful login, navigate to the left-hand menu.
  2. 2.
    From the list of modules, click the
    icon. Doing so opens the Cards module.
Cards
  1. 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.
  2. 4.
    To do so, click the
    button.
From Scratch
  1. 5.
    This initiates the coupon 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. 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. 2.
    Once selected, click the Continue button. This takes you to the Settings section.
Card Type
Settings
  1. 1.
    Here, select the language in which you want to create the card using the Language dropdown.
Language
  1. 2.
    Use the radio buttons under the Card Expiration Date to select the validity of the card. In case you select Fixed term after card issuing, the Term dropdowns are revealed that let you define the number of days after card issuance till it expires.
Card Expiration Date
  1. 3.
    Choose the locations of your business where you want the card to work using the Locations field.
Locations
  1. 4.
    Use the Linked Card Template dropdown to define the pattern the coupon transforms into after being used.
Linked Card Template
  1. 5.
    Enter the rewards awarded to the customer upon visiting for the first time using the Reward for the first visit field.
Reward for the first visit
  1. 6.
    Next up is the Card Issuing Form section. Here, select the type of field you want to include from the Field Type dropdown. Enter the name of the field in the Field Name field. If the field is required, enable the Required toggle. Similarly, if the field is a unique one, enable the Unique toggle button. To add an additional field, click the Add Field button.
Card Issuing Form
  1. 7.
    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, Boomerangme will generate a URL automatically associated to a UTM tag.
  2. 8.
    Use the Source Name to record the name of the channel. Once entered, click the Add a link to a UTM Tag button to associate the channel link.
UTM
  1. 9.
    Use the Phone Mask dropdown to select the region via which communication calls are masked.
Phone Mask
  1. 10.
    In case you do not want to include Privacy Policy on the card, disable the toggle button next to the Privacy Policy heading. If enabled, use the field below the heading to enter the privacy policy.
Privacy Policy
  1. 11.
    In case you want to take customer's consent regarding the processing of their personal data, enable the Consent to the processing of personal data toggle button.
Consent for Processing Personal Data
  1. 12.
    In case you want to include a customized script for analytics generation, paste the script in the Analytics textbox.
Analytics
  1. 13.
    Once the required details are added, click the Continue button. Doing so takes you to the Design section.
Continue
Design
  1. 1.
    This section lets you tweak the design of the coupon card.
  2. 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. 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.
Select File - Icon
  1. 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.
Select File - Background of the central part
  1. 5.
    Under the Colors heading, you can use the color pickers for Card Background, Text Color, and Background color of the center part.
Colors
  1. 6.
    The Field dropdown and Field Name fields let you select the type of field and the name of the field you want to include on the card respectively.
Fields Name
  1. 7.
    If you want the logo to be displayed on the card issuing form, enable the Show logo at card issuing form toggle button.
Show logo at card issuing form
  1. 8.
    Similarly, enable the Show background color on card issuing form if you want the background color to appear on the form.
Show background color on card issuing form
  1. 9.
    Once the required selections are made, click the Continue button. This takes you to the Information section.
Continue
Information
  1. 1.
    Using this section, you can fill in the relevant information on the coupon card.
  2. 2.
    To begin, name the promotion you want to offer via the coupon using the Promotion Name field.
Promotion Name
  1. 3.
    Enter the name of your business in the Company Name field.
Company Name
  1. 4.
    In case you want to activate referral program on the coupon card, choose the Active radio button under the Referral Program heading.
Referral Program
  1. 5.
    This reveals the Get bonus at the moment when heading. Here, you can select when the bonus is awarded to the referrer.
Get bonus at the moment when
  1. 6.
    Use the Type, Link, and Text fields to put active links on the coupon card. Using the Type dropdown, you can choose URL, Phone, Email, and Address. To add an additional link, click the Add Link button.
Active Links
  1. 7.
    Similarly, select a service from the Service dropdown under Feedback links and provide the relevant URL in the field next to it in order to collect customer feedbacks on your service. To add additional links, click the Add Link button.
Feedback Links
  1. 8.
    Moving forward, if you do not intend to include terms of use on the card, disable the toggle button next to the Terms of use heading. If enabled, use the text field below the heading to record the terms of use.
Terms of use
  1. 9.
    Use the Link to full terms and conditions field to place a link to your full T&Cs.
Link to full T&Cs
  1. 10.
    Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record respective details of the card issuer.
issuer Information
  1. 11.
    To activate the template, click the Activate button below the mobile preview of the card.
Activate
  1. 12.
    Once the details are recorded, click the Finish button.
Finish
Save & Preview
  1. 1.
    Upon clicking the Finish button, a preview of the created card template is displayed.
  2. 2.
    You can scan the QR code displayed at the top of this popup.
  3. 3.
    Once the details are recorded, click the Finish button.
Scan QR
  1. 3.
    To copy the link on the card, click the Copy Link button.
Copy Link
  1. 4.
    To activate the card, click the Activate Card button.
Activate Card
Cards creation - Previous
Certificate
Next - Cards creation
Membership
Last modified 6mo ago