Discount
How to run a classical discount cards in digital
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How to run a classical discount cards in digital
Last updated
Was this helpful?
A discount card allows businesses to offer instant savings to customers while keeping them engaged. Discount can also be progressive, for example, the more a customer spends, the higher the percentage of discount they earn. The business owner sets up tiers, input an amount to spend to reach the next tier and adds a % discount to each tier.
Upon successful login, navigate to the left-hand menu.
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.
This initiates the discount 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.
This section lets you choose the type of card you want to create. Since we are creating a coupon card, select Discount from the types available.
Once selected, click the Continue button. This takes you to the Settings section.
Here, choose the Barcode Type to determine how the card can be scanned and recognized by a system. You can choose the appearance you like.
Use the radio button under Card expiration date to set the validity of the discount card. Card expiration date unlimited - the card has no expiration date. The client can use it as much as he/she wants.
Card expiration date Fixed term - The customer will not be able to use the card when this date occurs. The card will not be deleted from the client's phone.
Card expiration date Fixed term after card issuing - As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days upon card installing after which it expires.
In the Locations field, enter the location(s) of your business to send the push message.
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.
You can remove a tier by clicking the cart button. Minimum number of statuses - 1
Moreover, you can also add an additional tier by clicking the Add Tier button. This adds a new row for the additional tier details to be recorded. Maximum number of statuses - 6
Here, choose the language in which you want to create the discount card using the Language dropdown.
Date Format - determines how the date is displayed on the card. If the card does not have an expiration date, this setting is irrelevant.
Thousands Separator Decimal Separator - for the discount card, this setting is irrelevant. Since this type of card has no points. But for other card types, this setting defines how the point balance will be displayed on the customer's card installed on their phone.
The "Purchase amount when charging" setting if turned on requires the purchase amount to be entered whenever a transaction is processed. The entered purchase amount will be counted in the ROI statistics, in the revenue figure. ✅Applies only to transactions made via the scanner. If this setting is disabled, the purchase amount is optional when using the scanner.
Similarly, you can include the required fields on the card issuing form using the options available under the Card Issuing Form heading. This is the form that the customer fills out when installing the card. It allows you to define what fields will appear on the card — such as name, phone number, email, etc.
To add a new field, click the Add Field button. You’ll be able to choose the Field Type (e.g., text, number, email) and give it a Field Name.
If you want to make a field required, enable the Required toggle. This means the customer won’t be able to install the card without filling in that field.
If a field must contain unique values (like a phone number or email), turn on the Unique toggle. ⚠️ We recommend using this only for fields like phone number. For example, if you mark the Name field as unique, another customer with the same name won’t be able to install the card.
To remove a field, click the cart (🛒) icon next to it.
You can also rename existing fields or add as many as needed to fit your card’s requirements.
UTM - 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.
You can create as many links as you want with a UTM tag. This way you can understand which loyalty card distribution channel works best.
You see a unique link with a UTM tag and a QR code with the same UTM tag. Later you will be able to see in the statistics how many clients have installed the card by this tag.
The Phone Mask - from the drop-down list you can select which country prefix will be specified by default in the card issuance form. If the client has a phone of another country, it is not a problem, the client will be able to choose another country.
Privacy policy - consent is displayed on the card's release form. The customer must accept the condition before installing the card. This text can be supplemented if necessary. 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 take customer's consent regarding the processing of their personal data, enable the Consent to the processing of personal data toggle button.
This information is displayed on the card issue form.
Then you can select the options where customers can install the card. ✅This setting is flexible, you can always change it.
Google Wallet Installation button - if enabled, allows the Google Wallet button to be displayed in the card installation form thereby allowing customers to add their digital loyalty card to Google Wallet for easy access. Useful for Android users.
PWA Installation button - if turned on, enables the PWA (Progressive Web App) button on the card install form. It behaves like a native mobile app but doesn’t require installation from an app store. Customers can install the loyalty card as a web app on their devices.
Next step you can choose how many people can install the card. Limit the number of cards issued controls how many cards can be distributed (0 means unlimited). ✅This setting is suitable if the promotion applies to a certain number of people.
In case you want to include a customized script for analytics generation, paste the script in the Analytics textbox.
Once the required selections are made, click nthe Continue button. This takes you to the Design section.
This section lets you configure the design of the gift 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. ✅ Be sure to follow the file size and weight recommendations.
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. ✅ Be sure to follow the file size and weight recommendations.
Navigate to the Background of the central part heading. Here, clicking the Select File button opens your system storage to choose an icon that is displayed as the background of the central part. ✅ Be sure to follow the file size and weight recommendations.
Next up is the Colors heading. Here, you can use the color pickers for Card Background, Text Color, and Background color of the center part to set the colors for the background of the card, the color in which the text is displayed, and the background color of the central part of the card respectively. ✅ If you have uploaded a file for the Background of the central part - you can skip this setting. As the image you uploaded above will be displayed.
From the Fields name heading, use the Field dropdown and Field name field to configure the fields you want to be displayed on the card. Each configured field is displayed on the mobile screen preview on the right side of the screen. ✅The drop-down list will display all the fields that you specified in the card issue form in the previous step.
If you do not intent to display the logo on the card issuing form, disable the Show logo at card issuing form toggle button.
If you do not want the background color to be displayed on the card issuing form, disable the Show background color on card issuing form toggle button.
As these selections are made, click the Continue button. Doing so takes you to the Information section.
In this section, you can fill in the required information on the card.
Starting off, enter a short description of the card using the Card Description field.
Use the Company Name field to enter the name of your business. This name will be displayed in the push notification.
Choose whether you want to include referral program using the Active and Inactive radio buttons under the Referral Program heading. ✅The referral program in this type of card does not provide an additional bonus to the person who recommended it.
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.
These links are always shown on the back of the card. ✅Note for iPhone users: If you open the card in quick view, the links might not be clickable. To make them work, open the card through the Apple Wallet app instead.
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. ✅These links are not displayed on the back of the card. The client will see these links only after rating the visit (after selecting stars)
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. If this setting is enabled, this information is displayed on the back of the card installed in the customer's phone.
Similarly, include a link to the full T&Cs of your business using the Link to full terms and conditions field.
Moving towards the end, record the information of the card issuer using the Company Name, Email Address, and Contact Number fields under the Issuer Information heading.
Once the required information is filled in, click the Finish button. This opens the preview popup.
As the Finish button is clicked, the Preview popup is displayed.
From here, you can scan the QR code of the card.
Click the Activate Card button to activate the card. Activate the card only after you are sure of the settings. While the card is not active, only 10 people can install it.
After activating the card, the main settings cannot be changed. In this window you see a list of settings that cannot be changed.
From the list of modules, click the icon. Doing so opens the Cards module.
To do so, click the button.
This push will be received by the customer who has a card installed in Apple Wallet. The customer will receive this push when they are within range (100 meters). You can add multiple locations, it can be any address, not necessarily a business address. .
If the account has additional options for installing a card, for example , connected, then clients will see these buttons by default in the card issue form
