Design a cashback card to reward your customers with every purchase. Follow these steps to create, customize, and activate your card

Getting Started

1. Log In: Sign in to your Perkstar account to access your dashboard.

2. Open the Cards Module: From the left-hand menu, click the Cards icon.

3. Start Creating:

   • Use a preloaded template for a quick setup.

   • Or, click Create from Scratch to build a card tailored to your business

Step 1: Select Your Card Type

1. Choose Cashback Card from the list of card types.

2. Click Continue to move to the settings stage.

Step 2: Configure Card Settings

1. Set Language: Choose your preferred language for the card.

2. Define Lifetime Points:

   • Set the validity of lifetime points for cashback rewards.

   • Choose a fixed term after bonuses are earned or define a custom duration.

3. Specify Locations: Add the business locations where customers can use the card.

4. Cardholder Tiers:

   • Create tiered rewards by setting tier names, spend thresholds and cashback percentages.

   • Add or remove tiers as needed.

5. Customize the Card Issuing Form:

   • Add fields like customer name or email.

   • Mark fields as mandatory or unique if necessary.

6. Add Tracking: Use UTM tags to track traffic from specific marketing channels.

7. Enable Privacy Options:

   • Include a privacy policy or consent fields for processing personal data.

8. Once settings are complete, click Continue to proceed to design.

Step 3: Design Your Card

1. Branding:

   • Upload your logo and add an image or colour for the card’s central background.

2. Add Icons:

   • Choose from preloaded icons or upload custom designs for added personalization.

3. Choose Colors:

   • Customize the card background, text, and central background colours to align with your brand.

4. Once the design is complete, click Continue.

Step 4: Input Card Information

1. Add Descriptions:

   • Write a short description of the cashback card and its purpose.

2. Reward Details:

   • Define the points or cashback amount awarded for each use.

3. Activate Referrals (Optional):

   • Set referral bonuses and assign points for new users and referrers.

4. Service Details:

   • Enter the service name offered via the card.

5. Add Active Links:

   • Include website URLs, phone numbers, or email addresses.

6. Terms of Use:

   • Add or link to terms and conditions.

7. When finished, click Finish to save.

Step 5: Save & Preview

1. Preview the Card:

   • Scan the QR code to see how the card looks to customers.

2. Activate the Card:

   • Click Activate Card to make it live and ready to use.

Your cashback card is now ready to reward loyal customers and boost sales. For further assistance, visit our help center or contact support.