How to Create a Coupon Card

How to Create a Coupon Card

Offer discounts and promotions to your customers with a customizable coupon card. Follow these steps to create, configure, 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 Coupon 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 Expiration:

    • Set a fixed expiration term or define the number of days for validity after issuance.

  3. Specify Locations: Add the business locations where the coupon card can be redeemed.

  4. Link Card Templates:

    • Use the Linked Card Template dropdown to define how the coupon transforms after use.

  5. Customize the Card Issuing Form:

    • Add fields such as customer name or email.

    • Mark fields as mandatory or unique if necessary.

  6. Add Tracking: Use UTM tags to monitor 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 Promotion Details:

    • Name your promotion and include a short description of the coupon’s purpose.

  2. Referral Program (Optional):

    • Enable referrals and set bonuses for new users and referrers.

  3. Add Active Links:

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

  4. Terms of Use:

    • Add or link to terms and conditions.

  5. 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 coupon card is now ready to engage customers and drive sales. For further assistance, visit our help center or contact support.

Offer discounts and promotions to your customers with a customizable coupon card. Follow these steps to create, configure, 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 Coupon 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 Expiration:

    • Set a fixed expiration term or define the number of days for validity after issuance.

  3. Specify Locations: Add the business locations where the coupon card can be redeemed.

  4. Link Card Templates:

    • Use the Linked Card Template dropdown to define how the coupon transforms after use.

  5. Customize the Card Issuing Form:

    • Add fields such as customer name or email.

    • Mark fields as mandatory or unique if necessary.

  6. Add Tracking: Use UTM tags to monitor 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 Promotion Details:

    • Name your promotion and include a short description of the coupon’s purpose.

  2. Referral Program (Optional):

    • Enable referrals and set bonuses for new users and referrers.

  3. Add Active Links:

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

  4. Terms of Use:

    • Add or link to terms and conditions.

  5. 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 coupon card is now ready to engage customers and drive sales. For further assistance, visit our help center or contact support.