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Creating and Managing Discount Cards

Learn how to create discount cards with instant savings and progressive tiers. Complete guide to configuring tiered discounts, setting spending thresholds, happy hours, and rewarding loyal customers with increasing benefits.

Michael Francis avatar
Written by Michael Francis
Updated this week

What are discount cards?

Discount cards offer instant savings to customers while keeping them engaged with your business. Discounts can be progressive, with higher spending unlocking better discount percentages through a tier system.

Key features:

  • Instant discount applied at purchase

  • Progressive tiers reward loyal, high-spending customers

  • Create up to 6 discount tiers

  • Customers see their current tier and discount percentage on their card

Note: Example: A retail store creates three tiers—Bronze (5% off after $100 spent), Silver (10% off after $500 spent), and Gold (15% off after $1,000 spent). As customers accumulate spending, they unlock higher discounts automatically.


Creating a discount card

Step 1: Access the Cards module

  1. Log in and navigate to the left-hand menu

  2. Click the Cards icon to open the Cards module

  3. Click Create from Scratch to begin


Step 2: Select card type

  1. Choose Discount from the available card types

  2. Click Continue


Step 3: Configure settings

Barcode type – Select how the card will be scanned and recognized by your system.

Happy hours (optional) – Set specific time periods when customers receive increased discounts beyond their tier percentage.

Card expiration – Choose one of three options:

  • Unlimited: No expiration date

  • Fixed term: Card expires on a specific date (remains on customer's phone but cannot be used)

  • Fixed term after issuing: Set number of days after installation before card expires

Geolocation push notifications – Add your business location(s) to send push notifications to customers within 100 meters. You can add multiple locations, including addresses other than your business location. Learn more about geolocation push settings.

Discount tiers

Create tiered discounts to reward customers based on their total spending. Configure each tier with:

  • Tier name: Label for the tier (e.g., "Bronze," "Silver," "Gold")

  • Spend to achieve: Total amount customer must spend to reach this tier

  • Discount percentage: Percentage discount earned at this tier

How tiers work:

  • Customers start at the first tier when they install the card

  • Total spending accumulates across all visits (not per transaction)

  • When customers reach the spend threshold, they automatically move to the next tier

  • New discount percentage applies to all future purchases

Example:

  • Customer installs card and starts at Tier 1 (5% discount)

  • They spend $100 across several visits

  • Total spending: $100 with 5% discount applied to each purchase

  • If Tier 2 requires $500 total spending, they need to spend $400 more

  • Once they reach $500 in total spending, they move to Tier 2 (10% discount)

  • All future purchases receive 10% discount

You can create 1-6 tiers:

  • Remove a tier by clicking the cart icon

  • Add a tier by clicking Add Tier

Display settings

  • Language: Select the language for your discount card

  • Date format: Choose how dates display on the card (irrelevant if no expiration date)

  • Number formatting: Not applicable for discount cards (only relevant for cards with point balances)

Transaction settings – Enable "Purchase amount when charging" to require the purchase amount whenever processing a transaction via scanner. This amount is counted in ROI statistics and revenue figures. When disabled, the amount field is optional.

Card issuing form

Define which fields appear when customers install the card:

  • At least one contact field (phone number or email) is required

  • Toggle Required to make fields mandatory

  • Toggle Unique for fields that must contain unique values (recommended for phone numbers only)

  • Add custom fields using Add field

  • Remove fields by clicking the cart icon

Warning: Avoid making fields like "Name" unique, as this would prevent customers with the same name from installing cards.

UTM tracking – Create channel links to track which distribution channels generate the most installations. Each UTM tag generates a unique URL and QR code for analytics.

Phone mask – Select the default country prefix for the card issuing form. Customers can change this if they have a foreign phone number.

Privacy policy – Enable to display consent text on the card issuing form. Customers must accept before installing the card. You can customize this text as needed.

Consent to processing personal data (optional) – Enable this toggle to require explicit consent for processing customer personal information.

Installation options – Choose where customers can install the card. These settings are flexible and can be changed anytime:

  • Google Wallet button: Displays for Android users

  • PWA (Progressive Web App) button: Allows installation as a web app without an app store

  • Additional options: If connected (e.g., WhatsApp), these buttons display automatically

Distribution settings

  • Card limit: Set maximum number of cards that can be issued (0 = unlimited)

Tip: Useful when promotions apply to a specific number of customers.

Analytics (optional) – Add custom analytics scripts in this field.

Click Continue when finished.


Step 4: Design your card

Logo – Upload a logo to display on the card and issuing form (click Select File). Follow file size and weight recommendations.

Icon – Upload an icon for push messages (click Select File). Follow file size and weight recommendations.

Card center background – Upload an image for the center of the card (click Select File). Follow file size and weight recommendations.

Colors – Set colors for:

  • Card background

  • Text color

  • Background color of the central part

Note: If you've uploaded a background image, you can skip the background color setting as the image will be displayed instead.

Field customization

  • Use the Field dropdown to select field types from your card issuing form

  • Enter text in Field Name to customize labels if desired

Issuing form display

  • Enable Show logo at card issuing form to display your logo

  • Enable Show background color on card issuing form to apply your brand colors

Click Continue when finished.


Step 5: Add card information

Tip: Preview your changes on the mobile screen displayed on the right side.

Card description – Enter a short description of the card.

Company name – Enter your business name (appears in push notification titles).

Referral program

Enable or disable the referral program using the toggle.

Info: The referral program for discount cards does not provide additional bonuses to the person who refers others. It only allows customers to share their card with friends.

Active links

Add links that appear on the back of the card:

  • Choose link type: URL, Phone, Email, or Address

  • Enter the link and display text

  • Add multiple links using Add Link

  • Remove links using the cart icon

Note: Note for iPhone users: Links may not be clickable in quick view. Open the card through the Apple Wallet app to access them.

Feedback links – Add review links that appear only after customers rate their visit (after selecting stars).

Terms of use (optional)

  • Enable the toggle to include terms on the card

  • Enter terms in the text field (displays on the back of the installed card)

  • Add a link to your full terms and conditions

Issuer information – Add your company name, email, and contact number. This information displays on the back of the card.

Click Finish when complete.


Step 6: Preview and activate

After clicking Finish, a preview popup appears with:

  • QR code for the card

  • List of settings that cannot be changed after activation

  • Activate Card button

Warning: Only activate when you're certain about the settings. While inactive, only 10 people can install the card. After activation, main settings cannot be changed.

Click Activate Card to make the card available to customers.

How discount cards work in practice

Applying discounts

When a customer makes a purchase:

  1. Scan their discount card

  2. The system displays their current tier and discount percentage

  3. Apply the discount to their purchase

  4. Their spending total increases, moving them closer to the next tier

Tier progression

info: Spending accumulates automatically across all purchases. Customers don't need to take any action—they're automatically upgraded when they reach the next tier's threshold.

Happy hours boost

Tip: If configured, customers receive enhanced discounts during happy hours periods. This stacks with their tier discount for maximum savings during promotional times.


Frequently asked questions

How does tier progression work?
Total spending accumulates across all visits, not per individual transaction. Customers automatically progress to the next tier once their cumulative spending reaches the threshold.

Do customers receive notifications when they move to a new tier?
Tier progression happens automatically, and customers can view their current tier and progress on their card.

Can I change discount percentages after activating the card?
No, main settings including discount percentages cannot be changed after activation. You would need to create a new card template.

Does the referral program offer bonuses for discount cards?
No, the referral program for discount cards only allows sharing. It does not provide additional discount bonuses to the referrer like it does for other card types.

Can happy hours increase discounts beyond the tier percentage?
Yes, happy hours can provide additional discounts on top of the customer's current tier discount during specified time periods.

What happens when a discount card expires?
The card remains on the customer's phone but shows as invalid when scanned and can no longer be used for discounts.

Can customers see how close they are to the next tier?
Yes, customers can view their current tier, discount percentage, and progress toward the next tier on their digital card.

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