Managing Coupon Card Customer Profiles
Overview
The customer profile for coupon card holders provides visibility into coupon status and redemption activity. Coupon cards offer one-time or limited-use discounts or offers—manage redemptions, track usage, and optionally link to ongoing loyalty programs from one centralized location.
What you can do:
View coupon status (active or redeemed)
Process coupon redemptions
Track redemption dates and amounts
Link coupons to stamp or points cards
Send personalized push notifications
Access customer feedback
Accessing customer profiles
Navigate to the left-hand menu
Click the Customers icon
Find the customer in the grid (search by name, email, phone, or serial number)
Click the customer's name to open their profile
Understanding coupon cards
How coupon cards work
Coupon cards provide customers with specific discounts or offers that can be redeemed at your business.
Key characteristics:
Single-use or limited-use offers
Specific discount or promotional value
Clear redemption conditions
Status tracking (active or redeemed)
Optional link to ongoing loyalty programs
Common use cases:
New customer welcome offers
Promotional campaigns
Special event discounts
Partnership promotions
Win-back campaigns for inactive customers
Seasonal offers
Example: Customer receives a coupon for "20% off next purchase" or "$10 off $50 purchase." They install the coupon card, visit your business, and redeem it during checkout.
Profile overview
Key metrics
Coupon status Current state of the coupon:
Active: Available for redemption
Redeemed: Already used
Redemption date When the coupon was redeemed (if applicable).
Purchase amount Transaction value when the coupon was redeemed.
Linked loyalty card If the coupon is connected to a stamp or points card (shown when applicable).
Card serial number Unique identifier for this coupon card.
Installed on device Platform where the card is installed (iOS, Android, PWA).
Card issue date When the coupon was issued to this customer.
Card expiration date When the coupon expires (if applicable).
UTM tag Marketing channel through which the coupon was installed.
Redeeming coupons
Redemption process
Process coupon redemptions when customers use their offers at your business.
Step 1: Access redemption
Locate the coupon section in the customer profile
Click Redeem
Step 2: Enter transaction details
A popup appears
Enter the purchase amount in the field
Click Apply
Step 3: Confirmation
The coupon status changes from "Active" to "Redeemed"
Redemption date is recorded
Purchase amount is saved
Customer can no longer use this coupon
What happens after redemption
Coupon card only:
Status changes to "Redeemed"
Redemption recorded in transaction history
Customer retains card on phone (but marked as used)
Coupon linked to loyalty card:
Status changes to "Redeemed"
Customer's profile switches to show the linked loyalty card
Customer begins earning rewards on the linked card
Future activity tracked under the loyalty program
Linking coupons to loyalty programs
How linked cards work
Coupon cards can be connected to stamp or points cards, creating a customer acquisition funnel:
Customer journey:
Customer installs promotional coupon card
Customer redeems coupon for discount
Customer automatically receives linked loyalty card
Customer continues earning rewards on future visits
Benefits:
Convert one-time coupon users to loyal customers
Seamless transition from promotion to loyalty program
Track acquisition from coupon campaigns
Reduce friction in enrollment
Important behavior with linked cards
Installation tracking: When a coupon is linked to a stamp or points card:
Customer installation is recorded only under the coupon card
Customer will not appear as an installed user under the linked stamp or points card
This is normal system behavior—they're tracked through the coupon initially
Profile switching: After redemption:
Customer profile displays the linked loyalty card
All future activity tracked under the loyalty program
Original coupon redemption remains in history
Example:
Customer installs "20% off" coupon (linked to stamp card)
Installation recorded under coupon card, not stamp card
Customer redeems coupon
Profile now shows stamp card
Customer earns stamps on future visits
Profile metrics and information
Standard profile fields
Customer information:
Full name
Contact number
Email address
Date of birth
Registration date
Card details:
Card serial number (unique identifier)
Card status (Active or Redeemed)
Installation date
Expiration date (if set)
Device type (iOS/Android/PWA)
Marketing data:
UTM tag (acquisition source)
Campaign information
Custom fields (if configured)
Activity tracking:
Redemption date
Purchase amount at redemption
Transaction history
Sending personalized push notifications
Creating coupon-specific notifications
Send targeted push notifications to encourage coupon redemption or re-engagement.
Step 1: Access push notification
Click the Send Push tab in the customer profile
Step 2: Configure notification
Type your message in the message box
Optionally schedule the message for later delivery
Click Send
Use cases for coupon cards:
Reminder about unused coupons approaching expiration
Thank you after redemption
Introduction to linked loyalty program after redemption
Re-engagement if coupon not installed
Time-sensitive urgency ("24 hours left!")
Viewing custom fields
Accessing custom fields
Custom fields display business-specific information configured for your coupon cards.
To view: Click the View Custom Fields tab in the profile.
Common custom fields:
Campaign name
Coupon source
Partner information (for co-marketing)
Promotional details
Internal tracking codes
Information tab
Customer personal information
View and edit complete customer details:
Full name
Contact number
Email address
Date of birth
Registration date
Device type
UTM source
Note: Changes made to personal information in the profile do not affect the information displayed on the customer's card.
Feedback tab
Viewing customer feedback
Access feedback submissions from this customer.
Available information:
Feedback ratings (star ratings)
Customer comments
Submission dates
Associated redemption
Filtering feedback
Time period filters:
Day
Week
Month
Year
Custom date range
Content filters:
Only comments checkbox: Show only feedback with written comments
Use cases:
Monitor satisfaction from coupon campaigns
Identify redemption experience issues
Gauge promotion effectiveness
Find testimonials from new customers
Transaction history
Understanding coupon history
The transaction history shows:
Coupon installation date
Redemption date (if redeemed)
Purchase amount at redemption
Status changes (Active → Redeemed)
Linked loyalty card activation (if applicable)
Best practices
Coupon campaign management
Track redemption rates:
Monitor which coupons get redeemed
Identify unredeemed coupons approaching expiration
Analyze redemption timing patterns
Measure campaign effectiveness by UTM tag
Encourage redemption:
Send reminders before expiration
Clear redemption instructions
Staff training on coupon processing
Make redemption easy and fast
Follow-up communications:
Thank customers after redemption
Introduce linked loyalty program
Encourage repeat visits
Collect feedback on experience
Linking to loyalty programs
Strategic linking:
Link high-value coupons to loyalty programs
Use as customer acquisition tool
Create smooth transition experience
Explain loyalty benefits after redemption
Communication strategy:
Before redemption: "Use your coupon and join our loyalty program!"
After redemption: "Thanks! You're now earning rewards on every visit."
Follow-up: "You've earned your first stamp/points!"
Data quality
Regular monitoring:
Review unredeemed coupons
Check expiration dates
Verify linked card transitions
Track installation vs. redemption rates
Campaign analysis:
Which UTM sources drive most redemptions
Time from installation to redemption
Average purchase amounts with coupons
Conversion to loyalty program members
Customer engagement
Pre-redemption:
Installation reminders
Expiration warnings
How-to-redeem instructions
Highlight offer value
Post-redemption:
Thank you messages
Loyalty program introduction (if linked)
Next visit encouragement
Feedback requests
Frequently asked questions
Can a customer use a coupon more than once? Coupons are typically single-use. Once redeemed, the status changes to "Redeemed" and cannot be used again.
What happens to a coupon card after redemption? The card remains on the customer's phone but shows as "Redeemed." If linked to a loyalty card, their profile switches to display the loyalty program.
Can I undo a coupon redemption? Contact support for assistance with redemption corrections. Standard practice is that redemptions are final.
Why doesn't a customer appear under my stamp card when they installed a linked coupon? This is normal behavior. Installation is tracked under the coupon card. After redemption, they appear under the loyalty program for all future activity.
Can I link one coupon to multiple loyalty programs? Typically, a coupon links to one specific loyalty card (stamp or points). Check your card configuration for linking options.
What if a customer never redeems their coupon? Unredeemed coupons remain "Active" until expiration. Send reminder notifications to encourage redemption before expiration.
Can customers stack multiple coupons? This depends on your business rules. Typically, one coupon per transaction unless specified otherwise.
How do I track which campaign brought in the most customers? Use UTM tags when distributing coupons. Compare installation and redemption rates across different UTM sources.
Will expired coupons still show in customer profiles? Yes, expired coupons remain visible in the profile with their expiration date, but cannot be redeemed.
What's the best way to transition coupon users to loyalty members? Link coupons to loyalty cards. After redemption, send a welcome message explaining the loyalty program benefits and how to earn their first reward.