Overview
The customer profile for discount card holders provides visibility into spending levels, tier progression, and discount percentages. Discount cards offer instant savings that increase with customer loyalty—manage transactions, track tier advancement, and maintain customer relationships from one centralized location.
What you can do:
View current discount tier and percentage
Add or deduct transaction amounts
Track spending progress toward higher tiers
Monitor discount usage
Send personalized push notifications
Access customer feedback
Accessing Customer Profiles
Navigate to the left-hand menu and click the Customers icon. Find the customer in the grid by searching for their name, email, phone, or serial number. Click the customer's name to open their profile.
Understanding Discount Cards
How Discount Cards Work
Discount cards provide instant percentage-based savings on purchases. As customers spend more, they advance through tiers and unlock higher discount percentages.
Key characteristics:
Instant discounts applied at purchase
Progressive tiers with increasing percentages
Spending-based tier advancement
Automatic discount calculation
No points to redeem—savings are immediate
Example tier structure:
Bronze: 5% discount (starting tier)
Silver: 10% discount after $500 total spent
Gold: 15% discount after $1,000 total spent
Customer journey: Customer starts at Bronze (5% off). After spending $500 total across multiple visits, they move to Silver (10% off). All future purchases earn 10% discount until they reach Gold at $1,000.
Profile Overview
Key Metrics
Current discount tier - Customer's tier level (e.g., Bronze, Silver, Gold).
Discount percentage - Current percentage discount the customer receives on purchases.
Total spending - Cumulative amount spent, used to determine tier progression.
Progress to next tier - Amount needed to reach the next tier level.
LTV (Lifetime Value) - Total revenue generated from this customer.
Card status - Current state of the card (Installed, Not Installed, or Deleted).
Card serial number - Unique identifier for this discount card.
Installed on device - Platform where the card is installed (iOS, Android, PWA).
Card issue date - When the discount card was originally issued.
Card expiration date - When the card expires (if applicable).
Total visits - Number of transactions recorded.
Segments - RFM classification for targeted communications.
Managing Transaction Amounts
Understanding Transaction Tracking
Transaction amounts determine both tier progression (total spending moves customers to higher tiers) and discount calculation (system automatically calculates discount based on tier percentage).
Adding Transaction Amounts
Record purchases to track spending and apply discounts.
Step 1: Access transaction amount
Locate the transaction amount section in the profile and click the + (plus) icon.
Step 2: Enter transaction details
A popup appears with two fields:
Value: Enter the same figure as the Purchase Amount. The system uses this to calculate the exact discount value based on the customer's current tier.
Example:
Customer at Bronze tier (1% discount)
You enter: $50
System calculates: $0.50 discount (1% of $50)
Customer pays: $49.50
Purchase Amount: Enter the monetary value of the purchase—the actual transaction amount before discount.
Step 3: Apply changes
Click Apply to save the transaction.
What happens:
Total spending increases by the amount entered
System calculates discount based on current tier percentage
Transaction appears as "discount amount" in history
Customer may advance to next tier if threshold is reached
LTV increases
Important: Both Value and Purchase Amount should typically be the same figure—the pre-discount transaction amount.
Subtracting Transaction Amounts
Remove transaction amounts for refunds or corrections.
Step 1: Access transaction amount
Locate the transaction amount section and click the - (minus) icon.
Step 2: Enter deduction details
A popup appears with the same two fields. Enter the amount to subtract in Value and enter the monetary value being refunded or corrected in Purchase Amount.
Step 3: Apply changes
Click Apply to save the adjustment.
What happens:
Total spending decreases by the amount entered
Transaction appears as "refund of amount spent" in history
Customer may drop to lower tier if spending falls below threshold
LTV adjusts accordingly
Common use cases:
Processing refunds
Correcting entry errors
Adjusting for returned items
Handling disputes
Understanding Tier Progression
How Tiers Advance
Info: Tiers are based on total cumulative spending. Spending accumulates across all purchases, and when the threshold is reached, the customer automatically moves to the next tier. The new discount percentage applies to all future purchases, while previous purchases remain at the discount they received.
Monitoring Tier Progression
Current tier: Shows customer's level
Current percentage: Shows discount they receive
Progress to next tier: Shows spending needed to advance
Example:
Customer at Bronze: 5% discount, $300 spent
Silver tier requires: $500 total spending
Progress: Needs $200 more to reach Silver
After next $200 in purchases: Moves to Silver (10% discount)
Tier Advancement Notification
When customers reach a new tier:
Profile updates automatically
New discount percentage activates
Customer sees updated tier on their card
Send push notification to celebrate advancement
Transaction History
Understanding the Transaction Log
Transaction history shows complete activity including purchase date and time, transaction amount (pre-discount), discount percentage applied, discount value calculated, final amount paid, running total of spending, and tier level at time of transaction.
Transaction Types Displayed
Discount amount - Shown when you add a transaction. Represents the discount the customer received based on their tier.
Refund of amount spent - Shown when you subtract a transaction. Represents a refund or correction that reduces total spending.
Best Practices
Tier Management
Track progression:
Monitor customers approaching tier thresholds
Send encouragement when close to advancement
Celebrate tier upgrades with congratulations
Highlight new benefits at each level
Communication strategy:
"You're $50 away from Silver tier and 10% discounts!"
"Congratulations! You've reached Gold tier. Enjoy 15% off all purchases."
"Thanks for your loyalty. Your discount has increased to 12%."
Discount Optimization
Maximize engagement:
Clear tier structure communication
Visible progress tracking
Milestone celebrations
VIP treatment for top tiers
Strategic pricing:
Set tier thresholds at meaningful spending levels
Create aspirational top tiers
Ensure meaningful benefit increases
Balance profitability with customer value
Data Accuracy
Regular audits:
Verify tier assignments match spending
Check transaction calculations
Review refund processing
Correct errors promptly
Clear documentation:
Add notes for unusual transactions
Document refund reasons
Track tier adjustments
Maintain audit trail
Customer Engagement
Proactive communication:
Tier progression updates
Spending milestone celebrations
New tier benefit explanations
Exclusive offers for top tiers
Personalization:
Reference their tier status
Acknowledge spending patterns
Customize offers by tier
VIP treatment for Gold/Platinum members
Sending Personalized Push Notifications
Creating Tier-Specific Communications
Send targeted push notifications based on tier status and progression.
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 for later delivery, and click Send.
Use cases for discount cards:
Congratulate tier upgrades
Show progress to next tier
Remind of current discount percentage
Announce tier-specific promotions
Celebrate spending milestones
Re-engage inactive customers
Thank top-tier members
Message examples:
"You're just $75 away from Silver tier and 10% off everything!"
"Congratulations! You've reached Gold tier. Enjoy 15% discounts on all purchases."
"As a Platinum member, here's an exclusive offer just for you..."
Profile Information Tabs
Information Tab
View and edit customer personal details including full name, contact number, email address, date of birth, registration date, device type, and UTM source.
Feedback Tab
View all feedback submissions from this customer including feedback ratings (star ratings), customer comments, submission dates, and associated transactions.
Filtering options:
Time period (day, week, month, year, custom)
Only comments checkbox
Custom Fields
View business-specific information configured for your discount cards including customer preferences, VIP notes, special circumstances, and internal tracking data.
Frequently Asked Questions
What's the difference between Value and Purchase Amount?
They should typically be the same—the pre-discount transaction amount. The system uses this to calculate the discount based on the customer's tier percentage.
Why enter the amount in both fields?
Value determines tier progression tracking. Purchase Amount provides context for the transaction type. Best practice is to enter the same amount in both.
Do previous purchases get recalculated when customers advance tiers?
No, previous purchases remain at the discount they received. Only future purchases get the new tier discount.
Can I manually move a customer to a higher tier?
Yes, by adding transaction amounts to increase their total spending to meet the tier threshold.
What happens if spending drops below a tier threshold due to refunds?
The customer drops back to the appropriate tier for their spending level. Future purchases receive the lower tier discount.
How is the discount calculated?
System multiplies the purchase amount by the customer's current tier percentage. For example: $100 purchase × 5% = $5 discount.
Will customers be notified when they advance tiers?
Their card updates automatically. Send a push notification to inform them of the advancement and new benefits.
Can I adjust the discount percentage for individual customers?
Discount percentages are set at the card configuration level, not per customer. All customers at the same tier receive the same percentage.
What if I entered the wrong transaction amount?
Subtract the incorrect amount using the minus button, then add the correct amount. Add a note explaining the correction for your records.