---
title: "Coupon Card"
description: "How to Create a Coupon Card to Attract New Customers and Boost Short-Term Sales."
url: https://help.loyally.ai/en/articles/93-coupon-card
collection: "Types of Loyalty Programs"
updated: 2026-08-05
language: en
---

# Coupon Card

How to Create a Coupon Card to Attract New Customers and Boost Short-Term Sales.

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## **Wish to Attract New Customers?**

The '**Coupon Card**' is your answer to this market need. Attracting new customers, especially in competitive markets, can be tough. This card entices first-time buyers with attractive offers, turning them into repeat customers and expanding your clientele.

-   **Customer Use**: Customers use coupons for discounts or special offers.
    
-   **Business Benefit:** Drives customer traffic and sales, especially effective for introducing new products or clearing inventory.
    

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## How to create a 'Coupon Card' in **Loyally.ai**

## **Quick Guide**

Log in to [**Loyally.ai**](https://app.loyally.ai/) >> Go to '[**Cards**](https://app.loyally.ai/cards)' page >> Select either ('[**Template**](https://app.loyally.ai/cards/templates)' OR '[**from Scratch**](https://app.loyally.ai/cards/create)') >> Select '**Coupon**' Card Type >> Proceed through **Settings**, **Design**, **Information**, and **Save & Preview**.

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## Interactive Guide

Follow the interactive guide to seamlessly create your digital loyalty card with [Loyally.ai](https://loyally.ai/).

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## **Step-By-Step Guide**

> **Info:** The card creation process involves 5 Sections: 'Card Type', 'Settings', 'Design', 'Information', and 'Save and Preview'.

![](https://staticfiles.gleap.io/ghelparticle/dFibc143bnpo2r6mQK9cZSlu5nTnoVAYVQKsuVxAfrItr8W2EFyBal3bR0eERNTYtSWL3QobBSE.png)

### **Section 1: Select Card Type**

1.  Log into your [**Loyally.ai**](https://app.loyally.ai/) account.
    
2.  Navigate to the '[**Cards**](https://app.loyally.ai/cards)' page and select '[**From Scratch**](https://app.loyally.ai/cards/create)'.
    
3.  Select '**Coupon**' card type and click '**Continue**'.
    

> **Info:** 💡 **Quick Start with Templates:** Want to create a card faster? Explore our pre-loaded templates for a speedy setup!

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![](https://staticfiles.gleap.io/ghelparticle/Vae6kw3VBALMsg5W4t3e2GpS4KqyVpcv1fAUHv8VN8YKyE15UrkZXlpWbaKergNjBtztgTV6z7o.png)

### **Section 2: Settings (Customize Your Card's Functionality)**

1.  **Card Expiration & Location(s)**: Set the expiry date of the card, and where the card is applicable.
    
2.  **Language**: Select the language for displaying card information.
    
3.  **Coupon Transformation**: Decide how the card transforms after use using 'Linked Card Template'.
    
4.  **Card Issuing Form**: Add or remove fields that your customers will enter to get the card. Toggle fields as mandatory or unique as needed.
    
5.  **UTM Tracking (Optional)**: For tracking marketing channels (e.g., Facebook ads) to see where traffic comes from. It's helpful for marketers but not required.
    
6.  **Phone Masking:** Select the phone number format for the card's active country.
    
7.  **Privacy & Consent**: Options for handling privacy policy and user data consent.
    
8.  **Analytics Script (Optional)**: Add tracking script (e.g. Google Tag Manager) to card installation pages.
    

> **Error:** **Important**: Ensure mandatory and unique fields are correctly set to streamline customer card installation. If uncertain, use default settings.

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![](https://staticfiles.gleap.io/ghelparticle/Vmo7mSjSueeMnp61UR4TjbzaQ5eFHBGzUNW0zokpgSl4chqgtEWZsnFLiHsgVn84rEbXYHPTTVL.png)

### **Section 3: Design (Personalize Card Appearance)**

1.  **Visual Elements**: Upload your logo, background image, and icon for push notifications.
    
2.  **Color Scheme:** Customize card colors (background, text, centerpiece).
    
3.  **Field Display**: Set up what fields and text to appear on the card.
    

> **Success:** **Tip**: Customize icons and colors to enhance your brand's impact.

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![](https://staticfiles.gleap.io/ghelparticle/PgH2TXDXHJ1H69pFjNQDIhbgUSkb3qKwLP8gYWwCAnxXi4XM1Bx2n2jBcx9zoR3FOEmM0aBEpok.png)

### **Section 4: Information (Define Card Details)**

1.  **Descriptions & Instructions**: Add promotion name, your company name, and how many points are given when the card is issued.
    
2.  **Referral & Redemption:** Define referral criteria and points awarded to referrers and referrals.
    
3.  **Links**: Include active links (URL, phone, email, & address) for user interaction. Add feedback links for customer reviews. Insert terms of use and link to full T&Cs.
    
4.  **Issuer Details**: Fill in your details (company name, email, contact number).
    

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![](https://staticfiles.gleap.io/ghelparticle/2MUkhamxyP3u9nn6m3Glqd2yDHin5nBXU6YvlZS5iK1yUvxhkK0eg9dolFL4KvPf2JUXFm30mgQ.png)

### **Section 5: Save & Preview (Finalize Your Card)**

1.  **Preview**: Review your card and ensure it meets your expectations.
    
2.  **Activate**: Click '**Activate Card**' to make the card live.
    

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## 🎉 Congratulations, your card is ready!

### 👉 Here's What to Do Next:

Click '[**Download PDF**](https://help.loyally.ai/en/articles/56-card-distribution-offline.md)' to print a display for your table or counter, perfect for showcasing your new card. Share the [**QR code** or **link**](https://help.loyally.ai/en/articles/57-card-distribution-online.md) with your customers - they can simply scan or click to discover what you've created. Let's start spreading the word about your exciting new card! 🚀