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Discount card types let you group cards that share the same rules, design, or purpose, like “Silver”, “Gold”, or “VIP”. Every discount card issued in Maestra belongs to a type, so setting these up is the first step before you start importing cards, issuing them to customers, or attaching promotions to them. This guide walks you through creating a new discount card type, configuring low-balance notifications, editing an existing type, and deleting one you no longer need.

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Where to find discount card types

In Maestra, go to Settings → Customers and Actions → Discount Card Types. The page lists every card type that exists in your project, along with the number of cards available in each pool and the notification threshold (if one is set).

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Create a discount card type

1

Open the discount card types page

Go to Settings → Customers and Actions → Discount Card Types.
2

Click Add

Click the Add button in the upper-right corner of the page.
3

Fill in the required fields

Enter the following details:
  • Name — the display name of the card type. This is what you and your team will see across Maestra (for example, when issuing cards, building segments, or setting up promotions). Use a name that’s easy to recognize, like Gold, Welcome card, or Employee discount.
  • External ID — a unique system identifier for the card type. It’s used when importing cards from a file, syncing with your POS or e-commerce platform, and calling the Maestra API. The external ID can’t be changed once the card type is created, so pick something stable and human-readable (for example, gold, welcome-card, employee).
4

Save the card type

Click Save. The new card type appears in the list and is ready to be used.
Creating a card type doesn’t generate any cards on its own. After the type exists, you can import a batch of card numbers, generate them automatically, or issue cards to customers one by one.

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Set up low-balance notifications

If you issue physical cards from a pre-printed pool, you’ll want to know when you’re running low so you can order more before the pool is empty. Maestra can raise an internal notification when the number of available (unissued) cards in a type drops below a threshold you choose.
1

Open the card type

On the Discount Card Types page, click the pencil icon next to the card type you want to configure.
2

Add a notification

In the Notifications section, click Add.
3

Set the threshold

Enter the minimum number of available cards that should trigger the notification. For example, if you set the threshold to 500, Maestra will create a notification as soon as the pool of unissued cards for this type falls to 500 or fewer.
4

Save

Click Save. The threshold is now active and Maestra will monitor the available card count automatically.
You can add more than one threshold per card type — for example, one notification at 1,000 cards (early warning) and another at 200 cards (urgent reorder).

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Edit a discount card type

You can change the name and notification thresholds at any time. The external ID is fixed and can’t be edited after the card type is created.
1

Find the card type

Go to Settings → Customers and Actions → Discount Card Types and locate the type you want to update.
2

Open it for editing

Click the pencil icon next to the card type.
3

Update the fields

Change the name or adjust the notification thresholds as needed.
4

Save your changes

Click Save. The updates take effect immediately and apply to every card already issued under that type.

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Delete a discount card type

If you no longer use a card type — for example, after retiring a legacy loyalty tier — you can delete it from the project.
1

Open the card type

Click the pencil icon next to the card type you want to remove.
2

Click Delete

Select Delete at the bottom of the card type’s settings.
3

Confirm the deletion

Confirm when prompted. The card type is removed from the list.
Deleting a card type affects every card that belongs to it. Customers who currently hold a card of this type will lose access to the discount associated with it. Before deleting a type, make sure you’ve migrated active customers to another card type or accepted that those cards will no longer be valid.

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What to do next

Once your card types are set up, you can:
  • Import a batch of card numbers into a type so you have a pool to issue from.
  • Issue cards to individual customers manually or automatically through a campaign.
  • Build promotions that apply only to specific card types — for example, a 15% discount limited to Gold cardholders.
  • Use card type as a filter when creating customer segments.