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Gift cards in the Back Office

Managing gift cards outside of POS transactions

Kayla Jew avatar
Written by Kayla Jew
Updated over 3 months ago

In addition to issuing Digital Gift Cards and Physical Gift Cards at the POS, you can now issue both outside of a transaction. This feature is perfect for appreciation, marketing, or promotional giveaways.

To get started, Navigate to the Loyalty page, then to the Gift Cards tab.

Issue a Gift Card

Steps:

  1. Tap Issue New Gift Card

  2. Enter recipient phone number and/or Barcode and starting balance

    1. If you add both a phone number and barcode, the QR code and physical card will be linked.

  3. Select Create & Issue

    1. If a phone number was entered, the recipient should receive a message and proceed to add it to their Apple or Google Wallet (link expires after 7 days)

    2. If only a Barcode was entered, the balance should reflect on the Gift Card immediately.


Modify Balance

You might need to adjust gift card balances to correct errors or apply promotional adjustments.

Steps:

  1. Search by Phone Number or Barcode

  2. Select the gift card

  3. Tap Modify Balance

  4. You can Add or Subtract from the balance

  5. Enter the reason for the balance adjustment

  6. Tap Update Balance

  7. If a Customer has a phone number linked, they should receive a SMS stating the reason & new balance.


Edit

Retailers may want to merge gift cards or assign an owner phone number to be notified if there are changes made to the balance.

Select Edit to make changes to the following:

  • Add, edit, or remove a barcode

  • Add an owner phone number (We do not support removing an owner from a gift card)


Re-issue

You may need to re-issue a gift card if the shopper has accidentally deleted the original text. The shopper will receive a new link to add the gift card to their mobile wallet.

Note: You will not be able to Re-Issue physical gift cards that are not linked to any phone numbers.


Deactivate

Steps:

  1. Search by Phone Number or Barcode

  2. Select the gift card

  3. Tap Edit

  4. Tap Deactivate

  5. Add a reason for deactivation

  6. Select Deactivate

Note: If a gift card is deactivated, retailers can still issue new gift cards associated with the same phone number.

Any information entered in the 'Reason' field will be forwarded directly to the pass-holder.

To view the Gift Cards on the End of Day Report, click here.


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