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:
Tap
Issue New Gift Card
Enter recipient phone number and/or Barcode and starting balance
If you add both a phone number and barcode, the QR code and physical card will be linked.
Select
Create & Issue
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)
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:
Search by Phone Number or Barcode
Select the gift card
Tap
Modify Balance
You can Add or Subtract from the balance
Enter the reason for the balance adjustment
Tap
Update Balance
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:
Search by Phone Number or Barcode
Select the gift card
Tap
Edit
Tap
Deactivate
Add a reason for deactivation
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.