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Nonetheless, at this moment, this option is now NOT working. |
2. Issue Gift Cards from the Gift Card section
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By combining the Is Customer and the Is Batch Card switches, users will be able to send several gift cards at once, however, using only the customers already registered at the instance’s database
By combining the Is Customer and the Is Card Test switches, users will only be able to create test gift cards and use only the customers already registered in the instance’s database
By combining the Is Batch Card and the Is Card Test switches, users will be able to send several test gift cards at once, be it for customers already registered at the instance’s database or for external onesexternal customers.
By combining all 3 options at once, users will be able to send several test gift cards at once, to customers already registered in the instance’s database.
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From CRM Homepage, click on Campaign Management>Settings
Then select the + Create a new button, or you can either choose one of the existing campaigns listed below and click on the Edit button to modify it
Once you are inside the Campaign Settings page, scroll down the page till you reach the Gift Card section, where you can add the Gift Card to the specific Campaign;
Once all changes have been made, click on the Create or Save button.
Additionally, under this section, the following options can be included in the campaign:
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Switch to ON the Issue After Sales toggle:
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which will enable the Gift
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card to be sent to the customer at the end of the
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| Status | ||
|---|---|---|
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purchase. Then the user can choose one of the below choices.
The Relative Percentage field: the Gift Card amount will be a specific XX% of the order total
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.
For example
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, the order is $180,00 and the percentage is set for the 10% over the order grand total. The customer will receive a Gift Card of $18.
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The Absolute Amount toggle:
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if this option is also set to
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ON
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Please note that for this option, Gift Cards sent to customers will NOT change the amount according to the order grand total, but it will be the same Gift Card amount for all customers.
the amount of the Gift Card will be a specific amount in $:Status title Relative Percentage:
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, then the Gift Card amount will be a predefined and unchangeable amount in $that can be set on the below field
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Absolute Amount.
Once all changes have been made, click on the Create or Save button.
How to make a purchase using the Gift Card
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As previously mentioned, the Gift Card is recognized and processed, by the system, as any other payment method. Therefore, this implies that in any order fully or partially paid with it, on the Payment History section, when clicking on the View Details button the Transaction Details tab will pop up and there is available all payment information as per the example below:
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Gift Cards and orders Shipping & Handling fees
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Once the Gift Card code has been pasted on the
| Status | ||||
|---|---|---|---|---|
|
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Transaction id | The unique tracking code to identify a transaction |
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Order Reference | The CRM order number linked to the TransactionID |
Operation | Type of operation that has been performed with the Gift Card |
Date | The date of the event |
Amount | For each event is shown the amount debited or credited on the Gift Card. |
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