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What is the Gift Card section about?
In the Gift Card section, users are able to:
Issues new Gift card
Checked any Gift Cards that have been already sent to customers.
Where is the Gift Card section located?
Log into CRM and go to the left-side menu
Scroll the menu down and then click on Gift card.
What’s on the Gift card page
Search fields to look for any Gift Card
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Checking each Gift Card’s details
To check each Gift Card’s details, click on thei button (see the below example)
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Recharge a Gift Card by clicking on the
To recharge a Gift Card, click on the $ button
On the tab, type the amount to be recharged
Click on the Recharge button
Creating a new Gift Card
Click on the + Create New button
Fill in the information on the New Gift Card page
Once all the user’s preferences have been chosen, the last thing that must be done before leaving the page is to click on the Create button
The new Gift Card(s) will be listed on the Gift Card main page (see the below example)
The toggles on the New Gift Card page
The Is Customer toggle
Switching this one to Yes allows users to use the field Holder Email only to look for email addresses registered inside the instance.
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The Is Batch Card toggle
Switching this one to Yes, allows users to send a batch of gift cards to several email addresses, or to several customers, from the instance’s database or external ones
By typing the email address in the field Holder Email
Click on theAdd button, the user will be able to send the gift card to a batch, or a group of people all at once
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The Is Card Test toggle
Switching this one to Yes allows users to create a Test Gift Card to be used in a Test Order within the system.
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Combining toggles
In the Create New page, it is also possible to combine the switches in order to get different results when they are chosen separately, as we could verify above, on this tutorial page.
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