Within this page, the following topics will be covered:
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What is the Gift Card section about?
On the Gift Cards Dashboard is possible to find a Create New button below the search boxes. That will allow the user to create and edit a brand new gift card from scratch.
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Once the user clicks on it, a new page will load, and below you can see how it looks like. There it is possible to verify that there are three
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The Is Customer Switch
Switching this one to Yes does not change or add any field in the page's interface. This switch 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
by clicking on the i button
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Recharge a Gift Card by clicking on the $ button
On the tab type the amount
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 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, which means that a brand new gift card will be issued only for customers already registered in the instance’s database. Having that switch turned on forbids external-not-yet-customers from the instance to receive the gift card.
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The Is Batch Card
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toggle
Switching this one to
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Yes, allows users to send a batch of gift cards to several email addresses, or to several
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customers,
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from the instance’s database or external ones
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By
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typing the email address in the field Holder Email
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Click on theAdd button
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, 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
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toggle
Switching this one to Status
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Combining
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toggles
In the Create New page, it is also possible to combine the switches over in order to get different results when they are chosen separately, like as we could verify above, on this tutorial page.
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.
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By combining the Is Customer and the Is Card Test switches, users will only be able to create test gift cards and using use only the customers already registered at in the instance’s database.
By combining the Is Batch Card and theIs 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 ones.
The Create Button
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
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