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?

1. Log into CRM and go to the left-side menu

2. 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

Open

Checking each Gift Card’s details

To check each Gift Card’s details, click on the i button (see the below example)

Open

Recharge a Gift Card

1. To recharge a Gift Card, click on the $ button

2. On the tab, type the amount to be recharged

3. Click on the Recharge button

Creating a new Gift Card

1. Click on the + Create New button

2. Fill in the information on the New Gift Card page
   
   

3. 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
   
   

4. 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.

The Is Batch Card toggle

1. Switching this one to Yes, allows users to send a batch of gift cards to several customers' email addresses, from the instance’s database or external ones

2. By typing the email address in the field Holder Email

3. Click on the Add button, the user will be able to send the gift card to a group of customers all at once

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.

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.

• 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 to external ones

• By combining all 3 options, users will be able to send several test gift cards at once, to customers already registered in the instance’s database.