The Giftcards section will help you to perform different operations on the gift cards that are created as part of the campaign. This is a single place from where you can manage different operations on the gift cards such as -
All Gift Cards
This tab shows the summary of all the gift cards that are created within the platform irrespective of any specific product campaign. This screen is not the same screen as what you will see (Gift cards) within the campaign. While that is campaign specific with specific details of the gift cards allocated to the particular campaign, this screen shows all the gift cards. The All Gift Cards tab will display the card number, currency of the gift card, gift card value, expiry date, campaign under which the gift card is created, delivery mode (DIGITAL/PHYSICAL), card id and batch id.
When you click on a specific gift card, you will see the virtual gift card with three different tabs - Card Details, Card Transactions and Customer Details. The Card Details tab shows all the details such as gift card number, expiry date, preloaded amount (if any) into the gift card, campaign information, options to activate, deactivate and block the gift card. Click Back to navigate to All Gift Cards tab.
The card transactions tab will list all the transactions specific to the selected gift card (such as Creation, Allocation, Activation) with the transaction reference number, date of the transaction, transaction amount and the transaction made by details. Click Back to navigate to All Gift Cards tab.
The Customer Details tab will provide information of the owner of the gift card and the buyer of the gift card. When the gift card is created, you will initially see these details as "NA". The buyer is the person who purchases the gift card while the owner is the person who possesses the gift card. The buyer and owner can be the same person or different persons. Click Back to navigate to All Gift Cards tab.
Activate Cards
This tab will allow you to activate the gift cards. In the Activate Cards screen, you have the option to activate individual gift cards or bulk upload gift card numbers to be activated.
Activating Individual Gift Cards
The activate gift cards section on the left side will allow you to manually activate all the available gift cards by entering the gift card id or the gift card number in the box provided. You can enter multiple gift card numbers or gift card ids separated by comma. You can provide a transaction description, which is an optional step. Click Activate to activate the entered gift cards. If the gift cards are activated successfully, you will see the confirmation message as "Gift cards are activated successfully".
The Card Transactions tab under the gift cards section will list the transaction details. The transaction type field will display the ACTIVATION status.
Bulk Activating Gift Cards
The upload cards to activate section on the right side will allow you to enter a CSV file with the list of gift cards numbers to be activated.
- You can download a sample CSV file by clicking on Sample CSV. You will see sample data in the CSV file. Delete the sample data and enter the gift card numbers in the rows. For example, let's assume our sample CSV file looks as shown below -
- Click Choose File and upload the edited Sample CSV file. You can provide a transaction description, which is an optional step.
- Click Upload to upload the file. If the upload process is successful, the gift cards will be activated. You will see a confirmation message as "Gift cards are activated successfully".
Deactivate Cards
This tab will allow you to deactivate the gift cards. In the Deactivate Cards screen, you have the option to deactivate individual gift cards or bulk upload gift card numbers to be deactivated.
Deactivating Individual Gift Cards
The deactivate gift cards section on the left side will allow you to manually deactivate all the available gift cards by entering the gift card id or the gift card number in the box provided. You can enter multiple gift card numbers or gift card ids separated by comma. You can provide a transaction description, which is an optional step. Click Deactivate to deactivate the entered gift cards. If the gift cards are deactivated successfully, you will see the confirmation message as "Gift cards are deactivated successfully".
The Card Transactions tab under the gift cards section will list the transaction details. The transaction type field will display the DEACTIVATION status.
Bulk Deactivating Gift Cards
The upload cards to deactivate section on the right side will allow you to enter a CSV file with the list of gift cards numbers to be deactivated.
- You can download a sample CSV file by clicking on Sample CSV. You will see sample data in the CSV file. Delete the sample data and enter the gift card numbers in the rows. For example, let's assume our sample CSV file looks as shown below (For example, we will deactivate the same gift cards that we activated in the previous section) -
- Click Choose File and upload the edited Sample CSV file. You can provide a transaction description, which is an optional step.
- Click Upload to upload the file. If the upload process is successful, the gift cards will be activated. You will see a confirmation message as "Gift cards are deactivated successfully".
Block Cards
This tab will allow you to block (cancel) the active gift cards. There may be cases when the gift card is lost and it has to be blocked to avoid unauthorized use. In the Block Cards screen, you have the option to block individual gift cards or bulk upload gift card numbers to be blocked.
Blocking Individual Gift Cards
The block gift cards section on the left side will allow you to manually block all the available gift cards by entering the gift card id or the gift card number in the box provided. You can enter multiple gift card numbers or gift card ids separated by comma. You can provide a transaction description, which is an optional step. Click Block to block the entered gift card(s). If the gift cards are blocked successfully, you will see the confirmation message as "Gift cards are blocked successfully".
The Card Transactions tab under the gift cards section will list the transaction details. The transaction type field will display the BLOCKED status.
Bulk Block Gift Cards
The upload cards to block section on the right side will allow you to enter a CSV file with the list of gift cards numbers to be blocked. You can download a sample CSV file by clicking on Sample CSV. Delete the sample data and enter the gift card numbers (to be blocked) in the rows.
- Click Choose File and upload the edited Sample CSV file. You can provide a transaction description, which is an optional step.
- Click Upload to upload the file. If the upload process is successful, the gift card(s) will be blocked. You will see a confirmation message as "Gift cards are blocked successfully".
Load Cards
This tab will allow you to load gift cards with the money. You will only be able to load the gift cards that are created with the "Preloaded Card" option turned off as part of the campaign. This means that you will only be able to load the gift card that is loaded with value of $0. You cannot load any other gift cards. Also, once the gift card has been loaded with an amount, you cannot load it one again with the amount. The only possible way is to reload the card (as explained below). However, to be able to reload a card, the gift card should have been created with the "Reloadable Card" option turned on when creating the campaign. In the Load Gift Cards screen, you have the option to load individual gift cards or bulk upload gift card numbers to be loaded with the amount.
Loading Individual Gift Cards
The load gift cards section on the left side will allow you to manually load all the available gift cards by entering the gift card id or the gift card number in the box provided. You can enter multiple gift card numbers or gift card ids separated by comma. You must enter the amount to the loaded into the card in the amount text box. You can provide a transaction description, which is an optional step.
Click Load to load the entered gift card(s) with the specified amount. If the gift cards are loaded successfully, you will see the confirmation message as "Gift cards are loaded successfully". Navigate back to the All Gift Cards tab and select the gift card(s) that was loaded with the amount. The Card Details and Card Transactions tab will display the information of the gift card.
Bulk Loading Gift Cards
The upload cards to load section on the right side will allow you to enter a CSV file with the list of gift cards numbers to be loaded along with the amount to be loaded on the gift cards.
- You can download a sample CSV file by clicking on Sample CSV. You will see sample data in the CSV file. Delete the sample data and enter the gift card numbers in the rows. For example, let's assume our sample CSV file looks as shown below -
- Click Choose File and upload the edited Sample CSV file. Enter the amount to be loaded into the gift card. You can provide a transaction description, which is an optional step.
- Click Upload to upload the file. If the upload process is successful, the gift cards will be loaded successfully. You will see a confirmation message as "Gift cards are loaded successfully".
Reload Cards
This tab will allow you to reload gift cards with the money. As explained in the previous section, you will only be able to load the gift cards that are created with the "Reloadable Card" option turned on as part of the campaign. You cannot load any other gift cards. In the Load Gift Cards screen, you have the option to load individual gift cards or bulk upload gift card numbers to be loaded with the amount.
Reloading Individual Gift Cards
The reload gift cards section on the left side will allow you to manually reload all the available gift cards by entering the gift card id or the gift card number in the box provided. You can enter multiple gift card numbers or gift card ids separated by comma. You must enter the amount to the loaded into the card in the amount text box. You can provide a transaction description, which is an optional step.
Click Reload to reload the entered gift card(s). If the gift cards are reloaded successfully, you will see the confirmation message as "Gift cards are reloaded successfully". Navigate back to the All Gift Cards tab and select the gift card(s) that was reloaded with the amount. The Card Details and Card Transactions tab will display the information of the gift card.
Bulk Reloading Gift Cards
The upload cards to reload section on the right side will allow you to enter a CSV file with the list of gift cards numbers to be reloaded along with the amount on the gift cards.
- You can download a sample CSV file by clicking on Sample CSV. You will see sample data in the CSV file. Delete the sample data and enter the gift card numbers in the rows. For example, let's assume our sample CSV file looks as shown below -
- Click Choose File and upload the edited Sample CSV file. Enter the amount to be loaded into the gift card. You can provide a transaction description, which is an optional step.
- Click Upload to upload the file. If the upload process is successful, the gift cards will be reloaded successfully. You will see a confirmation message as "Gift cards are reloaded successfully".