Skip to main content

How to Find and View Gift Cards in the Portal

C
Written by Chris Hernandez
Updated over 2 months ago

Navigation

  1. In the portal’s left-hand sidebar, click Marketing.

  2. Under Marketing, choose Gift Cards.

  3. In the Gift Cards area, select the History tab.

You’ll land on a list of all gift cards and their statuses. You can search for these gift cards via gift card code.


Gift Cards — History Tab Overview

In the History tab, you’ll see columns such as:

  • Search Bar (filter / find specific cards)

  • Gift Card Number

  • Outstanding Balance

  • Redeemed Value To Date

  • Created On

  • First Redeemed On

  • Last Activity On

  • Actions


Gift Card Detail View

Clicking any gift card in the list will reveal its detailed view. Once you click a card, you’ll see:

  • Current Balance

  • Purchase Details

  • Transaction History, including columns for:

    • Action For

    • Action By

    • Date

    • Transaction Type

    • Transaction Amount

    • Balance at that transaction

    • Request Source

    • Related Item

    • Comment

Use this detail view to audit or trace the gift card’s activity over time.

Did this answer your question?