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Gift Cards Overview

User Overview of the Gift Card Section

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Written by Gabriel Blunt
Updated over 2 months ago

Promotions – Gift Cards Portal

This is the Gift Cards section of the portal, specifically under the "PROMOTIONS" tab.

Available Features and Controls:

  • Search Functionality:

    • A search bar labeled "Search gift cards" allows users to quickly locate specific promotions.

  • Filtering Options:

    • "Show Inactive" checkbox to include or exclude inactive promotions.

    • "Effective From" dropdown to filter promotions based on their effective date.

    • "Start Date" and "End Date" fields for defining a custom date range.

  • Sorting:

    • A dropdown menu for sorting promotions, currently set to "Ordinal (Asc)".

  • Action Buttons:

    • "REFRESH" (blue button) to reload the current view with updated data.

    • "NEW GIFT CARD PROMOTION" (orange button) to initiate the creation of a new promotion.


Bulk Create – Gift Cards Portal

The Bulk Create section enables users to efficiently generate and export multiple gift cards in a single operation.

Navigation Path:

Portal > Gift Cards > Bulk Create

Available Fields and Controls:

  • Gift Card Value *
    Specifies the monetary value of each gift card.

  • Number of Gift Cards *
    Defines how many gift cards will be generated in the batch.

  • Prefix
    An optional field to add a custom prefix to each generated gift card code.

  • CSV Filename *
    The name of the file to which the generated gift cards will be exported.

Action Button:

  • CREATE GIFT CARDS AND EXPORT TO CSV
    Initiates the creation of the specified gift cards and exports them to a downloadable CSV file.

Note: Bulk gift cards automatically generate random redemption codes for use at checkout. These codes cannot be manually created or customized besides the prefix. To load funds onto a specific gift card code, use Attendant Mode.


History – Gift Cards Portal

The History section provides users with a detailed view of past gift card activity, enabling tracking and auditing of issued cards over time.

Navigation Path:

Portal > Gift Cards > History

Available Features and Controls:

  • Search Bar:
    Allows users to filter historical records by gift card number or related keywords.

  • Sorting Option:
    A dropdown menu enables sorting of records.

Table Columns:

The history table includes the following data fields:

  • Gift Card Number – Unique identifier for each gift card.

  • Outstanding Balance – Remaining balance on the card.

  • Redeemed Value To Date – Total amount redeemed from the card.

  • Created On – Date the gift card was generated.

  • First Redeemed On – Date of the first redemption activity.

  • Last Activity On – Most recent transaction or update.

  • Actions – Options for managing or viewing additional details.


Create Gift Card Promotion – Gift Cards Portal

The Create Gift Card Promotion interface allows users to configure and launch new gift card promotions with detailed customization options.

Navigation Path:

Portal > Gift Cards > Promotions > New Gift Card Promotion

Available Fields and Controls:

  • Active (Checkbox):
    Enables or disables the promotion upon creation.

  • Name *
    Required field to identify the promotion internally.

  • Ordinal
    Determines the display order of the promotion in listings.

  • Price ($) *
    The purchase price of the gift card.

  • Value ($) *
    The redeemable value of the gift card.

  • Effective From / Effective To *
    Defines the start and end dates for the promotion’s availability.

  • Promotion Title Image
    Allows users to upload a visual asset to represent the promotion.

  • Marketing Label
    Optional field for a short promotional tagline or description.

Action Buttons:

  • CREATE GIFT CARD PROMOTION
    Finalizes and activates the promotion with the entered details.

  • CANCEL
    Discards the current input and returns to the previous screen.

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