The Gift Cards data model manages gift cards and store credits across sales channels. You can add, edit, or delete gift cards.
To add Gift Cards:
Click Data Management > Gift Cards.
On the Gift Cards form, click Add Gift Card.
Fill out the Gift Card Management form.
Required fields are:
Gift Card Number: the card identifier
Type: Gift Card or Store Credit
Status: Active, Expired, Void, Redeemed, or Pending
Balance: the remaining value on the card or credit
System: the subscription system of record
Select the customer from the Customer Name dropdown. Selecting a customer automatically selects the customer's email address.
Fill out other fields as needed.
Click Apply to save the new gift card or store credit.
You can edit gift cards or store credits to add more funds, change status, or change an expiration date.
NOTE: In some jurisdictions, gift cards do not expire.
To edit a gift card:
Click Data Management > Gift Cards.
On the Gift Cards form, search for or select a customer in the list and then click the edit button. iPaaS.com displays the record on the Gift Card Management form.
You can work with Custom Fields, External IDs, and Activities.
You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.
To view gift card activities, select Activities. Click the icon under Actions to view more details.
When complete, click Apply, and the record is updated.