Getting Started with Gift Card Transactions

 Within the Loyalty platform, the Gift Cards feature lets marketers provision gift cards to Members (and optionally also to visitors), who can then use those Gift Cards to make purchases in-store and online.

The Gift Card Transactions screen displays a list of all Gift Card actions, across all Gift Cards in all Gift Card Classes. For each action, the platform displays the following information:

  • Card Number: This column displays the unique identifying number for a Gift Card. Click this number to navigate to the Gift Card Details screen.

  • Member: If the Gift Card has been linked to a Member Profile, this column displays the Member's name and Member ID. Click the Member's name to navigate to the Member Details screen.

  • Class: This column displays the Gift Card Class to which the Gift Card belongs. Click the Class name to navigate to the Gift Card Class Details screen.

  • Action: This column displays the specific action type. The platform captures and tracks the following types of Gift Card actions:

    • Start: A new Gift Card is issued.

    • Link: A Gift Card is assigned to a Member Profile.

    • Unlink: A Gift Card is unassigned from a Member Profile.

    • Activate: A Gift Card is activated, making it available for use to make purchases.

    • Deactivate: A Gift Card is deactivated, making it unavailable for use in making purchases.

    • Credit: Money is added to the Gift Card balance, such as through the auto-replenish feature, for example.

    • Debit: Money is deducted from the Gift Card balance, either manually by a Customer Service Representative, or because the Member made a purchase using the Gift Card.

Note: Customer Service Representatives can manually make adjustments to a Gift Card balance from the Member Profile screen, or from the Gift Card Details screen.

  • Amount: This column displays the current balance of the Gift Card.

  • Date: This column displays the date / time that the action occurred.

To view additional details, click View next to the desired transaction. The platform displays the transaction description, gateway, and (for purchases only) the Transaction ID. Click the Transaction ID to navigate to the Order Details screen.

Exports

The platform does not support the export of Gift Card Transactions.

Imports

The platform supports only Standard Imports for importing Gift Card Transactions. For more information, see Import Gift Card Transactions.

Access

To access the Gift Card Transactions screen, select Transactions from the top navigation bar, then select Gift Cards > Gift Card Transactions from the side navigation menu.

For more information on the search options available on the Gift Card Transactions screen, see Search for a Gift Card Transaction.