Adjust Gift Card Balance

Gift Cards within Loyalty let marketers provision gift cards to Members and visitors, who can then use those Gift Cards to make purchases in-store and online. Every Gift Card has a balance indicating how much it is currently worth. Typically, as a Member makes purchases using their Gift Card, the balance automatically decreases. The platform supports an "auto-reload" feature that will put more money back onto the Gift Card if the balance drops below a specified threshold (see Edit Gift Card Properties). In addition, from the Gift Card Details screen, you can manually adjust a Gift Card balance, either upwards or downwards.

Note: You can also adjust a Gift Card balance from the Member Profile screen. See Adjust Gift Card Balance for more information.

To manually adjust the balance of a Gift Card:

1. Select Transactions from the top navigation bar, then select Gift Cards > Gift Cards from the side navigation menu. The Gift Cards screen is displayed.

2. Search for and select the desired Gift Card (see Search for a Gift Card for more information on the available search options). The Gift Card Details screen is displayed.

3. Click either:

   • Credit: To add money to the Gift Card balance, click Credit. The Credit pop-up window is displayed.

   • Debit: To remove money from the Gift Card balance, click Debit. The Debit pop-up window is displayed.

4. In the Amount field, enter the amount of the balance adjustment.

5. Optionally, in the Description field, enter the reason for the manual balance adjustment.

6. Click Save.