It is now possible for anyone to purchase and redeem Gift Cards for your company and use them to enroll in a Program/Class!
You can add the Gift Cards feature for an additional $7/month. Contact us via chat if you are interested.
Gift Cards - Admin Side
Admin Users can access Gift Cards by going to Submissions (on the left menu bar) > Gift Cards (if the Gift Cards feature is unlocked). NOTE: The "Submissions" page houses "Leads" and "Gift Cards."
The three tabs on the Gift Cards page are Unredeemed, Redeemed, and Invalidated. We'll go through each of these below.
Unredeemed Tab
On the Unredeemed tab will be the following columns:
Created on
Recipient Name
Recipient Email Address
Amount of Gift Card
An optional message
Purchaser Name
A link to the Purchaser's Account Page (if applicable - Admin purchasers will not have a clickable Account link).
Admin users can do the following on the Unredeemed Page:
Resend Email
Admins can resend the Gift Card email to the recipient by clicking on the three dots to the right of the Gift Card. Admins can also invalidate Gift Cards here. To invalidate a Gift Card means that it will no longer be redeemable.
Invalidate a Gift Card
When clicking "Invalidate," the following message will appear, showing you any money that was used in purchasing the Gift Card you are about to invalidate. Please note that invalidated Gift Cards cannot be redeemed. A reason for invalidating is REQUIRED before being allowed to invalidate the Gift Card.
Possible reasons for invalidating a Gift Card:
The recipient's email address changed or is not accessible
The Gift Card was sent to the wrong email. In this case, an Admin can invalidate the Gift Card and create a new one to the correct email address.
Create a Gift Card (Admin)
On the Unredeemed page, Admin users can create a Gift Card by clicking the plus sign. NOTE: This will be an INTERNAL Gift Card given for your Company or a Gift Card that was invalidated and re-created.
A new window will open that looks like the Purchase Gift Card page minus the payment section (see Purchasing a Gift Card above for how to purchase).
Redeemed Tab
The Redeemed tab is a list of all redeemed Gift Cards. This page shows the following information:
Redeemed on a Date
Created on the Date
To Name
To Email Address
Amount of Gift Card
An Optional Message
From Name (what was put on the Gift Card)
"From" (the Account that purchased the Gift Card or the User Account that created the Gift Card)
Invalidated Tab
The Invalidated page lists any invalidated Gift Cards, including the following:
Invalidated on date
Invalidation reason (required)
Created on date
To Name and To email address
Amount of money spent
Optional message (purchaser put on Gift Card)
From name (on gift card) and from (Account name)
Restore - Click the circular arrow to restore the Gift Card to a redeemable state. The Gift Card moves to the Unredeemed page. This action can also be done in bulk by clicking on the check boxes of the Gift Cards you want to restore.
Notes on Admin Gift Card Page
Admin Users will not be able to put in payment for a Gift Card on the Gift Cards page.
Admin Users can create internal Gift Cards or re-create Gift Cards for failed or wrong email addresses (see Invalidating a Gift Card above).
When an Admin "buys" a Gift Card, there will not be a link to an Account on the Unredeemed page.