
Using Giftbit
Learn how to make the most of your Giftbit account.
By Sofia and 2 others3 authors32 articles
Design your rewards programLearn the basic things you need to consider to create a rewards program that works for you and your recipients
How to get started with GiftbitLearn the basic steps to set up your account and send your first reward
Uploading and adding contacts to GiftbitLearn how to add contacts to Giftbit using file uploads to help with bulk sending
How contact tags work in GiftbitSome extra details on how tags work inside of Giftbit
Creating a TemplateLearn how to create a reward template so you can send rewards through Giftbit
Placing an Order in GiftbitHow to place an order and send your recipients their rewards through both email and gift links
How to send a test reward in GiftbitLearn how to send a test reward so you can preview the recipient experience before sending real rewards
Viewing and managing your reward historyEasily track, update and resend rewards across all your orders—right from one place
Reporting in GiftbitLearn about the reporting information available in Giftbit and how it helps you track reward activity.
Using team accountsLearn how to invite other users to your team account, transfer funds between accounts, and run reports on team members
Undeliverable Rewards, Incorrect Email and ResendingHow to handle undeliverable rewards, rewards to the wrong email and resending of a reward.
Unsubscribed Recipient StatusWhat to do if a recipient is listed as unsubscribed in your contact list
Managing Email PreferencesHow to manage Giftbit system emails you receive
Setting up low balance notificationHow to set up and receive an email when you are running low on funds in Giftbit!
How to Enable 2FA (2 Factor Authentication) on GiftbitAdd an extra layer of security to your Giftbit Account using 2FA
Glossary of TermsCommon terms you will find inside of Giftbit and what they mean
Transaction ReportTrack and analyze your account transactions
Operations ReportA detailed breakdown of the Operations Report
Adding your Company logo to TemplatesHow to add your company logo to the template and how to troubleshoot potential issues.
Personalize your GreetingHow to personalize the greeting inside of the template
What is Draft Status for TemplatesWhy your template may have ended up in draft status
Templates: Customized vs Full CatalogTwo different template options, which is best to use and when?
Promotional RewardsWhat makes promotional rewards different from rewards without claim-by date
What are Giftbit Links?How to order Giftbit links and use them as an alternative to email based rewards
Where Can I Find Recipient Status?How to find the status of sent rewards by contact name, reporting or inside of the order itself
Sending Global RewardsAvailable regions and how to get started with sending rewards globally
Global Rewards: Setting a Default CurrencyInstructions on how to set the default currency to fund all your global orders!
Can I send gift cards to U.S. territories?Learn what gift cards can be used in U.S. territories along with tips for sending rewards to recipients outside the mainland.
Draft Status for OrdersWhat happens to an order that you do not finish
Offering the Choice of CharityHow senders can offer an alternative to retailer gift cards by providing charity Options.
Visa Incentive Card and In-App redemptionInfo regarding the Visa Incentive card and using for in-app redemption
