Using Giftbit
Learn how to make the most of your Giftbit account.
By Team and 2 others3 authors32 articles
- 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
- How to place an order in GiftbitLearn how to place an order and send rewards to recipients using email or Giftbit 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 StatusLearn what the unsubscribed recipient status means and how it affects reward delivery
- 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.
- 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 in different places of Giftbit
- 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.
- Understanding draft status for ordersLearn what draft status means for orders and where to find unfinished orders
- 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