In this article, you will find:
Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise V2. Please go to this article.
How to add the Rise.ai tiles to your Shopify POS
To add the tiles, go to your Shopify POS → click Add tile → select App → choose Rise.ai: Gift Cards & Loyalty → then select the tiles you want to add from the following two options:
Sell physical gift cards – necessary, allows you to create a gift card code.
Check gift card balance – optional, allows you to check the outstanding balance of a specific gift card code.
1. Click on Add tile
2. Select App
3. Select Rise.ai: Gift Cards & Loyalty
4. Select the tiles you want to add out of the following two options:
How to sell physical gift cards from Shopify POS
Once the tile is on your POS home screen, follow the next steps:
Tap the 'Sell physical gift card' tile
Insert a code or 'Use camera scanner' to scan it from an existing physical card
Select the amount you want to top up the gift card with
Once you've defined the gift card code and amount, click 'Add to cart'
From that stage, process the order regularly by heading to the checkout
Note: adding a customer to the order will also reflect in the Rise dashboard, where you will see it assigned to the specific gift card
1. Tap the Sell physical gift card tile:
2. Insert a code or Use camera scanner to scan it from an existing physical card:
3. Select one of the preset amounts or manually enter the desired value of the gift card:
* The optional variants here are based on the variants you set up for your e-gift card product, with the 'Custom amount' being optional by default.
4. Once you've defined the gift card code and amount, click Add to cart
5. From there, process the order regularly by heading to checkout.
*Before, you can add a customer to the order. This will make the customer be assigned to the specific gift card on your Rise dashboard
How to check the balance of a gift card on Shopify POS
Once the tile is on your POS home screen, follow the next steps:
Tap the 'Check gift card balance' tile
Insert the required code or 'Use camera scanner' to scan it from a physical car
Note: this functionality is case-sensitive
1. Tap the 'Check gift card balance' tile:
2. Insert the required code or 'Use camera scanner' to scan it from a physical card:
3. The gift card details will then show up, as in the following screenshot:
Physical gift cards printing option
For USA merchants, we have partnered with CARDSource to make the process of creating physical gift cards simpler:
Click here to upload your data, design the card, select your card finish and production time.
** You can also request that QR codes be printed on the gift cards so that they can be scanned in your Shopify POS. Note that to achieve that, the QR code needs to be added in following format:
shopify-giftcard-V1-{{code}}
Follow the CARDSource instructions for complete the order and receive your new physical gift cards. In case needed, you can reach out directly to the CARDSource team: orders.rise.ai@cardsource.com.
If you are not USA-based or want to consider other options, look into Ecards PlasticPrinters and DuraCards.
How to redeem a Rise.ai Gift Card/Wallet code on Shopify POS
Both gift card codes and wallet codes issued by Rise.ai are redeemed in the Shopify POS using the Gift Card payment method.
There are a few ways to redeem a Gift Card or Wallet code during checkout:
Option 1: Manually Enter the Code
Tap Gift Card at checkout, then choose "Enter Code".
Manually type in the gift card or wallet code and proceed with the transaction.
Where to find the code:
Gift Card code:
Rise Dashboard > Gift Cards > Gift Card Sales – search by the customer’s email address.
In the gift card email sent to the recipient.
Wallet code:
In the Rise Dashboard: go to Store Credit > Customer Wallets and search by the customer’s email address.
In the customer’s account section on your online store (in the wallet).
In the POS Store Credit tile:
Add the customer to the order in the POS.
The Store Credit tile on the home screen will display their current wallet balance.
Tap the tile and copy the wallet code. Then paste it at checkout.
Option 2: Scan the QR Code
At checkout, tap the Gift Card payment option.
If the customer has a QR code (either printed or on their phone), you can scan it using the POS device’s camera.
Where to find the QR code:
If the gift card was sent by email, the QR code is usually included in the email.
The wallet QR code can also be found in the customer’s account section when logged in to your online store (If you haven’t set up the Wallet Overview, follow this article to enable it).
** For Customer Wallets redemption, we recommend using Rise.ai's store credit tile.
You can find more information on it in this article.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chatbox