In this article, you will learn:
Prefer watching instead? Check out this video for a full walkthrough on how to manage issued gift cards, store credit, and export data from your dashboard.
Understanding the Activity tab: gift cards and loyalty cards
Rise offers a complete gift card management tool that empowers your support team with everything they need to resolve tickets faster and reduce customer friction.
In the Activity tab, you’ll see all codes issued to customers, including both gift cards and loyalty cards that contain store credit.
While all issued codes appear in this tab, the management of loyalty cards should be done in the Customers tab. Learn more about how to manage loyalty cards
For each code, you’ll be able to view the following details:
Code - The unique identifier of the gift card or loyalty card.
Order - The order number associated with the purchase or issuance of the code.
Customer - The name of the customer linked to the code.
Source - Where the code was issued from:
Bought in Store - For gift cards purchased through your store.
Loyalty Card - For codes issued as part of your loyalty program.
Manually Issued - For codes created manually in the dashboard.
Balance - Current balance vs. original total.
Status - The current state of the code:
Active - The loyalty code is valid and can be redeemed.
Fulfilled - The gift card was purchased and successfully delivered.
Sent - The loyalty code was manually created.
Fraud Risk - The gift card code was flagged by the system as potentially fraudulent and may require further review. Learn more here.
Created at - The exact date the code was issued.
Search and filter issued codes
Use the search bar at the top of the tab to quickly locate specific codes. You can search by:
Buyer or recipient name
Buyer or recipient email
Order ID - This refers to the internal Shopify Order ID, not the public-facing order number. You can find it at the end of the URL when viewing the order in Shopify.
This is especially useful for locating a specific gift card or loyalty code when handling support requests.
Exporting data and accessing reports
You can easily export all the data appearing in this tab, using the Export button.
To learn more about the reports Rise generates and how to use them for accounting purposes, check out this article.
How to View and Manage Gift Cards
Clicking on any gift card from the Activity tab will take you to its details page, where you’ll find:
Order number – Linked directly to the order in your Shopify admin
Location of purchase – Indicates how the gift card was issued
Buyer and recipient information
Gift card logger – Shows all orders where the gift card was used
How to Resend a Gift Card
Use the Resend button to send the gift card email again. You can send it to the original recipient or enter a different email address. The email will be sent immediately.
Scheduled gift cards
Customers can schedule a gift card to be delivered on a future date (e.g., birthdays, holidays). On the gift card details page, you’ll see the scheduled send date.
When are scheduled gift cards sent?
For gift cards purchased on or after November 14, 2022, the email will be sent to the recipient between 8:00 AM and 11:00 AM, based on their local timezone.
Changing Gift Card balance
Click the Change Balance button to manually adjust the value of the gift card.
This is useful for resolving customer service issues or applying partial refunds.
Disabling a Gift Card:
To deactivate a gift card, click the Disable Gift Card button at the bottom of the gift card details page. This will immediately prevent the code from being used.
Tracking orders paid with store credit
For every order that was paid using a Rise gift card or loyalty card, Rise automatically adds a tag to the order in Shopify, indicating whether a gift card or loyalty card was used.
These tags make it easy to track which orders were influenced by your Rise programs, helping you better analyze the impact and performance of your gift card and loyalty rewards.
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