Rise offers a complete gift card management tool that empowers your CS teams and gives them all the necessary tools to decrease support ticket time and customer friction.
In this article we'll go over these tools as well as analytics tools, to give you a bird's eye view of how gift cards are used in your store.

In this article you will learn:

  1. How to manage your issued gift cards & store credit, and export data files.

  2. How to see gift cards details and customer info.

  3. How to change the balance, resend, or disable a gift card.

  4. How to manage all orders that used gift cards or store credit.

Managing your Store Credit:

Store credit tab:

All gift cards and loyalty cards bought or issued in your store will appear in this tab.

Please note: the management of loyalty cards should be done in the 'Customers' tab. Learn more about how to manage loyalty cards here.

You can easily export all the data appearing in this tab, using the Export button.

To learn more about the reports Rise creates, check out this article.

Search Bar:

In the search bar, you can input the buyer/recipient name, buyer/recipient email, or order ID (this is not the order number, but the ID of the order that appears at the end of the URL while in the order in Shopify).

Gift Card details: 

Once clicking a gift card, it will open the gift card details page:

Here you can see more details like order number (linked to the order on Shopify), the location of purchase, buyer & recipient details and here you also have the gift card logger that shows all the orders the gift card was used on.

From here you can also click the 'Resend' button which you can use to either resent the gift card to the original recipient or to a different email. This will send out a notification immediately.

Managing Scheduled Gift Cards:
Customers are able to utilize the scheduling option when sending a gift to friends or family, allowing them to easily plan and process their gift card before the date it's actually to be gifted.

In the gift card details section you will be able to see the date the gift card was scheduled to be sent.

When does it send?
Are you sending a scheduled gift card to your Aunt in Australia? When will she receive it?
When scheduling a gift card, we make sure to send it on the date you select, at the same hour you completed your purchase.

E.g. I am living in New York purchased a scheduled Gift Card on the 24th of December at 9:00 AM to be sent on the 25th of December.
This gift card is being sent to my Aunt in London.
This Gift Card will be sent on the 25th of December at 9:00 AM New York Time, so my Aunt in London will receive it at 02:00 PM.

Changing Gift Card balance:

Clicking the Change Balance button will enable your CS team to alter the value of the gift card.

Resend Card:

You can re-send Gift Cards by clicking the Resend Gift Card button. This button lets you choose the email the Gift Card is sent to, in case the customer made a mistake entering the email.

Disabling a Gift Card: You can disable a Gift Card anytime at any case by simply pressing the Disable Gift Card button on the bottom of the Gift Card details page.

Managing orders that have used store credit:

To all orders that were paid with Rise's gift cards or loyalty cards, Rise will add a tag to the order according to which type of card was used (gift card\loyalty). This allows you to keep track of all orders in which your Rise programs were involved, to help you better understand the utilization of your gift cards and rewards.

Related articles:

Got any feature requests?

Feel free to add them to this feature request form.

Have more questions?

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