Rise offers a complete gift card management tool that empowers your CS teams and gives them all the necessary tools to speed up support ticket time and lower customer friction.
In this article you will learn:
How to see gift cards details and customer info.
How to change the balance, resend, or disable a gift card.
Managing your store credit:
Activity 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 and how to use Rise for accounting, 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 intended to actually be gifted on.
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?
For gift cards that were purchased from November 14th 2022, the gift card email will be sent to the recipient between 8am-11am EST. However, depending on where you are based, the gift card will be sent between 8am-11am in your local timezone.
If you'd like to change the time that scheduled gift cards are sent out at, you can reach out to our support team (via chat or at [email protected]), and they will be able to change the sending time to the desired hour.
Changing Gift Card balance:
Clicking the Change Balance button will enable your team to alter the value of the gift card.
Resend Card:
You can re-send the gift card email by clicking the Resend Gift Card button. This button allows you to choose the email address 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 clicking 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?
Feel free to contact us at [email protected] or in the chat box.