In this article you will find:
- How to create a Bulk Campaign using Upload CSV.
- How to migrate your Gift Cards into Shopify.
*This feature is enabled for 'Pro' plan users and above. If needed to be used during the trial period, a charge will be applied.
Our Bulk Gift Cards tool is one of the most powerful tools you can use for engaging and retaining customers. Check out How the Miami Heat used Gift Cards to channel fans' passion and gained a 13.4x ROI.
How to create a Bulk Gift Card using the Upload CSV option:
Click on the Store Credit tab in your Rise Dashboard, then press Create gift cards in bulk on the top right side, then Create Bulk also on the top right:
Click on Upload CSV tab and insert the following details in a CSV file: code, balance, expiration date (if this field is left empty then the cards will never expire), customer name and customer email. Note that even if you don’t have data for a specific column you still need the column header to make it work.
- Set the columns in the same order as shown in the photo. e.g:
Press Select CSV File, upload your file, then click on Create Gift Cards. You will receive the following message:
We will now verify that your CSV file:
- Doesn’t exceed your plan limit.
- Contains the correct formatting.
Important: we recommend on contacting us through the chat box or mail to Rise Support to speed up the approval process.
You will see the campaign status as draft until it's approved.
After we approve your file, our system generates the Gift Cards and the status will change to running until it's finished.
The app will create a CSV file with all your campaign details. This process might take a few minutes or a few hours depending on the number of cards you plan to create.
Important- do not enter the bulk campaign while it is running, you can open it after it is completed.
When the process ends, press Export to download your CSV file.
Important: You will see there is an added status column. If there are rows with the status - failed, please contact our support.
You can see the Gift Cards generated in Store Credit tab. Notice that the source of the Gift Cards is Bulk to indicate it was created using the bulk tool
Send the Gift Cards by uploading the CSV file to your emailing platform (MailChimp, SendGrid etc.). In most email providers you can add placeholders/tags so that each customer will get a unique code from the uploaded list.
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.