Migrating Existing Gift Cards to Rise

Welcome and thanks for choosing Rise for your Gift Card program!

In this article we cover:

How to migrate existing gift cards to your Shopify store.
How to migrate existing Shopify Gift Cards into Rise.

Migrating Gift Cards to Shopify

With Rise, you can migrate existing gift cards you created on other e-commerce platforms, or gift cards that were created for other purposes, to Shopify. This is a complementary serviced offered one time once you sign up.

Rise will create these gift cards in Shopify and they can be redeemed in your online store and your Shopify POS. You will be able to manage them in your Rise dashboard and send reminders to your customers who haven't redeemed them yet.

Customers will not be notified once migrating into Rise.

To migrate your gift cards into Rise, please follow these steps:

Step 1: Go to the Rise dashboard -> Campaigns tab -> Create Bulk

Step 2: Select ‘Gift Cards’

Step 3: Select ‘CSV file’

Step 4: Follow the instructions outlined for you (as seen in the screenshot below)

Please note:

When you download the CSV template, please:

Leave the first row (with the headings) exactly as is. If you make any adjustments, the file won’t upload.
Delete the contents in the second row - this is just an example for you to see which information to insert.

Code column: You can leave this blank if you’d like us to generate the codes for you. However, if you’d like to migrate your existing codes, please ensure they are between 8- 20 alphanumeric characters only (per Shopify’s requirements).
Balance: Insert the gift card value without currency symbol - i.e only digits (no other characters). Please upload values larger than 0 only.
Expires_on: Insert expiration date, or leave blank if you do not want gift cards to expire.
Customer_name & customer_email: if you do not need to assign the gift cards to specific customers, then you can leave this blank.
Reason & note: Here you can insert information that will only be viewed by your team via the Rise dashboard (see screenshot below). This allows you to keep track of why you have created these codes, or include any other details. Please note that the ‘reason’ or ‘note’ cannot be edited once the gift card has been created.

Step 6: After you upload, create and confirm approval of the bulk upload. Please wait until the status is ‘completed’ before exporting the file.

Important: Please reach out to the Rise team after uploading your file to make sure you aren't charged for the upload of these codes!

Please note that if you are planning to migrate a large number of gift cards (over 10K) it's best to reach out to us beforehand. Also, it's important to note that exceptionally large files may take more time to upload so we recommend uploading a few days prior to the target date.

Your customers can redeem their gift cards online or in your physical store via Shopify POS.

Distributing the Codes

Once you have exported the file, you can upload it to your email marketing platform to send to your customers.

Tip: We integrate with Klaviyo, enabling you to easily notify your customers- read how our integration works here.

Migrating existing Shopify Gift Cards into Rise

We can migrate your Shopify Gift Cards into Rise, to allow you to manage them in your Rise dashboard, and send reminder emails.

To do so, please reach out to the Rise support team.

Please note, because Shopify only saves the last four digits of every gift card, we can only upload the gift cards with those 4 digits. When sending the code out to customers with reminder emails, it will only send the last 4 digits.

All the new codes you create through Rise, will present the full code in your Rise dashboard 😊.