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eGift Cards

How to Configure eGift Card Processing

Requirements
You will need the eGift Card (Digital) Processing module enabled inside the back office as denoted by a green checkmark on your Feature Dashboard. If this module is not enabled, tap the icon and submit a request to enable this feature. 

In addition, you will need a separate subscription with Stripe or Authorize.net, an online payment gateway.  Payment gateways provide online ordering security and route payments through your credit card processing service that fund your bank account directly.

Overview

The eGift Card module enables operators to sell digital gift cards online from their website or online landing page. There is no plastic card involved. The gift “card” is delivered through email or text message for recipients to present on their phone for redemption. Redemption works by EITHER:

1. Use a bar code scanner to scan the bar code (type 128) printed on the digital gift card from a compatible terminal device (Virtual Terminal or POS integrated terminal) 

OR 

2. Hand-key a special 11 digit gift card ID# into a compatible terminal device (Virtual, VeriFone or POS integrated terminal).  

If hand-keyed, operators will enter the eGift card ID# directly into the Swipe Card/Account Number prompt like you would normally do for any plastic card or card-less loyalty profile.

The balance on the digital gift card displays the current, available gift card balance. This balance field value is always “alive” and updates automatically on the recipient’s device as value is redeemed through your compatible terminal device. This means both recipients and clerks will know at a glance, how much value is available for redemption. If you don’t have a bar code scanner and wish to order one we recommend this scanner from Zebra.  

User Instructions

Once the eGift Card (Digital) Processing module is enabled inside your back office account perform the following steps to configure. 

Step 1: Configure Basic eGift Card Settings

Inside your back office account, tap SETTINGS> eGift Card Settings and begin configuring the fields and templates below. 

Minimum eGift Value: This value is the minimum amount of gift value a visitor can purchase online, if set, such as $5.00. Leave blank to set no minimum value.  

Maximum eGift Value: This value is the maximum amount of gift value a visitor can purchase online in a single transaction, if set, such as $500.00. Leave blank to set no maximum value. 

eGift Card Purchase Page URL: This webpage address is your private eGift Card Purchase page. You will link this URL from your website or online landing page to direct visitors to begin the purchase process once everything is configured and ready to go live.  

Terms of Purchase:  A terms of purchase disclaimer paragraph must be clearly published on your eGift Card Purchase page. Use the default disclaimer or edit it according to your specifications and save changes. Your online gateway provider (i.e., Authorize.net) can reject processing for your eGift card service if your terms paragraph does not comply with their standards.  

Step 2:  Configure eGift Card Recipient Templates

The eGift Card Recipient Templates are the messages recipients receive upon eGift card delivery. These templates have default content with {tags} in curly brackets that perform important functions and insert values automatically at send time. You can leave the default templates in place or customize as desired. Tap the Edit Email button to edit the email campaign template and tap the Edit Mobile button to edit the mobile text recipient template.

**IMPORTANT NOTE ON TAGS**
When editing messages, be very careful to avoid typing over vital {tags}. Tap or click the Show Tags button to review what each tag does. For example, the {egiftcardpurchaser} tag adds the name of the purchaser inside the recipient’s message. The {egiftamount} tag inserts the amount of gift value purchased for the recipient to redeem.

Use the Preview button to view your email recipient template in desktop or mobile view and send yourself a test message, if desired.

Step 3:  Configure eGift Card Purchaser Acknowledgement

The eGift Card Purchaser Acknowledgement campaign is a customizable email or mobile text message that sends to eGift card purchasers after a successful eGift purchase transaction through your payment gateway. In short, turn on this campaign to thank people that buy eGift cards for others. This campaign template is not accessible from your eGift Card Settings page, rather the campaign is available from MARKETING> Automated Promotions> eGift Card Purchase Acknowledgement.  Scroll down your Automated Promotions table to locate the row for editing.

You can customize your email and mobile text messages on this campaign like you would any other row in your Automated Promotions table of campaigns. For example, click the edit icon in the Email Auto Message column to open the email editor and begin customizing, or leave the default template AS IS and toggle the Enabled checkbox to activate the campaign.

Please review our article, Automated Promotions Setup Instructions, for guidance on how to use the email or mobile editors from this page.       

Future Enhancement Notice
In a future upgrade round, we will add the ability to support {bonus} and {coupon} tags inside the eGift Card Purchaser Acknowledgement. This update will allow operators to grant the purchaser a special incentive such as a stored value bonus (i.e., $5.00 reward) or digital coupon (i.e., 25% Off Next Purchase).

Step 4:  Add or Generate API Login ID Credentials

Review How to Obtain API Keys for Payments Integration and follow all prescribed steps.

Step 5: Update Website with eGift Card Purchase Page Link

When all steps are complete and API credentials are added to the back office you're ready to sell eGift cards! Please update your website to link to your new eGift Card Purchase Page URL. This update process can be easily done by adding a Gift Cards main menu heading that links to your new eGift Card Purchase Page URL. For more advanced marketers that want to deploy popup landing page advertisements to promote eGift card sales. please reference our article, How to Configure Landing Pages to Sell eGift Cards. 

Account/Card Transfers

For patrons that want to transfer Gift value they have on their eGift card over to an existing gift card/loyalty account. please use the Account Transfer utility from either the back office or Virtual Terminal to move the value from a valid eGift Card ID# to a gift/rewards card ID#.   

Reporting 

eGift card load and redemption transactions display on your daily REPORTING> Reconciliation Report as Load Gift and Redeem Gift transactions. This means eGift transactions display exactly the same as swipeable gift card transactions. The key difference is the card ID value. Your eGift card transactions will feature a random 11 digit card ID# that differs from standard swipeable card ranges. In addition, the Notes column will display “Initial eGift Load” to highlight the transaction was processed from your eGift purchase page.

In addition, a new eGift Card Sales Report is available inside the back office under REPORTING. Your eGift Card Sales Report provides an audit trail of all eGift card online sales details including, purchaser, recipient, purchase date, amounts and available balances for each eGift card. 

Resending eGift Cards to Recipients

This eGift Card Sales Report features an Action column that enables operators to resend eGift Cards to recipients. This feature is available in the event a recipient claims they did not receive their eGift card or deleted their text or email message containing the original eGift card. You can resend the recipient their eGift card manually from the REPORTING> eGift Card Sales Report. Locate the applicable row and tap the Resend button in the Action column to pull up a dialog box. You will have the opportunity to resend the recipient’s eGift card to their email OR mobile phone number. The value shown on screen is the recipient's selected delivery method as chosen by the purchaser during the initial eGift card sale. 

Switching Delivery Methods to Resend eGift Cards to Recipients

The delivery method value will display by default as chosen by the purchaser. However, if the recipient complains for whatever reason, he or she just cannot receive the eGift card via the originally selected delivery method, users can enter a different value in this box to resend the eGift card. For example, say Frankie sends Terry an eGift card to send to Terry's email address. Terry doesn't receive the email and even upon resend, still complains he's not getting the message to his email inbox. In this scenario, tap the Resend Button and enter a different value, such as Terry's mobile phone number in the space provided and click Send to deliver the eGift card to Terry's text message stream.

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How to Configure eGift Card Processing

This article covers how to setup, configure and advertise digital eGift cards for online sale and process redemptions through your Virtual, VeriFone or POS integrated terminal.

Requirements
You will need the eGift Card (Digital) Processing module enabled inside the back office as denoted by a green checkmark on your Feature Dashboard. If this module is not enabled, tap the icon and submit a request to enable this feature. 

In addition, you will need a separate subscription with Stripe or Authorize.net, an online payment gateway.  Payment gateways provide online ordering security and route payments through your credit card processing service that fund your bank account directly.

Overview

The eGift Card module enables operators to sell digital gift cards online from their website or online landing page. There is no plastic card involved. The gift “card” is delivered through email or text message for recipients to present on their phone for redemption. Redemption works by EITHER:

1. Use a bar code scanner to scan the bar code (type 128) printed on the digital gift card from a compatible terminal device (Virtual Terminal or POS integrated terminal) 

OR 

2. Hand-key a special 11 digit gift card ID# into a compatible terminal device (Virtual, VeriFone or POS integrated terminal).  

If hand-keyed, operators will enter the eGift card ID# directly into the Swipe Card/Account Number prompt like you would normally do for any plastic card or card-less loyalty profile.

The balance on the digital gift card displays the current, available gift card balance. This balance field value is always “alive” and updates automatically on the recipient’s device as value is redeemed through your compatible terminal device. This means both recipients and clerks will know at a glance, how much value is available for redemption. If you don’t have a bar code scanner and wish to order one we recommend this scanner from Zebra.  

User Instructions

Once the eGift Card (Digital) Processing module is enabled inside your back office account perform the following steps to configure. 

Step 1: Configure Basic eGift Card Settings

Inside your back office account, tap SETTINGS> eGift Card Settings and begin configuring the fields and templates below. 

Minimum eGift Value: This value is the minimum amount of gift value a visitor can purchase online, if set, such as $5.00. Leave blank to set no minimum value.  

Maximum eGift Value: This value is the maximum amount of gift value a visitor can purchase online in a single transaction, if set, such as $500.00. Leave blank to set no maximum value. 

eGift Card Purchase Page URL: This webpage address is your private eGift Card Purchase page. You will link this URL from your website or online landing page to direct visitors to begin the purchase process once everything is configured and ready to go live.  

Terms of Purchase:  A terms of purchase disclaimer paragraph must be clearly published on your eGift Card Purchase page. Use the default disclaimer or edit it according to your specifications and save changes. Your online gateway provider (i.e., Authorize.net) can reject processing for your eGift card service if your terms paragraph does not comply with their standards.  

Step 2:  Configure eGift Card Recipient Templates

The eGift Card Recipient Templates are the messages recipients receive upon eGift card delivery. These templates have default content with {tags} in curly brackets that perform important functions and insert values automatically at send time. You can leave the default templates in place or customize as desired. Tap the Edit Email button to edit the email campaign template and tap the Edit Mobile button to edit the mobile text recipient template.

**IMPORTANT NOTE ON TAGS**
When editing messages, be very careful to avoid typing over vital {tags}. Tap or click the Show Tags button to review what each tag does. For example, the {egiftcardpurchaser} tag adds the name of the purchaser inside the recipient’s message. The {egiftamount} tag inserts the amount of gift value purchased for the recipient to redeem.

Use the Preview button to view your email recipient template in desktop or mobile view and send yourself a test message, if desired.

Step 3:  Configure eGift Card Purchaser Acknowledgement

The eGift Card Purchaser Acknowledgement campaign is a customizable email or mobile text message that sends to eGift card purchasers after a successful eGift purchase transaction through your payment gateway. In short, turn on this campaign to thank people that buy eGift cards for others. This campaign template is not accessible from your eGift Card Settings page, rather the campaign is available from MARKETING> Automated Promotions> eGift Card Purchase Acknowledgement.  Scroll down your Automated Promotions table to locate the row for editing.

You can customize your email and mobile text messages on this campaign like you would any other row in your Automated Promotions table of campaigns. For example, click the edit icon in the Email Auto Message column to open the email editor and begin customizing, or leave the default template AS IS and toggle the Enabled checkbox to activate the campaign.

Please review our article, Automated Promotions Setup Instructions, for guidance on how to use the email or mobile editors from this page.       

Future Enhancement Notice
In a future upgrade round, we will add the ability to support {bonus} and {coupon} tags inside the eGift Card Purchaser Acknowledgement. This update will allow operators to grant the purchaser a special incentive such as a stored value bonus (i.e., $5.00 reward) or digital coupon (i.e., 25% Off Next Purchase).

Step 4:  Add or Generate API Login ID Credentials

Review How to Obtain API Keys for Payments Integration and follow all prescribed steps.

Step 5: Update Website with eGift Card Purchase Page Link

When all steps are complete and API credentials are added to the back office you're ready to sell eGift cards! Please update your website to link to your new eGift Card Purchase Page URL. This update process can be easily done by adding a Gift Cards main menu heading that links to your new eGift Card Purchase Page URL. For more advanced marketers that want to deploy popup landing page advertisements to promote eGift card sales. please reference our article, How to Configure Landing Pages to Sell eGift Cards. 

Account/Card Transfers

For patrons that want to transfer Gift value they have on their eGift card over to an existing gift card/loyalty account. please use the Account Transfer utility from either the back office or Virtual Terminal to move the value from a valid eGift Card ID# to a gift/rewards card ID#.   

Reporting 

eGift card load and redemption transactions display on your daily REPORTING> Reconciliation Report as Load Gift and Redeem Gift transactions. This means eGift transactions display exactly the same as swipeable gift card transactions. The key difference is the card ID value. Your eGift card transactions will feature a random 11 digit card ID# that differs from standard swipeable card ranges. In addition, the Notes column will display “Initial eGift Load” to highlight the transaction was processed from your eGift purchase page.

In addition, a new eGift Card Sales Report is available inside the back office under REPORTING. Your eGift Card Sales Report provides an audit trail of all eGift card online sales details including, purchaser, recipient, purchase date, amounts and available balances for each eGift card. 

Resending eGift Cards to Recipients

This eGift Card Sales Report features an Action column that enables operators to resend eGift Cards to recipients. This feature is available in the event a recipient claims they did not receive their eGift card or deleted their text or email message containing the original eGift card. You can resend the recipient their eGift card manually from the REPORTING> eGift Card Sales Report. Locate the applicable row and tap the Resend button in the Action column to pull up a dialog box. You will have the opportunity to resend the recipient’s eGift card to their email OR mobile phone number. The value shown on screen is the recipient's selected delivery method as chosen by the purchaser during the initial eGift card sale. 

Switching Delivery Methods to Resend eGift Cards to Recipients

The delivery method value will display by default as chosen by the purchaser. However, if the recipient complains for whatever reason, he or she just cannot receive the eGift card via the originally selected delivery method, users can enter a different value in this box to resend the eGift card. For example, say Frankie sends Terry an eGift card to send to Terry's email address. Terry doesn't receive the email and even upon resend, still complains he's not getting the message to his email inbox. In this scenario, tap the Resend Button and enter a different value, such as Terry's mobile phone number in the space provided and click Send to deliver the eGift card to Terry's text message stream.

Additional Images/Examples

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