Gift Certificates (Bulk)

This guide explains how to create, manage and void Gift Certificates in bulk in InkSoft, making it easier to issue multiple certificates at once. It covers the bulk creation process and key setup options, helping merchants efficiently prepare gift certificates for promotions, events, fundraising campaigns, or customer rewards without having to create each certificate individually.

Bulk Gift Certificates make it easy to create and distribute multiple gift certificates at one time, saving time when managing promotions, customer rewards, fundraising programs, or corporate purchases. Rather than creating certificates individually, you can generate them in batches and assign specific values as needed. This article explains how to create, manage, and distribute bulk gift certificates in InkSoft.

First Steps

First, you will want to make sure that your shoppers have a user account with you. By issuing gift certificates to specific users, it allows your shoppers to always have their gift certificate link and balance at their fingertips. They can access this when logged in to their account on your storefront. You can also bulk-upload your users by using a CSV list. 

Issuing Gift Certificates in Bulk via CSV 

There are two methods for issuing gift certificates in bulk. The first method is to Upload Gift Certificates to Existing User Accounts via a CSV file. This is the best option if you are dealing with a large company or organization and need to issue certificates to many employees or users at the same time

To start: 

• Click Marketing
• Click User Accounts
  
  
   

• Choose Upload Gift Certificates from the Select Action list
  
  

• Click Apply

Here you'll see instructions for uploading a spreadsheet with all the necessary information so you can issue gift certificates in bulk to existing user accounts:

1. Click Download Template

2. Fill out all of the information for the following columns:

• Store Directory/Full Store Name (see example below for using the Store Directory method)
  
  

NOTE: Make sure to enter the name of the specific store your user accounts are associated with - NOT the main fulfillment store

• Email (full email address used for the existing user account)
• Amount (example: 100.00)
• Gift Message (optional)

3. Save your file, and upload by clicking on Choose File

4. Once the file has been successfully uploaded, click Save:


 

The second method of issuing gift certificates in bulk is to start by pulling up a specific user account list first, and then issue the certificates directly on the User Accounts page. This is a great option if you don't have too many certificates to issue at a time, and you can just find the few users you need in the list and issue the certificates there:

• Click Marketing
• Click User Accounts
  
  
   
• Filter to find Users (Most common would be to filter by store)
• Check the box next to Name(all users will then be checked)
• Select Action 'Issue Gift Certificate'
• Click Apply
  
  
   

To Issue the Certificates:

• Enter Amount
• Type a Message to be sent (OPTIONAL)
• Click on Check Box next to From Name
• Click Issue Gift Certificate
  
  
   

Void Gift Certificates in Bulk

In the event gift certificates need to be voided, we have the functionality to void them in bulk! 

• Head to the Navigation Panel on the left, find Marketing > Gift Certificates
• Click Select Filter Type, choose your preferred option (typically, it will be View Manually Issued Gift Certificates)
• Then select the store you would like to view the certificates from, then Apply
• You can either use the check boxes to the left of the Gift Certificate number to select them individually, or you can use the Select All check box to the left of the Gift Certificate column header
• Once the boxes are checked, head to Select Action, choose Void Selected Gift Certificates, then click Apply

Note: If you have multiple pages of certificates, the system can only void the certificates on the current page, up to 100, at a time. 

• The system will present a confirmation window, confirming if you want to void the number of certificates selected. This allows you to double check the selection before proceeding!

• Upon completion, the system will provide a green window confirming the success of the void action