Managing Customers

Gift Certificates (Bulk)

The most efficient way to issue gift certificates in bulk, increase or decrease amounts, see balances or void certificates out will be under your Marketing tab.

First, you will want to make sure that your shoppers have a user account with you. You can also bulk upload your users by using a CSV list

By issuing gift certificates to specific users, it allows your shoppers to always have their gift certificate link and balance at their finger tips. They can access this when logged in to their account on your store front.

Issuing Gift Certificates in Bulk

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:

  • Click Marketing
  • Click User Accounts
Marketing users

  • Choose Upload Gift Certificates from the Select Action list
uploadgc_01

  • 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:

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1. Click Download Template

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

  • Store Directory (see example below)
Stingers Spiritwear - Home 2019-01-30 11-07-13
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:

User Accounts 2019-01-30 11-29-19

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
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  • 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

Issue Gift Certificate 

Here you can submit a Gift Certificate amount and enter a message in bulk. 

NOTE: If you want to increase or decrease the amount for a specific user, you can do so within the amount box to the right of the user's email. 

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