Below we will review multiple aspects of the Gift Card feature section on the back-end Portal. This includes a Gift Card section Overview, how to add and recharge a Gift Card, how to see your recharge history, how to undo a Recharge, and how to Import, Export, or configure your Gift Card Settings:
Gift Card section Overview
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. The page will display all of your customers who have active gift cards - it will have the following information:
- Gift Card Number
- Customer Name
- Outstanding Balance
- Status
- Account Linked
- Created Date
- Physical/Digital
To add a Gift Card from the Cloud Portal:
Note: It is only possible to create digital gift cards from the back-end Portal (click here to learn how to create physical gift cards)
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. Click on Add Gift Card
4. Enter necessary information (i.e gift card name, amount, and customer)
5. Click on Save, and the gift card will automatically be created
To Recharge a Gift Card from the Cloud Portal:
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. Look for the gift card you want to recharge
4. Click on the 'v' dropdown on the right, click on 'Recharge Now'
5. Enter the desired amount
6. Click on 'Recharge'
7. Pop up alert will display that the gift card has been recharged; click on 'Ok'
8. Gift Card will refresh with the added amount
To see your Recharge History:
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. Look for the gift card you want to see the Recharge History of
4. Click on the 'v' dropdown right, and click on 'Recharge History'
5. A popup screen will appear with the Gift Card Recharge Detail
To undo a Recharge you have made:
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. Look for the gift card you want to see the Recharge History of
4. Click on the 'v' dropdown on the right, and click on 'Recharge History'
5. A popup screen will appear with the Gift Card Recharge Detail
6. Click on 'Undo'
Note: You cannot undo specific amounts, just the amount you recharged the gift card for
7. A popup will appear asking if you want to go ahead with undoing the recharge; click on 'Ok'
Importing, Exporting, or configuring your Gift Card Settings:
1. Log in to SalesVu.com
2. Click on 'Gift Card'
3. Click on the 'v' dropdown in the upper right corner
4. Select Import, Export, or change your gift card settings