The process of issuing a physical gift card when a customer purchases one online from your platform
When a Physical Gift Card has been purchased, you can keep track of this 2 ways:
Getting a notification of sales
In your Account Details page, you can set to receive an email confirmation (like below) each time a purchase is made, this includes Gift Cards.
When you receive a confirmation for a Physical Gift Card, it will state that and include Recipient Details, Delivery details, Purchaser Details and a link to the booking ID.
Checking sales of Physical Gift Cards
Alternatively, if you don't want a notification, you can either login to your platform regularly to see how many physical gift cards have been purchased
Find the Gift Card
Head to the
Hover over the 'Products' menu and select 'All Products'
From the 'Products' page, find your product, click the more button and select 'View Giftcards'
In your Gift Cards Manage page:
- You can search by using the Funnel icon and search by typing in the name or gift card ID in the Search bar
- Or you can Sort Descending on the Purchase Date column to show the most recent purchases
To make things easier, you adjust the settings for the columns on display to show the Delivery method (so you can see what is Physical) and the Is Sent column. Don't be alarmed if your Online Gift Cards have the Is Sent status set to No, all gift cards are automatically sent out according to what is scheduled, this functionality is only so your staff can keep track of physical send outs internally
Edit your Gift Card
Once you have located the Gift Card, click the hamburger icon and click View giftcard to open the record
Click the Edit Details button towards the bottom of the page
Scroll to the top of the page.
- If your physical gift cards do not have a unique identifying number, write down the Gift Card # from the ROLLER system onto the printed voucher
- Otherwise, if you are using physical gift cards with preprinted unique numbers, change the Gift Card # on the ROLLER system to match the gift card you are sending out
Once you have sent it to the recipient, click the Is Sent check box - this will remind you or notify other staff that this gift card has been sent out to the recipient
Click Save Changes