Gift Cards


Overview

This document explains how to manage gift cards within the Point of Sale > Gift Cards section. It covers viewing, editing, activating, and importing gift cards, as well as adding or spending value.

Viewing Gift Cards

  • Access gift cards via Point of Sale > Gift Cards.
  • The first screen displays a list of all gift cards with basic details.
  • Use the search field to find gift cards by entering all or part of the card number.

Editing Gift Cards

  • Click Actions > Edit Gift Card to view more details, including expiration dates and notes.
  • You can add value or spend value from the edit screen.

Adding Value

  • Click Add Value.
  • Enter the dollar amount.
  • Optionally, set an expiration date.
  • Select the appropriate funding bank.
  • Add notes if needed; the admin performing the action is logged for reporting.

Spending Value

  • For transactions not processed through an integrated point-of-sale system, enter the dollar amount as a negative value.
  • Select the spending bank for accounting purposes.
  • Add notes (e.g., purchase details) for record keeping.

Activating Gift Cards

  • From the gift card page, click Activate.
  • Enter the dollar amount and select the funding bank (default or specific, e.g., for different campaigns).
  • For physical cards, manually type the card code exactly as it appears on the card (QR code, barcode, or magnetic strip).
  • For digital cards, click Generate to have a unique code created.
  • Add notes for tracking special purposes or customers if desired.
  • Optionally restrict the gift card to a specific point-of-sale system (e.g., only merchandise).
  • Set an expiration date by checking the box and selecting the date; unspent funds will be returned to the funding bank once expired.

Emailing Gift Cards

  • For digital gift cards, check the option to email the card and enter the recipient's email address.
  • Customize the email template via Settings > Notifications, then edit the e-gift card template using the WYSIWYG editor or HTML mode.

Importing Gift Cards

  • If activating multiple gift cards or importing gift cards from another system, navigate to Settings > Imports and select the "Gift Cards" import type.
  • Format your Excel file as a CSV ensuring each required column is correctly spelled, ordered, and formatted.
  • Monitor the progress bar:
    • Green indicates a successful import.
    • Red indicates errors. If errors occur, check your file against the provided instructions.

Summary

Gift cards in Fanmaker are managed via the Point of Sale > Gift Cards section. You can view, edit, activate, add or spend value, and import gift cards. Ensure codes and details match exactly to maintain proper functionality across physical and digital systems.