Gift cards are a great way to drive revenue, attract new customers, and encourage repeat purchases.
In Grafterr, gift cards can be created both through the Admin Panel and the Operator application. In this guide, we will focus on creating and managing gift cards through the Admin Panel.
Setting up and managing your gift card program:
In order to set up and manage your gift card program through the Grafterr Admin Panel, follow the steps below:
Start by logging in to your Grafterr Admin Panel through the Grafterr website using your credentials. Once logged in, navigate to the left-hand menu and scroll down to the “Customer Experience” module. Under this section, click on “Gift card management.”
By default, the gift card program will be disabled. To begin, toggle the option ON to enable your gift card program.
Once enabled, you will land on the Gift Card Dashboard, which provides an overview of your program performance. This includes details such as total active cards, total credited amount, total redeemed amount, and total liability. As you start creating gift cards, they will also appear in this section.
Before creating gift cards, it is important to configure the settings. Click on the settings icon available at the top right of the screen (just below the enable toggle) to open the gift card settings.
In the settings section, you can define the gift card denominations, which are the preset amounts customers can choose from.
You can also decide whether operators are allowed to enter a custom amount while creating gift cards through the operator application.
If enabled, you can set a maximum limit for this type-in amount to maintain control.
Additionally, you can configure the expiry date for the gift cards, which determines how long they remain valid. Once all the required settings are configured, click on "Save".
After completing the setup, scroll down and click on “Add new gift card.”
On the creation screen, enter the gift card number (typically a 16-digit number), followed by the customer name to whom the card will be assigned. Then select the amount to be credited, based on the denominations you previously configured.
Once all details are entered, click on “Add” to create the gift card.
Once created, the gift card will be visible in the dashboard along with all its details. From here, you can manage the card by updating its status (active/inactive), viewing its transaction history, editing details, or even adding additional balance using the available actions.
As your gift card program grows, you can use the filter and search options to quickly find specific gift cards. As customers start redeeming their gift cards, the dashboard metrics will automatically update, giving you real-time visibility into usage and performance.
It is important to note that gift cards created and credited through the Admin Panel will not appear in Shift End or X Reports, as they are not processed through the Operator Application. However, detailed debit and credit history is available for each gift card individually within the history section.
That’s it. You have successfully learned how to set up and manage your gift card program through the Grafterr Admin Panel. If you face any issues along the way, feel free to reach out to our support team.