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USING THE
GIFT CARD SYSTEM

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Using the Merchant Portal To Process Gift Cards

Everything that can be done with this platform, when it comes to gift cards, can be done with the merchant portal including processing transactions. Generally how you interact with a gift card is you do a search for it in the system through the search page. You'll then be given options for the various be performed on the gift card.

Searching for gift cards can be instigated in one of two ways. First by reading the QR code on the card or if the customer has the app installed then they can read the cards QRCode from the app. However, most physical gift cards don't have QR Codes. With those instead you can use a USB mag stripe reader to read the cards mag stripe and do a search. Once found you will get a balance and option to debit or credit the gift card. If its a physical card and it isn't activated you can activate the card at that point.

If you have a physical card that you wish to activate. You activate the card by searching for the card in the system and then clicking or tapping on the activate card button.

Issuing virtual gift cards be done through the virtual gift card merchant screen. The issuing email or SMS message will have a link to add the gift card to the app. And it will also have a link that the customer can click on to acquire the app form the apple app store or google play store.

The following core functionality is available in the merchant portal to work with gift cards in your day to day operations:

  • Search for Gift Card
  • Issue Virtual Gift Cards
  • Activate Physical Gift Cards
  • Credit a gift Card
  • Debit A Gift Card
Search result screen Search result screen: notice that the search box at the top so that you can search another card. The initial search screen will only show that search box until you search for a card. Issue Gift Card Screen Issue gift card screen. Notice the pre-defined load amounts. These are convenience buttons so that you can define a predefined load amount to speed up transactions using the merchant portal. Those same predefined load amounts will also show up inside the Neves Wallet app as amounts your customers can purchase or reload their gift cards.
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Purchasing Gift Cards To Sell

The platform provides several different types of gift cards you can buy. How the different gift cards are tracked changes based on type so its important to note this when you purchase them. Every card type has its own purpose so its important note what the purpose is before you purchase the gift card. The different types of gift cards are as follows:

  • Virtual Regular Gift Cards for sale in the app or issued in the merchant portal.
  • Promotional Virtual Gift Cards Issued through the merchant portal or through an online form that a customer would fill out in a promotional Campaign.
  • Physical Gift Cards This is a plastic card.

Gift Card Purchase Screens

There are several different ways for purchasing gift cards depending on what your intending. There is a simple purchase screen for puchasing blocks of virtual gift cards since no purchase amount or template is assigned until they are issued. However, for physical gift card purchases and for importing of gift cards there are separate screens for this.

The phyisical gift card purchase screen contains a control to select the gift cards template design which will be submitted to printers and used to print the gift cards out. The import gift card screen is different because it provides file upload so that you can submit an excel spreadsheet with a list of gift cards and their balances that will be associated with the virtual gift cards you purchase.

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Importing Gift Cards

If you already have gift cards in your company you can import them into our platform with the import gift card feature. We only charge the price of a virtual gift card to import them as a service fee. By importing them you enchance your gift card and allow them to be added to our app. once added to the app the gift card owner can then load the gift card and check the balance.

The import screen also has a template control to define a predefined template that will be displayed when the gift card is added to the app. However, it also includes a file uploadupload an excel spreadsheet with a list of gift cards and their balances that will be assigned to the virtual gift cards you purchase. Since you've already purchased the plastic card we only charge a fee for a block of virtual cards as a management fee. Rather than an order of physical cards which is more expensive. This is perfect if you already have gift cards you want to import into the system.

Excel Input Field Headers

To import gift cards into our platform the following column headers are used. Place these at the top of the appropriate column in your excel file:
  • gift_card_id: Gift Card ID of the gift card.
  • activated: is the gift card activated.
  • deleted: is the gift card deleted.
  • track2: This is the data in the magstripe track. This is usually the gift card id.
  • balance: Balance on the imported card.
  • customer_name: If you have a customer name associated with the card you can enter it here. In our system this is the name of the recipient.
  • email: Recipient Email.
  • ccv: gift card security code if it has one. If it doesn't have one it will just accept the track2 number or gift card id.
  • promotion_begin_date: Sets the beginning date that the promotional gift card can be used.
  • promotion_end_date: Sets the end date that the promotional gift card can be used.
  • gift_card_type: Sets the gift cards type.
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Template Editor

The template editor meant to design gift cards within the platform. Gift card templates are used in the app to display the gift card and templates are also used to order physical gift cards. This way the gift card in the app looks like the physical gift card you enter. This gives a consistent user experience between the physical gift cards and virtual gift cards.

If you already have a gift card designed in photoshop or some other graphics tool You can upload the design as an image and use it to set the background image of the template. Then save it and you can start using the template in your cards.

Setting up a Promotional Gift Card Campaign

A promotional gift card campaign provides you with the ability to setup a form to send your customers a free promotional virtual gift card. These campaigns can be combined with an affiliate marketing ad or a promotional messages sent through the app.

Promotional Gift Card Campaign
Promotional Gift Card Campaign

Promotional Gift Card Campaign Link Screen

The screen to the left shows an example of what a promotional voucher campaign looks like. This is a promotional screen who's link can be sent out using email, affiliate marketing or promotional messaging in the app. To get the screens link you need to go to the gift card promtional campaign list and click on the link icon for the particular campaign.

Frequently Asked Questions

Yes, virtual gift card purchasers can select the template at purchase time. You can therefore provide art to feature during specific times of years and for different purposes.

Yes, the merchant portal can track and generate reports based on cashiers and store locations.

Selling virtual gift cards through our app uses stripe connect to sell the gift cards. You can setup a stripe connect account by going to the company profile settings page and clicking on the stripe connect button. This will take you to stripes signup page. You will need to provide company and banking information to stripe so that stripe can pay you whenever you sell a gift card in the app. Plus other features in this platform use stripe for compensating you such as our referral program. Once you setup your stripe account you can begin selling gift cards through our app and market place.

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