This guide provides step-by-step instructions to help you create, manage, and report on gift cards using the Triniteq Gift Card Manager. Whether you're looking to improve customer loyalty or simplify operations, this guide will walk you through the entire process. From logging into the web portal to generating detailed reports and using advanced features, you'll find everything you need to effectively leverage gift cards within your organisation.
Gift Card Manager allows us to apply and redeem funds using gift card codes. Codes can be generated through an external source such as printed on physical giftcards or through an external purchase application, or generated through Gift Card Manager and added to the card or voucher.
In this guide, the term gift card also includes gift voucher, as both terms refer to the process of loading funds onto a code that can be used at the POS.
In this guide you will learn how to:
1. Login to the web portal:
2. Select the organisation you want to create the gift card for.
3. Create the Gift Card
Preloaded gift cards are great to set up with predefined amounts such as $50 or $100, or register your gift cards and add the amount at the POS as the card is purchased.
Preload the gift card:
Register the gift card so funds can be loaded through the POS at a later date:
View detailed information on all gift cards issued for an organisation.
1. Select the View Gift Cards option from the main dashboard.
Report functions
If you've been managing gift cards through another system, or even a spreadsheet, it's easy to import them into Gift Card Manager.
1. Select the Bulk Import option from the main dashboard.
2. Select the organisation.
3. Download the template or generate your own .csv file with the following fields:
4. Add the gift card data to the .csv file and save it.
5. Upload the file through the Choose File button.
6. Complete the import by selecting the Import Gift Cards button.
7. Go to View Gift Cards to check that the information has been uploaded correctly.
When Gift Card Manager is added to your PowerEPOS set up, the Gift Card Payment, Gift Card Lookup and Gift Card Topup buttons will be added to the Pay screen of your POS.
To redeem funds from a gift card:
1. Open the order and select Pay.
2. Select the Gift Card Payment button, then select the gift card type.
3. Enter the full code then hit the green tick. Please note: This field is case sensitive so if the code uses upper or lower case letters, the code must be entered in this format.
4. Next, bottom left of the screen, we see the funds from the gift card have been decremented from the bill.
1. To activate and add funds to a gift card at the POS, simply open an order and select Pay.
2. Select the Gift Card Topup button.
3. Enter the top up amount.
4. Enter the gift card code, then use any of the EFTPOS or cash buttons to pay the amount and exit the order.
5. To view a gift card, use the Gift Card Lookup button and enter the code.
Additional Notes:
Still got questions?
Just submit them to us at Triniteq Support .