Overview

The gift card feature of ADM allows Operators to create a Gift Card record within ADM, and then share that with end consumers. Once a consumer has a Gift Card in their possession, they can use it as a one-time spending card to make purchases on a kiosk or other device, or they can fund an existing GMA account.

Request This Feature

This feature is not turned on by default. Please contact 365Support at (888) 365-6282 or support@365smartshop.com to have this feature enabled.

ADM Setup 

Creating a Gift Card Record

To create a gift card, you must first create a gift card record. A gift card record is the type of gift card you are creating. For example, you could make a Holiday gift card, or a customer loyalty gift card. 

After a gift card record has been created, you can generate individtual gift cards from that record to distribute them. 

1. Log into ADM
   
   
2. Navigate to the Admin drop-down on the main menu and select Consumer Engagement
   
   
   
3. The Consumer Engagement page will now appear. To create a gift card, select the Create Gift Pass button.
   
   
4. New fields will appear at the top of the Consumer Engagement screen, which are the Create Gift Card fields.   
   
    
   The Create Gift Card fields are: 
   
   
   • Title: The name of the overall Gift Card record. Must be unique within the Org (limit: 52 characters) 
     
     
   • Amount: The value of each Gift Card that will be generated from this record. Values must be positive, contain up to 2 decimal places, and be below $999.99 in amount.
     
     
   • Consumer Account: This field cannot be edited at this time and will always remain as "Locked." Future enhancements will extend this functionality further.
     
     
   • Expiration Date:  must be set an expiration date within 12 months of the creation date
     
     
5. Once all of the fields are filled in, select the Save button. If the Gift Card has been successfully created, the page will now refresh, and the record will be listed on the Active tab.
   
   

Distrubuting Gift Cards

Now that the gift card record has been created, you can generate individtual gift cards from that record and distribute them to your customers. 

1. Navigate to the Consumer Engagement page as before. 
   
   
2. On the Consumer Engagement page, you will see the list of Active gift cards by default. From that active list, select the Email or Print button for the gift card you would like to distribute.
   
   

Emailing Gift Cards

Choosing this option will send an email to selected email address, each of which will contain a unique QR Code that the Consumer can use as a gift card. 

You may also add a note on the gift card with the Add a Note field (limit: 60 characters). This text can be altered again before emailing more of the same Gift Cards.

• Emailing gift cards by Location - email gift cards to consumers with a GMA account registered at one of your locations. You may also select all locations. 
  This distribution method simply distributes Gift Cards - the gift card is not associated with the consumer's GMA account, and there is no further tie to that particular Consumer. 
  
  
• Email Gift Cards to non GMA Accounts - email gift cards to consumers who do not have GMA accounts. 
  
  
  • The Enter Recipient Email path allows the User to manually enter email addresses in a comma-separated format, and this is best used when there are limited recipients.
    
    
  • The Bulk Email Consumer path allows the User to enter email addresses into an Excel file, and then upload that file to ADM. This option is best used when there are large numbers of recipients. 

When you have finished filling out the information, select the Email Cards button. 

Printing Gift Cards

Selecting the Print button will generate PDF containing the Gift Card QR codes. This PDF will be emailed to you, after which it can then be printed, and the cards distributed. 

• Cards to Print - determines the number of unique Gift Card QR codes that will be printed. Must be less than 1000.
  
  
• Add a Note - add text to the Gift Card (limit: 60 characters). This text can be altered again before printing more of the same Gift Cards.

View All Active Gift Cards

Active Gift Cards are all gift cards that have not yet expired, and are currently active within that Org,

1. Navigate to the Consumer Engagement page as before. 
   
   
2. Select the Active tab. 
   
   
3. All active Gift cards will now be listed. The information will feature the following columns: 
   
   
   • Title: The name of the overall Gift Card record. Must be unique within the Org.
     
     
   • Amount: The value of each Gift Card that will be generated from this record.
     
     
   • Expires: The date on which that Gift Card will expire, if applicable.
     
     
   • Issued: The total number of individual Gift Card records that have been generated off of that particular record. This value will update as cards are Issued or Printed.

View All Expired Gift Cards

The Expired Gift Cards tab will show all Gift Cards that were generated but have since expired.

1. Navigate to the Consumer Engagement page as before. 
   
   
2. Select the Expired tab.
   
   
3. All expired Gift cards will now be listed. The information will feature the following columns: 
   • Title: The name of the overall Gift Card record. Must be unique within the Org.
     
     
   • Amount: The value of each Gift Card that was generated from this record.
     
     
   • Expired: The date on which that Gift Card expired.
     
     
   • # Cards Issued: The total number of individual Gift Card records that were generated off of that particular record.

Guided Walkthrough

Find our Gift Card tutorial at 365 Retail Markets - eGift Cards ADM, or click the image below to begin the demo. 

Consumer Experience

A consumer can receive a Gift Card either via their email or by being handed a physical record. This Gift Card will have a unique QR Code that the consumer will use to "redeem" the value on that card. The Gift Card can be used on any GMA-enabled device in the 365 ecosystem, given that the device is online for the first use. 

Consumers can utilize a Gift Card by either adding the funds to an existing GMA account or by using it as a one-time spending card to make purchases at a device. 

Guided Walkthrough - How to Use Your Gift Card at the Kiosk

Find our customer experience Gift Card tutorial at 365 Retail Markets - V5 eGift Cards Consumer Journey, or click the image below to begin the demo. 

Funding an Account

One of the ways a consumer can use their Gift Card is to add funds to their GMA account. 

1. Consumer logs in to their account on any kiosk or on their associated app platform.
   
   
2. On the Manage Account page, consumers will see the option to fund their account via Gift Card. When selected, the consumer is prompted to scan their Gift Card on the device.
   
   
3. If the Gift Card is active, any remaining funds will be added to the Consumer Account balance on their account. Consumers will then be able to spend these funds on their account just as if they had added funds via Cash or Credit. In this scenario, the Gift Card will be depleted of all funds and will no longer have any associated value.
   If the Gift Card is expired, the consumer will not be able to transfer any funds. At this point, the Gift Card will no longer have any associated value and will not be usable by the consumer.

One-Time Spending Card

A consumer can also use a Gift Card is as a one-time spending card. The consumer does not need a Global Market Account to use a Gift Card. 

To use a Gift Card to complete a sale transaction on a device, a consumer can take the following steps:

1. The consumer adds items to their cart
   
   
2. From the cart screen, the consumer scans the Gift Card QR Code
   
   
3. If the Gift Card is Active and has a sufficient balance, the device will automatically complete the transaction
   
   
4. The receipt option screen will appear

A consumer can use the same Gift Card for multiple transactions until the balance has been fully depleted. If the Gift Card does not have enough value to complete the sale, the Gift Card balance will be applied to the amount due, and then a credit card can be used to pay for the remaining balance. 

If the consumer is at a V5 kiosk, they may use multiple Gift Cards for the same transaction. If the consumer is at a Pico kiosk, they can only use one Gift Card per transaction. 

Reporting

There are three reports related to Gift Cards:

• Gift Card Creation: details every time that a Gift Card has records Issued or Printed. This helps Operators know how many Gift Cards have been generated to understand any potential liabilities and reconcile any Gift Card fees.
  
  
• Gift Card Usage: details every time that a Gift Card record is utilized by consumers, whether for direct transactions or for the funding of a GMA. This helps Operators know how and when consumers are redeeming Gift Cards and how to reconcile any credits.
  
  
• Gift Card Details Report: gives operators the ability to view and analyze a detailed breakdown of usage, by individual Gift Card record.
  
  

Other reports that include some gift card information include EFT: GMA Disbursement, Account Funding Summary, Account Funding Detail, and Payment Method Handling.

Financials

The easiest way to understand the financial component of Gift Cards is to view them as Global Market Accounts. This means that, as soon as the Gift Cards are created on ADM, there will be an associated fee on the EFT Disbursement. Additionally, as sales are made, there will be a credit.

When a Gift Card record is initially set up within ADM, there will be no associated flow of funds. When a Gift Card record is either Issued or Printed, the full value of the generated cards will be removed from the next EFT Disbursement for the associated Org. For example, if 10 Gift Cards with a $10 value each are Issued from ADM, the next EFT Disbursement will be reduced by $100. The EFT report will have a new "Less eGift Card" column that will be used to track these generated cards.

When consumers fund their Global Market Account with a Gift Card, there will also be no flow of funds. At this point, the consumer has simply "transferred" a balance from the Gift Card record to their GMA.

As consumers redeem their Gift Card funds on sale transactions, those amounts will be included in the "GMA Sales" column on the EFT Disbursement as a credit back to the Operator. This will occur for both direct transactions and as consumers redeem the added funds from their GMA. For example, if $50 of Gift Card sales occur during a disbursement period, the GMA Sales value will be increased by that $50 amount as a credit.