Incentivio's native gift card solution provides brands with a powerful marketing tool to drive guest acquisition and retention. For brands on Toast POS, or who are looking for a digital-only gift card solution (for other POS partners), this helps to provide a seamless experience by encouraging gift card usage directly through Incentivio's app and web ordering.
For brands using other POS, such as Revel or Qu, we have integrations with multiple third-party gift card providers that can support a seamless in-store and online experience. Please connect with your Implementation Manager or Customer Success Manager to discuss the best option for your brand!
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Please note: This article only applies to brands using Incentivio's native gift card module. If you are using a third-party provider, such as Square, eCardSystems, or Valutec, all adjustments should be made through their platform and cannot be made in Incentivio.
Searching for Gift Cards
There are multiple ways to find a gift card in the Incentivio Dashboard.
When first navigating to the Gift Card tab, you can search by Card Number, Owner Email, Sender Email, or Recipient Email.
- Searching by Card Number (either full or partial) is the most straightforward way to find a gift card. However, searching by a partial gift card number may populate multiple results, so we recommend verifying that you are viewing the correct card before making any adjustments.
- Owner Email will pull up all gift cards attached to a guest's loyalty account. These include comp cards, cards purchased for themselves, and cards sent to them from someone else.
- Sender Email will pull up all digital gift cards that a guest has sent to others using that email as the "From" email.
- Recipient Email will pull up all digital gift cards that a guest has received from others.
In addition to searching for cards by the above criteria, it is also possible to filter by Activation Date and Status (Active or Inactive).
Gift Card Adjustments
Administrator adjustments allow operators to manually adjust gift card balances and statuses directly from the Incentivio Admin Portal. This video walks through making each of these adjustments.
Please note: Any adjustments to the gift card balance must be associated with a location. These include Add Value, Remove Value, and Set Balance to Zero. This is to ensure that the gift card pooling report remains accurate and that all transactions are associated with a particular location.
Sending Comp Cards
Comp cards, short for complimentary cards, are preloaded cards given by brands to customers or employees as a form of promotion, reward, or compensation. These cards can be used exactly like regular gift cards, allowing recipients to purchase goods or services up to the card's balance.
- Log into the Incentivio Dashboard and navigate to the Gift Card tab.
- Select + Create Comp Card.
- On the drawer that pulls out, select the location that this card is associated with, then enter the gift card amount.
If this is being emailed to a guest, check the box next to Email Information to Customer. - Enter the Sender's Name, Recipient's Name, Recipient's Email Address, and a custom message that will be sent to the guest.
- Once all fields are complete, click Add Card. This will generate the gift card and, if selected, email it to the recipient. If it was not emailed, it will just generate the gift card number, which can then be manually sent to the guest.