Contents
- Feature Overview
-
Getting Started
- Gift Card Scenarios
- Frequently Asked Questions
- Additional Resources
Feature Overview
Incentivio's native gift card module promotes a seamless experience for guests, ensuring they can redeem their gift cards regardless of how they choose to order with a brand. Gift cards can be purchased in-store and used online or purchased online and used in-store—the ideal setup to ensure guest adoption of a gift card program.
Using this feature requires that Incentivio is the gift card provider in Toast - meaning that all gift cards, both physical and digital, will be managed in Incentivio. This includes gift card pooling, balance adjustments, sending comp cards, etc. Additionally, gift card purchases can be incentivized through Incentivio by creating offers that reward guests for purchasing and reloading gift cards, or by setting up a bonus program to award additional value to the gift card.
Enabling the Incentivio-Toast Gift Card Integration unlocks the following capabilities:
-
Flexible Payment Options: Customers can pay with both physical and digital gift cards through web ordering and mobile apps.
-
Convenient Value Addition: Customers can add value to both digital and physical gift cards via web ordering and mobile apps.
-
Easy Gift Card Purchases: Customers can purchase digital gift cards for themselves through web ordering and mobile apps. Customers can also send digital gift cards to others via web ordering.
-
Integration with Loyalty Accounts: Customers can add physical or digital gift cards to their loyalty accounts through web ordering and mobile apps. Added cards will display an in-app QR code that Toast can scan for in-store payments.
-
Seamless In-Store Transactions: In-store payments made with a gift card linked to a loyalty account will automatically attach the transaction to the account, earning loyalty points if loyalty program criteria are met.
-
Comprehensive Reporting: Access to gift card pooling/liability and balance reports through the Incentivio Portal.
-
Comp Card Management: Generate and send comp cards via the Incentivio Portal.
-
Targeted Marketing Campaigns: Set up offers, loyalty offers, messages, or surveys triggered by gift card purchases or value additions. Customize rules to target users based on specific amounts added to or spent on gift cards. Set up gift card bonus promotions, which add additional value to the gift card, to encourage gift card sales.
Please Note: Enabling the Incentivio-Toast Gift Card Integration will disable the following features:
-
Sending e-Gift Cards: You will no longer be able to send e-gift cards from the Toast POS. Instead, you will have a dedicated gift card URL that guests can use to send e-gift cards to others. Guests can also send comp cards directly through the Incentivio portal.
-
Toast's Gift Card Reporting: You will lose access to Toast's native gift card reporting features.
Getting Started
No Active Gift Cards
-
Approve Gift Card Button Placement:
- Decide where you would like the gift card button to be placed in the mobile apps.
- Once approved, the Incentivio development team will add the button and seek approval from the Google Play Store and Apple App Store. This process typically takes 1-2 weeks.
-
Sign Up for a Payment Processor:
- You need a payment processor for the Gift Card Pooling Account. Toast does not permit using Toast Payment Processing for this purpose.
- If you don't have a payment processor, Incentivio can help you find one that integrates with our system. We also offer Incentivio Payments, which allows you to manage these payments directly through the Incentivio portal.
-
Provide Payment Processor Credentials:
- Once you've signed up with a payment processor, send us the necessary credentials to set up the integration.
- The required credentials may vary depending on the processor. Your contact at Incentivio will assist you with this process.
-
Order Physical Gift Cards:
- Order physical gift cards through Toast to ensure compatibility with Toast's hardware for in-store swiping.
- After purchasing, export all card numbers and send them to us for import into our system.
-
Enable Integration with Toast:
- After completing the above steps, we will contact Toast Integrations Support (integrations-support@toasttab.com) to enable the Toast-Incentivio gift card integration.
Transferring Existing Gift Cards to Incentivio
-
Approve Gift Card Button Placement:
- Decide where you want the gift card button to be placed in the mobile apps.
- Once approved, the Incentivio development team will implement the change and submit it for approval to the Google Play Store and Apple App Store. This process usually takes 1-2 weeks.
-
Sign Up for a Payment Processor:
- You need a payment processor for the Gift Card Pooling Account, as Toast does not permit using Toast Payment Processing for this purpose.
- If you don't have a payment processor, Incentivio can help you find one that integrates with our system. We also offer Incentivio Payments, which allows you to manage these payments directly through the Incentivio portal.
-
Provide Payment Processor Credentials:
- Once you've signed up with a payment processor, send us the necessary credentials to set up the integration.
- The required credentials may vary depending on the processor. Your contact at Incentivio will assist you with this process.
-
Coordinate Gift Card Number Export and Import:
- Once we inform you that the design changes have been approved and the payment processor for the pooling account is set up, coordinate a time with us to export all gift card numbers and balances from Toast and import them into the Incentivio system.
- Ensure this is done during off-hours when no customers are buying gift cards, adding value to gift cards, or placing orders with gift cards.
-
Switch to Incentivio Gift Cards:
- Schedule a time to switch from using Toast gift cards to Incentivio gift cards.
- During this transition, ensure you get a liability report from Toast and reconcile your funds, as Incentivio will be tracking liability between the different stores post-transition.
-
Release App and Web Ordering Updates:
- During the scheduled transition time, Incentivio will release the app updates and web ordering updates to include the gift card button.
Gift Card Scenarios
Using a corporate pooling model, there are different considerations for in-store versus online transactions. For example, physical gift cards purchased or additional value added in-store will be processed through the in-store payment processor, while digital purchases and add-values will be processed through the payment processor created in the steps above. The chart below provides examples of how this impacts gift card pooling.
Frequently Asked Questions
Additional Resources
Toast In Store Gift Card Transaction Steps
Incentivio Dashboard - Gift Cards