Gift Card Manager

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 gift cards 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:

• Create gift cards
• View gift card reports
• Bulk import gift cards
• Redeem gift cards at the POS
• View and top up gift cards from the POS

Create a Gift Card

1. Login to the web portal:
   • Access the portal at https://giftcard.triniteq.com.
   • Select Create Gift Card
     
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:

• Add the gift card code or select Generate to produce a new code.
• Add the value, select the type and add any notes such as a name or email address then select Create Gift Card.
• Once added, the gift card will be available immediately for use in the POS.

Register the gift card so funds can be loaded through the POS at a later date:

• Add the gift card code or select Generate to produce a new code.
• Add the Type then select Create Gift Card to register the gift card. 
• Once the gift card is registered, and the status is Not Yet Valid, it can be activated and funds added using the top-up function on the POS (shown further down).