Gift Card Basics
Learn all about creating and managing your gift cards
You can sell both digital and physical gift cards to your patrons on the Dripos Point of Sale. Patrons can buy digital gift cards themselves on either the Dripos Order App or Order Website . In addition, you can also manually create gift cards at any time on the Web Dashboard.
Selling and Purchasing Gift Cards
Purchase Gift Cards on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Register:
- Click on the tag icon at the top of the register screen:
- Click on Gift Card button:
- A pop up will appear where you will need to enter the following information depending on the type of gift card being purchased: Recipient Phone Number or Recipient Email, Gift Card Number, Gift Card Note (optional), Amount, and Image.
If the gift card is Physical, you must enter the Gift Card Number, which is a 12-16 digit unique PAN (Personal Authentication Number). You can also include both the recipient phone number and a PAN in case a physical card is misplaced.
You can also click the blue Scan Card button to utilize your tablet’s camera to scan a Code 128 barcode on the back of Dripos Compatible Gift Cards.
To learn more about Dripos Compatible Gift Cards, click here
Schedule Send Gift Card
- To schedule this gift card to be sent at a particular date and time, utilize the Scheduled Send function. Tap the dropdown to select a date, and click the blue Clear button to clear that selection.
- Once you have finished filling in the required fields, click Add to add the gift card to cart, and checkout as you would any other transaction:
Purchase Gift Cards on the Order App
- Once signed into your patron account, click on the banner that says [Company Name] Gift Card - Click to purchase a digital gift card:
- This will prompt a pop up to appear where you can select a gift card style, and amount from one of the preset options, or click Custom to enter a custom amount:
- Under Other Details, you will need to select whether the gift card will be sent to the recipient via text message or email. You will then need to enter the Recipient Name, Recipient Phone Number or Email, and Gift Card Message.
- To schedule this gift card to be sent at a particular date and time, utilize the Scheduled Send function. Tap the dropdown to select a date, and click confirm once you’ve selected your desired send time.
- Once you have finished filling in the required fields, click Add to Cart, and checkout as you would any other transaction.
Purchase Gift Cards on the Order Website
- Once signed into your patron account, click on the Buy Gift Card button on the right side of the page:
- This will prompt a pop up to appear where you can see the locations that the gift card is valid at:
- You will then need to select whether this will be sent to the recipient’s phone (via text message) or email. Click between the two headers to toggle between the two.
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Then enter the Recipient Phone/Email, the Gift Card Amount, and Gift Card Notes, and select your Logo Art.
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To schedule this gift card to be sent at a particular date and time, utilize the Scheduled Send function. Tap the dropdown to select a date, and click confirm once you’ve selected your desired send time. To clear this field, click the small red X icon.
- Once you have finished filling in the required fields, click Add to Cart, and checkout as you would any other transaction.
Manually Create Gift Cards on the Web Dashboard
We recommend creating gift cards only in very specific situations, such as resolving a situation where a gift card that was previously purchased is unable to be located, or for promotional marketing purposes.
Keep in mind that gift cards created on the Web Dashboard will not show up in the gift card sales reports.
- Log on to the Web Dashboard. Once signed in, select Marketing > Gift Cards:
- Click the Create Gift Card button in the top right corner of the page:
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This will prompt a pop up to appear where you can select the patron you’d like to attach the gift card to for a digital gift card, enter the PAN ID of a physical gift card, input the gift card Amount, and attach any optional gift card Notes.
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Once you have finished filling in the required fields, click Create:
Gift cards created from the web dashboard do not send a notification message to the recipient. We recommend utilizing this workflow to replace already existing gift cards that were sent to the wrong patron or entered with the wrong amount.
Editing Gift Cards
Edit Gift Card Amounts on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Marketing > Gift Cards:
- Locate the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page. Once you have located the gift card, click View:
- Click Edit Gift Card in the top right corner:
- This will prompt a pop up to appear where you can edit the patron attached to a gift card, add or deduct from the gift card balance, and attach additional notes to the gift card:
To increase a gift card balance: Enter the amount you’d like to increase the card by.
To deduct from a gift card balance: Enter a negative sign (-) followed by the amount you’d like to deduct.
- Once you have finished making your desired modification, click Save.
Edit Gift Cards on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Gift Cards:
- Locate and click on the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page:
- Once you have clicked on the gift card, click opn the Update Balance button in the top right of the screen:
- A pop up will appear where you can enter the amount you want to either add or deduct from the gift card:
To increase a gift card balance: Enter the amount you’d like to increase the card by.
To deduct from a gift card balance: Enter a negative sign (-) followed by the amount you’d like to deduct.
- Once you are done, click Save to update the balance:
Deleting Gift Cards on the Web Dashboard
Gift Card PAN IDs are locked and cannot be changed after a gift card is purchased.
If a patron has purchased a gift card with a PAN ID that does not match the physical card that they have, we recommend running another transaction with the correct PAN, and deleting the previous gift card.
To delete a gift card, click into the gift card on the Wed Dashboard > click on the Actions buttons in the top right > select Delete Gift Card:
Paying with Gift Cards
Redeem a Gift Card on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > click Register:
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Add items to the cart. Once you are ready to check out, click Charge.
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Once on the payment methods screen, click on the Gift Card button:
- This will prompt a pop-up to appear where you locate the gift card:
Redeem a Physical Gift Card
Search by the last 8 digits of the PAN or utilize the Scan Card function which uses the tablet’s built in camera to scan the barcode on the back of the gift card(s).
Once you click on the gift card, a pop up will appear asking you to confirm the gift card selected. Once confirmed, click Yes:
If the gift card balance is sufficient to cover the transaction, it will take you to the tip screen. If the balance is not sufficient, you will be reverted back to the payment methods page:
Redeem a Digital Gift Card
If a patron has not yet been linked to a ticket or transaction, click on the Link Patron to Search Digital Gift Cards button:
Click on the Attach Patron tab on the pop-up and search the patron by name or phone number:
Once a patron is linked, you’ll be able to select from any digital gift cards attached to their account by clicking on the rows with the Patron Card tag.
Click on the desired gift card, and confirm that the gift card is correct by selecting yes:
Redeem a Gift Card on the Order App
- Once signed in to your patron account, add items to the cart > click on the cart icon at the bottom right of the screen > select Proceed to Checkout:
- Click on the Gift Cards tab at the bottom of the checkout page:
- If you’re redeeming a physical gift card, enter the 12-16 digit PAN under where it says Have a gift card? If redeeming a digital gift card attached to your patron account, select from any of the gift cards listed under the Digital Gift Cards section:
- Click Place Order to complete your transaction.
Redeem a Gift Card on the Order Website
- Once logged in to your patron account, add items to the cart > click on the cart icon at the top right of the screen > select Checkout:
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Locate the Gift Cards section of the checkout page.
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If you’re redeeming a digital gift card attached to your patron account, select from any of the gift cards listed under the Digital Gift Cards section.
If redeeming a physical gift card, scroll down further and enter the 12-16 digit PAN under where it says PAN ID input:
- Click Confirm Order to complete your transaction:
Manage your Shop’s Gift Cards
Check Gift Card Balances on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Marketing > Gift Cards:
- Locate the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page. Once you have located the gift card, click View:
- Once on the gift card’s information page, reference the balance field to view the current balance on the gift card:
Check Gift Card Balances on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Gift Cards:
- Locate and click on the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page:
- Once you have clicked into the gift card, reference the Current Balance section to view the current balance on the gift card:
Viewing a Gift Card’s Usage History on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Marketing > Gift Cards:
- Locate the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page. Once you have located the gift card, click View:
- Once on the gift card’s information page, reference the Tickets section to view each ticket the gift card was used towards. For each ticket listed, you will be able to see the amount, location, order name, ticket type, ordering platform, and date created:
- To view more on any ticket listed, click on the View button to its right. You will then be re-directed to that ticket’s information page:
Viewing a Gift Card’s Usage History on the POS
- Log on to the Point of Sale. Once signed in, click on the 3 line icon at the top left of the screen > Gift Cards:
- Locate and click on the gift card you wish to edit by entering either the PAN ID, Patron Name, or Patron Phone Number into the search bar at the top of the page:
- Once you have clicked into the gift card, reference the Transactions section to view each transaction the gift card was used towards. For each transaction listed, you will be able to see the order date, order total, order type, and action:
- To view more on any transaction listed, click on the View button to its right. You will then be re-directed to that ticket’s information page:
Adjust Gift Card Shop Settings
- To get started, navigate to Shop Settings by clicking your profile icon in the top right of the Web Dashboard. Then click Settings.
- That should take you to a page that looks like this. Click on the Gift Cards tab, which should take you to this page.
Let’s break these down individually.
Customize Gift Card Text
This modal displays the gift card notification text that gets sent via text message or email when E-Gift Cards are purchased. Click Edit Settings, and it should bring up a modal that looks like this.
Max Length: Messages can be 512 Characters
Text Tags: The following text consists of tags that can be used when editing your gift card text.
NOTES: The notes attached to this gift card.
BALANCE: The balance in dollars of the gift card.
URL: The url that can be used to view the balance of this gift card.
LOCATION_NAME: The name of the current location.
COMPANY_NAME: The name of the company attached to this location.
NAME: The name of the customer/patron.
Once you’ve completed your edits, click Save to save your changes!
Generate Digital Gift Card PAN
If this setting is turned on, a barcode scanable identifier will be generated with every gift card purchased on the web or mobile app. For POS purchases, an ID will be generated if there is no gift card number entered.
Prompt to Attach Gift Cards
If this setting is enabled, selecting a gift card during checkout while a patron is attached will prompt you to link the gift card to that patron.
Gift Card Formatting Settings
Under gift card formatting settings, you can set an optional format to catch errors in gift card numbers. Set those requirements on this modal:
Gift Card Number Minimum Length: This setting allows you to set the minimum length for a gift card number. Setting this value will prevent you from creating new or reloading old gift cards with a gift card number that is shorter than his number.
Gift Card Number Maximum Length: This setting allows you to set the maximum length for a gift card number. Setting this value will prevent you from creating new or reloading old gift cards with a gift card number that is longer than his number.
Gift Card Number Characters: Set the allowed characters for a gift card number. This field is case-sensitive. (e.g. 1234567890 or abcdefghijklmnopqrstuvwxyz). Leave this field blank for any characters.
Custom Gift Card Images
We allow for custom gift card images to be uploaded in addition to preset gift card images.
Upload Images: To Upload an image, click Edit Images > Upload Images. This modal will appear, where you can upload a file up to 10MB. Click Upload once you’re done.
Customize Gift Cards: To reorder how gift cards are displayed, enable and disable images, or delete uploaded images, click Edit Images > Customize. This modal will appear:
Reorder Images: To reorder how gift card images are displayed, click on the three lines on the left most column, and drag your image’s row to reorder them.
Enable / Disable Images: Under the column labeled Enabled, select or unselect the checkboxes to toggle between those images.
Delete Images: To delete your uploaded images, click the red trashcan icon.
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