Episode 1: THE TRUE MEANING OF GIFT CARDS
Thanks for opening the Client Services post on the OvationTix Blog. Some of you reading this call in or email support regularly, and everyone on the team loves having that personal interaction with you. The team hopes to post open conversations regularly that share common questions, solutions, and topics trending across the OT-verse, as well as best practices for getting the most out of existing OvationTix features. This installment sees our cast of characters conversing about Gift Cards.
(entering from the kitchen to stand at her desk and address the crew)
Not to change the subject or anything, but I am totally going to change the subject. Do we think it’s too late to talk about gift cards?
(She offers a two-month old, stale candy cane to JOE, one desk over.)
(perking up from behind his monitors)
Actually, Anj, that’s a great idea! Even though gift cards created before now may have already been purchased as holiday gifts, it’s relatively early in the new year and right about the time when we start seeing gift card registration and redemption really kick into high gear.
(DIRK waves his hands in the air to cheer for ANJILI’s topic idea
and to indicate his interest in some stale candy.)
Gift cards are totally worth a refresher!
The steps that come between creating the card and banking the gift card funds, in truth, are pretty simple: one patron buys a gift card, much like they would any product, and later another patron uses the gift card balance like any other method of payment. It’s giving the gift of money, in the form of a credit on their account.
(sits back in his stool, props his feet on the filing cabinet,
pensively holding a candy cane to his chin, pondering the possible expiration date of sugar and food dye)
That’s a great way to look at it. So really, a gift card is sort of a three-party transaction.
(pulls up a gift card print preview and sends it to back printer)
–we should map this out–
(gestures with the candy cane)
The purchasing patron pays the organization for a gift card that is then given — or delivered — to a recipient of the purchaser’s choosing.
(DIRK and ANJILI nod. JOE puts on his headset, adopting an expression of conspicuous focus.)
First things first: is there a gift card built for patrons to purchase?
(She starts to head for the back printer.)
(pops his head up suddenly and waves to the group,
but then points to his headset and speaks to the mic)
To get started, click on “Gift Cards” under “Tools”… then click “Add a Gift Card”… and you’re ready to go! …yeah, yeah, you bet! In the “Email Subject” space you write what kind of gift card it is. Selling to those very early holiday shoppers? It can be a “Holidays” gift card. Sure, sure… Valentine’s day? Make it a “Valentine’s Day” gift card.
(arriving back at her desk, whispers to JOE and DIRK, bemused.)
Is Matt doing a training?
(DIRK confirms with an exaggerated thumbs up. JOE does not respond. Sitting at her desk, ANJILI starts to fold the print out of the gift card following the instructions.)
The purchasing patron can choose to print out a card or to email it to the recipient.
(She inspects the folded gift card, and turns to show it to DIRK, who has donned his pirate hat.)
Once the fields are filled in, use “Email Preview” and “Print Preview” to check your work. These might open as pop-ups or new tabs, so make sure that pop-ups from admin.ovationtix.com are allowed.
Good call, Matt! Are you all done with that training?
(She holds a candy cane out to MATT, who nods and reaches for it. ANJILI has turned her attention to her computer screen, and seemingly oblivious, manages to keep inching the candy just beyond MATT’s reach.)
Okay… both formats, paper and email, include instructions to the recipient on where to register the code to a patron record.
(in a pirate voice)
–guiding ye recipient through creating a patron record if they be new to your organization.
(MATT gives up and trudges around to ANJILI’s side, snatches the candy cane, and trudges back.)
The credit balance can be used toward any purchase using that patron record.
(standing and taking off his headset)
I think it’s worth pointing out something here, guys: an unused gift card code can be registered on the payment/checkout page online and by selecting Gift Card Checkout in Quicksell.
Well, web patrons who have JUST registered their code can select the gift card checkbox to apply the credit to their order total —
— but, they’ve got to be logged in or have created an account in order to see the gift card code link right next to the order total on the checkout page. That’s what will show the box where they’d enter a gift card code, instantly registering it to them and redeeming it when completing the order. If an amount remains after the gift card payment is applied, the patron would enter their credit card info to finish placing the order–
–and after submitting payment…
(She holds her gift card sample aloft in both hands, the way one might present a lion cub to animals gathered in an African savanna.)
We’ve come full circle
In the life of a gift card!
(Singing to a tune just different enough from “Circle of Life” that it won’t cost us anything.)
(doing a surprisingly convincing James Earl Jones)
All this unallocated gift card revenue will be yours, because the funds for its purchase settle right away. When the gift card credit is used to make a purchase, however, it isn’t new revenue coming in. Rather, it’s revenue that becomes allocated to the items purchased, coming out of the unallocated gift card revenue. Remember that, and your books will stay balanced.
(entering from front lobby with a cup of soda in hand)
Hey, guys, I’m back from my meeting! How is everything here?
Thanks so much for joining the team as we talked through some pretty intermediate-level OvationTix. Hopefully, it was entertaining and helpful for you. Let us know at firstname.lastname@example.org or 646-759-1700. Til next time!