Do you have an existing list of gift certificates or looking to generate promotional certificates for your customers? We'll share with you the steps to get your data ready and import into PeopleVine.
Setting Up Your File
There are a few things you need to make sure your file has and a few ground rules. First, make sure your file has at least these fields:
If you don't supply a certificate number, we'll auto-generate one for you. The platform will also default the type of certificate to a gift certificate.
Importing Your File
Now that you have your data, make sure you save it to a CSV file. Then follow these steps:
Login to the PeopleVine Control Panel
Go to the Company Tools > Import Data
3. Attach the CSV file with at least the current value and email address.
4. Once uploaded, it will then prompt you to map the fields to the available fields for the import.
You can map the following fields when setting up your gift certificates:
Certificate Number (auto generated if not supplied)
Status (active or inactive)
Gift Card Pin
Created On / Issued On
Gift Card Type (giftcard, rewardcert, promocert)
A customer identifier is suggested to assign to an ownerEmail AddressMobile NumberCustomer_noCustomer Reference
The default values are highlighted if you don't supply anything. The expires on will default to your gift card settings. If a serial number already exists, we will update the values.