Managing gift cards
You can view, organize, and edit your issued and purchased gift cards from theGift cardspage in your Shopify admin. You can also export your gift cards to a CSV file for your reference.
On this page
Search for a gift card
You can search for gift cards by code or by customer. Click the search and filter button, and use the search bar on theGift cardspage. To search by the full gift card code, enter it without spaces.
After a gift card is issued, the full gift card code is visible only to the customer because gift cards are considered currency. Only the last four characters display in the list of sold gift cards, but you can search by either the last four characters or the full code.
Filter gift cards
You can filter gift cards on theGift cardspage. Filtering is useful when you are trying to find gift cards that match particular criteria. For example, you could filter byStatusto list all the gift cards that have been deactivated.
The following filter options are available:
- Status- displays gift cards that are either active, deactivated, or expired
- Balance- displays gift cards based on whether the balance is full, partially used, or empty
- Gift card value- displays gift cards based on whether they're equal to, not equal to, greater than, or less than a certain value
- Date created- displays gift cards based on the time period when they were issued
- Issue method- displays gift cards based on whether the cards were issued, purchased, or generated by an app
Steps:
From your Shopify admin, go toProducts>Gift cards.
Click the search and filter icon.
Click+.
Select a filter cateogry to filter your gift cards by.
Select a value for the specific filter. The values available to you are different depending on the filter that you select.
Optional: To save this view, clickSave asto enter a name for the saved view, and then clickSave view.
To remove a filter, click thexnext to the filter condition.
Sort gift cards
You can sort gift cards on theGift cardspage. Sorting is useful when you are trying to find gift cards that match particular criteria. For example, you could sort byExpiry date (ascending)to view the gift cards that are closest to expiring first.
The following sort options are available:
| Sort option | Description |
|---|---|
| Customer last name (A-Z) | Displays gift cards alphabetically in ascending order by the customer's last name |
| Customer last name (Z-A) | Displays gift cards alphabetically in descending order by the customer's last name |
| Gift code ending (ascending) | Displays gift cards in ascending order by the last digits of the gift card's code |
| Gift code ending (descending) | Displays gift cards in descending order by the last digits of the gift card's code |
| Total balance (low to high) | Displays gift cards in order of the lowest total card balance to the highest |
| Total balance (high to low) | Displays gift cards in order of the highest total card balance to the lowest |
| Date created (newest first) | 显示礼品卡的日期卡was created, starting with the most recent |
| Date created (oldest first) | 显示礼品卡的日期卡was created, starting with the oldest |
| Date edited (newest first) | 显示礼品卡的日期卡was edited, starting with the most recent |
| Date edited (oldest first) | 显示礼品卡的日期卡was edited, starting with the oldest |
| Expiry date (ascending) | Displays gift cards in ascending order by the expiry date |
| Expiry date (descending) | Displays gift card in descending order by the expiry date |
Steps:
From your Shopify admin, go toProducts>Gift cards.
Click the sort icon.
Select an option to sort by. The list updates based on your selection.
To save the sort option as a view, click the+and enter a view name, then clickCreate view.
View a gift card's detailed information
You can view detailed information about a gift card by clicking the gift card code from the list inProducts>Gift cardsin your Shopify admin.
From the gift card details page, you can review information about the gift card, including:
- the initial balance and current balance
- the order number associated with the initial purchase of the gift card
- the name of the customer who ordered the gift card
- the expiration date, if applicable
- the timeline of events associated with the gift card, including orders where the gift card was used as a payment method
Deactivate a gift card
You can deactivate a gift card from its details page.
Steps:
From your Shopify admin, go toProducts>Gift cards.
Click the gift card code for the gift card that you want to deactivate.
ClickDeactivate.
Email a gift card to a customer
When a customer loses a gift card code or needs a balance update, you can email an updated gift card to its original customer.
If a gift card has been partially used, then only the remaining balance is sent to the customer.
Steps:
From your Shopify admin, go toProducts>Gift cards.
Click the gift card code for the gift card that you want to resend.
ClickResend gift card.
Export your gift card products to a CSV
You can export your gift cards to a CSV file to view their details in a spreadsheet. This can be useful for reviewing information about outstanding balances, or for other records. You can't import the gift card CSV to create gift card products. The gift card CSV contains the following information about your gift cards:
| Title | Description |
|---|---|
| Id | Each gift card's unique identifier (not the gift card code) |
| Last Characters | The last four characters of the gift card code |
| Customer Name | The name of the customer who bought the gift card |
| 顾客买了电子邮件地址gift card | |
| Recipient Name | The name of the recipient who the gift card was purchased for |
| Recipient Email | The email address of the recipient who the gift card was purchased for |
| Order Name | The order number associated with the gift card, if applicable |
| Date Issued | The date the gift card was bought or issued, with the format yyyy/mm/dd hh:mm:ss -time zone |
| Send At | The date the gift card was sent to the recipient. If date is in the future this is the date that it will be sent. With the format yyyy/mm/dd hh:mm:ss -time zone |
| Expires On | The expiration date, if applicable |
| Initial Balance | The balance of the gift card when it was purchased or issued |
| Current Balance | The remaining balance on the card after it has been applied to orders |
| Currency | The three digit currency code |
| Expired? | Whether the gift card is expired or not |
| Enabled? | Whether the gift card is active or deactivated |
| Disabled At | The date when the gift card was deactivated, if applicable, with the format yyyy/mm/dd hh:mm:ss -time zone |
| Message | The message entered by the customer which is sent to the recipient |
| Note | The note to be applied to the gift card |
If you export up to one page of gift cards (up to 50 gift cards), then the CSV file is downloaded by your browser. If you export more than one page of gift cards (51 or more gift cards), then the CSV file is emailed to you. If you aren't the store owner, then the file is sent to the store owner's email as well.
Steps:
From your Shopify admin, go toProducts>Gift cards.
ClickExport.
In the dialog, select from the following export options:
- Current page: to export the gift cards on the visible page of the list
- All gift cards: to export all your gift cards
- Selected gift card: to export the gift cards that you have checked
- Current Search: to export a list of gift cards with a search or filter applied
If you are planning on opening your CSV file in Excel, Numbers, or another spreadsheet program, then clickCSV for Excel, Numbers, and other spreadsheet programs. Otherwise, clickPlain CSV file.
ClickExport Gift Cards.