DecoNetwork offers a versatile feature that allows you to export your gift certificate data seamlessly as a CSV file whenever you need it. This functionality empowers you with comprehensive insights and flexibility in managing your gift certificates effectively.
The exported gift certificates CSV file serves multiple purposes, making it a valuable tool in your administrative toolkit. Firstly, it enables you to track the usage of gift certificates by providing clear visibility into which certificates have been redeemed and utilized. This feature is essential for monitoring customer transactions and ensuring accurate accounting of gift certificate balances.
Secondly, the CSV file allows you to check the status of each certificate, including those that still retain credit. This capability is invaluable for managing customer accounts and addressing inquiries regarding remaining balances.
Additionally, the export feature helps you stay on top of expiration dates by identifying which certificates are nearing or have already passed their expiry. This proactive approach ensures timely follow-up actions, such as reminding customers to use their certificates before they expire, thereby enhancing customer satisfaction.
By utilizing DecoNetwork's export gift certificate feature, you not only streamline your administrative tasks but also gain deeper insights into gift certificate usage trends and patterns. This tutorial will guide you through the steps to export and utilize this data effectively, empowering you to optimize your gift certificate management processes with confidence.
Prerequisites
- You must have administrator access to use this feature
- Gift Certificates must be enabled under the Gift Certificate Settings
To export gift certificates:
- Log into your DecoNetwork Website.
- Browse to Admin > Marketing > Gift Certificates.
- Select Gift Certificates.
- Click the CSV Export button.
The gift certificates CSV file will be generated and saved to the default download folder on your local drive.
The following data is included in the export:
- Code: the unique identifier or code assigned to each gift certificate.
- Recipient: the recipient's name and email address for each gift certificate.
- Purchaser: the name and email address of the person who purchased the gift certificate (if applicable).
- Amount: the monetary value assigned to each gift certificate.
- Used: the amount of the gift certificate value that has been used.
- Unused: the balance remaining on the gift certificate.
- Expiry Date: the date when the gift certificate is set to expire.
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