Create Gift Card Promotions

In Zenoti, you can offer bonus gift cards as a promotion, by adding and setting up rules for bonus cards in Gift Card Promotions page.
Note: You can add or edit gift card promotions only at the organization level. 

Before You Begin

  1. Ensure that Enable Gift Cards is selected at organization level (Admin > Organization > Organizations > Settings > Enable gift cards).
  2. Ensure that eligible employee roles (such as Marketing Manager) can add, edit, or delete gift card promotions. (Org level > Admin > Organization > Security Roles > Permissions > Marketing Manager > Gift Card Promotions > Add, Edit, and Delete checkboxes).

To Create a Gift Card Promotion

  1. At organization level, navigate to Marketing > Offers > Gift Card Promotions.
    The Gift Card Promotion page appears.
  2. Click Add.
    The Create New Gift Card Promotion page appears. You find two tabs in the New Gift Card Promotion page: General tab and Centers tab.

   3. Under the General tab, enter the following promotion details:
        a. Name: Enter name of the promotion. For example ‘Gifted Moments’.
        b. Code: Enter the code for the gift card promotion. For example, ‘Moments’.
        c. Description: Enter description related to the gift card promotion. You can
            add details like what you offer in this promotion and in which centers you
            want to roll out. For example, you can enter, ‘On purchase of gift cards
            priced above 100$. Available in South Granville only’.
        d. Period: Enter the dates between which the promotion will be rolled out to
            the guests. For example, if you want to promote this offer in October, select
            Oct 1, 2018 as start date and Oct 31, 2018 as end date for period.
        e. Expiry: You can set expiry in two ways: Days and Date.
               i. Days: Enter number of days after which the bonus gift cards (issued
                  as part of this promotion) will expire. For example, if you enter 180 days,
                  the bonus gift cards will be valid till 180 days from the date of issue.
              ii. Date: Instead of days, you can select a specific date on which the bonus
                  cards expire. For example, if you select Nov 30, 2018, whatever be the
                  date of issue of the bonus cards, they will expire on Nov 30, 2018.
            Important: After the expiry date, any unredeemed amount in the bonus gift
            card will be lost.
         f. Expires after Single Use: Select the checkbox if you want to set the bonus
            gift card for one-time use only, irrespective of whether the guest has
            redeemed the full amount of the bonus gift card or not. For example,
            assume a guest has $50 bonus gift card and has redeemed the card on an
            invoice of $20. Guest cannot redeem the remaining $30 in the bonus gift
            card and the card becomes invalid irrespective of the actual expiry date of
            the bonus card.
        g. Rules: Using the rules section, you can create a series of bonus cards.
               i. Criteria: Criteria is by default set to Total Price of Gift Cards’.
              ii. Minimum: Enter the minimum purchase price of a gift card, for the guest
                  to be eligible for a bonus card of a particular value. For example, enter
                  100 to mean that gift card’s price should be at least $100 for the guest to
                  earn a bonus gift card.
                  Note: If you have not entered any amount for Minimum, Zenoti takes
                  zero as the minimum price. Assume you have entered $300 for
                  Maximum and left the Minimum field blank, $10 for Bonus value and
                  added the rule. Eligible guests will get $10 bonus value on purchase of a
                  gift card priced $0 to $300.
             iii. Maximum: Enter the maximum purchase price of a gift card. For
                 example, enter 300 to mean that gift card’s price should be at the
                 maximum $300, for the guest to earn a bonus gift card.            
                 Note: If you have not entered any maximum number then, Zenoti
                 considers any price greater than the minimum number as the maximum.
                 Assume you have entered $50 for Minimum, $5 for Bonus value and
                 added the rule. Eligible guests will get $5 bonus value on purchase of
                 any gift card priced $50 or above.
            iv. Bonus Value: Enter the value of the bonus gift card, to be offered if the
                gift cards a guest bought in a single invoice is within the Maximum and
                Minimum price (set in the rules above).
     h. Click Add.
         The rule is added to the list. You can add more rules to create separate bonus
         values for different ranges of gift cards (to do so, repeat steps in g and h). For
         example, you can add a rule to offer $20 bonus card for gift cards ranging
         between $500 to $750, another rule to the same promotion, to offer $90
         bonus card for gift cards priced above $751.

   4. Do one of the following:
         a. Click Finish to save the gift card promotion to complete it later.
             Note: Gift card promotion is saved in ‘inactive’ status if you click Finish after
             completing only the General tab. Open the Gift Card promotion page and
             proceed to Centers tab to complete the promotion.
         b. Click Next to go to Centers tab.
             Centers tab opens. 

   5. Under the Centers tab, you can select which centers can run this promotion. 

         a. Gift Card Promotion Status: Select the checkbox to activate the promotion.
         b. Centers: Shows names of all the centers under your organization and name
             of any active gift card promotion running in the center at present. Centers
             with no active promotions show ‘None’ for Active Gift Card Promotion. The
             checkbox for such centers is available for selection. Select the checkbox to
             activate the promotion for the centers.
             Note: A center can have only one promotion active in a given time. If you
             want to roll out the current promotion to a center with active promotion
             already, go to the details of the existing promotion and unselect the center.
             Comeback to this promotion and select the center for the current
             promotion. For example, to apply Gifted Moments promotion for
             Kensington, go to Halloween Day promotion details and unselect
             Kensington. Comeback to Gifted Moments promotion’s Centers tab and
             select Kensington.

  6. Click Finish.
      Gift Card Promotions list view page appears, showing the promotion you just
      created. The promotion is available to the selected centers.  
      Note: Organizations decide to which centers they want to make the gift card
      promotions available. If zones and centers do not want to participate in the
      promotions, they can opt out by unselecting their centers from promotion.
      (Open Gift Card Promotions page at your Zone or Center level and unselect
      your centers in the Centers tab)
      Important: Bonus gift cards are offered on the pre-taxed total price of all the gift
      cards purchased in a single invoice (after deducting all the discounts applied on
      them). Let’s see an example. Assume you have created a gift card promotion
      ‘Gifted Moments’ that offers:
            i. $10 bonus card for gift cards priced at $301 to $500
           ii. $15 bonus card for gift cards priced at $501 to $700
          iii. $25 bonus card for gift cards priced at $701 to $1000

     A guest purchased two gift cards of price $200 and $320 (pre-tax price) in a
     single invoice, and received a discount of $20 on the purchase. In this case, the
     guest receives a bonus card worth $10.  

FAQ

While creating gift card promotion, what happens if I did not enter any Minimum price for gift card?

  • If you have not entered any amount for Minimum, Zenoti takes zero as the minimum price. Assume you have entered $300 for Maximum, $10 for Bonus value and added the rule. Eligible guests will get $10 bonus value on purchase of a gift card priced $0 to $300. 
  • Similarly, if you have not entered any maximum number then, Zenoti considers any price greater than the minimum number as the maximum. Assume you have entered $50 for Minimum, $5 for Bonus value and added the rule. Eligible guests will get $5 bonus value on purchase of any gift card priced $50 or above.

Can a center run more than one gift card promotion at the same time?
No. A center can have only one active promotion in a given time. If you want to activate a new promotion for a center, open the details of existing promotion and unselect the center, come back to the details of new promotion and select the center under the Centers tab. New promotion is activated for the center.

I want to temporarily deactivate a gift card promotion. How can I do that?
You can deactivate a gift card promotion at organization level only. Go to the Gift card promotions page. The page opens in Edit mode. Go to the Centers tab and unselect the checkbox: Gift Card Promotion Status. 

Can I delete a gift card promotion?
You can delete a gift card promotion at organization level only. Go to the Gift card promotions page. The page opens in Edit mode. Click the Delete button on the page to delete the promotion.

Our organization has included our center for a gift card promotion. However, we want to opt out temporarily. Can we do it ourselves, without requesting the organization to opt us out?
Yes. At center level, go to the Gift Card Promotions page. Go to the Centers tab and unselect your center.
Note: At center level, you cannot modify anything other than unselecting your center from the promotion.

Is there an option to give a pre-numbered physical gift card as a bonus gift card?
No. Bonus gift card is a virtual card generated for the eligible buyers.

What are the reports that Show Bonus Gift Card Details?
Following reports  show bonus gift cards details: 

  1. Liability - Gift Cards: Use the report to track the bonus gift cards by value or price. Bonus gift cards always show zero price. 
  2. Marketing Reports: Gift Card Details, Gift Card Expirations (General), Gift Card Redemptions, and Gift Card: Balance as on Date reports have a Type column that shows ‘Bonus’ for bonus gift cards.
  3. Gift Card Sales Report: Shows promotion name of the bonus gift cards.


See Also
Gift Card Promotions: Overview
Bonus Gift Card Roll Out
Gift Card Promotions FAQ

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