Gift Cards in Union
This guide covers anything you need to know about Gift Cards in Union! From how to create a gift card, where to locate the customer's received gift card (account balance), and learning the customer experience. Please, see our video tutorial here! Please know that Gift Options at Checkout are still available for customers too!
Create a Gift Card
Go to your admin dashboard and hover over Pricing > Gift Cards > New Gift Card.
Fill in the name, description, gift card value, and price of the gift card. Optionally, you can set parameters like purchase limit, issued limit, access code, and revenue category, similar to passes and subscriptions. Finally, click Create Gift Card.
Gift Card Value Example: You're running a holiday promo where customers can purchase a gift card for $200 and the receiver will have $250 that can be applied to your products.
Gift Card Value and Price can be the same.
Selling your Gift Cards & Delivery Dates
When it comes to selling your gift cards, know that you've got options!
Sell a Gift Card in the Register
If you have a client who comes to your studio or calls for assistance, you can do this on your customer's behalf by using the register. View our support article for more details.
Sell a Gift Card with a Direct URL
Similar to selling specific passes or classes, you have the ability to grab the Direct URL for each gift card you create. Your direct URL can be added to your website, email marketing campaigns, social media, and more!
Direct Customers to All Gift Cards
If you want to showcase all gift cards, click Public > Gift Cards > Copy the URL for your Gift Cards page.
Delivery Options
Whether your customers are purchasing a gift card or you're adding it for them, there will always be an option to send the gift card now or choose a date.
- Sending the Gift Card Now: Sends the gift card immediately to the giftee/receiver
- Choose a specific date: You can choose the DATE of when the gift card will be sent. Union's software checks for gift card issues every hour. If it sees a gift card that needs to be sent, it will get this delivered!
Gift Card Orders Report
When we talk about reporting, we need to consider two sides with gift cards:
- The order that belongs to the gifter (sender)
- The order that belongs to the giftee (receiver)
It's important to note that when a customer receives a gift card, it automatically becomes an account balance in the receiver's Union account. Learn more about Gift Orders Reporting and Account Balance Reporting (receiver).
Customer Experience
When a customer receives a gift card, the account balance is automatically applied to their Union account. Your customer can expect to see the balance during the check-out flow and can choose if they want to apply the balance or not. If they have a recurring subscription, the account balance will automatically be drawn from this. Customers can access their account balance at any time by visiting My Account > Account Balances.
To help your customers, please send them to our support article that walks them through this experience step by step.
Gift cards and account balances add significant value to your Union experience. Whether for promotions or tracking purchases, these features empower you to provide exceptional service. For additional assistance, refer back to this guide or reach out to our support team at support@union.fit.