# Gift A gift card can function as a certificate with a points (or monetary) balance that the client can spend on services. ### Here's how it works: Clients see their balance on the card and can spend it fully or partially. Points can be credited multiple times, deducted all at once, or in portions. You can issue a card to a client via the "Clients" section and send it through SMS or email with a link to install the card. There is also an option to pay for a gift card online and the possibility to issue it and give it to another person (a Stripe payment system connection is required). ### How to Sell Gift Cards with One-Time Stripe Payments {% embed url="" %} **For example:** You create a gift card worth 1000 points (or any desired amount). The client pays you, and you credit the amount to their card. When they return, you show them their balance, provide a service, and deduct the used points from their card. Gift cards are also ideal for promotions. For instance, a customer purchases a gift certificate for a friend's birthday, pays you, and you provide them with a QR code. The recipient scans the code, installs the card, and immediately sees the gift balance. They can then redeem the points for services, such as a manicure or facial massage. Upon successful login, navigate to the left-hand menu.
1. From the list of modules, click the

icon. Doing so opens the Cards module.

3. Here, you can either create a card using a template from a list of a wide range of pre-loaded templates or create one from scratch. To develop a better understanding, we will take a look at card creation from scratch.
4. To do so, click the

button.

5. This initiates the gift card creation workflow. A card is created by filling in the details in 5 sections that include Card Type, Settings, Design, Information, and Save and preview. Let us take a look at how each section works. ### **Card Type**
1. This is the first section. Here, you make a selection regarding the type of card you want to create.
2. From the available card types, click **Gift**.
3. Once selected, click the **Continue** button. As a result, you land on the **Settings** section.

### **Settings** 1. Here, choose the Barcode Type to determine how the card can be scanned and recognized by a system. You can choose the appearance you like.

2. Select the redemption rules for gift cards: Multiple Use: The balance can be redeemed over several transactions. Single Use: The entire balance must be redeemed in one transaction.

3. To enable online payments via Stripe: connect your Stripe account and enable the “**Can be given as a gift**” feature.\ If desired, set limits for deposits. These values will be displayed on the card issuance.\ Don't forget to connect SMS and email services so you can send gift cards.

4. Select the expiration date for the gift card using the radio buttons under the Card Expiration Date heading.\ **Card expiration date unlimited** - the card has no expiration date. The client can use it as much as he/she wants.\ **Card expiration date Fixed term** - The customer will not be able to use the card when this date occurs. The card will not be deleted from the client's phone.\ **Card expiration date Fixed term after card issuing** - As this option is selected, the Term dropdowns are displayed. Here, you can select the number of days upon card installing after which it expires.

5. **Lifetime points** determine whether loyalty points last forever or expire after a specific duration.

6. **In the Locations** field, enter the location(s) of your business to send the push message. This push will be received by the customer who has a card installed in Apple Wallet. The customer will receive this push when they are within range (100 meters). You can add multiple locations, it can be any address, not necessarily a business address. [Learn more about how to set up (change) geolocation push](https://docs.boomerangme.cards/geolocations/geolocations).

7. Here, choose the language in which you want to create the gift card using the Language dropdown.

8. **Date Format -** determines how the date is displayed on the card. If the card does not have an expiration date, this setting is irrelevant.

9. **Thousands Separator Decimal Separator** - this setting defines how the point balance will be displayed on the customer's card installed on their phone.

10. The "Purchase amount when charging" setting if turned on requires the purchase amount to be entered whenever a transaction is processed. The entered purchase amount will be counted in the ROI statistics, in the revenue figure. \ ✅Applies only to transactions made via the scanner. If this setting is disabled, the purchase amount is optional when using the scanner.

11. Next up is the **Card Issuing Form** heading. Here, you can define the fields you want to include on the gift card. **The** **Card Issuing Form** - here, you can define the fields you want to include on the stamp card. You can delete any fields using the shopping cart icon. A phone number or email is required. This is the form that the customer fills out when the card is installed. In case you want to make a field mandatory, enable the **"Required" toggle**. This means the customer won’t be able to install the card without filling in this field. \ \ **The "Unique" toggle** means that this field must contain unique values — typically used for phone numbers. We do **not** recommend making other fields unique. For example, if you mark the "Name" field as unique, it would mean that another customer with the same name wouldn't be able to install the card. You can add fields, you can rename the name of the fields. If you want to create a new field, click the **Add field** button. This adds a new field from where you can select the field type and enter the name of the field for it to be added on the card.

If you want to remove a field, click the cart button. The card issuance form must contain at least one field (either a phone number or an email address)

12. **UTM** - here, you can create a channel link for the analytics to be tracked of the traffic generated by that channel. For instance, if you add Facebook in this field, Boomerangme will generate a URL automatically associated to a UTM tag.\ You can create as many links as you want with a UTM tag. This way you can understand which loyalty card distribution channel works best.

You see a unique link with a UTM tag and a QR code with the same UTM tag. Later you will be able to see in the statistics how many clients have installed the card by this tag.

13. The **Phone Mask-** from the drop-down list you can select which country prefix will be specified by default in the card issuance form. If the client has a phone of another country, it is not a problem, the client will be able to choose another country.

14. **Privacy policy -** consent is displayed on the card's release form. The customer must accept the condition before installing the card. This text can be supplemented if necessary. In case you want to include the privacy policy on the card, enable the toggle button next to the Privacy Policy heading. Moreover, you can also edit the privacy policy using the field below the heading.\ \ This information is displayed on the card issue form.

15. Then you can select the options where customers can install the card. \ ✅This setting is flexible, you can always change it. If the account has additional options for installing a card, for example [WhatsApp](https://docs.boomerangme.cards/mailings-and-other-services/now-to-connect-whatsapp-bot), connected, then clients will see these buttons by default in the card issue form\ **Google Wallet Installation button -** if enabled, allows the Google Wallet button to be displayed in the card installation form thereby allowing customers to add their digital loyalty card to Google Wallet for easy access. Useful for Android users.\ **PWA Installation button -** if turned on, enables the PWA (Progressive Web App) button on the card install form. It behaves like a native mobile app but doesn’t require installation from an app store. Customers can install the loyalty card as a web app on their devices.

16. Next step you can choose how many people can install the card. Limit the number of cards issued controls how many cards can be distributed (0 means unlimited).

17. Number of Points When Issuing a Card allows you to set the number of points a customer receives upon receiving a card (0 meaning no points will be added automatically when the card is issued).\ \ Example. This means that everyone who installs the card will see 50 points (money) on their balance, which they can spend if they make a visit.

18. **Number of birthday points -** On the customer's birthday, the specified number of additional points will be credited to their card. The customer will receive a push notification informing them that their point balance has increased.

19. Adding Analytics Scripts to a Card. You can add custom analytics scripts (such as Facebook Pixel or Google Tag Manager) directly in the card settings. Scripts added to this field are applied only to the card installation pages, allowing you to track card installs and related user actions. Make sure the script is valid and provided by your analytics platform.

Once the required fields are filled, click the **Continue** button. This takes you to the **Design** section.

### **Design** 1. This section lets you configure the design of the gift card. 2. Click the **Select File** button from the **Logo** heading to choose a logo to be displayed on the card and on the release form from your system storage.

3. Similarly, click the Select File button from the **Icon** heading to choose an icon from your system storage to be displayed in the push messages.

4. Choose an icon from your system storage for the center of the card by clicking the Select File button under the **Background of the central part** heading.

5. From the Colors section, you can set the colors for Card Background, Text Color, and Background color of the central part.

6. From the Fields Name heading, you can use the **Field** dropdown to select the type of field that appears on the card.

7. Similarly, the Field Name field allows you to enter what text appears on the card in the defined field.

8. In case you want the logo to appear on the Card Issuing Form, enable the Show logo at card issuing form toggle button.

9. Similarly, enable the Show background color on card issuing form toggle button in case you want the background color to appear on the card issuing form.

10. Once all the selections are made, click the **Continue** button. Resultantly, you land on the **Information** section.

### **Information** 1. This section lets you fill relevant information in the card. The impact of each field can be viewed in the mobile screen preview displayed on the right side of the screen.
2. Use the **Card Description** field to enter the promotion name for the card.

3. Use the **Company Name** field to enter the name of your business. This name will be displayed in the push notification.

4. From the Active Links heading, choose the type of link you want to include on the card using the **Type** dropdown. The available options include URL, Phone, Email, and Address. These links are always shown on the back of the card. \ \ ✅**Note for iPhone users:** If you open the card in **quick view**, the links might not be clickable. To make them work, open the card through the **Apple Wallet app** instead.

5. Enter the website URL in the **Link** field.

6. Enter the text to appear on the card using the **Text** field.

7. To remove an active link, click the cart button.

8. To add another link, click the **Add Link** button. This adds a new row for another link to be recorded.

9. Similarly, use the link type dropdown and link fields under the Feedback Links heading to add your business links for the customer reviews to be recorded. \ ✅These links are not displayed on the back of the card. The client will see these links only after rating the visit (after selecting stars)

10. In case you want to include Terms of use on the card, enable the toggle button next to Terms of Use heading.

11. Enter any terms of use you want to include on the card using the Terms of Use field. For example, you can describe in more detail which services this promotion applies to.

12. Use the Link to full terms and conditions field to provide a link to the complete T\&Cs of your business.

13. Use the Company Name, Email, and Contact Number fields under the Issuer Information heading to record the card issuer details to be displayed at the back of the card.

14. To activate the template, click the **Activate** button under the card preview.

16. Once the details are recorded, click the **Finish** button.

### Card activation 1. As the Finish button is clicked, the Preview popup is displayed. 2. From here, you can scan the QR code of the card. 3. Click the **Activate Card** button to activate the card. Activate the card only after you are sure of the settings. While the card is not active, only 10 people can install it.

3. After activating the card, the main settings cannot be changed. In this window you see a list of settings that cannot be changed.

### How to issue a card to your customers gift cards. You can issue gift cards to your customers. Select your customers, click card issuance. Select the desired template.

Set the balance on the gift card and the expiration date of the cards. \ If you have SMS or email senders enabled, **you can send a personalized card installation link to your customers via SMS or email**. Using variables, you can make your message unique.\ You can schedule the sending or send it immediately.

After that, you will see that this card has appeared in the client's profile. Click on the client's name - you will go to the client's profile

This means that the client has been issued a card. The client will be able to use it. **FAQ** ✅ This type of card does not have a referral program.