Manager Training Guide

Goals

The goal of this guide is to help you train your customer facing / management staff on how to redeem gift cards using the Gift Local platform.

• Teach the basics of how to redeem gift cards

• Teach the different ways gifts are delivered (email, text, and printed gifts)

• Teach how to get support from our team

• Practice redeeming gifts

Tools You'll Need

• Your merchant web portal OR www.GiftLocal.com/Redeem

• Your merchant redemption app (optional and recommended for restaurants)

Send and Redeem a "Test" Gift Card

View a handy video here or follow below, step by step:

Use this tool to train yourself and your staff on how to easily redeem gift cards

1. Click on the pink “Send Test Gift” button

   1. You can also click on the 3 dots on the "Redeem a Gift Card" tile.

2. Select Business Gift Card Program from the dropdown

3. Enter a recipients name and email or cell phone number. We suggest you enter your information or a member of your team in attendance for training.

4. Enter the amount you want to send, click "Next".

5. Complete the wizard to deliver the training gift.

1. Locate the gift card code on the gift card.

   1. For customers, just ask “What is your gift card code?”

   

2. To Redeem on the GiftLocal dashboard or redemption app, enter the digits into the code entry boxes.

   1. For business gift cards, you'll only need to enter the last 6 of the 12 digit number.

   2. Other gift card programs have different number digits to enter - but never more than the full 12.

3. Click “Verify Gift”, “Redeem Gift,” and then enter the desired redemption amount and click “Redeem now”

4. If you are using the Gift Local redemption app, you have the option to scan the gift QR code with the "Scan Gift Card" button.

4. Lastly, tender the amount used out to your Gift Local tender key on your POS.

Delivery Methods to Anticipate

With Gift Local, customers have a few options how how they wish to deliver their gift. The sender can choose to deliver the gift via the following methods.

1. SMS Text

2. Email Delivery

3. Hand Delivery option aka a PDF

When the gifts are brought in to be redeemed they will either be a text, email, or PDF. But they all have one thing in common- a gift card code! The gift card code is all you need to redeem Gift Local gifts.

How to Contact Us

Visit www.GiftLocal.com and chat with us now

Text us at 415-914-9003

Email us at team@giftlocal.com