Managing gift cards
You can view, organize, and edit your issued and purchased gift cards from the Gift cards page in your Shopify admin. You can also export your gift cards to a CSV file for your reference.
On this page
Search for a gift card
You can search for gift cards by code or by customer. Click the search and filter button, and use the search bar on the Gift cards page. To search by the full gift card code, enter it without spaces.
After a gift card is issued, the full gift card code is visible only to the customer because gift cards are considered currency. Only the last four characters display in the list of sold gift cards, but you can search by either the last four characters or the full code.
Filter gift cards
You can filter gift cards on the Gift cards page. Filtering is useful when you are trying to find gift cards that match particular criteria. For example, you could filter by Status to list all the gift cards that have been deactivated.
The following filter options are available:
- Status - displays gift cards that are either active, deactivated, or expired
- Balance - displays gift cards based on whether the balance is full, partially used, or empty
- Gift card value - displays gift cards based on whether they're equal to, not equal to, greater than, or less than a certain value
- Date created - displays gift cards based on the time period when they were issued
- Issue method - displays gift cards based on whether the cards were issued, purchased, or generated by an app
Steps:
From your Shopify admin, go to Products > Gift cards.
Click the search and filter icon.
Optional: Click Add filter +.
Select a filter category to filter your gift cards by.
Select a value for the specific filter. The values available to you are different depending on the filter that you select.
Optional: To save this view, click Save as to enter a name for the saved view, and then click Save view.
To remove a filter, click the x next to the filter condition.
Sort gift cards
You can sort gift cards on the Gift cards page. Sorting is useful when you are trying to find gift cards that match particular criteria. For example, you could sort by Expiry date and choose Ascending order to view the gift cards that are closest to expiring first.
The following sort options are available:
| Sort option | Description |
|---|---|
| Gift code ending | Sorts gift cards by the last digits of the gift card's code. You can sort by ascending or descending order. |
| Customer last name | Sorts gift cards by the customer's last name. You can sort by alphabetical (A-Z) or reverse alphabetical (Z-A) order. |
| Recipient last name | Sorts gift cards by the recipient's last name. You can sort by alphabetical (A-Z) or reverse alphabetical (Z-A) order. |
| Date created | Sorts gift cards by the date the card was created. You can sort by starting with the oldest or newest cards first. |
| Date edited | Sorts gift cards by the date the card was edited. You can sort by starting with the oldest or newest edited cards first. |
| Expiry date | Sorts gift cards by the expiry date. You can sort by ascending or descending order. |
| Total balance | Sorts gift cards by their total current card balance. You can sort by starting with the lowest or highest balance cards first. |
Steps:
From your Shopify admin, go to Products > Gift cards.
Click the ⇅ Sort icon.
Select an option to sort by.
Select your preferred sort order.
The list updates based on your selection.
To save the sort option as a view, click the + and enter a view name, then click Create view.
View a gift card's detailed information
You can view detailed information about a gift card by clicking the gift card code from the list in Products > Gift cards in your Shopify admin.
From the gift card details page, you can review information about the gift card, including:
- the initial balance and current balance
- the order number associated with the initial purchase of the gift card
- the name of the customer who ordered the gift card
- the expiration date, if applicable
- the timeline of events associated with the gift card, including orders where the gift card was used as a payment method
Change the expiration date of a gift card
You can change the expiration date of a gift card after it's been issued.
If you want to change the default expiration settings for all new gift cards, then refer to Manage your gift card expiry settings.
Steps:
From your Shopify admin, go to Products > Gift cards.
Click the gift card code for the gift card that you want to change.
In the section with the gift card code, click the pencil icon.
-
In the Edit gift card dialog, adjust the expiration date settings:
- To set the gift card to never expire, select No expiration date.
- To assign an expiration date, select Set expiration date and then choose a date for the gift card to expire.
Click Save.
Deactivate a gift card
You can deactivate a gift card from its details page.
Steps:
From your Shopify admin, go to Products > Gift cards.
Click the gift card code for the gift card that you want to deactivate.
Click Deactivate.
Resend a gift card to a customer
If a customer loses a gift card code or needs a balance update, then you can resend an updated gift card to its original customer by email or SMS.
If a gift card has been partially used, then only the remaining balance is sent to the customer.
Steps:
From your Shopify admin, go to Products > Gift cards.
Click the gift card code for the gift card that you want to resend.
Click Send gift card.
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Depending on how the recipient received the gift card, the method for resending the gift card is slightly different:
- If the original recipient received the gift card by email, then a preview of the email notification displays. Click Send email.
- If the recipient received the gift card by SMS, then a message with the recipient's phone number displays. Click Send SMS.
Export your gift card products to a CSV
You can export your gift cards to a CSV file to view their details in a spreadsheet. This can be useful for reviewing information about outstanding balances, or for other records. You can't import the gift card CSV to create gift card products. The gift card CSV contains the following information about your gift cards:
| Title | Description |
|---|---|
| Id | Each gift card's unique identifier (not the gift card code) |
| Last Characters | The last four characters of the gift card code |
| Customer Name | The name of the customer who bought the gift card |
| The email address for the customer who bought the gift card | |
| Recipient Name | The name of the recipient who the gift card was purchased for |
| Recipient Email | The email address of the recipient who the gift card was purchased for |
| Order Name | The order number associated with the gift card, if applicable |
| Date Issued | The date the gift card was bought or issued, with the format yyyy/mm/dd hh:mm:ss -time zone |
| Send At | The date the gift card was sent to the recipient. If date is in the future this is the date that it will be sent. With the format yyyy/mm/dd hh:mm:ss -time zone |
| Expires On | The expiration date, if applicable |
| Initial Balance | The balance of the gift card when it was purchased or issued |
| Current Balance | The remaining balance on the card after it has been applied to orders |
| Currency | The three digit currency code |
| Expired? | Whether the gift card is expired or not |
| Enabled? | Whether the gift card is active or deactivated |
| Disabled At | The date when the gift card was deactivated, if applicable, with the format yyyy/mm/dd hh:mm:ss -time zone |
| Message | The message entered by the customer which is sent to the recipient |
| Note | The note to be applied to the gift card |
If you export up to one page of gift cards (up to 50 gift cards), then the CSV file is downloaded by your browser. If you export more than one page of gift cards (51 or more gift cards), then the CSV file is emailed to you. If you aren't the store owner, then the file is sent to the store owner's email as well.
Steps:
From your Shopify admin, go to Products > Gift cards.
Click Export.
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In the dialog, select from the following export options:
- Current page: to export the gift cards on the visible page of the list
- All gift cards: to export all your gift cards
- Selected gift card: to export the gift cards that you have checked
- Current Search: to export a list of gift cards with a search or filter applied
If you are planning on opening your CSV file in Excel, Numbers, or another spreadsheet program, then click CSV for Excel, Numbers, and other spreadsheet programs. Otherwise, click Plain CSV file.
Click Export gift cards.