Creating Gift Card Batches

Transcription

1 Every active custmer gift card issued is a part f a batch f gift cards. Prir t activating any individual gift card, yu must define a batch f gift cards and any accmpanying rules that apply t each batch. Creating a batch f gift cards recrds the card data in Lighthuse Transactin Manager and prvides a CSV Delimited r TAB Delimited file f the card data fr prductin by a gift card manufacturer. When the cards are sld, Lighthuse Transactin Manager recgnizes the cards and tracks their statuses. T issue a prepaid/gift card batch, cmplete the fllwing steps: 1. Frm the menu, select Transactins > Select Merchant. 2. On the Select Merchant page, select the merchant the gift card batch will be issued in. If needed, click Submit. 3. Frm the menu, select It s Yur Card > Issuance. 4. Click t issue the batch. 5. Cntinue t the Defining a Gift Card Batch sectin. External Use NDA Page 1 f 11

2 Defining a Gift Card Batch When creating a batch f gift cards, there are a number f features that can make the prcess easier, as well as a number f parameters and chices that need t be defined befre issuance. T define yur gift card batch, cmplete the fllwing steps: 1. On the Issue Prepaid/Gift Cards page, select the Gift Card Type: e-card This is an electrnic gift card, while the ther tw chices are fr physical cards. Prepaid / Gift (nn-reladable, nn-refundable) Prepaid / Gift (reladable) External Use NDA Page 2 f 11

3 2. Enter additinal batch settings: T specify the Number f Cards in the batch, enter the number f cards t create. The maximum recmmended batch size is 5,000 cards. (Optinal) T distinguish different types f cards, select a Grup (if previusly set up by yur Accunt Administratr). Fr example: cmp cards, prmtinal cards, reward cards, and gift cards. 3. (Optinal) Next t Imprt CSV, depending n yur brwser, click Brwse r Chse File t imprt an existing batch frm a CSV file. Requirement: The first line f the CSV file must cntain clumn headers and, at a minimum, a clumn named "CardNumber". Optinal clumns fr imprt are "Balance" and "CVV2". "Passwrd" may be used instead f "CVV2". Additinal clumns may be present, but will nt be imprted. WARNING! Any data included in the CSV file used fr imprt will verride any field cnfiguratins n the Issue Prepaid/Gift Cards page. Fr mre infrmatin n the Imprt CSV feature, refer t the Imprting Card Numbers dcument lcated in Lighthuse Transactin Manager Help. 4. Cnfigure additinal card parameters: (Optinal) In the Preset Card Value field, enter a dllar value fr each card in the batch. The default setting is blank. (Optinal) In the Expires field, enter the number f mnths the cards in the batch will be active and select an ptin fr when the timer will begin: frm Activatin frm Activatin r Last Usage Expires n this Date If yu selected Expires n this Date, click in the field and select the desired date that all cards issued in the batch will expire. This feature will nt wrk if yu are imprting card numbers. (Optinal) In the Mnthly Fee field, enter a fee amunt. The default setting is blank. Nte: Sme states allw merchants t charge a service fee, which is nrmally cnsidered additinal incme. Review the escheatment laws fr yur state befre setting up any service fees. (Optinal) In the Fee Delay field, enter the number f mnths t lapse befre charging a fee and select an ptin fr when the timer will begin: External Use NDA Page 3 f 11

4 frm Tday frm Activatin frm Activatin r Last Usage (Optinal) In the Maximum Fee Balance field, enter a fee amunt t set a balance amunt fr the applicatin f card fees. Fees will begin when the balance is equal t r less than this amunt. Select the desired Card Security Cde setting: All purchases The Card Security Cde will be required each time the gift card is used. Manually keyed purchases The Card Security Cde will nly be required if the card number is manually entered, such as an nline purchase. Never The Card Security Cde is never required. This is the default. (Optinal) Frm the Other Optins area, yu have the ptin f selecting Preactivated t activate every card in the batch upn issuance. The default is t leave the Preactivated ptin cleared. If yu chse t preactivate yur batch f cards, select the merchant the batch will be issued t frm the Issued T list. If yu did nt chse t preactivate yur cards, this ptin may be left blank fr general use amng multiple merchants. (Optinal) Frm the Restrictins area, select any desired restrictins. Nte: Restrictins are created by an administratr under It s Yur Card > Restrictin Maintenance. Fr example, if a serial/accunt with multiple merchants (such as a spa, gift shp, and restaurant) wanted custmers t nly be able t use gift cards at the restaurant and gift shp, but nt the spa, a restrictin might be created called Nn-Spa. When selected, the restrictin wuld exclude any f the gift cards issued in the batch frm being used at the spa. 5. When yu have finished making yur cnfiguratins, click Submit. 6. Cntinue t the Verifying Gift Card Issuance sectin. External Use NDA Page 4 f 11

5 Verifying Gift Card Issuance The Issue Prepaid/Gift Cards verificatin page pens after creating a gift card batch. Be sure t review the batch infrmatin displayed n the Issue Prepaid/Gift Cards verificatin page. Once yu have verified the batch infrmatin is crrect, click Issue Cards. Use the back buttn n yur brwser t return t the Issue Prepaid/Gift Cards page if changes are needed. After issuing the card batch, a banner displays at the tp f the page cnfirming the gift card batch creatin. It includes the number f cards created as well as the value f each card issued. T create a file with the batch details fr use utside f yur Lighthuse Transactin Manager accunt, click the Dwnlad CSV Delimited File r Dwnlad TAB Delimited File link. External Use NDA Page 5 f 11

6 Using Gift Card Batches IT'S YOUR CARD (IYC) issues cards in lgical batches. Batches are limited t 5,000 cards in a single batch; hwever, there is n limit n the number f batches that can be created. The intent f the batch size limitatin is t keep the cards in wrkable grups fr embssing, encding runs, and inventry cntrl purpses. Issued batches can be exprted fr encding gift cards r printing gift certificates. IYC can exprt the data in a CSV (cmma separated variable) r TAB delimited frmat. Bth frmats exprt the same data clumns and terminate each rw with a CR/LF (carriage return/line feed). The nly differences are hw the clumns are separated and whether r nt string clumns are quted. Abbreviated examples f the tw frmats are shwn belw. CSV Sample TAB Delimited Sample External Use NDA Page 6 f 11

7 Viewing Batch Infrmatin Gift card batches are displayed n the IYC Issuance page. T access the page, cmplete the fllwing steps: 1. Frm the menu, select It s Yur Card > Issuance. 2. The IYC Issuance page displays the fllwing infrmatin: Batch A sequential number assigned t each batch, and the link directs the user t the Gift Card Batch page where the batch's details can be viewed. Accunt A unique identifier that distinguishes ne cmpany r enterprise frm anther. Date & Time An autmatic date and time stamp indicating when the batch was created. Issued T Each batch f cards can be assigned t individual merchants r left unissued until activated. Quantity The number f cards issued within each batch. Restrictins Displays any restrictin selected when creating the batch. Card Value The dllar value f each card in the batch with a preset value. Batch Value The ttal dllar value f all cards in the batch with a preset value. Batch Statistics The batch s detailed usage is displayed. Three categries are prvided: Used The ttal, settled dllar amunt used by the gift card hlder. Exp/Deact The ttal dllar amunt that has expired r been deactivated. Open The ttal dllar amunt that remains unsettled fr the batch. External Use NDA Page 7 f 11

8 Batch Infrmatin The Gift Card Batch page includes the fllwing infrmatin fr each batch: Batch The ID number assigned t the batch f gift cards. Issuance Date & Time An autmatic date and time stamp indicating when the batch was created. Quantity The number f gift cards in the batch. Preset Card Value The dllar value f each card in the batch with a preset value. Expires Any card expiratin cnstraints set during issuance. Fr example, if Expires n this Date is selected, the expiratin date will be displayed under the Expires clumn. Anther example might be if a value was entered in the Expires field with frm Activatin selected, a date wuld be displayed when the card was sld indicating when the card wuld expire. Mnthly Fee Any mnthly expiratin fees r cnstraints set during issuance. Maximum Fee Balance The fee will nly be applied when the card balance is equal t r less than this amunt. Card Security Cde Required Any Card Security Cde requirements set during issuance. Other Optins Additinal ptins selected fr the batch. Issued T Each batch f cards can be assigned t an individual merchant r left unissued until activated. Dwnlad [CSV r TAB] Delimited File Batch infrmatin can be exprted fr encding gift cards r printing gift certificates. Exprt frmats include the same data; the nly difference is hw the clumns are separated and whether r nt string clumns are quted. Selectable ptins include Dwnlad CSV Delimited File and Dwnlad TAB Delimited File. Restrictins Any restrictins set when the batch was created. External Use NDA Page 8 f 11

9 Card Infrmatin The Gift Card Batch page als prvides basic infrmatin abut each individual card in the batch. The Gift Card Batch page includes the fllwing infrmatin fr each card: Status The current status f the card. The pssible statuses include Active, Inactive, Expired, r Deactivated. Card Number The gift card number. Click the card number t view detailed infrmatin abut each card. Cardhlder Name The name f the persn t whm the card is issued. Cardhlder Name nly displays if the infrmatin was added at purchase. Expires Any defined expiratin date will be displayed. Balance The current unsettled balance n the card. (This des nt reflect a balance n hld.) Ntes If the card has been deactivated, the selected reasn fr deactivatin is displayed here. Editing a Gift Card Batch T glbally edit settings fr an entire batch f gift cards, cmplete the fllwing steps: 1. Frm the menu, select It s Yur Card > Issuance. 2. On the IYC Issuance page, select the desired batch. 3. On the Gift Card Batch page, click Edit. External Use NDA Page 9 f 11

10 4. Many f the same ptins available when issuing a batch are als available fr editing. Make any desired changes t the batch. Tw ptins that are nt available when issuing cards but are available when editing cards are lcated in the Edit All Cards sectin. Blank ut Card Security Cde This ptin allws yu t blank ut all f the card security cde numbers that may have been upladed r previusly defined in the batch. Blank ut Swipe Signature - This ptin allws yu t blank ut any signature swipe data that was upladed r predefined fr all cards in the batch. 5. When yu have made yur changes, click Submit. External Use NDA Page 10 f 11

11 Nte: If Expires n this Date was cnfigured fr the batch, it cannt be changed by editing the batch. Hwever, the date can be changed when editing an individual card. 6. (If applicable) After clicking Submit with Blank ut Card Security Cde r Blank ut Swipe Signature selected, the message displayed belw will appear. Click Ok t save yur changes. If yu dwnlad the CSV file after saving yur changes, yu will ntice that bth the track data fields and the card security cde data are nw blank. External Use NDA Page 11 f 11