How To Send Gift Cards to Customers Using Tekmatix

Why Sending Gift Cards Matters

Sending gift cards is more than a gesture — it’s a strategic way to:

• Reward loyal customers or VIPs

• Compensate for support issues professionally

• Run promotions, giveaways, or event-based rewards

• Test your gift card and redemption flows internally
  

Unlike selling gift cards, sending a gift card does not require the recipient to purchase it. Tekmatix handles delivery via email, SMS, PDF, or QR code, making it fast, flexible, and convenient.

Pro Tip: The Send flow works only in Live Mode, ensuring that all gift cards sent are fully redeemable and functional.

Key Benefits of Sending Gift Cards

• One-to-one issuing: Send a gift card to a single recipient instantly or on a schedule.

• No checkout required: Issue prepaid value without charging the recipient.

• Flexible delivery: Choose email, SMS, PDF, or QR code depending on your contact data.

• Operational visibility: Track each card’s status, code, and balance under Gift Card Orders.

• Great for service recovery: Quickly compensate customers or resolve support issues.
  

Common Use Cases

1. Loyalty & Rewards: Reward milestones, referrals, or premium plan renewals.

2. Customer Support Compensation: Replace refunds or manual credits with a gift card.

3. Promotions & Giveaways: Run seasonal campaigns or influencer gifting.

4. Internal Testing: QA teams and admins can verify redemption flows.

5. VIP & Event Distribution: Send prepaid balances to high-value clients or attendees.
   
   

Prerequisites Before Sending a Gift Card

1. A Gift Card Product must exist.

2. The Gift Card Product must be Active (not Deactivated or Archived).

3. The recipient must have either:

   • A valid email address, or

   • A valid phone number (for SMS delivery).
     

Step-by-Step: How to Send a Gift Card

Step 1: Navigate to Gift Cards

• Go to Payments → Gift Cards.
  

  

• Create a new Gift Card or select an existing one.

  

• Click Send on the chosen Gift Card to start the Send flow.

  

  
  

Step 2: Choose a Customer/Contact

• Select an existing customer/contact from your list.

• Or add a new contact before sending.

• Click Continue.
  

  

Step 3: Add a Personal Message

• Type a custom greeting or note of appreciation.
  

• Or choose from pre-populated messages.
  

• Optionally, use Write with AI to generate a message.
  

• Click Continue.

  

  
  

Step 4: Select a Denomination

• Pick one of the preset denominations configured for the Gift Card Product.
  

  

  
  

Step 5: Choose a Delivery Method

• Only methods compatible with the recipient’s data will be enabled:
  

  

  • Email: Full visual gift card with artwork. Recommended for most cases.

    

  • SMS: Clean message with the gift card link. Artwork not included.

    

  • PDF (via Email): Downloadable and printable for in-person gifting.

    

  • QR Code (via Email): Scannable code, great for events or offline distribution.

    

    
    

Step 6: Choose Delivery Date

• Select Deliver Now or schedule for a future date.

• Note: Delivery date must fall within the gift card’s expiry settings, if any.

• Click Continue.
  

  

Step 7: Review & Send

• Review the preview for:

  • Gift card amount

  • Custom message

  • Expiry date

  • Redemption instructions

  • Artwork

• Click Send Gift Card.
  

The gift card will now appear in Payments → Gift Cards → Gift Card Orders, where you can track its status and balance.

What Happens After Sending

• The gift card is fully redeemable on supported Tekmatix checkouts (Funnels, Forms, Invoices, Stores, Payment Links, and Calendars).

• Orders are tracked under Gift Card Orders, not the general Payments → Orders page.

  

• Each order record includes:

  • Recipient details

  • Delivery method & timestamp

  • Denomination

  • Expiry date

  • Remaining balance

  • Gift card status (Scheduled, Active, Inactive)

  

  
  

Sample Scenario: Rewarding VIP Customers

Scenario:
A spa wants to reward its top 10 VIP clients with a $100 gift card for their loyalty.

How They Use Tekmatix:

1. Navigate to Payments → Gift Cards.

2. Select the $100 VIP gift card and click Send.

3. Choose each VIP customer from their contact list.

4. Add a personalized message: “Thank you for your loyalty! Enjoy a $100 treat on us.”

5. Deliver via Email immediately.

6. Confirm the gift cards under Gift Card Orders to track successful delivery.
   

Outcome:

• VIP customers receive a personalized gift instantly.

• The spa strengthens loyalty and ensures redemption tracking.

• Campaign performance can be reviewed in the Gift Card Dashboard.
  
  

Frequently Asked Questions

Q: Can I send gift cards in Test Mode?
A: Not yet. Send flow only works in Live Mode.

Q: Why can’t I send a gift card to some customers?
A: They must have a valid email or phone number.

Q: Can I send multiple gift cards at once?
A: Not currently. Only one gift card per customer per Send flow. Bulk sending is planned.

Q: Are sent gift cards redeemable everywhere?
A: Yes — all supported Tekmatix checkouts accept gift card redemption.

Q: Can scheduled gift cards be used before delivery?
A: Yes. If someone has the code, it can be redeemed immediately.