How To Set Up Gift Cards With ShopKeep
Ahh, the gift card. That classic capitalistic invention that makes every recipient say “Thanks?” Why give cash when you can give something that works exactly like cash…but only at one business (if you remember to bring it at all)?
But, in all seriousness, gift cards are an extremely valuable and important aspect for small businesses. It’s estimated that more than $100 billion is spent annually on gift cards, making it a quick and painless way to increase your profits and improve customer engagement.
ShopKeep, one of our highest-rated point of sale systems, has a highly intuitive gift card integration — one you should seriously consider adding if you’ve chosen ShopKeep as your POS.
Read on for a quick and easy guide to setting up your gift card integration with ShopKeep.
Table of Contents
Why Use Gift Cards?
There are any number of reasons why you might want to offer gift cards in your retail store or restaurant. Maybe you want to increase engagement with your brand or make your store stand out from the competition. Or maybe you just want to demonstrate that there are concrete benefits to shopping at your business.
Whatever your justification for offering them, gift cards just make sense for most business models. According to ShopKeep, gift cards provide an easy way to attract new customers by serving as marketing tools. They are “mini billboards,” in essence.
How To Set Up Gift Cards With ShopKeep
You can call ShopKeep to set up gift cards and have someone talk you through their customization options. Please note that ShopKeep only offers gift cards with select pricing plans and they are currently only available in the United States.
Step 1: Activate Gift Cards for your POS
The first thing you’ll want to do once you’re ready is to add gift cards to your tender. To do this, you’ll need to log into your Back Office and click on Options. Then, select the Tenders tab on the left-hand side of the screen.
This will bring up a new page. Scroll down and check the box that says Gift Cards.
Next, you will want to create an item for gift cards that you can easily access from your POS system. Click on the Items option in the top left-hand corner and scroll down to select Items List. In the top right-hand area of the screen, there will be an option for you to add a new item. Give this new item a name (I would suggest Gift Cards or Loyalty). On the same screen, click on the Priced tab and switch the checkmark from Back Office to In Store. Also on this screen, you can switch the taxable tab to No. You will also want to make sure to check the box at the bottom beside Liability.
Right below that box will be a tab labeled Tender. Select Gift Card (or Loyalty, or whatever you may have named it). Make sure that you click the Save button at the bottom once you are finished with this process.
Step 2: Using the Gift Card Function
You should now be able to see a Gift Card button on your front screen, giving you the ability to sell gift cards or accept them for purchases. To add a gift card to someone’s ticket, simply click the button and then type in the desired amount.
Select the Cash button on the right-hand side of the screen when the customer is ready and swipe the physical gift card.
To accept a gift card as a method of payment, the process is simple. After the customer’s ticket is complete select More on the right-hand side by payment options, then select Gift Card. You or the customer will then swipe the card to apply the balance to the purchase. If the customer still owes money on their purchase, you will be prompted to take another method of payment to pay off the balance. If there is still money left on the gift card, the receipt will inform the customer of his or her balance.
If a customer would like to simply check his or her balance, open the Control Panel and click Gift Cards. Then swipe the customer card and you will be able to view the amount on the card.
It may seem like a slightly convoluted process — admittedly, there is a lot of button pushing required to set up ShopKeep’s otherwise convenient and intuitive gift card functionality. However, gift card setup should only take a couple minutes at the most. For more information, ShopKeep has created a helpful introductory video, as well as an FAQ page on its website specifically for gift cards.