eGIFT CARD - ONLINE ACTIVITY

Project Manager: Customer Support Team

Absence

Account Deletion

Billing Opt-Out

Drop

Enrollment

Transfer

Type: Gift Card

Status: All

eGift Card| Logged In

Quick Guide: Overview

CHARGE = buyer's amount purchased for eGfit
PAYMENT = buyer's amount paid for charge
PAYMENT: (Gift Card) = recipient's amount gifted

eGift Card| Not Logged In

Quick Guide: Not Logged In

Locate recipient family
1. - Payment: 11. Gift Card
  - Amount: match from Gift Certificate family
  - Reference: ID & PAYMENT (Credit Card) info found on Gift Certificate family
  - Process payment & send receipt
VOID Gift Card
1. - From Gift Certificate family ledger void PAYMENT(Gift Card)

If the email provided for the gift does NOT match an account we have in the system, we will wait for the family to respond to the email with the accurate information to ensure funds are being placed on the appropriate account. See below for the email communication sent.

eGift Card| Logged In for Gift

Quick Guide: Logged In

1. Locate recipient family
  - 1. Payment: 11. Gift Card
    2. Amount: match from the family that purchased the gift
    3. Reference: ID & PAYMENT (Credit Card) info found on Gift Certificate family
    4. Process payment & send receipt
2. VOID Gift Card
  - 1. From Gift Certificate family ledger void PAYMENT (Gift Card)

eGift Card| Self Purchase

Quick Guide: Self Purchase

No action needed. It will be applied directly to their account along with the Charge & Payment for the eGift Card.

The Hubbard Way

Emails Automatically Sent:

Receipt for buyer
Gift Card bought for recipient
- If a parent replies to this email to add their eGift Card after they created their account. You will be able to locate the eGift on the Gift Certificate family.
- Use Purchaser Not Logged In tutorial.

TROUBLESHOOTING GIFT CARD PURCHASED AT THE WRONG LOCATION

coming soon

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