PURPOSE:
When a client does not know their gift card number, we can provide them the git card numbers in the Portal.
DEFINITIONS:
- Clutch – Platform used to check the balance of an active/inactive gift card
DISTRIBUTION:
- Call Care
- Escalations
PROCEDURE:
- Login to Shopify.
- Under Products, select Gift cards.
- Use the search bar and search for the recipient email.
- Select the Gift Card.
- Scroll to the Order Timeline and select the Clutch order and take note of when the Gift Card was issued.
- In a separate tab, log into your Clutch account. Set up your Two-Factor Authentication.
- Select Portal.
- At the top of the ribbon, select Accounting.
- Select Transactions.
- Select the Date Range at the top. Change from Today to Custom Range. Select the date the Gift Card was issued by Clutch. Select Apply.
- In the search bar, include the Clutch order number from Shopify search for the transaction. Select Apply.
- The full gift card number(s) will now show.