This feature is only available on on our DC PRO package. If you wish to upgrade your solution, please reach out to your DataCandy contact!
Batch activating gift cards is super handy because it saves you time and effort! Instead of activating each card individually, you can activate a whole batch at once, making it faster to get your cards ready for customers; this is especially useful for large volumes requested by corporate sales.
Useful tip: Make sure your physical gift cards stay in the exact order as when you received them from the printer. The sequence of the cards is important for this feature, so keep them in their box and in line to make everything work perfectly. If they get mixed up, the magic won’t happen!
Batch Activations require a Buyer Group and a Buyer; they help you define who is authorised to request a batch of cards, for tracking purposes. These can be existing or created on the fly during batch activation.
Finally, each batch you activate may contain one or more denominations.
View Batch Activations
From the main menu select Cards / Batch Activation / Batch Activation Search.
Select the desired search criteria.
Click Search. The results are displayed in a list at the bottom of the screen.
Double-click on the selected line to view the batch activation details.
Activate Batch
From the main menu select Cards / Batch Activation / Activate Batch.
In the Activate Batch screen select a Buyer Group or click the plus sign to create one on the fly.
Select a Buyer or click the plus sign to create one on the fly.
Select a Merchant ; Make sure to select the correct merchant as they will be the merchant of record for the transaction, reports and clearinghouse transactions.
Enter the Invoice Number.
Select the Program.
Select the Account Type; Make sure to select the correct account type, based on the card you have on hand.
Select Real Time or Deferred Activation.
Deferred activation: Pre-activates the card, but does not load the funds until your buyer contacts you to do so. It is especially useful when shipping the batch of cards to ensure a secure transport.
Real time action: Actives the card an loads the amounts immediately.
If you want to activate more than one denomination, click Add Denomination once for each additional denomination.
Select Activation by Card number, Sequence number or Batch number.
In the Start from field enter the first number in the category you selected in step 10.
In the Number to Activate field, enter the number of cards you want to activate.
Enter the Amount to activate on each card.
Review the First and Last card and the Subtotal that appear.
If happy with the results, click Add to Results. The selected cards are added to the results list.
Repeat steps 10 - 15 for each denomination.
When you have all the desired cards for each denomination in the Results list, click Submit.
A confirmation screen will appear. Your cards are now ready.
Deferred Activation
If you selected deferred activation during your batch activation, these steps are required in order to make the cards usable. Once your buyer has confirmed the reception of the cards, you may load the amounts on the cards by following these steps.
From the batch activation search results select Deferred Activation from the options at the top-right corner of the list.
OR
From the batch activation detail screen, click Deferred Activation.
OR
From the main menu select Cards / Batch Activation / Deferred Activation.In the Deferred Activation screen enter the batch activation Order Number.
Click Activate.
A confirmation message will appear at the top of the screen. the cards are ready to be used.
Batch Activation Reversal
Caution: None of the cards in the batch must have been used to be able to cancel a batch activation.
From the batch activation search results select Reverse Batch Activation from the options at the top-right corner of the list.
OR
From the batch activation details screen click Reverse Batch Activation.In the Reverse Batch Activation screen click Submit.
A confirmation message will appear at the top of the screen. Your cards are no longer active and have been emptied.
You may restart the batch activation with the same cards if you wish to.
Got questions or need a hand? Just pop into the chat to talk to our team, or shoot us an email at [email protected]—we’re here to help!