Digital Gift Certificates

Hi there!

Here at Ogunquit Playhouse we are looking to streamline our process for gathering/emailing Gift Certificate purchases.  Right now, we use the Gift Certificate Listing Report for Constituent/GC information, but found we have to pull a separate list in order to get the constituent's email addresses.  We then combine the report with the list, in excel, to get all of the information on one spreadsheet, so that our Marketing team can email the Gift Certificates out via Wordfly.  Before we send Marketing this excel document, we then have to cross-reference the list with our open CSI's, to ensure we include the note from the purchaser ("Happy Birthday, Joe") and add this to the excel doc.  Once we've done each of these steps, we then send it over to Marketing for emailing.

We're wondering how other theaters are handling Gift Certificate sales, specifically mailing processes, during the pandemic?  Are you offering to send GC's to only the purchaser, or do you offer to send to the recipient, as well?  What process do you use, or do you have suggestions for us on our current process?  Unfortunately, we haven't figured out how to pull all the information we need in one place (one report, one list, etc.) but here are the data points we're trying to extract:

  • Customer name
  • Customer identification number
  • Customer email
  • Gift Certificate number
  • Gift Certificate balance amount
  • Notes (the note left by the purchaser for the recipient of the GC)

Looking forward to discussing!

Thank you,

Morgan Gavaletz
Ticketing Service Manager
Ogunquit Playhouse
Ogunquit, Maine

Parents
  • I'm playing with gift certificate delivery by saving the Form Field data to a local table rather than a CSI.  That data is then extractable in an output set to WordFly (similar to WF abandoned cart) and can be scheduled for WordFly to batch send them daily.  They can choose the email address to deliver the GC to, a message (if any), with the To and From fields being whatever they like.

Reply
  • I'm playing with gift certificate delivery by saving the Form Field data to a local table rather than a CSI.  That data is then extractable in an output set to WordFly (similar to WF abandoned cart) and can be scheduled for WordFly to batch send them daily.  They can choose the email address to deliver the GC to, a message (if any), with the To and From fields being whatever they like.

Children
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