How to Email Customers Their E-Certificate Code

E-Certificatesare digital gift cards with a dollar or point value that you can issue to customers and organization members. Once an E-Cert has an email address attached to it, you can send that person an email containing their personal code, balance, and a link to the store, either right away or on a schedule, using Chipply’s Message Customers feature.

Before You Start

Each E-Cert needs an email address associated with it before you can email the e-certficate code. You can add email addresses when you create the E-Certs, or add them afterward by editing existing E-Cert records.

• Add from Table – lets you enter a Customer Name, E-Cert Amount, E-Cert Code, and Customer Email for each recipient. Best for smaller lists.
• Add from Upload – download the Excel template, fill in Customer Name, E-Cert Code (leave blank to auto-generate), E-Cert Amount, and Customer Email, then upload it. Best for bulk lists.

If you only need to add codes without emailing them yourself (for example, a sales rep will share codes individually), you can leave the email column blank.

Sending the E-Cert Email

1. Open the store and go to the E-Certificates page from the left-hand menu.
2. Select the checkbox next to each E-Certificate recipient you want to email. You can select individual recipients or select all results on the page by clicking the check box on the header.
3. on the top right-hand side of your screen, click the Message Customers button. Chipply Will then bring you to a page where you can draft your email.
4. You can either draft your own message and use Chipply's email merge fields or use Chipplys E-Cert Info or E-cert Reminder email template
5. Choose to send the message immediately, or pick a date and time to schedule it for later.
6. Click Send (or Schedule).