Creating a Batch of Empty Accounts

In some cases, such as when you want to create a batch of reusable gift cards that are pre-loaded with 50$ but do not require customer registration, you can create a batch of accounts and cards that are fully functional and active.

  1. In Reporting and Analytics, click Bulk Issue New Account(s) in the iCare Account Administration portlet. If you cannot find the link, contact your system administrator.
  2. Select the program and card type for the accounts. If only one card rule is assigned to the program, Gift and Loyalty auto-populates this field.
  3. For gift cards, enter the dollar amount to be issued in Denomination. The amount entered in this field is immediately available to the customer for redemption after issuing the account without further interaction at a workstation.
  4. Enter the first card number for the batch in First Account Number, and then enter the Number of Accounts to be created. Make sure you created enough card numbers to support the whole batch of accounts.
  5. Select the location or organization level from Location. This setting affects the region-based rules and configurations that apply to the customer accounts and cards.
  6. Enter an identifying Description, and then click Issue.