One of the best ways to retain revenue and encourage customer loyalty is through the YGB balance system. Instead of issuing refunds, offering top-ups and gift cards increases the likelihood of customers returning while also preventing double processing fees.
With this system, you can:
- Set up top-ups with bonus credit to incentivize purchases.
- Offer gift cards that customers can send to others.
How to Find & Set Up Top-ups & Gift Cards
- Navigate to Settings > Top-ups & Gift Cards.
- Click the "+" sign to create a new one or select an existing one to modify.
The setup process is the same for both top-ups and gift cards.
Note: If Navigation Setup is in place but Top-ups aren’t configured, make sure to set them up. You can find a guide by clicking here: General | What Is Navigation & How To Add In B&P
Setting Up a Top-up or Gift Card
When creating a top-up or gift card, configure the following:
- Name – Define a name for the card.
- Cost – Set the price of the card.
- Top-up Value – Specify the balance the customer will receive.
- Description – Optionally provide additional details about the card.
- Category – Assign a category if needed.
- Availability – Choose whether customers can purchase it directly.
- Top-up Disabled – Enable this if you want the balance to be automatically added upon purchase.
- Image – Upload an image for the card.
- Flags – Apply restrictions (e.g., only members can purchase certain vouchers).
- Extra Properties – Add additional functionalities if required.
Processing a Top-up or Gift Card from the Admin Panel
To manually add a top-up or gift card for a customer:
- Navigate to the Customers tab in the Admin Panel.
- Search for and select the customer.
- Click the Balance tab.
- Click the Top-ups / Gift Cards button.
- Select Top-up or Gift Card and add it to the customer’s balance.