Setting Expiration Date for Gift Cards, Account Credits and Referral Rewards

Occasion gives you the ability to automatically set expiration dates for any type of credit issued. Examples of credits would be Gift Cards purchased, Account Credits issued, or Referral Rewards sent.

In this article, you will cover:

Setting Expiration Dates Overall
Setting a New Expiration Date for a specific credit
Emails sent to customers when a credit is expiring (along with an example)
Common Questions

Setting Expiration Dates Overall

To set expiration dates

Once logged into your Occasion workspace
Click this link or Go to Settings (Side bar menu) > Account Settings > "Your Business" and then, "Credit Expiration"
Click "edit" next to Credit, where you wish to set expirations.

Note:

Expiration dates are set as a number of number of days since they are issued.

Say, you want to expire a gift cards 2 years after they are issued. You will need to calculate the number of days in two years i.e. 2 x 365 = 730 days.

Enter the number of days for each of your credit types. Leaving the field empty will automatically make allow credits to never expire.
Click "Save" to save your settings.

Setting a New Expiration Date for a specific credit

To set a new expiration date for one gift card - go to Gift Cards. Search for the correct code and select "Show Gift Card".

In the top right corner of the screen, you will notice a button called "Set New Expiration". Once selected, a calendar will pop up to select a new date. Once the new date is selected, the page will automatically refresh and save.

Emails sent to customers when a credit is expiring (along with an example)

In addition to the original email sent to the credit recipient, an expiration reminder email is sent to the recipient on the following schedule.

Time gap between issuance and expiration date	Expiration Reminder Email Sent...
30 days or more	30th day before credit expires
30 days or less	Never

Here's an example of the expiration reminder email in which a gift card is about to expire:

Common Questions

What is the difference between Account Credits, Referral Rewards, and Gift Cards?
1. Each type of credit is used in the same way, where each has a similar code that can be applied to orders. The difference is how each credit is created.
How can you tell the difference between each credit by looking at the code?
1. Gift card codes end in "1"
2. Account credit codes end in "2"
3. Referral reward codes end in "3".
How to not send customers a reminder notification when their credits are expiring?
1. Occasion gives you the ability to increase breakage revenue for your business from the sale of gift cards and issuance of account credits. Click here to learn more.

Turn off reminder notices sent to customers when their credits are expiring.

From your Occasion Workspace
Go to Settings > Account Settings > Business > Credit Management and toggle off the button "Email customers before credits expire".