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.

Setting Expiration Dates Overall

To set expiration dates - visit your Account Settings page by clicking here. Then, go to Business Information Tab and scroll down to the Credits Management section. Expiration dates are set as a number of days after 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.

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

Setting a New Expiration Date for One Gift Card

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.

Email Associated with Credits Expiration

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
Between 7 and 30 days 7th day before credit expires
Less than 7 days 1 day before credit expires

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

Common Questions:

  1. 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.
  2. 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".

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