---
title: "Customer Profile: Gift Card"
description: "Learn how to manage balances, expiration dates, and customer information for Gift Card–based loyalty programs in Loyally."
url: https://help.loyally.ai/en/articles/118-customer-profile-gift-card
collection: "Customer Profile"
updated: 2026-09-09
language: en
---

# Customer Profile: Gift Card

Learn how to manage balances, expiration dates, and customer information for Gift Card–based loyalty programs in Loyally.

Learn how to view and manage customer details for **Gift Card–based loyalty programs** in **Loyally**.

The **Customer Profile** provides a full overview of each customer’s card data — including current balance, status, expiration, and more. From here, you can manually adjust balances, manage card settings, and send personalized push messages.

* * *

## 🧭 Overview

From a customer’s Gift Card profile, you can:

-   View detailed card and balance information
    
-   Manually add or subtract gift card value
    
-   Modify expiration dates
    
-   Manage card status (installed / deleted)
    
-   Copy installation and referral links
    
-   Send targeted push notifications
    
-   Review feedback and customer info
    

* * *

## 📊 Profile Overview

Each Gift Card customer profile includes key details about their card and activity:

<table data-id="55016bb3-cb19-4aa6-afcc-0c0968fb5e1a" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="9a2b04f4-b248-45c5-b90c-f2cc130e31b6"><strong><u>Field</u></strong></p></td><td colspan="1" rowspan="1"><p data-id="a8f2a7d5-7921-4310-8810-d0b90ae05a76"><strong><u>Description</u></strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="adeedceb-b2d2-4b80-969e-58853b2d8026"><strong>LTV (Lifetime Value)</strong></p></td><td colspan="1" rowspan="1"><p data-id="9fec6d8e-6c84-4aeb-a2b7-01f4e46a8bae">Total purchase value generated by the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="3c52781f-a7b5-4897-9cc0-ece1937b5abb"><strong>Current Balance</strong></p></td><td colspan="1" rowspan="1"><p data-id="1eba2300-7bba-40fd-8667-35ac16cba6b1">The available balance remaining on the gift card.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="ae5190f7-e6cf-4573-b5a5-b0a99b272060"><strong>Status</strong></p></td><td colspan="1" rowspan="1"><p data-id="37268a9e-2b5b-4111-ae9b-561fdbf8fd91">Displays if the card is <em>Installed</em>, <em>Not Installed</em>, or <em>Deleted</em>.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="54c0167c-e8ec-4546-abac-4b42ffe7c6a7"><strong>Card Expiration Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="adc63ff8-a1a6-4b15-b5fc-908347ab4956">The date the card will expire (editable).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="b8f58893-1820-4b66-ab53-f2aa94d3959f"><strong>Card Valid From</strong></p></td><td colspan="1" rowspan="1"><p data-id="58489fad-d9f3-46d8-a7b8-a9a755979bfc">The date the customer first installed or activated their card.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5d2fcfcd-0f03-43c2-8675-3917dc59a2b8"><strong>Segments</strong></p></td><td colspan="1" rowspan="1"><p data-id="d990cde5-850e-4efa-a880-749070cfc31e">The customer’s assigned loyalty or behavioral segment.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="65dd556a-9ff9-4bb8-9711-4372fd755273"><strong>Feedback Rating</strong></p></td><td colspan="1" rowspan="1"><p data-id="5301e4d3-09f6-4461-bc4f-b923ddd083b0">The customer’s feedback rating for your business.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="5c92ac81-e2d2-4b6b-894f-7655f5cbbb9e"><strong>Card Serial Number</strong></p></td><td colspan="1" rowspan="1"><p data-id="e1d5b1eb-37df-4911-9d37-d3f6ad259057">A unique identifier for the customer’s card.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="ba8e88b8-cf37-4670-939e-432aa791bea4"><strong>Installed on Device</strong></p></td><td colspan="1" rowspan="1"><p data-id="2ada8689-02d2-4b37-abdf-2bf0ba7fddbb">Shows where the card is installed — <em>Apple Wallet</em>, <em>Google Wallet</em>, or <em>PWA</em>.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="67f06b57-9a05-4345-8ccc-0b2e7dadb4bf"><strong>Total Visits</strong></p></td><td colspan="1" rowspan="1"><p data-id="22aaa0f1-cc6b-4f57-9dc5-143328f8afe0">Total number of visits associated with the customer.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="57f37e14-6082-4133-b7d3-9de83f846713"><strong>UTM Tag</strong></p></td><td colspan="1" rowspan="1"><p data-id="63930def-a3eb-4ce6-8890-57e901fb14b0">Identifies the marketing source through which the customer joined.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="910e97c0-0ba0-4ea5-b46e-19cc67c0dac8"><strong>Card Issue Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="052442f3-ebce-4c66-9416-471d85717c14">The date the card was created or issued to the customer.</p></td></tr></tbody></table>

* * *

## 💳 Managing Gift Card Balance

You can manually adjust a customer’s **Current Balance** directly from their profile.

> 💡 **Note:**  
> Adding or removing card balance affects the customer’s available funds and **LTV**.  
> The **Purchase amount** field represents the transaction value associated with the adjustment.

* * *

### ➕ To Increase Gift Card Balance

1.  Open the customer’s profile.
    
2.  Click the **“+”** icon beside **Current Balance**.
    
3.  In the popup window, enter:
    
    -   **Value** → Amount to add to the balance.
        
    -   **Purchase amount** → (Optional) The value of a related purchase.
        
    -   **Comment** → (Optional) Add notes if needed.
        
4.  Click **Apply**.
    

✅ Once applied:

-   The **Current Balance** increases.
    
-   The **LTV** and **Total Visits** also increase.
    

![](https://staticfiles.gleap.io/ghelparticle/2nE00wwxxc3XqE2voET6Cpr8Zvs64lKNlLp1ZSgVZK4BKWzkvIjVE84zRWItEReaW8Dtn9TN4Xx.png)

* * *

### ➖ To Decrease Gift Card Balance

1.  Click the **“−”** icon beside **Current Balance**.
    
2.  In the **Value** field, enter the number of points (or amount) to remove.
    
3.  (Optional) Enter a **Purchase amount** if relevant.
    
4.  (Optional) Add a **Comment**.
    
5.  Click **Apply**.
    

📉 When applied:

-   The specified amount is deducted from the **Current Balance**.
    
-   **LTV** and **Total Visits** remain unchanged unless a purchase amount is entered.
    

![](https://staticfiles.gleap.io/ghelparticle/OdrkayeGxUB6yVo5G1EBOXMFZq3tY7VbFWsf6n4BKwmm7wgJMr5w9brrySrSiNA5YdjAoz0e0re.png)

* * *

## 🪪 Managing Card Details

You can view and modify a customer’s card properties directly in their profile.

<table data-id="37c63d19-9fde-4d50-ad44-6bbac550c3f0" style="min-width: 50px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="d3414cd8-c8b4-4e82-97c0-71a8ccf3b9fe"><strong><u>Field</u></strong></p></td><td colspan="1" rowspan="1"><p data-id="db9d590c-65e5-489c-8696-12890fe65869"><strong><u>Description</u></strong></p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="aab888cb-56f1-4d90-964c-d4e7b1eadd10"><strong>Status</strong></p></td><td colspan="1" rowspan="1"><p data-id="b096a06b-d914-49ee-b232-e064042ada91">Shows if the card is <em>Installed</em>, <em>Not Installed</em>, or <em>Deleted</em>.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="67bf490d-9165-4aa3-925b-010454fdda11"><strong>Card Expiration Date</strong></p></td><td colspan="1" rowspan="1"><p data-id="8dcc2d48-43e9-4124-bfb4-52a46e0fb7fa">Displays and allows editing of the expiration date.</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="53b064c4-f83c-4e42-922b-9f398c3211b5"><strong>Card Serial Number</strong></p></td><td colspan="1" rowspan="1"><p data-id="1a15f7a4-f810-4d80-a2fa-8e18b99a9ffe">Unique identifier (click <strong>Copy</strong> to copy).</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="b8c47403-d33e-459f-8345-0b4ac05b06e0"><strong>Installed on Device</strong></p></td><td colspan="1" rowspan="1"><p data-id="204d185f-766d-4ffb-bf5e-b2add0eb2493">Displays installation method (Apple Wallet, Google Wallet, or PWA).</p></td></tr></tbody></table>

* * *

### 🗑 Changing the Card Status

To fully remove a customer, you must first change their card status to **Deleted**.

1.  Click the **pencil icon** beside **Status**.
    
2.  Select **Delete** when the option appears.
    
3.  Confirm the deletion.
    

> ⚠ Once the card status is set to _Deleted_, you can safely remove the customer from your CRM.

![](https://staticfiles.gleap.io/ghelparticle/zPtQhs0fxq1xuOtwqnoEcXzq1h5UwRa3lJ6zVvpitIsPmR4kbTlWxYYcHJoevn2gS02oMPK1w3b.png)

* * *

### 🗓 Modifying Card Expiration Date

1.  Click the **calendar icon** beside **Card Expiration Date**.
    
2.  Choose a new expiration date.
    
3.  Click **Apply** or confirm your change.
    

The expiration date will update immediately in the customer’s profile.

![](https://staticfiles.gleap.io/ghelparticle/rc0Ob9XG9g8MsSBawbM3xlbfPYABWJmUXb6Z6bvoSw7OhzgHH5fETM0V6JEQuLxnQ7KBFE66UTM.png)

* * *

## 🧩 Viewing Custom Fields and Personalized Links

From the customer’s profile, you can easily access and copy personalized card links:

-   **Card Installation Link** → Click **Copy** to resend or share the customer’s card.
    
-   **Referral Link** → Click **Copy** to share the referral link for inviting others.
    

These links are unique to each customer and help drive re-engagement and referrals.

![](https://staticfiles.gleap.io/ghelparticle/REgbTHMuHiwBhZVjhWVJDW4MOZWHgl7x0jW45h3Uzp9gxrKm1FTbiqWWqcFoaw5OQJm0UA3CNIw.png)

* * *

## 🚀 Sending Personalized Push Notifications

You can send a **push notification** directly to an individual customer.

1.  Open the **Send Push** tab in their profile.
    
2.  Select the card to send from.
    
3.  (Optional) Schedule a date and time.
    
4.  Enter your message content.
    
5.  Click **Send**.
    

✅ The message will be sent only to that specific customer.

![](https://staticfiles.gleap.io/ghelparticle/z6irqTKxGUoDz5AECIfbsYrCd7A3X0iilp3fSj7MKe4GNbSNdBYgWFIreRqdcn1MW3yNth2tvwD.png)

* * *

## ℹ Information Tab

The **Information** tab displays the customer’s personal and contact details.

You can:

-   View their name, phone number, and email
    
-   Edit details if necessary
    

> 📝 Changes made here won’t affect the data stored on the customer’s actual card.

![](https://staticfiles.gleap.io/ghelparticle/tC9Qefp9sl7OhIecMSpNZsH6rB68qz6YJHqwoFQhUvzJEBM8Z3VgZKaAnJJjGdOXemJCYqoESKa.png)

* * *

## 💬 Feedback Tab

You can view and filter customer feedback from the **Feedback** tab.

Options include:

-   Filter feedback by **day**, **week**, **month**, **year**, or a **custom date range**.
    
-   Select **Only comments** to display feedback entries containing written notes.
    

This helps you track customer satisfaction and monitor engagement trends.

![](https://staticfiles.gleap.io/ghelparticle/5JUbBBNnbNjzu6rq6GIPjGsEraUJj2WSylIinmmk54JFJjxKOxXbN55eIEV3JXc0RI7WKzqqs4V.png)

* * *

## 🧠 Summary

The **Customer Profile (Gift Card)** view gives you full control over gift card balances and customer management.  
You can adjust balances, manage card details, send personalized notifications, and view all activity from one dashboard.