Changelog
Follow up on the latest improvements andΒ updates.
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The Reports section just got a lot more powerful. π
Store Credit Balance
β export every customer holding store credit, one row per currency, with current balances and customer details. Perfect for liability tracking, reconciliation, and audits.Gift Card Summary
β aggregate totals for any period: cards created, initial and remaining value, redeemed value, and a full usage breakdown per currency. Finally a one-click answer to "how many gift cards were used last month?"Expiring Gift Cards
β find gift cards with remaining balance that expire within the next 30 days (or any window you choose), so you can remind customers before their balance is lost. Pairs perfectly with Gift Card Reminders campaigns.Bonus: new filters on the Unused Gift Card Balance report
β filter by status (unused, partially used, fully used, disabled, or all), exact initial value, and minimum balance. Need a list of every $25 gift card created in June with its current balance? That's now one report.Find them all under
Reports β New Report
in Gift Card Factory.You can now add store credit to your
B2B companies
in bulk β not just individual customers. Credit is added at the company location level, exactly where Shopify B2B checkout looks for it, so your business buyers can see and spend it when ordering on behalf of their company.What's new
- Company recipients in Add Store Creditβ Switch the new recipient toggle to "B2B companies" and choose recipients your way: pick companies from a list with per-location control, use a Shopify search query likename:Acme*resolved when the operation runs (great for scheduled runs), or paste company names / external IDs one per line
- Company rows in Import from Fileβ Mix customer and company rows in a single CSV using three new optional columns:company_location_id,company_id, orcompany_external_id
- All locations at onceβ A company ID or external ID credits every location of that company; a location ID targets exactly one
- Debits work tooβ Negative amounts subtract from a location's existing balance, just like for customers, with over-debits safely capped at the available balance
How to use it
Open
Bulk Operations β Add store credit
, switch the recipient toggle to B2B companies
, and grant the companies permission when prompted. Or add the new company columns to your CSV in Import from file
β customer columns keep working exactly as before, and take precedence when a row has both.Good to know
- Requires B2B on Shopify (Shopify Plus) and buyers using new customer accounts
- Company credits don't send notification emails
- Use the currency your company locations order in, so the credit is spendable at their checkout
For full details, see our documentation.
Gift Card Postman campaign now supports
custom gift card amounts
. Instead of being limited to fixed denominations, your customers can enter exactly how much they want to gift β and that amount sets both the cart price and the value of the issued gift card.What's new
- Buyer-chosen amountsβ Add a "Custom" denomination to your gift card product and a "Gift Card Value" field appears on the product page when it's selected
- Always in syncβ The amount entered sets the cart price and the issued gift card value automatically, so the two always match
- Spending capβ Custom amounts are capped by your plan's gift card issue limit
- Powered by Shopify Functionsβ Built on Shopify's Cart Transform, replacing the deprecated Shopify Scripts, with no manual code or setup
How to enable
Open your
Gift Card Postman
campaign, turn on "Enable custom gift card value"
, and grant the cart permission when prompted. We'll add the Custom denomination to your app gift card product and reveal the amount field on your storefront automatically.Custom amounts are available to customers shopping in your store's default currency. For full details, see our documentation.
We've rebuilt the
Home dashboard
from the ground up β a faster, clearer overview of your entire gift card program in one place.What's new
- KPI strip with live filtersβ See your key metrics at a glance and switch the time range betweenToday, 7, 30, and 90 days.
- Switch between programsβ Toggle the metrics betweenGift cards,Store credit, andDiscount codeswithout leaving the page.
- Your toolkitβ Every feature (Bulk operations, Rewards, Reminders, Shopify Flow, Postman, Refunds) shown as a card with its setup status and performance, so you can jump straight in.
- Needs your attentionβ Smart health checks surface things to fix, like expiring gift cards or a missing storefront block.
- Activity feedβ A live stream of everything happening across your gift card program.
- Top campaignsβ Your best-performing campaigns from the last 30 days.
- Plan usage at a glanceβ Track your usage credits and see exactly when they reset.
- Create reportsand ask our built-inAI assistantright from the top of the page.
For new stores
If you're just getting started, the dashboard guides you with a
setup checklist
and suggested first moves to get up and running quickly.You'll land on the new dashboard automatically. Existing stores can switch back to the classic view at any time using the toggle in the top bar.
You can now add a
scannable QR code
to your gift card emails. Recipients simply show the QR code at checkout, and your staff scans it to apply the gift card at your Shopify POS β no more typing long codes by hand.How to add it
- Open the email editor for any gift card template.
- In the text toolbar, open the Merge Tagsdropdown and chooseQR code(under theGift cardgroup).
- Prefer Liquid? Insert the variable directly: {{ gift_card.qr_code }}
- A live QR preview renders right inside the editor, so you can see exactly how it will look before sending.
How it works
- A unique QR code is generated for each gift card at send timeand embedded directly in the email.
- It encodes the gift card so it can be scanned at your Shopify POSto apply the card to an order.
Where it's available
QR codes work in all gift card emails β
Bulk Send
, Import from File
, Gift Card Rewards
, Birthday / Scheduled Gift Cards
, and Postman
recipient & sender emails. They aren't available in Gift Card Reminder
emails, since those don't include the full gift card code.Learn more in our documentation.
Get instant answers about Gift Card Factory features directly inside the app β powered by AI.
We've added an
AI Assistant
to Gift Card Factory! You can now get instant help without leaving the app.Click the
chat bubble
in the bottom-right corner and select Ask AI
to open the assistant panel.What it can do:
- Answer questionsβ Ask anything about Gift Card Factory features, setup, and configuration
- Step-by-step guidanceβ Get clear instructions for setting up campaigns, email templates, bulk operations, and more
- Link to documentationβ The assistant references our official docs and provides direct links for further reading
How it works:
- The AI searches our documentationin real time to find the most relevant answer
- Conversations persist across pagesβ navigate the app while keeping the chat open to follow along with instructions
- You can minimizethe panel and reopen it anytime without losing your conversation
- Supports multi-turn conversationsβ ask follow-up questions for more detail
If the AI can't find an answer, it will suggest contacting our support team at .
Look for the chat bubble in the bottom-right corner of any page to get started!
All campaign types now have dedicated dashboards with charts, metrics, and inline configuration.
We've completely redesigned the campaign experience with
dedicated dashboards
for every campaign type!Each dashboard gives you a full overview of your campaign's performance at a glance β no more switching between pages.
What's new:
- Summary cardsβ Key metrics displayed at the top (gift cards created, value issued, redemptions, order totals)
- Interactive chartsβ Daily trend charts powered by Polaris Viz with tooltips and date range filtering
- Date range pickerβ Filter all metrics by Last 7/30/90/365 days or Year to date
- Inline configurationβ Edit campaign settings directly from the dashboard via a toggleable side panel
- Campaign-specific run tablesβ Each campaign type has its own optimized runs table with relevant columns
Dashboards available for:
- Gift Card Rewardsβ Gift cards created, value issued, redemptions, redeemed value, order totals
- Gift Card Remindersβ Reminders sent, remaining balance, redemptions, redeemed value, order totals
- Birthday Gift Cardsβ Gift cards sent, value issued, redemptions, redeemed value, order totals
- Gift Card Postmanβ Gift cards created, value issued, redemptions with full run actions (Send now, Update, Cancel)
- Scheduled Store Creditβ Store credits issued and value issued
Simply click on any campaign from the campaigns list to access its new dashboard. Statistics are collected daily β historical data is available starting April 4th, 2026.
Automatically add store credit to customers on a recurring schedule β perfect for birthdays, anniversaries, and loyalty rewards.
Introducing
Scheduled Store Credit
β a new campaign type that automatically adds store credit to your customers' accounts on a recurring schedule!Unlike gift cards that require a code, store credit is added directly to the customer's account β no redemption step needed.
Perfect for:
- Birthday rewardsβ Send store credit on each customer's birthday
- Anniversary appreciationβ Celebrate first-purchase anniversaries
- Monthly loyalty perksβ Reward VIP customers every month
- Win-back campaignsβ Re-engage inactive customers
Features:
- Flexible scheduling β daily, weekly, monthly, or one-time
- Customer targeting with Liquid-powered queries
- Configurable store credit expiry
- Email notifications via App Email, Klaviyo, or Shopify Flow
- Customizable email template with drag-and-drop editor
Get started by navigating to
Campaigns β New Campaign β Scheduled Store Credit
.For detailed instructions and examples, visit our documentation.
Type:
Improved Β· Published:
2025-01-24You can now resume bulk operations that were stopped due to subscription limits, continuing exactly where they left off.
We've added the ability to
resume bulk operations
that were interrupted due to subscription limits!Previously, when a bulk operation hit your subscription limit, you had to start over from the beginning after upgrading or waiting for your limits to reset. Now, you can simply click the
Resume
button to continue processing from exactly where the operation stopped.How it works:
- When an operation stops due to limits, it will show a Limits errorstatus
- A Resumebutton will appear next to the status
- Click Resume after upgrading your plan or when your limits reset
- The operation continues from where it left off - no duplicate processing!
- Each resume creates a separate result file for easy tracking
Supported operations:
- Bulk Send (Gift Cards)
- Autogenerate (Gift Cards)
- Import from File (Gift Cards, Store Credit, Discount Codes)
- Bulk Add Store Credit
- Bulk Send Discount Codes
- Bulk Create Discount Codes
You'll also receive an email notification when an operation stops due to limits, with instructions on how to resume.
Create discount codes in bulk by importing them from a CSV file with full control over each code's settings.
We've added a powerful new feature:
Import Discount Codes from File
!You can now create discount codes in bulk by uploading a CSV file. Each row in your file can have different settings, giving you complete control over your discount codes.
Supported columns:
- code- Custom discount code (or auto-generate with prefix)
- title- Title/description for the discount
- discount_type- 'fixed' or 'percentage'
- discount_value- The discount amount
- email / customer_id- Send codes directly to customers
- starts_at / ends_at- Set validity period
- usage_limit- Total usage limit
- once_per_customer- Limit one use per customer
- minimum_purchase_amount / minimum_quantity- Set requirements
- And more!
For full details and CSV templates, check out our documentation.
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