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Create model to store gift card information #67

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smarziano opened this issue Apr 30, 2015 · 4 comments
Closed

Create model to store gift card information #67

smarziano opened this issue Apr 30, 2015 · 4 comments

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@smarziano
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In Patterns, we want to associate gift cards with a tester's profile. Here are a few parts of incorporating this into the current system:

Add a field(s) in a tester profile to add gift cards

  • Initial $5 sign up gift card
  • $20 gift cards given for completing tests
  • Refer a friend gift cards (which can be either multiple $5 gift cards or a single $20 gift card)

Gift card fields should include the full card number, the expiration date, and the batch number.

Show signups that need gift cards sent on the homepage

  • Currently on the homepage, we show recent signups. It would be ideal to show new CUTGroup members that need their $5 gift card.
  • Also, we want to export the list of members who need their $5 gift card to excel to make mailing labels for large batches of new signups.

Search function

  • Incorporate the ability to search tester profiled by the last 4 digits of the gift card.
@smarziano
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The current process of sending a $5 gift cards includes these steps:

  • Export spreadsheet from Wufoo
  • Copy and paste new entries into master gift card list (remove fields to match - I don't look at everything)
  • Verify if this a new person or if tester has signed up before by checking name, address (partial), email, and phone number (only if there are questions/concerns)

Once verified that it is new, add gift card number and expiration date to master list. If duplicate, write "DUPLICATE" in the gift card number field.

@smarziano smarziano added this to the December Milestone - Enhancements milestone Aug 24, 2015
@shua123 shua123 modified the milestones: November Milestone - Mainly bug fixes, December Milestone - Enhancements Nov 16, 2015
@smarziano smarziano changed the title Track gift cards Create model to store gift card information Dec 14, 2015
@smarziano smarziano modified the milestones: Gift card tracking, November Milestone - Mainly bug fixes Dec 14, 2015
@shua123
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shua123 commented Jun 6, 2016

Change to store full gift card number not just last four digits

@smarziano
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@cromulus - What is Proxy ID for gift cards?

We are going to use the Batch ID field to connect the gift cards to a particular batch number. We are thinking of removing Proxy ID, but wanted to see what your use case is.

@smarziano
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Created issue #205, but otherwise, the work here has been completed and we can close this issue.

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