This takes about 5 minutes.

Internal notes require the Pro plan or higher. Tags are available on all plans. See plan limits

By the end of this guide, you'll know how to find, organize, and manage your gift card batches.

View all batches

Open BatchCard in your Shopify admin.
The dashboard shows all your batches with a summary of each: name, number of cards, total value, and creation date.

Search and filter batches

Use the search bar at the top to find batches by name.

You can also filter by:

Status — completed, in progress, failed, or cancelled
Date range — find batches created within a specific period
Tags — filter by tags you've added

View batch details

Click any batch to open its detail page.

The detail page shows:

Every gift card code in the batch
The value and status of each code (active, disabled, or redeemed)
Delivery status for each recipient (if email delivery was used)
Batch notes and tags

While gift cards are being created or delivered, the page updates automatically. There is no need to refresh.

You can also:

Choose which columns appear in the gift card table. Your column choices are saved and apply the next time you visit.
Click View in Shopify on any card to open that gift card directly in your Shopify admin.

Add tags

Tags help you organize batches across campaigns, departments, or time periods.

Open a batch and click the pencil icon next to Tags. The Edit tags window opens.
Enter a tag name (for example, "Q1 2026" or "Marketing"), press Enter, and click Save.

You can add multiple tags to a single batch. Tags appear on the batch list and are searchable.

As you type, BatchCard suggests tags you have used before. Select a suggestion to reuse an existing tag.

Consistent tag naming makes filtering easier. Decide on a convention and stick with it. For example, always use the format "Department - Campaign" like "HR - Holiday 2026."

Add notes

Notes let you record context that's visible only to you and your staff.

Open a batch and click the Notes section.
Enter your note and click Save.

Good notes include: who requested the batch, the purpose, any external reference numbers, or special instructions.

Cancel a batch

You can cancel a batch that is in progress or has pending deliveries.

Open the batch and click Cancel.

Cancelling stops any pending email deliveries. Gift cards that were already created remain active in Shopify. To disable those cards, go to your Shopify admin gift cards section.

Result

Your batches are organized with tags and notes. You can find any batch quickly using search and filters.

Learn more

Batch management features — full overview of management capabilities
Export your codes as a spreadsheet for external use

Managing Batches