Step 2: Complete the general settings
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Expand
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To allow the customer to redeem the value on the card for cash, set Redeemable to
Yes
. -
For Lifetime (days), enter the number of days before the card expires.
If there is no expiration date, leave the field blank.
NOTE
Depending on your location, it may be illegal for gift cards to expire. Check your local laws before setting a lifetime for your gift cards. -
To give customers the option to enter a message to accompany the gift card, set Allow Gift Message to
Yes
and enter the number of characters available for the message for Gift Message Maximum Length. -
Set Generate Gift Card Account when Orders Item is to one of the following:
Ordered
- The gift card account is created when the order is placed.Invoiced
- The gift card account is created after payment is captured and the order is invoiced.
Step 3: Establish the gift card code pool
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Expand
-
To customize the code, complete the following according to your preference:
- Code Length
- Code Format
- Code Prefix
- Code Suffix
- Dash Every X Characters
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To determine the number of codes to generate, enter the New Pool Size.
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To specify when you receive notification to restock the code pool, enter the Low Code Pool Threshold.
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Before you generate the code pool, click Save Config.
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Click Generate.
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When complete, click Save Config.
Review an existing gift card account
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To find the number of the gift card account for a current order, do the following:
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On the Admin sidebar, go to Sales > Operations > Orders.
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Find the order in the list and click View in the Action column.
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Scroll down to the Items Ordered section.
The number is in the Product column, under Gift Card Accounts.
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On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.
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Find the gift card account in the grid and open it in edit mode.
The gift card code appears at the top of the Information section.
Create a gift card account
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On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.
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At the upper-right corner, click Add Gift Card Account.
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In the Information section, set Active to
Yes
and do the following:-
To make the card balance redeemable at checkout or transferred to the customer’s store credit, set Redeemable to
Yes
. -
Choose the Website where the gift card account can be used.
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Enter the initial Balance on the gift card.
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(Optional) To set an Expiration Date for the gift card, select the date from the calendar
If left blank, the gift card account does not expire.
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In the left panel, choose Send Gift Card and do the following:
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Enter the Recipient Email address.
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Enter the Recipient Name.
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Set Send Email from the Following Store View to the store view that appears as the sender of the gift card notification.
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Do one of the following to save the new account:
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If you are not ready to send the gift card, click Save.
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To save the changes and send the gift card by email to the recipient, click Save & Send Email.
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View gift card account history
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Go to Marketing > Promotions > Gift Card Accounts.
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Open the gift card in edit mode.
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The History of the gift card is displayed.
Column | Description |
---|---|
ID | A unique numeric of action with gift card. |
Date | Date of action. |
Action | Determines all possible actions with a gift card. Options: Created / Updated / Sent / Used / Redeemed / Expired |
Balance Change | Displays the amount by which the balance of the gift card has changed. |
Balance | Indicates the available balance. |
More Information | Displays information about who changed the balance of the gift card. |
Delete a gift card account
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On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.
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Select the gift card account to be deleted and open it in edit mode.
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In the menu bar, click Delete.
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To confirm the action, click OK.
Column descriptions
Column | Description |
---|---|
ID | A unique numeric identifier that is assigned to gift card account. |
Code | The code that must be entered to apply a gift card. |
Website | Indicates the websites where the gift card account is available. |
Created | Creation date. |
End | Gift card expiration date, if scheduled. |
Active | Determines if the gift card is active. |
Status | Determines if the gift card is redeemed in customer’s account or available. Options: Used / Redeemed / Expired |
Balance | Indicates the available balance. |