Step 2: Complete the general settings

  1. Expand Expansion selector the Gift Card General Settings section.

  2. To allow the customer to redeem the value on the card for cash, set Redeemable to Yes.

  3. 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.
  4. 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.

  5. 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.

    Gift Card General Settings

Step 3: Establish the gift card code pool

  1. Expand Expansion selector the Gift Card Account General Settings section and do the following:

    Gift Card Account General Settings

    • To customize the code, complete the following according to your preference:

      • Code Length
      • Code Format
      • Code Prefix
      • Code Suffix
      • Dash Every X Characters
    • To determine the number of codes to generate, enter the New Pool Size.

    • To specify when you receive notification to restock the code pool, enter the Low Code Pool Threshold.

  2. Before you generate the code pool, click Save Config.

  3. Click Generate.

  4. When complete, click Save Config.

Review an existing gift card account

  1. To find the number of the gift card account for a current order, do the following:

    • On the Admin sidebar, go to Sales > Operations > Orders.

    • Find the order in the list and click View in the Action column.

    • Scroll down to the Items Ordered section.

    The number is in the Product column, under Gift Card Accounts.

  2. On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.

  3. 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.

    Gift Card Account Information

Create a gift card account

  1. On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.

  2. At the upper-right corner, click Add Gift Card Account.

  3. 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.

    • Enter the initial Balance on the gift card.

    • (Optional) To set an Expiration Date for the gift card, select the date from the calendar Calendar icon .

      If left blank, the gift card account does not expire.

      New Account

  4. In the left panel, choose Send Gift Card and do the following:

    • Enter the Recipient Email address.

    • Enter the Recipient Name.

    • Set Send Email from the Following Store View to the store view that appears as the sender of the gift card notification.

    Send Gift Card Settings

  5. Do one of the following to save the new account:

    • If you are not ready to send the gift card, click Save.

    • To save the changes and send the gift card by email to the recipient, click Save & Send Email.

View gift card account history

  1. Go to Marketing > Promotions > Gift Card Accounts.

  2. Open the gift card in edit mode.

  3. The History of the gift card is displayed.

    Gift Card History

ColumnDescription
IDA unique numeric of action with gift card.
DateDate of action.
ActionDetermines all possible actions with a gift card. Options: Created / Updated / Sent / Used / Redeemed / Expired
Balance ChangeDisplays the amount by which the balance of the gift card has changed.
BalanceIndicates the available balance.
More InformationDisplays information about who changed the balance of the gift card.

Delete a gift card account

  1. On the Admin sidebar, go to Marketing > Promotions > Gift Card Accounts.

  2. Select the gift card account to be deleted and open it in edit mode.

  3. In the menu bar, click Delete.

  4. To confirm the action, click OK.

Column descriptions

ColumnDescription
IDA unique numeric identifier that is assigned to gift card account.
CodeThe code that must be entered to apply a gift card.
WebsiteIndicates the websites where the gift card account is available.
CreatedCreation date.
EndGift card expiration date, if scheduled.
ActiveDetermines if the gift card is active.
StatusDetermines if the gift card is redeemed in customer’s account or available. Options: Used / Redeemed / Expired
BalanceIndicates the available balance.
dacea746-44a9-4368-b3fb-3bcff64c6be1