Gift card lifecycle
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Customer determines the gift card value.
The customer determines the value of the gift card from the product page. Depending on the configuration, there is either a fixed price field, a list of price options, or both. All amounts appear in the currency that is used in the store.
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Customer completes the gift card information.
For a physical gift card, the customer enters the Sender Name and Recipient Name. For virtual or combined gift cards, the customer also enters the Sender Email and Recipient Email. If the customer is logged in, the Sender Name (and Sender Email, if applicable) is entered automatically from their account. Depending on the configuration, the customer might also enter a message to the recipient.
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Customer completes checkout.
The gift card appears as a line item in the cart with detail that shows the name of the sender, recipient, and message, if applicable. The amount associated with the gift card is converted to the base currency of the store when it is added to the cart.
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Customer receives confirmation of the order.
The gift card purchaser can click the link in the confirmation to track the order from their account dashboard.
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Recipient receives the gift card.
For virtual or combined gift cards, the recipient receives an email with the gift card code, name of the sender, and message, if applicable. If multiple gift cards are purchased in a single order and the type is either virtual or combined, all corresponding gift card codes are sent to the recipient in a single email. Physical gift cards can be shipped directly to the recipient or to the customer, who can then personally deliver the gift card to the recipient.
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Recipient applies gift card to purchase.
The recipient purchases an item in your store and applies the gift card code during checkout. Each time a gift card is applied during checkout, the amount appears in the order totals block and is subtracted from the grand total. The full balance of each gift card is subtracted from the shopping cart total. If multiple gift cards are used for a purchase, they are applied in ascending order, starting with the card with the smallest remaining balance, until all are applied or the grand total is zero. When the grand total reaches zero, the last gift card account applied to the cart receives a partial deduction. Any cards that have not been applied to the cart do not receive a balance deduction. The amounts are deducted from the gift card accounts only after the order is placed.
Storefront experience
How gift cards work on the storefront:
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The gift card code can be applied in the cart or at checkout to cover the total amount of the order.
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In the catalog, a gift card is presented as a separate type of product.
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The gift card code is activated after the order is invoiced. If the order is not paid, the receiving customer cannot use the gift card.
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Accounts for gift codes are created to track the balance of a specific voucher. A store administrator can manually adjust the balance.
The receiving customer can use the Gift Card section of their account dashboard to check the balance of their gift card account and redeem gift cards for store credit.
Check status and balance of the gift card
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From the storefront, the customer logs in and opens their customer account page.
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The customer opens the Gift Card page and enters gift card code.
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The customer clicks Check status and balance.
The balance of the gift card is displayed.
Gift card activation
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On the Gift Card page, the customer enters gift card code.
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The customer clicks Redeem Gift Card.
The gift card amount is activated and added to the total store credit balance.
All operations for the gift card balance are available on the Store Credit page.
Apply a gift card during checkout
If the gift card is not redeemable, a customer can apply the gift card code during checkout.
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During the Review & Payments step, the customer clicks Apply Gift Card.
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Enters the gift card code, and then clicks Apply.
The discount should be reflected in the Order Summary.
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Clicks Place Order to finalize the order.