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Gift Certificates

Akhil S
  • Updated

This article walks through adding Gift Certificates. A shopper can redeem a gift certificate code, which will add funds to the user's account and can be used to pay for orders.

Activate the Gift Certificate Feature

  1. Click into the Features page and navigate into the Features section.
  2. Toggle On "Gift Certificates" and then click "Close" or "Set Up Now" to continue.

 

Manually Add a Gift Certificate

Gift certificates can be added individually or in bulk. This section goes over adding them individually. 

  1. Access the Coupons & Gift Certs page
  2. Click into the Gift Certificates section.
  3. Click "New Gift Certificate."

Enter the New Gift Certificate Details

  1. Certificate ID* - Enter the code you wish to use or click "Generate Code" to have the system generate a random code. Gift Certificates have a limit of 50 characters, are not case sensitive and no special characters are allowed. 
  2. Expiration Date - The date the gift certificate expires. Please note, the gift certificate will expire at 12:01 am Mountain Time on the expiration date.
  3. Value* - Amount of the gift certificate. 
  4. Note - Used for Administrators to make a note on why the gift certificate has been added.
  5. First Name - Enter a First Name for the gift certificate.
  6. Last Name - Enter a Last Name for the gift certificate.
  7. Email - Enter an Email address for the gift certificate.
  8. Message - Enter a custom Message for the gift certificate.
  9. Click "Save" when finished to create the code.
    *required to create a gift certificate

 

Add Gift Certificates in Bulk

If you need to add more than one gift certificate, you can do this by uploading a spreadsheet of gift certificate codes. The following section goes through the steps required to upload gift certificates into your Company Store.

Download Gift Certificate Template

  1. Access the Coupons & Gift Certs page and click into the Gift Certificates page.
  2. Click "Upload Gift Certificates."
  3. Click "Download Template" and the upload template file will be saved to your system. (check your downloads folder or where your computer stores downloaded files)

 

Complete Template

Enter the following values into the template. Columns with an asterisk are required.

  • Certificate ID*: Enter the code you wish to use. Gift Certificates have a limit of 50 characters, are not case sensitive and no special characters are allowed
  • Expiration Date (mm/dd/yyyy): The date the gift certificate expires. Please note, the gift certificate will expire at 12:01 am Mountain Time on the expiration date.
  • Value*: Amount of the gift certificate. 
  • Note: Used for Administrators to make a note on why the gift certificate has been added.
  • First Name: Used to add a shopper's first name for a gift certificate.
  • First Name: Used to add a shopper's first name for a gift certificate.
  • Message: Message to send to the shopper who receives this gift certificate email.
  • Email Address: Used to store a single email address for the shopper that can receive this via email.
  • Save the file in a csv format.

Upload the Template to Add Codes

 

  1. Drag and Drop or click the box to select the file from your computer.
  2. Click the "Upload" button to start the upload process.
  3. You will see a notification within the admin area for your store letting you know once the file is uploaded, or if it uploaded with errors, and what the errors were.

 

Manage Existing Gift Certificates

The Gift Certificate page allows you to review and manage existing gift certificates.

  1. Filters: Click the "Filters" option to choose the gift certificates to view and filter the exported list by. Hit "Run Search" after selecting filters.
  2. Certificate ID: The gift certificate code.
  3. Created: The date the gift certificate was created. 
  4. Redeemed On: The date the gift certificate was redeemed by the user. 
  5. Expires: The date the gift certificate is set to expire. 
  6. Used By: The name of the user that redeemed the gift certificate.
  7. Purchased By: The name of the user that purchased a Gift Certificate for another user. Click here for more information Gift Certificate Products. 
  8. GC Info: The information regarding the recipient of a gift certificate when purchased by another user on the store front or set up by the admin with the gift certificate. The information that is displayed depends on how the Gift Certificate Product is configured but may include information such as first name, last name, email address and the message.
  9. Note: The text for a note entered by an Administrator when the gift certificate was added.
  10. Value: The value of the gift certificate.
  11. Used: Displays if the gift certificate was redeemed or not.
  12. Active: Displays if a gift certificate is active or not. Administrators can manually activate/inactivate a gift certificate. They are also automatically inactivated when used or expired (and cannot be re-activate in this case).
  13. Actions: Available actions are to send off the gift certificate email, edit gift certificates, or delete the gift certificates, individually.
  14. Export Gift Certificates: Once clicked, a report of all gift certificate, including the above-mentioned detail, will be downloaded. 

 

Mass Update Gift Certificates

Use this feature to bulk activate, de-activate bulk send gift certificate emails, or bulk delete gift certificates.

  1. Click the "checkbox" next to Certificate ID to select all gift certificates on this page or click each gift certificate individually by checking the box next to it. Once a box is select, the following options will appear.
  2. Click into "Bulk Actions" and you can choose from the following:
    • Activate: This will mass activate the checked gift certificate codes. Once clicked, the changes are made immediately.
    • De-activate: This will mass deactivate the checked gift certificate codes. Once clicked, the changes are made immediately.
    • Send Email: This will send the gift certificate email out for gift certificates with email addresses specified for the gift certificates checked. You will need to hit "Send # emails" in the following prompt to trigger the email generation.
    • Delete: This will mass delete the checked gift certificates checked. You will need to confirm this action in the following prompt to trigger the mass deletion.

 

Store Front Examples

A shopper must be logged in to add funds from a gift certificate to their account.  A gift certificate can be redeemed at checkout or can be added to their user account beforehand. 

Example of Gift Certificate at Checkout

  1. You have $xx in your balance: Once a gift certificate has been applied, the funds are loaded to their user account and displayed here.
  2. Use my account balance: The shopper will toggle this on to apply their account balance to this order.
  3. Gift Certificate: The shopper can redeem a gift certificate by entering the code here and clicking "Apply."
     

Example of Gift Certificate on User's Account

A user can redeem a gift certificate and check their account balance within their user account, under the Account Balance section.

  1. Account Balance Display: A user can see their Account Balance at any time, from any page on the store front. 
  2. Current Balance: A user can also check the Account Balance page for their Current Balance.
  3. Active Gift Certificate: A user can redeem a Gift Certificate from the Account Balance page by entering in the gift certificate ID, and clicking "Apply."

 

Example of Gift Certificate Email

If an email address is input on a gift certificate code (whether by the shopper who purchased the gift certificate product, or the admin who included the email address), you can send a message to the email address specified that will appear as follows. The email address receiving the code will need to click "Shop Now" and register for a user account if they don't have one to login with. 

 

Notes

  • Users must be logged in to redeem a gift certificate.
  • Codes can be added to the user’s account in their account dashboard or redeemed at checkout.  
  • Once redeemed, gift certificate funds are loaded as a balance and remain on the user’s account. For example, if the user has a $100 balance and only uses $75 towards an order, the remaining $25 stays on their account for use in the future.
  • Expiration date is the last date a Gift Certificate can be redeemed. 
  • Once redeemed, the funds on the user’s account never expire.
  • Administrators have no way to control what is purchased with a gift certificate, or when.
  • A single gift certificate code can only be assigned to one email address as gift certificate codes are one-time use only.
  • Gift certificates will not impact the tax amounts calculated as these (when redeemed) create an account balance which functions like an actual method of payment on the store.

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