How to create a virtual gift card with free version of the plugin

To sell one or more gift card typologies in your shop, you must create a “Gift card” type product for each of them. In this documentation page, you find how to set up correctly your “Gift card” product and how users can take advantage of the gift codes they purchase.

Gift cards are created automatically after a user’s order has been completed.

To give users the possibility to purchase a gift card, create a new “Gift Card” type product.

Add new product

You can insert the amount to combine with the gift card or you can insert more amounts to let users choose the value you propose to combine.

Set gift card price

Set up description, image, and other potential details just like for any product of your shop and before publishing.

Now the gift card can be sold.

How to create a physical gift card with the free version of the plugin

To create a physical gift card (non-virtual), make sure that “Virtual“ is not checked. The product setting options are the same as the virtual gift card options. The only difference is, that there is no “email” field shown to the customer since the gift card will not be sent digitally.

By default, the system will associate a code to the gift card, after the order is completed. You will need to replace this code with the code that is specified on the gift card that has been sent physically. You can edit the code in the “gift cards” dashboard.

How users can manage a gift card

In this documentation page, we will analyze all the actions users can apply to a gift card, from purchase to coupon code use.
In order to add a gift card to the cart, the user must fill in the form and insert the required information.

Let’s analyze the important information and their behavior.

  • “Choose your image”: let the customer choose between the predefined images.
  • “Set an amount”: the customer should choose the desired gift card amount, depending on the configuration of the product.
  • “Delivery info”: here, the customer can fill the information related to the gift card, like the recipient data, his/her name and a message for the recipient.

If the form has been correctly completed, the product will be added to the cart, ready to be purchased. The email, containing the gift card code, will be sent to recipients only after the order has been completed.

Gift card on “My account”

Right inside the “My Account” page, all users can keep track of all the gift cards they own. The gift cards are linked to the recipient email user.

As you can see in the sample image, it is possible to have access to orders related to each used gift card. Also, is possible to apply the gift card automatically to the card clicking on the “Apply this gift card” link.

Gift card code pattern

A code will be associated to each gift card automatically, created based on the pattern previously set in the plugin general settings.

Use ‘*’ as a placeholder that will be replaced by a random character. Leave blank for default pattern ‘****-****-****-****’.

The administrator can customize the pattern. For example, you can generate the codes with the pattern yith-****-**** where each “*” is replaced by an alphanumeric character. In this way, you will get the following codes:

yith-af359-58er
yith-try8-ff87
yith-wk7t-aa36
yith-wp87-s47e

Gift card images

The plugin allows inserting and organizing different gift card images in categories. The gallery could be available to users during the purchase of the gift card.
Let’s analyze all the essential steps to configure the gift card images correctly.

First, you have to activate the “Enable the gallery” option in the plugin design settings panel.

Go to the “Image categories” tab in the plugin settings and insert all the categories of gift card templates you want to create.

Insert a new image in the “Media library” and edit it. Choose media “list” display mode to get a better overview of the “gift card categories”.

Select the category you want to associate with the image you have created.

If the “Media library” is in grid mode, you will need to write the category slug in the gift card category input.

Also, it’s possible to manage the gift card category in the “Media library” bulk action.

Now users can select a template in the “Choose your image” section from the gift card product page.

 

Create a gift card

If you want to create a new gift card directly from the back-end without creating a new order, go to Gift Cards dashboard and click on the “Create code” button.

Insert the identification code to associate with the gift card.

To associate the purchase value to the gift card, you must configure the following fields:

  • Purchased amount: gift card amount
  • Current balance: the current purchasing power of the gift card

With regards to “virtual” gift cards, you must enable the “Digital” checkbox and complete the required fields.

PLEASE NOTE: If no email is inserted in the “Recipient’s email” field, the system will associate the gift card with the site administrator’s email address.

Edit a gift card

It is possible to edit all gift cards registered on the shop from the back-end in the gift card dashboard.

You can manually edit all the gift card details.

In this way, you can correct possible mistakes users made during the purchase, such as a wrong email address.

Gift cards email settings

In the “Email options” section in the general settings, you can manage the behavior of the gift card email sent to the recipient and customize it.

The options available are:

  • Add a discount button: if enabled, a button will be added to the email. By clicking on it, the customer will be redirected to the shop and will be able to apply the gift card code.
  • Button label: here you can insert the text to show in the button