How to create a “virtual” gift card product

For each gift card type you want to sell, you’ll need to create a new “gift card” product type. Add a new product and choose “gift card” type.

The price of the gift card can either be a fixed amount or have variable amounts (including manual amount option).

To create a virtual gift card, you will have to select the checkbox “Virtual“.

Fixed amount

For a fixed amount you decide the amount of the gift card. During the purchase, the customer will only see this price, there are no other options.

Variable amount

In case of a variable amount, the customer has the possibility to choose among pre-set amounts or manually insert the amount of the gift card.

To make this possible, you must enable the “Manual amount mode” in the product settings page and enable “Enable/disable custom amount” field in the plugin general settings.

You can also decide the minimal amount the customer needs to add to be able to purchase the gift card.

By selecting default, the manual amount option will or will not be displayed, depending on the general plugin settings.

How to create a “physical” gift card product

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.

“Pre-printed” gift cards

The default gift card behavior can be changed activating the “Disable code generation” option, that you’ll find in the plugin general settings. This is especially useful if you have pre-printed cards that already have a code assigned to them.When an order with a “pre-printed” gift card is made, the order status will show a bell icon to notify about it.

In the order page, you can insert the gift cart code linked to the pre-printed o custom gift card you will send (only for completed orders).

The new gift card with the code you inserted will be available in the Gift Cards section, only after saving the order.

In case the order is completed but no code has been assigned to the gift card yet, no email will be sent to the customer.

Discounts/markup on gift card price

Do you want to offer your users a discount on the gift card price? For example, get them pay $8 and get a gift card worth $10?

Or do you need to charge customers an extra fee on the gift card price?

You can! Both on virtual and pre-printed gift cards.

You will be able to see two dedicated boxes in the gift card product settings details, where you enter the percent discount on the gift card price and a custom text to explain this clearly to your customers.

You can try with negative numbers as well to include extra costs to the gift card.

Please, note:  the discount/markup will be effective in the cart and this feature does not apply to gift cards with manually entered amounts.

Create a gift card to suggest a product

The option “Gift this product” allows you to create gift cards based on products in your shop.

By activating the feature in the plugin general settings, the “Gift this product” button will appear on every product page. The gift card will have an amount equal to the amount of the specific product, and it will be suggested in the email that customers receive.

In the settings, you can configure the style of the “Gift this product” label on the product page.

In the product page, the “Gift this product” label will display a gift card form when the customer click in the link/button.

In the options, you can also manage the behavior of the email sent to the customer.

Note: This feature just suggest the product to purchase, but the gift card will be valid to all the products in the shop, it’s not mandatory to use it in the suggested product.

 

How to exclude a product from “Gift this product” feature

If you have enabled the option “Gift this product in the plugin, but you want to exclude specific products from this feature, you can do it directly from the product edit page through the related Disable gift this product checkbox.

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 design”: Let the customer choose between the predefined designs or upload a custom one.
  • “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 name and a message to the recipient.

If the option “Enable delivery date” is active, the customer will be able to select the day when the gift card will be sent to the recipient.

 

 

It is not possible to change the delivery date for more recipients at the same time: the only solution possible is to complete different orders for various recipients with different delivery dates.

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 in the “Apply this gift card” link or add a new gift card to the account using the “Add new” button.

 

 

 

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: 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 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 or delivery date.

Set gift card image

By default, each virtual gift card created on the site has the image provided by the plugin. This image can be changed both by administrator, during the creation of the “gift card” product, in the plugin settings, and by user, during the purchase. Let’s see how.

Administrator side

Site administrator can easily override the default image of the gift card in the product edit page, by selecting the new image in “Product image” field.

Also, is possible to set a predefined image in the plugin design options.

User side

To give users the possibility to set a customized image for the gift card they are purchasing, it is essential to activate the option “Enable custom design upload” in the plugin design options.

In this case, users could insert a customized image through the “Upload your photo/design” link in the gift card design section.

 

Users also have the possibility to select the image of the gift card in a gallery created by the admin. For further details read this post.