This article covers creating, redeeming and managing gift cards.
A gift card is a special type of product. Gift Cards can be sold and redeemed via the Web, and POS orders.
There are two ways to create gift cards in Commerce7:
Creating a Gift Card Product
To create a gift card product, go to Store > Products > Add Product > Select Gift Card.
Most fields in the product setup page function the same as other products. Here is a link to our general product documentation.
When setting up the product profile you will select the Gift Card Type through the drop down menu, you can select Virtual or Physical.
Virtual gift cards is the most common way to sell gift cards online. When a customer purchases a Virtual gift card, Commerce7 will send an auto-generated 16 digit gift card code to the customer's email address.
The recipient can use this gift card by copy/pasting the code to the gift card field in the checkout process.
When creating Virtual gift cards, remember to uncheck "Shippable Product" in the Product page. For more information about read What Does Shippable Product Mean?
Note: We recommend creating one virtual gift card product and one physical gift card product. For the physical gift card product we recommend setting up the different values offered as product variants.
Here is an example email your gift card recipient will get:
Physical gift cards are commonly sold at the tasting room. You will need to work with a gift card vendor to create and encode plastic gift cards - each physical gift card must have a unique code.
When you add a Gift Card product to your POS Cart, you will be prompted to enter in a gift card code. On this step, your sales associate will need to get a physical card and enter the code associated to it. This step registers the gift card code in Commerce7.
Manually Creating a Gift Card
You can create a Gift Card without processing an order by going to Store > Gift Cards > Add Gift Card.
|Register to Customer||This is optional. You can register a gift card to a customer and only that customer can redeem the gift card. If no customer is selected, anyone can use the gift card code.|
|Title||Title of the gift card|
|Type||Virtual or Physical gift cards|
|Status||Status of gift card, can be set to Active or Inactive|
|Initial Amount||Starting balance of the gift card|
|Expiry Date||Expiry date for the gift card. This is optional. If no expiry date is selected, the gift card will be never expire.|
|Notes||Free form text field for notes related to this gift card|
Redeeming a Gift Card
Virtual gift cards and Physical gift cards (using the code printed on the back) can be redeemed by entering the gift card code during the checkout process. You can use gift cards as a payment method for Website and POS orders.
Select Process Payment > then select Gift Card as one of the payment options > then enter the Gift Card Code and enter the amount tendered and select Use Gift Card.
Creating and Encoding Physical Gift Cards with Vendors
There are many companies you can purchase physical gift cards from. There are two requirements for physical gift card to work with the system;
- Gift Cards must be serialized with all unique codes.
- The code can have a maximum of 256 characters.
Here are some vendors that sell plastic gift cards with bar codes:
Managing Gift Cards
You can manage current Gift Cards going to Store > Gift Cards. Here, you will see a list of all gift cards that have been created. You can also Add a Gift Card here.
When you click into a gift card, you will see a Main section with all the gift card information i.e. number, code, balance and below will be a list of Transactions.
|Purchased On Order Number||The order number this gift card was purchased|
|Emailed To||The email address this gift card was sent to|
|Current Balance||Up to date balance of this gift card|
|Transactions||This section will list all transactions made on this gift card, including the initial creation and any depletion to the gift card balance.|
Gift Card FAQ's
Can you redeem a gift card on a inbound order?
Currently you can't redeem a gift card on an inbound order, this feature will be added in the future.
Are Gift Cards Re-loadable?
Physical Gift Cards are currently not re-loadable.
Can you pay for a gift card with a gift card?
No, you can't use a gift card to pay for another gift card.
Can you discount Gift Cards?
Yes, gift cards are like other products in Commerce7 and can be listed in a Collection or list individually when setting up your promotions and coupons.
Can you assign a customer after creating the gift card?
You can assign and unassigned gift card to a customer at anytime. Navigate to Store > Gift Cards > select the gift card and then select Edit Gift Card, then search the customers name and re-save the gift card.
Can you transfer gift cards to other customers?
You can't transfer gift cards between customers. A customer can use their gift card code on any order.
Can customers check their balance from our website?
Currently you can't check a gift card balance on a customer account, this feature will be added in the future.
Can you edit a gift card code?
You can't edit a gift card code at this time. If you entered an incorrect code when selling a physical gift card, we would recommend refunding the order and reprocessing a new order with the correct code.
Note: You can't use a gift card to pay for a club membership/shipments.