User Tools

Site Tools


Sidebar

magento_2:gift_card

For more details see the Gift Card for Magento 2 extension page.

Gift Card for Magento 2

Enable customers to buy gift cards and send them to friends via email or by post. Create an unlimited number of gift cards with different pricing models and easily keep track of all purchased certificates.

  • Create gift cards with fixed or open amount price types
  • Easily generate and upload gift codes
  • Send gift certificates via email or post office
  • Keep track of all purchased gift cards
  • Offer stunning gift card templates

The module easily solves the gifting dilemma by offering specially designed gift certificates which can be sent to recipients via email or by post. Once the certificate is purchased, a unique code with a custom greeting message will be sent to the addressee. The module lets admin users create gift card products with different pricing types, use predefined card images or upload their own ones and helps them to keep track of all purchased gift certificates.


General Settings

To configure general extension settings please go to StoresConfigurationGift Card

Enabled - set the option to 'Yes' to run the extension.

Product types which can be bought with a gift card - specify product types which customers will be able to purchase using a gift card.

Use a giftcard to pay for shipping - Select Yes, to pay for a shipment with your giftcard. I.e. a gift card can cover both a purchase and a shipping.

Use a gift card to pay for tax - Enable the setting to allow customers to pay for tax with a gift card. This means, that a customer will be able to pay both for products and taxes with a gift card.


Display options

Gift Card fields - Specify the fields a customer should fill in when purchasing a gift card.

Show Gift Card Options on Mini Cart - Enable the option to show the gift card options on the cart page.

Timezones for User - Define the timezones a user can choose on the frontend. The option is connected with the delivery date setting. A user can define the date a gift card should be sended and, also, choose the timezone of a recipient.

Allow Users to Upload Own Images for Gift Card - Set to Yes to enable users to upload their own images for gift cards (in png, jpg, gif formats).

When you disable some fields in the Gift Card fields setting, don't forget to correct the email template for gift cards sending. Otherwise, the email template will contain all the mentioned variables.

Gift Card Options

Lifetime (days) - Specify the number of days during which the gift card will be valid.

Allow message - Let customers write messages for each gift card they purchase.

Notify Customers before Certificate Expires - Set the option to ‘yes’ to enable notifications dispatch when the certificate lifetime expires.

Number of Days before Expiry - specify when email reminders should be sent.


Email Options

Send confirmation to sender - enable this option to notify a gift card sender once the certificate is sent to the recipient.

Sender confirmation email template - select the corresponding sender confirmation email template from the templates list.

Expiry notification email template - choose the expiry notification email template from the list.

Send copy to - specify an email address to which email copies should be sent.

Email sender - select an email sender.

Attach PDF gift card to email - you can add a PDF gift card to the email.


Email Addresses

To specify store email addresses from which you want to send gift card emails and expiration notifications please go to StoresConfigurationStore Email Addresses.


Product Creation

To create a gift card product please go to ProductsCatalog → click on the Add Product button and select the gift card product type in the dropdown.

Gift Card Information Settings

Gift Card product settings include the same options as other product types except for Prices and Gift Card Information settings.

Card Type - Select one of the card types:

  • Virtual;
  • Printed;
  • Combined:

Lifetime in days - It's possible to set individual lifetime for each particular gift card or use default settings.

Allow Message - Enable/disable a message option for each gift card product or use default settings.

Gift Card - It's also possible to set an individual template per gift card product or use general configuration settings.

Choose gift card code pool - Select one of the available gift card code sets.

Choose gift card images - Choose a gift card image/images from the list of predefined images or upload your own ones.


Gift Card Price Settings

Amounts - You can set fixed price for a gift card product. The prices will be displayed on the frontend product page.

Open Amount - Enable the option to let customers specify a custom gift card amount.

Open Amount Min/Max Value - Limit an open amount with min/max values.

Enable fee for purchase - Set the option to 'yes' to add an extra fee for a gift card product or vice versa - make the gift card product price lower than the certificate value.

Add a fee for purchase - Select a fee type either fixed or percent.

Specify fee value - in case you specify a negative amount, the price of a gift card product will be decreased accordingly. If you want to add an extra fee, either percent or fixed, please specify a positive value. E.g. -10 or 10.


Gift Card Codes Generation

To create gift card code pools please go to MarketingGift CardsCode Pools → click on the Add New button.

Gift Code Pools - on the Gift Code Pools grid you'll see all previously generated gift code sets. You can easily delete or edit them if needed.

Code Pool Name - Specify the name for each code pool you create.

Generated Code Templates - Specify the template for codes generation.

Generated Codes Quantity - Set the codes quantity that should be generated.

Import Codes - You can import gift card codes using a CSV file.

On the next tab Conditions, you can set the necessary conditions that will limit the cases of a gift card application.

After all settings are configured click the Save button to generate the codes and then open the Codes List tab.

Codes List - In the codes list tab you'll find all generated or imported codes.


Gift Card Images

To upload gift card images please go to MarketingGift CardsImages.

Gift Card Images - See uploaded images on the grid. Click on the 'Add New' button to upload a new image.

Specify code position - Use the drag-and-drop option to specify code position on a gift card image.


Gift Code Accounts

To manage gift code accounts please go to MarketingGift CardsAccounts.

Gift Code Accounts - On the gift card code accounts grid you can view and edit the accounts of all purchased gift cards.

Order ID - Click on the order ID to get redirected to the corresponding order page.

Edit gift card codes data:

  • Status;
  • Store view;
  • Current balance;
  • The date of expiration;

Comment - Admin users can write a comment for each gift card code for their internal needs.

Send Gift Card - Specify recipient's data to resend a gift card code if needed.

In the Order History tab you'll find all orders for which the gift card was used.


Gift Card Email Templates Settings

To create or edit an email template please go to MarketingCommunicationsEmail Templates. Choose the template you need and click on the Load Template button.

Template Content - In this field you can edit the template content according to your needs.


Gift Card Email Template Example

Also, the customers have the ability to preview the email with a gift card before they make a purchase.


Gift Card Frontend Examples

See the example of gift card products added to a separate category.

Here is the example of a gift card product page where a customer can select the gift card value (if there are any), specify recipient's information and write a greeting message.


Gift Card Application

To activate a gift card code, the recipient should open the corresponding tab in a customer account, enter the code and click on the 'Submit' button. Information about activated codes will be displayed below.

Customers can check a gift card status as well as apply the gift card on a shopping cart page.

Once a gift card code is applied, the order total will be automatically recalculated.

Find out how to install the Gift Card extension for Magento 2 via Composer.

Rate the user guide
 stars  from 7 votes (Details)
magento_2/gift_card.txt · Last modified: 2018/11/15 13:50 by karpova