Gift Cards

SmithCart > Orders
Increase customer loyalty by selling and automatically generating gift cards in your store. You have the ability to generate gift card codes on the fly to distribute at any time as well as sell them as products for customers to purchase directly.
 
The process flow is as follows:
 
  1. Create a gift card.  This can happen one of two ways, either by the admin creating a gift card or you can setup a gift card product where the customer can purchase the gift card.
  2. Redeem a gift card.  This happens on the cart page.  Just like a coupon, the customer enters a gift card code and the cart will deduct the gift card amount from the subtotal.

The gift card/certificate features include:

  • Automatic emails to the customer with Gift Card codes.
  • Ability for the customer to send an automatic email to a friend with a gift card code and gift message.
  • Sell/Redeem gift cards for any amount you desire.
  • Balance retention – Keeps track of the balance on all gift cards, so customers can return to shop.
  • Ability to refill the balance on existing gift cards.

 


 

Configure Store Settings

To enable gift cards in your store, navigate to the BuyNow module and select "Setup" from the admin menu:

 

Scroll down and expand the "Gift Certificate & Serial Number" section and select the following options:
 

The following describes the options available to configure:
 
Disable Gift Cards and Serial Numbers – Select this option if you would like to disable gift cards and serial numbers in your store.
 
Gift Card – Auto Generate – Select this option if you want SmithCart to auto generate a random gift card number automatically. When you select the option “Gift Card – Auto Generate” the following two additional fields will be displayed:
 
Gift Card Prefix – The gift card prefix entered will be automatically prefixed for every gift card number that is auto generated by SmithCart after successful checkout.
 
Gift Card Length – The gift card length allows you to set the total length of the gift card number that is auto generated by SmithCart after successful checkout.
 
Gift Card- Assign from Serial Number List – Select this option if you want SmithCart to create the gift card number from a serial number list that you previously imported.  For more information on importing serial numbers to be auto assigned as gift cards please see the section below titled Managing Serial Numbers.

 


 

Add a Gift Card Product

The next step in setting up gift cards in your store is to create a new gift card product.  

1.  Navigate to the store admin menu and select "Products" as follows:

 

2.  From the manage products page click the "Add Product" button.  

3.  Populate the required product fields

4.  Expand the “Product Options” section and check the “Gift Card/Certificate” check box. 

 

 

5.  Click the "Save" button

 


 

Gift Card Preview Template

The gift card preview template applies at the product level allows you to customize the gift card preview popup window on the product details page.  To setup the gift card entry form template, select “Gift Card Template” from the product menu as follows:
 
 
Modify the template as desired and click the “Save” button when finished to save the template.  Templates are saved to the following folder:
 
Portals\[Portal#]\SmithCart\Templates\[StoreName]GiftCardPreview.ascx

 


 

Gift Card Entry Form Template

The next step is to setup a gift card entry from template that is used on the product details page.  The gift card entry form template applies at the store level meaning it applies to all gift card products and allows the user to enter the following fields:

  • Recipient Name
  • Gift Card Subject
  • Gift Card Message

From the Store Admin Menu select “Page Templates”:

 

 

Click the "Add Template" button and select Product Detail Page from the dropdown as follows:

 

Modify the template as desired and click the “Save” button when finished to save the template.  Templates are saved to the following folder:

 
Portals\[Portal#]\SmithCart\Templates\[StoreName]GiftCardForm.ascx

 

Congratulations! you have completed setting up your gift card product.

 


 

Gift Card Product Checkout

The next step is to test the gift card checkout process.  Navigate to the product details page for your gift card product and you should see the gift card message input boxes:
 
 
 
Enter your personal greeting message and click the “Preview” button and you will see the gift card preview popup with your greeting included:
 
 
 
Close the preview window and click the “Add To Cart”  button:
 
 
If you want to change the "Edit Greeting" image icon to a different image, upload your new image to the following folder:
 
/DesktopModules/Smith.BuyNow/Images/EditGreeting.png
 
Click “Edit Greeting” to edit the greeting and you will see the following popup:
 
 
 
You can change your greeting and save or click cancel if you are happy with it.  Checkout and purchase the gift card to complete the order.

 


 

Manage Gift Cards/Transactions

 
To manage gift cards and transactions navigate to the store admin menu and select “Gift Cards” as follows:
 

 

You will see the following screen:

 

To edit the gift card click the "Pencil" button and the gift card editor page will be displayed as follows: