coreFORCE - Website: Setting Up and Managing Gift Cards
coreFORCE Advanced and Enterprise Only
If you are setting up gift cards for the first time, you will need to go to Orders -> Setup. Additionally, you can press SHIFT twice and search for "Setup."
In Setup, go to the Gift Cards tab. If gift cards have not already been set up, you will see a button that says "Yes, the Store will Offer Gift Cards." Clicking this button will set up a payment method type, payment method, product type, product, and then custom fields for recipient email address and gift message.
If Gift Cards have already been set up, this is what you will see in Setup.
Go to Products -> Taxonomy -> Departments. Click the blue "+ ADD" button and add a department with the code GIFT_CARDS.
Then, go to Products -> Taxonomy -> Categories to add a category with the code GIFT_CARD. Under the Departments tab, ensure that your newly created department named Gift Cards is on the right side before hitting Save.
After this, create a gift card page from the pages tab in Setup. Select the main template for your website and then click the checkbox that says "Purchase Gift Card." Make sure to click save and the page will be created.
Lastly, for the gift card product that was created in Products -> Products, you are encouraged to:
Add an image
Create a detailed description with the terms of use of the card
Limit payment methods that can be used to purchase a gift card to credit cards or ACH
To view all of your gift cards created in the system, go to Payments -> Gift Cards. From here, you can see your gift cards, how they were purchased, who they were purchased by, and if applicable, who they were purchased for. Gift Cards marked "API Created Gift Card" are gift cards that were created via API when they were purchased in coreSTORE.
This is set up for you via Orders -> Setup. However, you can add an image here to make it appear as an icon (this is required for Visa, MasterCard, Amex, etc.).
If you would like to review and customize the emails that get sent to your customers, please see our video and knowledge base article on setting up emails and notifications in coreFORCE.
Whenever a gift card is purchased, the recipient can receive an email of the gift card. This email can be customized in Contacts -> Email -> Emails. Select the email template with the code RETAIL_STORE_GIFT_CARD. From here, you can edit the appearance of the email and send a test email to yourself.
Please review the aforementioned video and knowledge base article for more details on this process and to enable additional gift card emails.
If you would like to sell gift cards with fixed prices (e.g., $50, $100, $200, etc.), you can do this by creating new products in your system. Follow these steps:
In Products -> Products -> Products, click Add.
In the product maintenance page that opens, enter the information you want for your gift card product. The description and image can be whatever you want, but the following fields must be set:
Product Type: Gift Card
Virtual Product: checked
Non-inventory item: checked
On the pricing tab, enter the sale price in the grid at the bottom.
On the Data tab, select the custom fields for the Gift Card recipient email address and gift card message.
When a customer purchases this gift card, the system will create a new gift card for the amount that the customer paid. If you want to create multiple fixed price gift cards, you can duplicate this product and change the description, link name, and price to add extra options.
Do NOT duplicate the system-generated Gift Card product. Because it can have any value, it is marked as a custom product, which will create problems if you try to set a fixed price on it.
![Fixed Price Gift Card]
(https://storage.crisp.chat/users/helpdesk/website/6989aace46840400/image_dnbljp.png)
Setting up Gift Cards from Scratch
If you are setting up gift cards for the first time, you will need to go to Orders -> Setup. Additionally, you can press SHIFT twice and search for "Setup."
In Setup, go to the Gift Cards tab. If gift cards have not already been set up, you will see a button that says "Yes, the Store will Offer Gift Cards." Clicking this button will set up a payment method type, payment method, product type, product, and then custom fields for recipient email address and gift message.
If Gift Cards have already been set up, this is what you will see in Setup.
Enabling Gift Cards
Go to Products -> Taxonomy -> Departments. Click the blue "+ ADD" button and add a department with the code GIFT_CARDS.
Then, go to Products -> Taxonomy -> Categories to add a category with the code GIFT_CARD. Under the Departments tab, ensure that your newly created department named Gift Cards is on the right side before hitting Save.
After this, create a gift card page from the pages tab in Setup. Select the main template for your website and then click the checkbox that says "Purchase Gift Card." Make sure to click save and the page will be created.
Lastly, for the gift card product that was created in Products -> Products, you are encouraged to:
Add an image
Create a detailed description with the terms of use of the card
Limit payment methods that can be used to purchase a gift card to credit cards or ACH
Viewing Active Gift Cards
To view all of your gift cards created in the system, go to Payments -> Gift Cards. From here, you can see your gift cards, how they were purchased, who they were purchased by, and if applicable, who they were purchased for. Gift Cards marked "API Created Gift Card" are gift cards that were created via API when they were purchased in coreSTORE.
Gift Card Payment Method
This is set up for you via Orders -> Setup. However, you can add an image here to make it appear as an icon (this is required for Visa, MasterCard, Amex, etc.).
Enabling Gift Card Emails
If you would like to review and customize the emails that get sent to your customers, please see our video and knowledge base article on setting up emails and notifications in coreFORCE.
Whenever a gift card is purchased, the recipient can receive an email of the gift card. This email can be customized in Contacts -> Email -> Emails. Select the email template with the code RETAIL_STORE_GIFT_CARD. From here, you can edit the appearance of the email and send a test email to yourself.
Please review the aforementioned video and knowledge base article for more details on this process and to enable additional gift card emails.
Selling Fixed Price Gift Cards
If you would like to sell gift cards with fixed prices (e.g., $50, $100, $200, etc.), you can do this by creating new products in your system. Follow these steps:
In Products -> Products -> Products, click Add.
In the product maintenance page that opens, enter the information you want for your gift card product. The description and image can be whatever you want, but the following fields must be set:
Product Type: Gift Card
Virtual Product: checked
Non-inventory item: checked
On the pricing tab, enter the sale price in the grid at the bottom.
On the Data tab, select the custom fields for the Gift Card recipient email address and gift card message.
When a customer purchases this gift card, the system will create a new gift card for the amount that the customer paid. If you want to create multiple fixed price gift cards, you can duplicate this product and change the description, link name, and price to add extra options.
Do NOT duplicate the system-generated Gift Card product. Because it can have any value, it is marked as a custom product, which will create problems if you try to set a fixed price on it.
![Fixed Price Gift Card]
(https://storage.crisp.chat/users/helpdesk/website/6989aace46840400/image_dnbljp.png)
Updated on: 07/07/2024
Thank you!