Automated gift cards

Gift card campaigns are set up on your Admin panel via Store Setup>Automated Gift Cards.

Click Store Setup, then Automated Gift Cards

Adding a Gift Card Campaign
Searching for a Gift Card Campaign
Viewing a Gift Card Campaign's Statistics
Editing a Gift Card Campaign
Enabling a Gift Card Campaign
Disabling a Gift Card Campaign
Deleting a Gift Card Campaign

Adding a Gift Card Campaign

Clicking Store Setup>Automated Gift Cards displays an empty Gift Card Campaign page, if you do not have a gift card campaign yet. Otherwise, you will see a list of all your gift card campaigns.

To start adding your first gift card campaign, see To Add Your First Gift Card Campaign.

To start adding another gift card campaign, see To Add More Gift Card Campaigns.

To Add Your First Gift Card Campaign###

1. On the Automated Gift Card Campaigns page, click the Add a Campaign button at the bottom.

Click the Add a campaign button at the bottom of the page

2. On the Add automated gift card campaign page, enter a campaign name.
3. Enter a value for the gift card. This can be either a set value or a percentage of the total order amount. If the latter, you may set a maximum value for the gift card.

Enter a set value for the gift card

Enter a percentage of the total order amount as value for the gift card, optionally setting a maximum amount

4. Set a trigger, or availability, for the gift card campaign. By default, the campaign is applicable to all products or orders. Skip to Step 10.

To make it applicable to specific products only, go to Step 5.

To make it applicable to products based on a condition or set of conditions, skip to Step 6.

5. Select the Manually add products option, then click Add products. Skip to Step 7.
6. Select the Products based on conditions option, then click Add another condition. Skip to Step 8.
7. On the Add products box, the last 30 products added to your store are listed. To add a product to which the gift card will be applicable, check the icon on the right. You may add as many products as you want. Skip to Step 10.

Check the product to manually add it to the campaign

8. Add a condition based on a product or collection title, adding as many conditions as you want. Go to Step 9.

Add a condition for products to include in the campaign

9. Select either Match one condition or Product must match all conditions.

Select either Match one condition or Product must match all conditions

10. Enter either a set number of days or a specific date as the gift card's expiry date.

Enter either a set number of days or a specific date

11. Set the per user frequency cap by entering the number of gift cards that can be issued per customer order within a specified time frame.
12. Enter the email subject line and the message to be sent to gift card recipients. To paste the default message, click the Paste default message link right next to the Message caption.

Enter the email subject line and message

13. Click Publish to save the record and make the campaign immediately available to customers.

To Add More Gift Card Campaigns###

The steps for adding more gift cards to your store are essentially the same as the steps for adding your first gift card campaign (see To Add Your First Gift Card Campaign), except that you click the Add a new campaign button on the top right of the Automated gift card campaigns page.

Click the Add a new campaign button

Searching for a Gift Card Campaign

By default, the Automated gift card campaigns page displays all your gift card campaigns, which are sorted by descending order, with the latest product entered showing first. You can search for a particular gift card campaign by name, and save the search as well, for convenient running the next time you need it.

To Search for a Gift Card Campaign
To Save a Search
To Run a Saved Search

To Search for a Gift Card Campaign###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. Click the Automated gift card campaigns link at the top.
3. Enter the campaign name, then click Refine View. The gift card campaign is then displayed on the screen.

Enter the campaign name, then click Refine View

To Save a Search###

1. Search for a gift card campaign (see To Search for a Gift Card Campaign).
2. Click Save View to add the search to your saved views.

Click Save View to save the search

To Run a Saved Search###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. Click the Automated gift card campaigns link at the top.
3. Click the saved search from your list of saved views.

Click a saved search from the list

Viewing a Gift Card Campaign's Statistics

To know how successful a gift card campaign is, you can view the number of issued, used, and outstanding gift cards from the campaign.

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, click the gift card campaign.
3. On the Campaign details page, the total number and value of issued, used, and outstanding gift cards from the start of the campaign until the current date is shown. You may change the dates covered by the statistics if you want.

Change the date range for a more detailed view of campaign statistics

Editing a Gift Card Campaign

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, click the gift card campaign.
3. On the Campaign details page, click Edit Settings.

Click the Edit Settings button

4. Make your changes to the gift card campaign, then click Save.

Enabling a Gift Card Campaign

When you click Save as draft after creating a gift card campaign, the campaign is saved but is not displayed on your store; in short, it is disabled.

Disabled gift card campaigns can be enabled once you are ready to start the campaign.

To Enable a Disabled Gift Card Campaign
To Enable Multiple Disabled Gift Card Campaigns

To Enable a Disabled Gift Card Campaign

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, click the gift card campaign.
3. On the Campaign details page, notice that the button to the right of the campaign name is turned off, which means that the campaign is disabled. Click the button to turn it on and enable the campaign.

Click the button to the right of the campaign name to enable

4. Click the Close, or X, icon on the top right to close the Campaign details page.

Alternatively, you can enable a disabled gift card campaign by clicking Edit Settings, then clicking Publish on the Edit gift card campaign page. This is particularly useful if you want to review the settings first before enabling the campaign.

To Enable Multiple Disabled Gift Card Campaigns###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, check the boxes to the left of the gift card campaigns to be enabled. To select all campaigns, check the box on the topmost right.
3. Click the Action box on the top right, then click Enable.

Select the campaigns, then click Enable

Disabling a Gift Card Campaign

When you click Publish after creating a gift card campaign (see To Add Your First Gift Card Campaign), the campaign is immediately made available, or enabled, on your store.

Enabled gift card campaigns can be disabled when you no longer need them. Disabling a campaign sets it aside for future use.

To Disable a Gift Card Campaign
To Disable Multiple Gift Card Campaigns

To Disable a Gift Card Campaign###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, click the gift card campaign.
3. On the Campaign details page, notice that the button to the right of the campaign name is turned on, which means that the campaign is enabled. Click the button to turn it off and disable the campaign.

Click the button to the right of the campaign name to disable

4. Click the Close, or X, icon on the top right to close the Campaign details page.

Alternatively, you can disable a gift card campaign by clicking Edit Settings, then clicking Save as draft on the Edit gift card campaign page. This is particularly useful if you want to review the settings first before disabling the campaign.

To Disable Multiple Gift Card Campaigns###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, check the boxes to the left of the gift card campaigns to be disabled. To select all campaigns, check the box on the topmost right.
3. Click the Action box on the top right, then click Disable.

Select the campaigns, then click Disable

Deleting a Gift Card Campaign

If you are certain you no longer need a gift card campaign in the future, instead of disabling the campaign, you might want to delete it instead.

To Delete a Gift Card Campaign
To Delete Multiple Gift Card Campaigns

To Delete a Gift Card Campaign###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, click the gift card campaign.
3. On the Campaign details page, click the Delete Campaign button at the bottom.

Click the Delete Campaign button

To Delete Multiple Gift Card Campaigns###

1. On your Admin panel, click Store setup>Automated Gift Cards.
2. On the Automated gift card campaigns page, check the boxes to the left of the gift card campaigns to be deleted. To select all campaigns, check the box on the topmost right.
3. Click the Action box on the top right, then click Delete.

Select the campaigns, then click Delete