The Gift Card plugin for WooCommerce enables Gift Card as a new type of product. It, furthermore, allows to expand business by increasing sales and attracting new customers, and also will make it more user-friendly as you will offer your customers a new virtual product that will help them decide on the choice of a gift.
The Gift Card, herein, is a type of WooCommerce product. To create it, proceed to WordPress Admin > Products > Add New.Make use of the “Product data” dropdown to select the “Gift Card” type of the product.You will then be asked to state the prices of the gift card:
Fixed price(s) – the price of the gift card as it will be shown on the Frontend.
Set the amount and then click on the “Add Price” button. The price will be displayed below the input-field, and can be deleted by clicking on the “X” icon. Note: The Admin can add as many prices as he wants.Note: Prices can not have negative values.The rest of the product attributes are configured according to the standard WooCommerce instructions. Shipping and taxes are not considered herein by default.
To configure Order Settings, proceed toWordPress Admin > Gift Card > Configuration > Gift Card Order Settings.The tab allows the following settings for configuration:
Order status when Gift Card should be sent to a recipient – a dropdown with standart WooCommerce order status options (Completed is set by default).
Note: The Customer receives an email with a gift card code when the status of the relevant order matches the defined status. A Gift Card code is generated at this moment and is considered “Activated”.
Restrict Gift Card application to Gift Card product –a checkbox to restrict application of the Gift Cardwhen the Cart contains Gift Card product (no tick by default).
Gift Card Expiration, in days – the text-field to contain the period within which the Customer can spend the Gift Card amount available to him/her.
If the text-field is empty there is no limit on expiration date.
Zero can not be entered.
Changes can be saved by clicking on the “Save” button at the bottom of the page.
Gift card Code Pattern
To configure Code Pattern, proceed toWordPress Admin > Gift Card > Configuration > Gift Card Code Pattern.The “Gift Card Code Pattern” section defines the pattern for creating unique gift card codes. The following settings are available here:
Code Length – the number of characters in a gift card code, excluding those in the prefix, suffix and separators.
Note: Minimum value – 3, default value – 12 (the value is returned to the default if the Admin specifies empty or 0-2).Note: These 3 to 12 characters are randomly generated into the gift card code.
Code Format – a dropdown with the following options: alphanumeric (default value), alphabetic, numeric. This specifies the array of characters to be randomly selected into the gift card code.
Code Prefix – first characters of a gift card code. These remain constant from code to code.
Code Suffix – closing symbols of a gift card code. These remain constant from code to code.
Dash Every X Characters – the integer value to specify the number of symbols of a gift card code to be separated with a “-”. If empty – no separation.
Changes can be saved by clicking on the “Save” button at the bottom of the page.
↑ Back to topOnce a gift card is purchased, a new gift card code is generated and appears in the “Gift Card Codes” grid. To overview the Gift Card Codes, proceed to WordPress Admin > Gift Card > Gift Card Codes.The “Gift Card Codes” grid aggregates data into the following columns:
Code Number (with URL) – the number of the gift card code;
Gift Card Name (with URL) – the name of the gift card;
Purchased Amount – the amount of purchased gift card;
Used Amount – the used amount of purchased gift card;
Expiration date – the period within which the Customer can spend the money available on the gift card;
Status – the status of the purchase;
Customer Name – the name of the Customer;
Customer Email – the email of the Customer;
Recipient Name – the name of the Recipient;
Recipient Email – the email of the Recipient.
Note: Default WooCommerce grid options are supported: pagination, hide/show columns, sorting and filtering by Gift Card name.
Gift Card Code Details page
A Code Number in the Gift Card Code grid is an active link leading to the Gift Card Code Details page.The page comes in five blocks: Code Information, Order Information, Sender Details, Recipient Details and History, showcasing the following details:
Code Information:
Code Number – the number of the gift card code;
Available Amount – the amount of money that can be spent with the use of the card;
Status:
Activated – the gift card is bought and the order status of the purchase is equal to Order status set in the Configuration;
Expired – the gift card code is expired;
Used – the gift card amount is used in full;
Deactivated – the purchase order changed its status from “Activated” to “Canceled”/”Refunded”/”Failed”;
Inactive – the purchase order status is any of existing except “Canceled”/”Refunded”/”Failed” after an appropriate “Activated” status;
Updated – the gift card amount per the card is used partially or the purchase order placed using the Gift Card is refunded/cancelled/ failed;
Expiration Date – the period within which the Customer can spend the money available on the gift card;
Created Date – the date of the purchase of the card.
Order Information:
Product Name – the name of the gift card (it is a link redirecting to the Gift card product in the Admin);
Order # – the number of the order (it is a link redirected to the Order page in the Admin);
Purchase Amount – the initial amount of money on the purchased Gift Card;
Customer Name – the name of the Customer.
Sender Details:
Sender Name – the name of the Sender;
Sender Email – the email of the Sender.
Recipient Details:
Recipient Name – the name of the Recipient;
Recipient Email – the email of the Recipient.
History – the grid to aggregate transactions which were made with the use of the gift card. The following columns are available herein:
Date – the date of the transaction;
Action – the status of the order;
Balance – the balance available on the gift card (can not be negative);
Balance Change – the used amount of money of the applied gift; can be a positive or negative value;
Description – the gift card appliance, order #.
Note: Default WooCommerce grid options are supported: pagination, sorting only.
↑ Back to topOnce the order is canceled,refunded ot failed, the following changes occur with the Gift Card balance:
If the date of the order precedes that of the Gift Card expiration date:
the gift card code becomes active;
the money is returned to the Gift Card Balance;
the expiration date of the Gift Card is not updated.
If the date of the order coincides with the gift card expiration date or supercedes it:
the gift card code becomes expired;
the money is not returned back to the Gift Card Balance;
the expiration date of the Gift Card is not updated.
Note: If an order is covered by more than one Gift Card and some cards are expired at the moment when the order is canceled/refunded/failed, the available amount of the active Gift Card is returned to Gift Card Balance.
↑ Back to topA Gift Card is displayed on the Frontend in compliance with the settings specified on the Backend. It is important that the Gift Card product be published.The Gift Card product is displayed on both catalog pages and product pages.On the catalog page, once the Customer clicks on “Add to Cart”, he/she is redirected to the product page. There are a few steps to complete the purchase on the product page:
Choose the amount – a dropdown to select the amount on the card.
If multiple values are specified, the exact amount can be selected by the Customer via the dropdown.
Compose your email
The section contains the following details:
To
The Customer specifies the Recipient Name;
The Customer specifies the email of the Recipient (email validation is needed).
From
The Customer specifies the Sender Name;
The Customer specifies the email of the Sender (email validation is needed).
Note: If the Customer is logged in, the Sender Name and Sender Email are copied into the above fields automatically from his/her account. However, this information can be edited then on.
Email subject – the topic of the email;
Note: If no information is specified, the default template is used.Limit of symbols – 100.
Additional text – any information the Customer wants the Recipient to read.
Note: If no information is specified, the default template is used.Limit of symbols – 500.The Customer specifies the quantity of the product manually or via the selector (can not be zero or negative) in the last input field of this section.To add the Gift card to Cart, the Customer clicks on the “Add to Cart” button.
↑ Back to topPurchasing of the Gift Card product is similar to simple virtual product purchasing.At the checkout, besides “Billing details” set by WooCommerce, the “Gift card information” field is displayed. Herein the Customer can check the information about the Gift Card, as it was filled-in at the previous step, and update it if need be.A virtual gift card is sent by email to the Recipient when the status of the order is as it is specified in the gift card configuration. The Recipient receives a default confirmation of the order, as well as the information on the purchased gift card. By clicking on the “Redeem Now” button, the Customer is redirected to the Homepage of the store.Note: The plugin supports native email functionality of Woocommerce (Woocommerce > Settings > Emails (tab)). This is where the Admin can set a preferred template. More information is available here – Email Settings tab.Next, a Gift Card Code is generated in compliance with the Code Pattern. It is then added into the “Gift Card code” grid automatically. Since that time a gift card is considered to be “Activated”, and the Recipient can use it towards purchase.
“My Gift Cards” tab in My Account
The Customer can add multiple gift cards and monitor their balance and expiration dates. The tab comes with the following data:
Gift Card Balance – the available amount of money to be applied by the Customer.
By clicking on the “Add a gift card” button, the “New gift card” popup appears. It prompts to enter the code or cancel the operation. By entering the code and clicking on “Add”, the data on the Gift Card appears in the “Gift Card Information” grid. Note: If a gift card does not exist or the code is expired, the “Specified code doesn’t exist” error is displayed. 2. The “Gift Card Information” grid consists of the following columns:
Date – the date when the Gift Card code is added to the Gift Card Balance;
Code Number – the unique number of the code;
Available amount – the amount of money that can be spent with the use of the card;
Expiration Date – the period within which the Customer can spend the money available on the Gift Card.
Applying Gift Card to order subtotals on the Cart and Checkout
To apply the Gift Card to the Cart Totals the Customer has to provide data into the “Enter Gift Card code” input and then click on the “Apply” button.
If the Customer already has a Gift Card Balance, he should check the “Use Gift Card Balance” checkbox and then click on the “Apply Gift Card” button. The Available Balance is shown under the checkbox.Note: If the Customer has no gift card balance, the checkbox is not shown.
The Gift Card Amount is applied to the Cart Totals, and is displayed in the Cart Totals table:
Gift Card – the number of the generated gift code;
Available Balance – the amount that can be used;
The sum of the discount – the discount which is applied to the order totals.
Note: The Gift Card covers shipping and taxes.The Customer can cancel the application of the Gift Card by clicking on the “Remove” button.The Customer can not define the amount that he would like to spend from the Gift Card Balance – only the full balance of Gift Card is subtracted from the Cart Totals.Note: If the amount of the Gift Card Balance is lower than the Order Totals, the Customer can pay the remaining sum by other means.If the amount of the Gift Card Balance is higher than the Order Totals, the surplus remains on the gift card balance.If the gift card is expired, the restriction message “Expired gift card can’t be applied” appears.Once the Customer applies the gift card, the applied amount is subtracted from the Gift Card Balance. This happens at the moment when the order is placed. Note: If there are multiple gift cards on the Gift Card Balance, the amount is subtracted from the gift card with an earlier expiration date first.If dates are the same, the amount is subtracted from the Gift Card which was added earlier.
On the checkout the Gift Card application to the Cart is displayed as follows:
If the Customer does not apply the Gift Card at Cart, it can be done at Checkout.
By clicking on the “Click here to enter your code” button, a popup for entering the Gift Card Code appears. By clicking the “Apply gift card” button the code is applied to the Subtotal.
You will then be asked to state the prices of the gift card:
Note: Default WooCommerce grid options are supported: pagination, hide/show columns, sorting and filtering by Gift Card name.
Note: Default WooCommerce grid options are supported: pagination, sorting only.
A virtual gift card is sent by email to the Recipient when the status of the order is as it is specified in the gift card configuration. The Recipient receives a default confirmation of the order, as well as the information on the purchased gift card. By clicking on the “Redeem Now” button, the Customer is redirected to the Homepage of the store.
Note: The plugin supports native email functionality of Woocommerce (Woocommerce > Settings > Emails (tab)). This is where the Admin can set a preferred template. More information is available here – Email Settings tab.
Next, a Gift Card Code is generated in compliance with the Code Pattern. It is then added into the “Gift Card code” grid automatically. Since that time a gift card is considered to be “Activated”, and the Recipient can use it towards purchase.
Note: If a gift card does not exist or the code is expired, the “Specified code doesn’t exist” error is displayed.
2. The “Gift Card Information” grid consists of the following columns:
If the Customer already has a Gift Card Balance, he should check the “Use Gift Card Balance” checkbox and then click on the “Apply Gift Card” button. The Available Balance is shown under the checkbox.
Note: If the Customer has no gift card balance, the checkbox is not shown.
Note: The Gift Card covers shipping and taxes.
The Customer can cancel the application of the Gift Card by clicking on the “Remove” button.
The Customer can not define the amount that he would like to spend from the Gift Card Balance – only the full balance of Gift Card is subtracted from the Cart Totals.
Note: If the amount of the Gift Card Balance is lower than the Order Totals, the Customer can pay the remaining sum by other means.
If the amount of the Gift Card Balance is higher than the Order Totals, the surplus remains on the gift card balance.
If the gift card is expired, the restriction message “Expired gift card can’t be applied” appears.
Once the Customer applies the gift card, the applied amount is subtracted from the Gift Card Balance. This happens at the moment when the order is placed.
Note: If there are multiple gift cards on the Gift Card Balance, the amount is subtracted from the gift card with an earlier expiration date first.
If dates are the same, the amount is subtracted from the Gift Card which was added earlier.
