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Go to the Gift Card section
Click on the + Create New button
Choose which toggle to turn on, please note that users can pick just one, or a combination of two or all three of them.
- The Is Customer toggle: Switching this one to Yes does not change or add any field in the page's interface. This switch allows users to use the field Holder Email only to look for email addresses registered inside the instance, which means that a brand-new gift card will be issued only to customers already registered in the instance’s database
- The Is Is Batch Card toggle: Switching to ON this button allows users to send a batch of gift cards to several email addresses, or to several people, be them, customers, from the instance’s database or external ones. By simply typing the email address in the field Holder Email and clicking on the button Add, the user will be able to send the gift card to a batch, a group of people all at once
- The Is Card Test toggle: this option allows users to create a Test Gift Card to be used in a Test Order within the system. An Is Card Test gift card can only be used in a test order. It is not possible to use a test gift card to pay a real order in production, partially or in total. Likewise, it is not possible to use a real gift card to pay a test order, partially or in total
Fill in the details requested by the system and once done, click on the Create button. The Gift Card will be automatically sent to the email provided.
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On DFO checkout pages, a Gift Card field is available for customers to add the 15 alphanumeric codes. Once the code is added into the field, this will automatically trigger a process where the FE checks if the amount of the Gift Card is enough to pay the entire order, or if it does cover just part of its cost.
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Another interesting point of this option is that when paying with a Gift Card, the system is not registering the CardId as normally does with any offline payments. Therefore, to enable customers to buy any upgrade or upsell, once the customer has selected one or the other, he/she will be requested to fill the details with another payment method, otherwise, the purchase won’t be allowed.
2. The amount of the Gift Card is NOT enough to cover the order grand total.
In this case, the system will process the Gift Card as a coupon, which will partially pay the order, and for the rest of the amount, the customer should add another payment method (Credit Card, PayPal, etc.).
Please see below an example of an order partially paid with a Gift Card:
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For example: if there is an order of a total amount of $70 and there is an additional $9 of S&H, the system will automatically check if the Gift Card is able to pay the full amount of $70 and the $9 has to be paid with a normal payment method.
Cancel a Gift Card
A gift card Gift Card can be easily canceled, and the customer be refunded refunds as long as this one hasn’t been used already.
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