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To add the above option to CRM campaigns, please follow the below steps.

1. FLog Log in into to CRM and go to the left-side menu

2. Click on Campaign Management>Settings

3. Then select the + Create a new button, or you can either choose one of the existing campaigns listed below and click on the Edit button to modify it

   

4. Once you are inside the Campaign Settings page, scroll down the page till you reach the Gift Card section, where you can add the Gift Card to the specific Campaign;

   

5. Switch to ON the Issue After Sales toggle: which will enable the Gift card to be sent to the customer at the end of the purchase. Then the user can choose one of the below choices.

   • The Relative Percentage field: the Gift Card amount will be a specific XX% of the order total.
     For example, the order is $180,00 and the percentage is set for the 10% over the order’s grand total. The customer will receive a Gift Card of $18.

     

   • The Absolute Amount toggle: if this option is also set to ON, then the Gift Card amount will be a predefined and unchangeable amount in $that can be set on the below field Absolute Amount.

     

6. Once all changes have been made, click on the Create or Save button.
   

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1. Go to a DFO checkout pages

2. Enter the 15 alphanumeric Gift Card codes in the Gift Card field

3. 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. Consequently, for this, there are two possible scenarios: 

   1. The amount of the Gift Card is enough to cover the order’s grand total: in this case, the system will process the payment as a normal offline payment and send the customer a confirmation email once the purchase is confirmed.

      1. It should be pointed out that customers will have to fill in the Shipping Address details.

      2. 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 in 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’s 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: 

      

      As previously mentioned, the Gift Card is recognized and processed, by the system, as any other payment method. Therefore, this implies that

      in

      any order, fully or partially paid with it,

      on the Payment History section, when clicking

      will display the below:

      1. By going to the Order Page>Payment History

      2. Click on the View Details button the

      3. The Transaction Details tab will pop up and there is available all payment information as per (see the example below: )

         

Gift Cards and orders Shipping & Handling fees

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To cancel a Gift Card, follow the below instructions:

1. Access the order page

2. Scroll down to the Payment Details

3. Click on the Delete button

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How do Gift Cards work with refunds?

DFO Gift Cards are considered a normal payment method; therefore, to refund an order partially or fully paid with a Gift Card:

1. Go to the order page

2. Scroll down to the Payment History section

3. Click on the Refund button as any other order. 

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