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1. Click on the button Issue New Gift Card

2. Fill in the Issue New Gift Card tab and click

3. Click on Send

4. The Gift Card will be sent via email to the customer and on the order page, it will show all the Gift cards issued, if more than one, underneath the Payment History area

   

5. A system note will be created and available in the Notes section of the order (see the below example)

   

Gift

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Cards and the Customer Account

Inside each customer account, at the bottom of it, there is a new section, called: Gift Card where are displayed all customer’s Gift Cards (see the below example).

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• Selecting the i button a small tab pops up displaying the Gift Card details (see below example):

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2. Issue Gift Cards from the Gift Card section

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1. Go to the Gift Card section

2. Click on the + Create New button

3. Choose which toggle to turn on, please note that users can pick just one, or a combination of two or all three of them. -

   1. The Is Customer toggle: Switching this one to Yes

   does not change or add any field in the page's interface. This switch

   1. 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

   1. in the instance’s database

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   -

   1. The Is Batch Card toggle: Switching to ON this button allows users to send a batch of gift cards to several customers' email addresses

   , or to several people, be them, customers, from the instance’s database or external ones. By simply typing

   1. .

      1. Just type the email address in the field Holder Email

   and clicking

   1. 2. Click on the

   button Add, the user will be able to send the gift card to a batch, a group of people all at once

   1. 1. Add button

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   -

   1. 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

   1. Please also note that:

      1. A Test Gift Card can only be used in a test order.

      2. It is not possible to use a test gift card to pay a real order in production, partially or in total.

      3. Likewise, it is not possible to use a real gift card to pay a test order, partially or in total

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   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.
   2. Combining Toggles

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On the Create New page, it is also possible to combine the switches.

1. 1. :

      1. By combining the Is Customerand theIs Batch Card switches, users will be able to send several gift cards at once, however, using only the customers already registered at the instance’s database

      2. By combining theIs Customer and theIs Card Test switches, users will only be able to create test gift cards and use only the customers already registered in the instance’s database

      3. By combining theIs Batch Cardand the Is Card Test switches, users will be able to send several test gift cards at once,

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1. 1. 1. to external customers.

      2. By combining all 3 options

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1. 1. 1. , users will be able to send several test gift cards at once, to customers already registered in the instance’s database.

2. Once all the above details have been filled in, click on the Create button. The Gift Card will be automatically sent to the email provided.

3. The new Gift Card(s) will be listed on the Gift Card main page (see the below example)

   Image Added

3. Issue Gift Cards from campaigns

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

1. From CRM Homepage, click FLog in into 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 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.
   

How to make a purchase using the Gift Card

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1. Go to a DFO checkout pages

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2. Enter the 15 alphanumeric

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1. Gift Card codes in the Gift Card field

2. 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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1. Consequently, for this, there are two possible scenarios: 

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1. 1. The amount of the Gift Card is enough to cover the

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1. 1. order’s grand total

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1. 1. : 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.

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1. 1. The amount of the Gift Card is NOT enough to cover the

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1. 1. order’s grand total

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1. 1. : 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: 

      Image Modified

      1. 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 on the View Details button the Transaction Details tab will pop up and there is available all payment information as per the example below: 

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Gift Cards and orders Shipping & Handling fees

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A Gift Card can be easily canceledcancelled, and the customer refunds refunded, as long as this one hasn’t been used already.

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• Access the order page

• Scroll down to the Payment Details and click

• Click on the Delete button

  

How do Gift Cards work with refunds?

As DFO Gift Cards are considered a normal payment method; therefore, to refund an order partially or fully paid with a Gift Card, it can be easily done on :

• Go to the order page

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• Scroll down to the Payment History section

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• Click on the Refund button as any other order. 

In such casecases, in the Payment History section are listed two transactions, one is the amount paid with the Gift Card and the other one is the one paid with any other payment methods. For each transaction, the refund button has to be selected in order to completely refund the customer, as per the example below: 

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DFO Gift Card Balance

• The DFO Gift Card Balance is the new page designed to check your DFO Global Gift Card status, whether it has got funds, and how much plus the

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• transaction history.

• The DFO Gift Card Balance is a public page, and anyone with the alphanumeric code and the link below can check its balance.

• DFO Gift Card Public Domain: https://dfo-giftcards-external-prod.azurewebsites.net/

• Once the Gift Card code has been pasted on the

  Status
  colour Blue title Check

  field, the below information will be available:

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