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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this help file, please feel free to email us via [email protected]

Last updated at 08/22Updated: 21/12/2018 Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/107

 

Table of Contents

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Introduction

Gift Card extension for WooCommerce allows merchants to easily create gift cards and sell them. 

Features for admin

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  • Create Gift cards product to sell online.
  • Set unlimited values of gift card products to be shown as a drop down, fixed amount or a range.

  • Configure the gift card module, change the pdf gift card setting.

  • Full back-end control: create, edit, resend, change status of gift cards, and more.

  • Import gift cards using csv files.

  • Enable option to use gift card to buy gift card

  • Enable options to apply gift cards for shipping fee, tax, and WooCommerce fee
  • Create unlimited email templates. Assign them to each product and allow customers to select email templates for specific purposes

  • Exclude Product from gift card discount. The gift card cannot be applied for the excluded product.

  • Create multiple PDF template for for multiple gift cards

  • 4 default email templates for Birthday, Thanksgiving, Valentine's and Christmas.

  • Design gift card PDF using drag and drop instead of classic coordinates

  • Auto generate Barcode, QR Code for gift cards
  • Change gift card language
  • Change gift card text's font, size
  • Track gift card log

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Your store should be running on woocommerce WooCommerce 3.0 wordpress 4.8., 3.4.7; Wordpress 4.8., 4.9.8

Tutorial Video

 

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urlhttps://www.youtube.com/watch?v=ktysVMPhkfM
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Main Functions

1. Configuration

Firstly, you have to configure for the module, including:

    • Processing Gift Card
    • Gift Card
    • Default Email Setting

Processing Gift Card Settings

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  • Activate gift card and send notification email when status of order: Gift card email is sent when status in this setting and in order are the same. 

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  • Default expire time span: The default expiry time (days) for all gift cards. You can also set the expiry date for each gift card in its settings. If you leave this blank, the gift cards will never expire.
  • Gift card code patten: The gift card code format. [ A5 A5] it mean means to generate 5 random 5 alphabetical characters, [N4 ] will generate 4 random 4 numbers. "Magenest" as is the hard code
    Example: Magenest-[A3][N2] will generate a code like Magenest-afl23 or Magenest-afo09 ...

(lightbulb) Note that we have 2 types of gift card code settings:

  • Gift card code with numeric and text patterns (i.e: Magenest123code456): When customers purchase in the brick and mortar, they will show this code to the merchant so he can fill it in the order for discount. If customers purchase online, they just have to apply this code on the checkout page.
  • Gift card code as QR code: Customers show this QR code on the phone, merchant will use a mobile scanning app to scan the QR code. The gift card code will be displayed in numeric and text format, then merchant fill it in the order for discount.
     
    1. While the numeric and text code can be used both online and offline, the QR code is used only for offline purchase. Customers will show this QR code (printed ticket or on mobile) to merchant. Merchant will use a mobile scanning app to scan this code.
    2. When the QR code is scanned, the numeric code will be displayed on the screen, merchant will use this code, fill this code in the order for discount.
    At the moment, we do not have the app that can automatically redeem the code in the back end when scanning. Merchant will have to do that manually by filling the code when creating the order for customers.
    3. You can download the QR code scanning app on the mobile from Play store (for Android devices), or App store (for iOS devices).



 

 

Default

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Email Settings

You can set the default email template in this setting. You can also add specific email template in each product setting. If the email template in product setting is empty, this default one will be used.

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Clicking on Gift Card Page button will direct you to Gift Card List page.

3. Gift Card Page/ Gift Card Report

In the backend, you can view all gift cards in the gift card page. 

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4. Email Template Settings

You can add email template for gift card by going to Gift Card > Email Template. Hover over one template, you can click on Edit to edit the template

Gift Card Pro for WooCommerce provides you with 4 default email templates: Birthday, Thanksgiving, Valentine's, and Christmas. You can add more as you want.

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  • You can design Email template as build a page. So, you can type the email template using HTML & CSS, use builder tool easy
  • We also can insert some dynamic variable into email content such as: 

    [from_name]
    [to_name]
    [to_email]
    [message]
    [code]
    [balance]
    [expired_at]
    [product_image]
    [store_url]
    [store_name]

    So when customers receive your email, your information will auto fill in those places. 

  • After that, you assign in a particular product. See the image:

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3. Create Gift card

Below is the list of created Gift Card template. An Administrator can view and manage them easily.

+ If admin want to implement any changes, please click on Edit or name of Gift Card

Image RemovedIf admin want to create a new template, please click on Add New Template button. 

Then, the New Template page will be shown.

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After add Gift Card, we will have a code of that gift like "MagenestAbxyz4208and then we paste into email content, so customer can receive this a letter with this code.

 

 

 

  • You can use the following short codes to add content to the email template 

{{from_name}} - email sender/ gift card purchaser

{{to_name}} - email receiver/gift card receiver

{{to_email}} -  email address of the gift card sender

{{message}} - the message customers want to send to their friend(s)

{{code}} - gift card code

{{balance}} - gift card balance

{{expire_at}} - expiry date of the gift card

{{product_image}} - product image

{{product_name}} - product name

{{store_url}} - store URL

{{store_name}} - store name

 

Then, you can assign the email template to a particular product in the product setting

 

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5. Gift card PDF

Go to Gift Card > PDF Templates, you will see all the PDF templates. Click on Add PDF Template to create a new PDF gift card, or click on one in the list to edit.

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In the PDF setting, on the right column, there are 5 settings: PDF Configuration, Text settings, Shortcodes, Image settings, and QR Code setting

  • PDF Settings: You can set the page width and height (in px), upload or delete the background image for the gift card
  • Text settings: To add text on the pdf design, you click on Add new, then fill in the text content, choose the text color, font, size.
  • Shortcodes: You can use the shortcodes provided here for the PDF content
  • Image setting: Upload image to the PDF design
  • QR Code: To add QR code

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. Create a new gift card product

To create a Gift card product, an admin need to navigate to Product > Add new. This is a new product type developed by Magenest which allows admin to create gift card products an easy way.

After clicking on Add New, the New Product page will be shown. 

Navigate to Gift Card tab.

Admin HAVE TO set information related You can set the Gift Card product , such info as Regular price, Sale price, Price model, Expiry date...

Regular price must be greater than 0 (zero)

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  • You can add multiple email templates and as well pdf templates
  • You can also exclude the product from the gift card application. The gift card then cannot be applied for the excluded product (s)

 Assign Email templateImage Modified


Fixed price: Choosing this option if admin want to set  Set a fixed price for the product.gift card

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Selected price: Choosing this option if admin want to display a price list to choose for the customer.

Ex: Gift card pre-set must be followed as 2;3;4;5;6. When you view product and click the black arrow, you can see price which you can select

 Prices will be shown as a drop down list for customers to choose

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Custom : Choosing this option if admin want to display a price range that allows the customer to enter the price in the range Gift card price selector: Allow admin set the price in accordance with the above option. price: Customers are able to enter the gift card value they want, in the price range set by admin 

Ex: Price range must be followed as 100-250

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 + Expiry Date: Admin can set the expiration date of Gift Card products.

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product by choosing a date in the date picker

 And please click on Publish button to complete.

For Customer

Apply gift card to buy products or other gift cards

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Other than normal product,

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customers can use the gift card to purchase other gift cards.


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Choose price

Depends on the admin's price settings (fixed price, selected price or custom price). Customers can choose the price when it is

  • Selected price: The prices will display in a drop down list

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  • Custom price: Customer can enter the value of the gift card within the price range set by the admin. For example, in the following gift card, the range is from $10 to $200.

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Select pdf template and email template

Customers can select the PDF template and the email template to send the gift card email to their friends

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Schedule the sending time

Customers can schedule the time to send the gift card email to their friends. If they leave this blank, the email will be sent instantly after the order is placed successfully.

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Track gift card usage history


Customer can track the gift card usage history in their My account

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Buyers can apply gift card code and they also can Remove the gift card which have just been added. 
And this is a gift card which was sent to customer.

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You also can resent a gift card to your friend without login admin account. 

Go to My account > Gift card > Click "Click here to enter your code" 

Fill code in box and click "Resend" 

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Error when sending email:

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  • We will reply to support requests after within 2 business days.
  • We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series services such as customizing our products, installation and uninstallation service.

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