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User Guide: Gift Card
Page 1
Gift Card
Magento Extension
User Guide
Official extension page: Gift Card
Support: http://amasty.com/contacts/
Page 2
Table of contents:
1. General Settings……………….……………………………………………….……………………….3
2. Product Creation……………………..…….………….………………………………………..……..7
3. Product Price Settings………………………………………………………..……………..…….….8
4. Gift Card Information Settings……………...………………………………….………………..11
5. Gift Card Codes Generation………………………………………………………………..………13
6. Gift Card Code Accounts Settings…………………………………………………………..……15
7. Add Gift Card Images…………………………………………………………………………………19
8. Email Template Settings……………………………………………………………………………..21
9. Gift Card Purchase Process………………………………………………………………………….24
10. Gift Card Usage…………………………………………………………………………………………..27
Support: http://amasty.com/contacts/
User Guide: Gift Card
Page 3
1. General Settings
Let customers write a gift
message on the product
page.
Specify the time period in days
within which the gift card will be
valid.
NOTE: The setting will be applied to
all gift card products . (see page 11).
Set 0 (zero) value in case you want
to create termless certificates.
Support: http://amasty.com/contacts/
To specify general extension
settings please go to System-
>Configuration-> Gift Card
User Guide: Gift Card
Enable customers to
purchase gift cards for
themselves.
Set the option to ‘yes’ to
enable customers
specify the delivery date
for printed certificates.
Page 4
1. General Settings
Specify when the
expiration notification
should be sent.
Support: http://amasty.com/contacts/
User Guide: Gift Card
Set the option to
‘yes’ to enable
notifications
dispatch when
the certificate
lifetime expires.
Page 5
1. General Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Choose email sender
address (see page 21).
Choose templates for
Gift Card emails and
expiration
notifications.
Page 6
1. General Settings
To specify store email
addresses from which
you want to send gift
card emails and
expiration notifications
please go to System ->
Store Email Addresses.
Support: http://amasty.com/contacts/
User Guide: Gift Card
Page 7
2. Product Creation
To add a new Gift Card
product go to Catalog -
>Manage Products ->
Click Add Product
button
Support: http://amasty.com/contacts/
User Guide: Gift Card
Choose Gift Card
product.
Page 8
3. Product Price settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Gift Card product settings include
the same options as other product
types except for Prices and Gift Card
Information settings.
You can set fixed
price for a gift card
product. The prices
will be displayed on
the frontend product
page.
Page 9
3. Product Price settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Set the option to ‘yes’
to enable customers
specify their own gift
card value.
Specify min and max
value limits allowed
for the Open Amount
price type.
Page 10
3. Product Price settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Specify whether the product
price will be equal to:
• the whole card amount;
• a particular percent of the
card amount;
Specify the percent of the card
amount. E.g. If the Card
amount is 100 and you specify
90 percent in this tab, the card
price will be equal to 90.
Page 11
4. Gift Card Information Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Specify gift card type:
• Virtual;
• Printed;
• Combined (includes
both types;
You can specify the certificate
life time for each particular gift
card product or use the config
settings (see page 3).
Set the option to ‘yes’ to enable
customers write greeting
messages for gift certificates.
Page 12
4. Gift Card Information Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Specify which gift card
code set you want to use
for each particular gift
card product (see page).
Specify an email template
you want to use for gift
card emails or use config
settings.
Specify gift card images
available to customers on
the gift card product page
(see page 20).
Page 13
5. Gift Card Codes Generation
Support: http://amasty.com/contacts/
User Guide: Gift Card
On the Gift Code Sets grid
you can view and edit all
already created gift code
sets.
To create a gift card code
set please go to
Customers -> Gift Cards -
> Gift Card Codes.
Click here to add
a new gift code
set.
Page 14
5. Gift Card Codes Generation
Support: http://amasty.com/contacts/
User Guide: Gift Card
Export codes to
CSV or XML files.
View all created codes for a
particular code set.
Delete any gift
codes you need.
Page 15
6. Gift Card Code Accounts settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
On the gift card codes accounts grid you
can view and edit the accounts of all
purchased gift cards.
To view and manage gift card
accounts please go to
Customers -> Gift Cards -> Gift
Code Accounts
Page 16
6. Gift Card Code Accounts settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Edit the gift code data:
• Status;
• Store view;
• Current balance;
• The date of expiration;
Click here to get
redirected to the
order page.
Admin users can write a
comment for each gift card
code for their internal
needs.
Page 17
6. Gift Card Code Accounts settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Specify recipient
data to resent a gift
card code if needed.
Page 18
6. Gift Card Code Accounts settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Click here to get
redirected to the order
view page.
In the order history tab you can
view all orders made with a
particular gift card code.
Page 19
7. Add Gift Card Images
Support: http://amasty.com/contacts/
User Guide: Gift Card
Edit already
uploaded images.
To add a gift card image please go to
Customers -> Gift Cards ->Gift Card
Images Click here to add a
new image
Page 20
7. Add Gift Card Images
Support: http://amasty.com/contacts/
User Guide: Gift Card
Use drag-and –
drop feature to
specify gift code
position.
Specify image title
and status
(active/inactive).
All active images
will be available to
customers on the
gift card product
page.
Page 21
8. Email Template Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
To create or edit the email
template please go to System ->
Transactional Emails
Choose the template
you need and click
the Load Template
button.
Page 22
8. Email Template Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Click here to
preview a
template layout.
Here you can edit the
template content
according to your
needs.
Page 23
8. Email Template Settings
Support: http://amasty.com/contacts/
User Guide: Gift Card
Here is the
example of a gift
card email.
Page 24
9. Gift Card Purchase Process
Support: http://amasty.com/contacts/
User Guide: Gift Card
Gift product on a
category page.
Page 25
9. Gift Card Purchase Process
Support: http://amasty.com/contacts/
User Guide: Gift Card
On the product page
customer can: c
• Specify the card
value (in our case
it’s possible to
choose from the
fixed values);
• Card type;
Customer needs to
specify
sender/recipient
data, the date of
certificate delivery
(for printed version)
and a time zone.
It’s also possible to
write a greeting
review that will be
included in the gift
card email.
The selected image
will be included in the
gift card email.
Page 26
9. Gift Card Purchase Process
Support: http://amasty.com/contacts/
User Guide: Gift Card
All gift card
information
specified on the
product page will be
displayed on the
shopping cart page
as well.
Page 27
10. Gift Card Usage
Support: http://amasty.com/contacts/
User Guide: Gift Card
Registered
customers can view
the gift card
information on the
customer account
page in the Gift
Cards tab.
Insert here your gift
card code received in
the email or by post
office to view the gift
card details.
Page 28
10. Gift Card Usage
Support: http://amasty.com/contacts/
User Guide: Gift Card
On the shopping
cart page the gift
card holder should
enter the gift card
code into a special
window and click
the Add gift card
link to get the grand
total price
recalculated.
Page 29
10. Gift Card Usage
Support: http://amasty.com/contacts/
User Guide: Gift Card
After the gift card is
applied the grand
total price is
automatically
recalculated.
Page 30
10. Gift Card Usage
Support: http://amasty.com/contacts/
User Guide: Gift Card
It’s also possible to
check the gift card
status right on the
checkout page (the
option is available
both for registered
customers and guest
visitors).
Page 31
10. Gift Card Usage
Support: http://amasty.com/contacts/
User Guide: Gift Card
Choose the No
Payment Information
Required during the
checkout process
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Page 32
Support: http://amasty.com/contacts/
User Guide: Gift Card

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Gift Card Magento Extension by Amasty | User Guide

  • 1. User Guide: Gift Card Page 1 Gift Card Magento Extension User Guide Official extension page: Gift Card Support: http://amasty.com/contacts/
  • 2. Page 2 Table of contents: 1. General Settings……………….……………………………………………….……………………….3 2. Product Creation……………………..…….………….………………………………………..……..7 3. Product Price Settings………………………………………………………..……………..…….….8 4. Gift Card Information Settings……………...………………………………….………………..11 5. Gift Card Codes Generation………………………………………………………………..………13 6. Gift Card Code Accounts Settings…………………………………………………………..……15 7. Add Gift Card Images…………………………………………………………………………………19 8. Email Template Settings……………………………………………………………………………..21 9. Gift Card Purchase Process………………………………………………………………………….24 10. Gift Card Usage…………………………………………………………………………………………..27 Support: http://amasty.com/contacts/ User Guide: Gift Card
  • 3. Page 3 1. General Settings Let customers write a gift message on the product page. Specify the time period in days within which the gift card will be valid. NOTE: The setting will be applied to all gift card products . (see page 11). Set 0 (zero) value in case you want to create termless certificates. Support: http://amasty.com/contacts/ To specify general extension settings please go to System- >Configuration-> Gift Card User Guide: Gift Card Enable customers to purchase gift cards for themselves. Set the option to ‘yes’ to enable customers specify the delivery date for printed certificates.
  • 4. Page 4 1. General Settings Specify when the expiration notification should be sent. Support: http://amasty.com/contacts/ User Guide: Gift Card Set the option to ‘yes’ to enable notifications dispatch when the certificate lifetime expires.
  • 5. Page 5 1. General Settings Support: http://amasty.com/contacts/ User Guide: Gift Card Choose email sender address (see page 21). Choose templates for Gift Card emails and expiration notifications.
  • 6. Page 6 1. General Settings To specify store email addresses from which you want to send gift card emails and expiration notifications please go to System -> Store Email Addresses. Support: http://amasty.com/contacts/ User Guide: Gift Card
  • 7. Page 7 2. Product Creation To add a new Gift Card product go to Catalog - >Manage Products -> Click Add Product button Support: http://amasty.com/contacts/ User Guide: Gift Card Choose Gift Card product.
  • 8. Page 8 3. Product Price settings Support: http://amasty.com/contacts/ User Guide: Gift Card Gift Card product settings include the same options as other product types except for Prices and Gift Card Information settings. You can set fixed price for a gift card product. The prices will be displayed on the frontend product page.
  • 9. Page 9 3. Product Price settings Support: http://amasty.com/contacts/ User Guide: Gift Card Set the option to ‘yes’ to enable customers specify their own gift card value. Specify min and max value limits allowed for the Open Amount price type.
  • 10. Page 10 3. Product Price settings Support: http://amasty.com/contacts/ User Guide: Gift Card Specify whether the product price will be equal to: • the whole card amount; • a particular percent of the card amount; Specify the percent of the card amount. E.g. If the Card amount is 100 and you specify 90 percent in this tab, the card price will be equal to 90.
  • 11. Page 11 4. Gift Card Information Settings Support: http://amasty.com/contacts/ User Guide: Gift Card Specify gift card type: • Virtual; • Printed; • Combined (includes both types; You can specify the certificate life time for each particular gift card product or use the config settings (see page 3). Set the option to ‘yes’ to enable customers write greeting messages for gift certificates.
  • 12. Page 12 4. Gift Card Information Settings Support: http://amasty.com/contacts/ User Guide: Gift Card Specify which gift card code set you want to use for each particular gift card product (see page). Specify an email template you want to use for gift card emails or use config settings. Specify gift card images available to customers on the gift card product page (see page 20).
  • 13. Page 13 5. Gift Card Codes Generation Support: http://amasty.com/contacts/ User Guide: Gift Card On the Gift Code Sets grid you can view and edit all already created gift code sets. To create a gift card code set please go to Customers -> Gift Cards - > Gift Card Codes. Click here to add a new gift code set.
  • 14. Page 14 5. Gift Card Codes Generation Support: http://amasty.com/contacts/ User Guide: Gift Card Export codes to CSV or XML files. View all created codes for a particular code set. Delete any gift codes you need.
  • 15. Page 15 6. Gift Card Code Accounts settings Support: http://amasty.com/contacts/ User Guide: Gift Card On the gift card codes accounts grid you can view and edit the accounts of all purchased gift cards. To view and manage gift card accounts please go to Customers -> Gift Cards -> Gift Code Accounts
  • 16. Page 16 6. Gift Card Code Accounts settings Support: http://amasty.com/contacts/ User Guide: Gift Card Edit the gift code data: • Status; • Store view; • Current balance; • The date of expiration; Click here to get redirected to the order page. Admin users can write a comment for each gift card code for their internal needs.
  • 17. Page 17 6. Gift Card Code Accounts settings Support: http://amasty.com/contacts/ User Guide: Gift Card Specify recipient data to resent a gift card code if needed.
  • 18. Page 18 6. Gift Card Code Accounts settings Support: http://amasty.com/contacts/ User Guide: Gift Card Click here to get redirected to the order view page. In the order history tab you can view all orders made with a particular gift card code.
  • 19. Page 19 7. Add Gift Card Images Support: http://amasty.com/contacts/ User Guide: Gift Card Edit already uploaded images. To add a gift card image please go to Customers -> Gift Cards ->Gift Card Images Click here to add a new image
  • 20. Page 20 7. Add Gift Card Images Support: http://amasty.com/contacts/ User Guide: Gift Card Use drag-and – drop feature to specify gift code position. Specify image title and status (active/inactive). All active images will be available to customers on the gift card product page.
  • 21. Page 21 8. Email Template Settings Support: http://amasty.com/contacts/ User Guide: Gift Card To create or edit the email template please go to System -> Transactional Emails Choose the template you need and click the Load Template button.
  • 22. Page 22 8. Email Template Settings Support: http://amasty.com/contacts/ User Guide: Gift Card Click here to preview a template layout. Here you can edit the template content according to your needs.
  • 23. Page 23 8. Email Template Settings Support: http://amasty.com/contacts/ User Guide: Gift Card Here is the example of a gift card email.
  • 24. Page 24 9. Gift Card Purchase Process Support: http://amasty.com/contacts/ User Guide: Gift Card Gift product on a category page.
  • 25. Page 25 9. Gift Card Purchase Process Support: http://amasty.com/contacts/ User Guide: Gift Card On the product page customer can: c • Specify the card value (in our case it’s possible to choose from the fixed values); • Card type; Customer needs to specify sender/recipient data, the date of certificate delivery (for printed version) and a time zone. It’s also possible to write a greeting review that will be included in the gift card email. The selected image will be included in the gift card email.
  • 26. Page 26 9. Gift Card Purchase Process Support: http://amasty.com/contacts/ User Guide: Gift Card All gift card information specified on the product page will be displayed on the shopping cart page as well.
  • 27. Page 27 10. Gift Card Usage Support: http://amasty.com/contacts/ User Guide: Gift Card Registered customers can view the gift card information on the customer account page in the Gift Cards tab. Insert here your gift card code received in the email or by post office to view the gift card details.
  • 28. Page 28 10. Gift Card Usage Support: http://amasty.com/contacts/ User Guide: Gift Card On the shopping cart page the gift card holder should enter the gift card code into a special window and click the Add gift card link to get the grand total price recalculated.
  • 29. Page 29 10. Gift Card Usage Support: http://amasty.com/contacts/ User Guide: Gift Card After the gift card is applied the grand total price is automatically recalculated.
  • 30. Page 30 10. Gift Card Usage Support: http://amasty.com/contacts/ User Guide: Gift Card It’s also possible to check the gift card status right on the checkout page (the option is available both for registered customers and guest visitors).
  • 31. Page 31 10. Gift Card Usage Support: http://amasty.com/contacts/ User Guide: Gift Card Choose the No Payment Information Required during the checkout process
  • 32. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 32 Support: http://amasty.com/contacts/ User Guide: Gift Card