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How to use gift vouchers?

Andrija Krstic Updated by Andrija Krstic

Wanting to offer gift vouchers for your customers during this Holiday season? This article will explain everything about the setup so your customers can share your great products with their loved ones.

What are gift vouchers? (Video tutorial)

Gift vouchers are a newly introduced type of product that offers the option to purchase and provide a gift voucher to your friends and family, as a gift, especially during the holiday season. It works dynamically as the buyer purchases the product by going through the checkouts and the recipient receives a unique code that he uses to discount any product they wish during their own checkout experience.

We've recorded video footage showcasing how you can set the gift vouchers on Subbly and with ease:

How to create a gift voucher?

Gift voucher is created in the admin, on the product setup screen and it has its own category, located as shown below:

Once you navigate and create your first gift voucher, the basic steps will look familiar, as it's the same process as with any other product.

A key difference here is the denominations section, in which you will set the amount of the discount that is gifted to the recipient and what is charged at checkout.

One unique thing related to gift vouchers is the expiration period, as it sets a duration for when it's redeemable.

After expiration of the duration period, voucher will no longer be valid and customers won't be able to redeem it anymore. Even if it hasn't been used previously.

How does it work on checkout?

After you've completed the gift voucher setup, make sure to enable the Enable coupon/gift voucher field toggle in the Advanced settings.

Now, the only thing left to do is to publish it and your customers will be able to use the functionality to its fullest potential.

Customers are greeted with this window where they can choose the amount of their denomination.

Once they select their denomination, they can select if the gift voucher confirmation email is sent to them or directly to a gift recipient, and they can provide the email addresses needed and a message which is added automatically to the gift voucher email.

Once the initial customer purchases a gift voucher and adds the email of the gift recipient as shown previously, they will get an automated email that includes all the necessary information and the gift voucher code. This code is something they'd want to input in the coupon field on the checkout as indicated in the screenshot below. This is how customers redeem the gift card at the checkout.

We have a specific email template for gift voucher purchases, which is found in the email section HERE. You are able to adjust the template to your liking.

Disabling payment source input step at the checkouts for gift vouchers

If you don't want the customers to be prompted for their credit cards when checking out using the gift voucher, you can enable the following toggle on the Advanced section of your admin (image attached below). If this flag is enabled, customers will be able to skip credit card input step on the checkout if they have gift voucher applied.

Consequently, same setting will need to be disabled from the cart widget's behavior tab.

How does it work on the cart widget?

If you want your customers to redeem their gift vouchers on the cart widget, you would need to activate the following toggle in the Cart Settings > Behavior.

Your customers will be able to redeem their gift voucher in the following field on the cart widget.

How to manage issued vouchers?

You can track any issued gift voucher at the Gift voucher section under Products and Issued Gift Vouchers.

The code found on the right column of the screenshot above is what the gift recipient receives and this will be used on the checkouts as a way to apply the voucher.

Also, it is possible to filter issued coupons by issued dates and by the following parameters:

  • Product: Gift voucher denomination used
  • Customer: Recipient of the gift voucher code
  • Status: Status of the gift voucher issued (Any, cancelled, expired, partially used, redeemed, used.)

How to manually send vouchers to customers?

You can create gift vouchers with no charge at the Gift voucher section under the "Issued" tab by clicking on the Create voucher button.

You will be presented with the following widget through which you can select to send the voucher to an existing customer or to a new customer. But not only that, you can also include a gift message when sending the gift voucher code to make the gift awarded feel more personalized.

Some considerations

  • If the total amount on the checkouts is lower than the total value of the voucher, the rest can be used on the next purchase the customers make on the store by redeeming the voucher again as explained before.
  • Coupons and gift vouchers are mutually exclusive and they can't be added to the same checkout (as the purpose of both is to discount the base price of the product).

As always, if you have any additional questions or need assistance in setting this up, feel free to reach out 24/7 to our support team!

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