Skill Level: Intermediate
Offer customers different designs which reflect certain times of the year, such as Christmas, Birthday, and Anniversaries to encourage purchases all year round.
How to: configure your gift vouchers
To configure how the Gift Vouchers will work on your site go to General / Settings > Settings > Ecommerce Options tab > Marketing Options section.
The Gift Vouchers drop-down determines when the customer will receive their voucher(s) in the order process.
Allow immediate access means that the customer purchasing the voucher will have immediate access to the gift voucher via a link on the Order Summary page to send it to the recipient. By default, this is presented as the following text - ‘As you have purchased a gift voucher, you may have it sent via e-mail to a friend or family member. Click Here to send your gift voucher.’
You can change the wording of this text in the Language Manager. You may want to change both the single voucher text and the multiple voucher text. Make sure you use the variable %a within these fields to pull through the ‘Click Here’ link so the customer can access the gift voucher.
The purchasing customer will also receive an Order Completed email with the link in it, just in case they miss it during checkout.
Require Activation means that the gift voucher order will be set to Pending within the Order Manager until the order is processed and set to Complete. At this point the Order Completed email will be sent to the purchasing customer, which includes a link to the customer's Account section on your website where they can access the gift voucher.
Both methods allow the purchasing customer to enter the recipient’s details and a personal message. Once they have clicked on 'submit' the recipient will receive an email with details of how to redeem the voucher. Once again, you can change the wording to these emails within the Language Manager.
Once you've chosen when the customer will receive thier Gift Voucher, you can set the number of months you want your gift vouchers to be valid for in the Gift Voucher Validity (months) field.
How to: Set up your gift voucher design
You can, of course, use the default gift voucher design but you can also create a unique design for your brand. Go to Marketing > Voucher Designs and you will see the default gift voucher already set up called Stock Design. This Stock Design cannot be edited and you will need to click on the Copy icon on the right hand side to be able to build your own.
Design Name: Give your unique gift voucher a new name.
Partial SKU: You will need to create a gift voucher product within the Product Manager for customers to be able to purchase a voucher. The partial SKU will be used within the SKU of this gift voucher product so that the system knows which design to link to it.
Background Image: This is the image of the voucher design. It can be viewed by the recipient in a web browser and it can be printed as a physical gift voucher for the purchaser to give. Click on the magnifying glass to the right hand side of this field to see the current design. You can download the layered Photoshop image via the link underneath to use as a template for your own design.
Alternatively, just right click and save one of the voucher designs at the bottom of this article and upload it as your background image.
Custom Design HTML: You can edit the default HTML for the gift voucher by clicking on the link underneath and pasting this into the source of this field. Only attempt this if you are confident with editing HTML.
How to: Set up your gift voucher product
The final step is to set up your gift voucher product. Simply, go to Products > Create and add your SKU into the relevant field.
Remember: the Partial SKU that you set up in the Voucher Design must be included as part of the main Product SKU. For instance, if your Partial SKU is 'vouch', then your Product SKU could be '100vouch'.
At the bottom of the Properties tab, within the Product Creator, make sure the Gift Voucher field is ticked.
You can set a single value for your gift vouchers, such as £10, within the Values tab. Alternatively, you can offer different values by setting up an Option of 'Voucher Value' and then creating values such as £10, £25 and £50. Just remember, you must include the Voucher Design Partial SKU in each Variant SKU.
You can even create an Option of 'Design' to offer different voucher designs, if you wish, giving the customer a choice. These could be 'birthday design', 'thank you design' and 'Christmas design' for example.
Voucher design backgrounds for you to use
Please feel free to right click on the below images and save them to your computer. You can then upload the one you want to the Background Image field in Voucher Designs.
If you have any questions regarding setting up your designs, please leave a comment below. Of course, you can always add a link to your own online gift vouchers at the same time. You never know we might even feature them in a future blog post!
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