Actions on Gift Certificates

Adding a gift certificate

Although gift certificates are supposed to be created by customers, store administrators are also allowed to create and modify gift certificates in the administration panel.

To add a certificate:

  • Go to the Marketing → Gift certificates section.

Here is a list of all gift certificates that have been created in the store (both by customers and store administrators) and haven’t been deleted.

  • Click the + button.

This will open a form for creating a gift certificate, which is quite similar to the form that customers use to create gift certificates.

  • Complete the form:

    • To - Name of the person who the certificate will be sent to.
    • From - Name of the person who sends the certificate.
    • Message - Cover message for the certificate (greeting, some wish, etc.)
    • Amount - Certificate worth. Can be either specified as a custom amount or chosen from a fixed set of available amounts.

    Note

    The amount must lie within the minimum and maximum amounts that are defined by the settings of the Gift certificates add-on.

    • Send via email/Send via postal mail - Choose to send the certificate via email or regular post and specify either an email or a regular address.
    • Free products - Products that will be bundled with the certificate and sent to the recipient. Click the Add Product button to bundle new products.
    • Notify customer - If selected, the customer receives an automatic email notification when a new gift certificate is created.
  • Click the Create button.

Editing gift certificates

Store administrators are allowed to edit details of existing gift certificates.

To edit a gift certificate:

  • Go to the Marketing → Gift certificates section.
  • Click on the code of the certificate you want to edit. This will open a form that is pretty the same as the one you use to create certificates.
  • Edit the fields in the form.
  • Click the Save button.

Viewing gift certificate history

CS-Cart registers all changes in the balance of a gift certificate.

To view the history of changes:

  • Display the list of certificates in the Marketing → Gift certificates section.
  • Click on the code of the certificate which history of changes you want to view. This will open the page with gift certificate details.
  • Switch to the History tab to open a tab with a list of changes. Each entry in the list contains the following elements:
    • Date – Date and time the change was made.
    • Email – Email address of the user who changed the balance.
    • Order ID – ID of the order.
    • Name – Name of the user who changed the balance.
    • Balance – Certificate worth before the balance was changed.
    • Debit balance – Certificate worth after the balance was changed.