How to create gift certificates

How to create a gift
certificate
Category: Store Promotion

Eshopbox Wiki for Store Owners

Welcome to Eshopbox Wiki

What you will learn here

 What is a gift certificate

 How to create a gift certificate

A Eshopbox Wiki production. © All Rights Reserved at BoxBeat Technologies Pvt. Ltd.

1
What is a gift certificate


What is a gift certificate

 A gift certificate is an e-card with a monetary value which is presented as
a gift to someone
 A buyer buys it as per his choice of amount, which he can gift to someone
 The recipient can then buy anything within that amount from your store
 A gift certificate is an inbuilt functionality provided on your eshopbox site
 Creating a gift certificate means configuring or managing the settings as
per your need and wish


2
How to create a gift certificate


Step 1:
 Log in to your store admin panel with your login id and password

 Click on the ‘Promote’ tab and then select ‘Gift certificates’

Promote tab

Gift certificates


Step 2:
 Click on the ‘Continue’ button or the ‘Manage Gift certificates’ tab

Manage
Gift
Certificates
tab

Gift certificates

Continue button


Step 3: Offering gift certificates at your eshopbox site
 You will be redirected to the ‘Manage Gift Certificates’ page

 On the ‘Manage Gift Certificate’ page, select ‘Yes’ from the drop down
menu if you want to offer gift certificates on your site

 This will enable the sale of gift certificates on your site

Select Yes for
enabling the sale of
gift certificates


Step 4: Setting an expiry date for a recipient to redeem the
gift certificate
 Select ‘Yes’ from the drop down menu to set an expiry date for a recipient
to redeem a gift certificate

 The recipient can only redeem the gift certificate before the expiry date

Select Yes for setting expiry
date

5

Set expiry
period


Step 4.1:
 Select ‘No’ from the same drop down menu ,if you do not want to set an
expiry date, so that the recipient can redeem the certificate any time as it
won’t ever expire
Select No if you don’t
want to set an expiry
date


Step 5: Providing an option to buyer for redemption
 Select ‘Yes’ from the drop down menu if you want to provide an option to
the buyer to redeem the certificate at a later date

 This allows the buyer to buy a gift certificate today and choose any later
date to send it within the mentioned time duration

Select Yes to set
later date

5

Setting later date


Step 5.1:
 Select ‘No’ from the drop down menu if you do not want to provide an
option to the buyer to send the gift certificate on some later date

 The purchased gift certificate will be sent to the recipient as soon as the
sender completes the checkout process
Select No if you
don’t want to set
a later date


Step 6:
 On the ‘Manage Gift certificates’ page, you will find different gift
certificate design templates under certain categories

 By default all of these will be visible on your site

Different
categories


Step 7:
 You can choose to disable any of the templates by un checking the
checkboxes

 Disabling any of them will hide that template on your site
Selected
category

Unselected
category


Step 8:
 You can select the category of templates you want to make visible on
your site by selecting it from the drop down menu

 Select the status of templates as ‘enable’, ‘disable’ or ‘all’ from the drop
down menu to enable or disable their visibility on your site
Select category Select status


Step 9:
 Click on the ‘Set price for this category’ link to set a price for all the gift
certificate templates under that particular category

 You can set or change the price for a particular gift certificate by clicking
the ‘set price’ & ‘Change price’ links respectively
Set price for
entire
category

Change Set price
price for a for a
template template


Step 10:
 A pop up message box will appear

 You can specify the price range for each gift certificate by specifying the
minimum & the maximum amount & click the ‘Save’ button

Minimum price 500
Maximum price 1000

Save
button


Step 11:
 Click on the ‘Save’ button found at the top of the ‘gift certificate’ page to
save your settings

Save Button


For More Support

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How to create gift certificates

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How to create gift certificates