Gift Cards

Introduction

Magento 2 Gift Cards extension allows customers to buy gift cards of different types while merchants get the ability to configure all necessary options in a flexible and seamless way. The software also generates gift cards that can be used by registered customers and guests. The gift card codes can be redeemed in a separate block both in a shopping cart and during the checkout. The customers can spend the full or participial gift card amount to pay for the ordered items. Any amount of gift cardcodes can be pregenerate whenever needed.

Gift Card Types – choose one of the three types of gift cards:

  • Email Gift Card (a code is sent via email to a recipient)

  • Print-Out Gift Card

  • Mail Gift Card (a physical Gift Card delivered by post office).

Gift Cards Pricing – assign individual values to gift cards using one of the 3 pricing schemes:

  • a fixed price (the gift card value can't be changed)

  • a drop-down with a predefined list of prices

  • a price range (a gift card amount can be chosen within the price range set by the store admin).

Requirements and Installation

Gift Cards supports both Community and Enterprise edition of Magento starting from version 2.1. The current version of the Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Gift Cards has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-giftcards
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    
  6. To update the extension via composer:

    If your current extension's version is less than 2.2.0, perform the command:

    composer remove mageworx/module-giftcardsmeta
    composer require mageworx/module-giftcards
    

    If your current extension's version is higher than or equivalent to 2.2.0, perform:

    composer update mageworx/module-giftcards
    

    Current version of the website extensions can be shown by performing the command

    composer show
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_GiftCards
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Extension Configuration.

The Gift Card extension allows creating the Gift Card Product acting as the new product type or generate the desired amount of these cards.

Gift Card Product

Log into the Magento Admin panel and go to PRODUCTS ⟶ Inventory ⟶ Catalog. In the upper-right corner on the Add Product menu, click the triangle button and select Gift Card

General Settings

Mageworx Gift Card

It shares the same logic as the creation of the Simple Product.

Mageworx Gift Card

For the Price attribute, put the default one that will be displayed on the product grid. We will define the Gift Card prices later.

Gift Card Information

The Gift Card Product has the special tab Gift Card Information

Mageworx Gift Card Information

From the Giftcards Type drop-down, you can select one of the available gift card kinds:

  1. If Email is chosen, the code is sent via email to a recipient via email.

  2. The Print provides the gift card that can be printed out.

  3. The Offline option lets merchants send the physical gift card by post.

In the Amount field, you can select as many values as you wish. The Add button shows the new row.


Mageworx Gift Card Values

If no values are provided, this product will be displayed with the unique price on the frontend. The price from the General Settings will be taken in this case

Mageworx Gift Card Values

If several values are selected, the dropdown will appear, allowing to choose the appropriate value. The price from the General Settings will be the default one.



Mageworx Gift Card Types

Available for Customer Groups lets you segment your customers’ list, and make gift cards available only for certain groups (e.g. logged in shoppers, retailers, etc).

Expiration Period is used to specify the number of days the Gift code will be valid for.



Mageworx Gift Card Types

Allow Open Amount feature provides the possibility to choose the price range for the gift card amount. The customer can select the desired value from the range.

Mageworx Gift Card Types

If open amount is enabled and only the price from the General Settings is populated, the dropdown will be shown with the possibility to select the default price or to specify the desired gift card value.

Mageworx Gift Card Types

The minimum and maximum values for the open amount are shown here. Note that the price of the product will be detected from these values.

Mageworx Gift Card Types

If the value typed in by the customer is not included in the value range, such error will be shown.



The Open amount works with the dropdown values as well.

Mageworx Gift Card Types

For instance, we have the product with the default price ($100) and several dropdown values. The Allow Open Amount setting is enabled as well.

Mageworx Gift Card Types

The price from the General Settings is the default price here. One can see all specified values in the dropdown and one can also select Other Amount... to be able to write the desired value. Note that the price takes the minimum value from the dropdown ($100) and the maximum from the open amount configuration ($300).

Below the gift card product, the customer can view how the gift card email will be shown.

Mageworx Gift Card Types

Note that the code here is not shown to avoid possible frauds.



Gift Cards List

Log into the Magento Admin panel and go to MARKETING ⟶ MageWorx Gift Cards ⟶ Gift Cards List

Mageworx Gift Card Types

Please note that during the initial setup this grid will be empty. The values appear once the administrator adds the Gift Cards on this page or the customers purchase the gift card products that are described in the previous section.

To add the new Gift Card, click the Add New Gift Card button on the upper-right corner of the page.

Gift Card Info

Mageworx Gift Card Info

Gift Card Code. At first, this field is grayed out.

Once the Gift Card is saved, it is filled with the genereated code Mageworx Gift Card Info

Giftcards Type allows choosing the proper Gift Card Type:

  1. If Email is chosen, code is sent via email to a recipient.

  2. The Print provides the gift card that can be printed out.

  3. The Offline option lets merchants send the physical gift card by post.

Initial Value is used for specifying the initial balance of the gift card. Once the client starts using the gift card, its value can be decreased and the current balance is shown in the Current Balance field.

The store owner can select the store views where the customer can use the gift card in the Store Views multiselect field.

Mageworx Gift Card Info

Expire Date specifies the date after which the Gift Card becomes invalid.

Available for Customer Groups allows to restrict the ablity to purchase the product using the Gift Card.

Gift Card Status specifies the current Gift Card status:

  • Active (in use, still has some value);

  • Used (was in use, currently doesn't have any value);

  • Inactive (not in use at the moment).



Recipient Info

Mageworx Gift Card Recipient

This allows entering the recipient information. Please not that the administrator can use these options for editing the Gift Cards information as well.

To Name is for the name of the recipient.

To Email is for the email of the recipient.

From Name provides the name of the sender.

Message is a custom Gift Card message that is sent to the recipient.

Gift Cards Grid Actions

Once the Gift Card is created it is shown on the grid. The store administrator can perform several actions with them.

Mageworx Gift Card Actions

The Edit and Delete are pretty straightforward.

As for the Statistics, this provides the ability to monitor the account movements for this particular gift code

Mageworx Gift Card Stats

Once a new order with this particluar code is registered in Magento, it will be shown in this table.

The Resend option initiates the repeat sending of the gift code to the emailentered in the To Email field.

Gift Cards Generate

Log into the Magento Admin panel and go to MARKETING ⟶ MageWorx Gift Cards ⟶ Gift Cards Generate

Mageworx Gift Card Generate



Gift Cards extension allows pre-generating Gift Card codes. You can generate any amount of codes and easily manage them in the back-end.

Mageworx Gift Card Generate

Giftcards Count sets the number of cards created at a time.

Giftcards Amount is used for specifying the initial balance of the gift card.

The store owner can select the store views where the customer can use the gift card in the Store Views multiselect field.

Mageworx Gift Card Generate

Giftcards Type allows choosing the proper Gift Card Type:

  1. If Email is chosen, code is sent to a recipient via email.

  2. The Print provides the gift card that can be printed out.

  3. The Offline option lets merchants send the physical gift card by post.

Expire Date The store administrator can specify the date of the gift code expiration.

Available for Customer Groups allows to restrict the ablity to purchase the product using the Gift Card.

Gift Card Status specifies the current Gift Card status:

  • Active (in use, still has some value);

  • Used (was in use, currently doesn't have any value);

  • Inactive (not in use at the moment).

Gift Cards Configuration

Extension's configuration can be found in STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Gift Cards. The configuration itself consists of 2 tabs.

Gift Cards Defaults

Mageworx Gift Card Configuration

Show on Shopping Cart Page if set to Yes renders the special block where the user can put the gift code

Mageworx Gift Card Configuration

This block provides the possibility to check the card status as well.

Activate Gift Card on Order Status provides the status of the order with the gift card product after which the client can use the Gift code.

We recommend setting the status to Complete to avoid the potential possibility of purchasing products with the gift card that had not been purchased or when the order for that gift card is still in the pending state.

Add Gift Card code to Order Item If this setting is enabled, the gift card code will be visible for the store administrator in the backend.

Mageworx Gift Card Configuration

It shows on the order page and the invoice as well.

Gift Cards Email Options



Mageworx Gift Card Configuration

Use Default Gift Card Picture for Email If no images are uploaded the default one will be provided

Mageworx Gift Card Configuration

The default image

Order Statuses for emailing Gift Card This setting may be useful in conjunction with Activate Gift Card on Order Status setting. For instance, the store owner can allow sending the emails with the gift codes when the order with the gift card product is still in the Pending State, but make the gift code Active only when the order is completed.

Templates provides the possibility to change the default email templates. For this go to MARKETING ⟶ Communications ⟶ Email Templates

Mageworx Gift Card Configuration

Click the Add New Template button.

Mageworx Gift Card Configuration

In the Template dropdown, select the desired template and click the Load Template button. Edit the Template Content and preview the changes by Preview Template button at the top of the page. Once the template is saved, it will be visible in the Templates Dropdown

Mageworx Gift Card Configuration

Frontend Experience

Gift Cards Redeem

Gift Cards can be used both by registered customers and guests.

Mageworx Gift Card Redeem

Current extension's implementation allows redeeming only on the cart page.

Once the gift card is activated, the extension shows the gift card status

Mageworx Gift Card Redeem

Gift Cards in Customer Account

Mageworx Gift Cards extension provides the possibility to check the statuses of the purchased gift cards and the orders that were purchased with the help of the gift codes. The customer should click their name in the header and hit the My Gift Crads List link

Mageworx Gift Card Redeem

Gift Cards List is the list of the gift codes that were purchased by this customer. Please note that if the customer has purchased the gift card and sent it to any other email, it won't show here.

Gift Card Statistics is the table of the orders that were made by the customer with the help of the gift codes.

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free submit a ticket from http://www.mageworx.com/support/ 



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