Table of Contents

Manage Gift Certificates

Understanding Gift Certificates

ProductCart allows you to professionally handle the sale of Gift Certificates on your store. The system supports both electronic and physical gift certificates.

To add a new Gift Certificate, or view a list of existing Gift Certificates, select Settings > Manage Gift Certificates. A link to the same feature is also available from the Products menu.

The top section of the page contains links to adding a new Gift Certificate, or viewing existing Gift Certificates. The bottom section of the page allows you to locate previously purchased Gift Certificates.

There is a difference between a Gift Certificate Product and a Purchased Gift Certificate. A Purchased Gift Certificate is a unique instance of a Gift Certificate Product, associated with a unique key (Gift Certificate code) that allows the recipient to redeem it. The following section describes the difference.

In the Control Panel, you have access to both. You will create and edit Gift Certificates to make them available for sale on your store. You will review and manage Purchased Gift Certificates to assist customers that have previously purchased a Gift Certificate.

Let’s start by describing how a Gift Certificate is added to the store.

Adding a new Gift Certificate

Gift Certificates behave just like any other product in your store, until they are purchased. Just like any other product, they are assigned to one or more categories, have a price associated with them, images, possibly a weight (physical gift certificate), and more.

To add a new Gift Certificate, or view a list of existing Gift Certificates, select Products > Add New Product. There is a section of the add/modify product page that is specific to Gift Certificates.

Fill out the top section of the page just like you do with any other product. If this is a physical Gift Certificate (i.e. a card is sent to the customer), enter a weight for the product. If not, leave those fields blank.

As you scroll down the page entering information for the product, you will reach a section called Gift Certificate Settings. Click “Yes” to the question of whether this is a Gift Certificate, and a new portion of the page will be revealed to you. Here is a description of the settings found there:

If you check the Electronic Only check box, the product will automatically be considered a non-shipping, tax-free product, and those product options will be set for you when the product is saved to the database. When the customer checks out with a shopping cart that only contains an electronic-only Gift Certificate, shipping and tax calculations are automatically skipped.

By editing DefaultGiftCode.asp, you can have ProductCart create Gift Certificate codes that meet your specific needs. For example, you could retrieve existing data from a database of unique Gift Certificate codes that have already been generated by another application and that are used in other places (e.g. you sell Gift Certificates elsewhere, such as in your retail shop).

You're done. Click on “Add” to save the product to the store database. Your new Gift Certificate will be accessible in your storefront just like any other product.

As mentioned in the section above, most of your Gift Certificates will likely be Electronic Only, which means that they will be treated as products for which there is no shipping and no taxes. Customers will receive their unique Gift Certificate code in an e-mail message, since no product is sent to them.

The price of a Gift Certificate CANNOT be altered by using product options. If you need a $20, $50 and $100 Gift Certificate, you will need to setup three different Gift Certificate Products. There are a number of technical reasons why this is the case. You can use the cloning feature to quickly create new Gift Certificate Products from the original one.

Selling physical Gift Certificates

ProductCart also allows you to sell physical Gift Certificates as follows:

Viewing and editing purchased Gift Certificates

There may be times when your store receives inquiries about Gift Certificates that customers have previously purchased. For example, customers may lose their Gift Certificate code, ask whether it was fully redeemed or not, or forget that the Gift Certificate would expire and ask for the expiration to be extended.

This information is always available to the customer that purchased the Gift Certificate through the View Previous Orders section of the customer’s account area. However, the recipient of the Gift Certificate will often be someone other than the person that bought it, and therefore not have access to that information.

Retrieving information about previously purchased Gift Certificates

ProductCart has a way for store managers to quickly retrieve information about previously purchased Gift Certificates. From the Manage Products > Manage Gift Certificates page, use the lower part of the window to look for a specific Gift Certificate or click on View All to show all of them. ProductCart will display a list of Gift Certificates that meet your search criteria.

For each of them, the system shows: Gift Certificate Name, Unique Code, Date of Purchase, Order Number, Expiration (if any), Amount still available for redemption (which is zero if the certificate has been fully redeemed), and the certificate’s status.

Reasons that a Gift Certificate may not be active

If a Gift Certificate is inactive, it is most likely because of one or more of the following reasons:

  1. It has been fully redeemed
  2. It has expired
  3. It has been made inactive by the store administrator

To edit any of the certificate’s properties, click on the View/Edit link. Use this page to edit that particular Gift Certificate: no other Gift Certificates will be edited. You can edit the expiration, available amount, and the certificate’s status.

You cannot change the Gift Certificate’s unique code.

Information on a gift certificate is also available at the bottom of the order details page of the order that the certificate was purchased with. This information is shown both in the storefront and in the Control Panel version of these pages.

Customer experience: buying a Gift Certificate

As mentioned earlier in this chapter, Gift Certificates behave just like any other product in your storefront. Customers will find Gift Certificates when they browse or search for products, add them to the shopping cart, and go through the checkout process, just like with any other product.

If the Gift Certificate is Electronic Only, they will not be charged shipping and taxes.

There is, however, a notable difference in the checkout process when a customer is purchasing a Gift Certificate. Customers will have the option to notify the person that they are buying the Gift Certificate for, if they wish to.

Notifying a Gift Certificate Recipient

After the shopping cart page, and before the login/registration page, ProductCart will prompt your customers to notify the recipient of the Gift Certificate by entering his/her name, e-mail address, and a message. This is not a required checkout step: if no recipient is specified, the customer can still checkout.

When the order is processed, ProductCart automatically sends to the recipient (if one was specified by the buyer of the certificate) a message containing information about the Gift Certificate (including the Gift Certificate code to redeem it) and the message entered by the customer. No message is sent if the order is still pending.

The email that is sent to the recipient contains the following information (all text strings can be edited by editing the file includes/languages.asp):

Dear <Recipient Name>,
<Customer Name> purchased a Gift Certificate(s) for you from our online store. 
Use the Gift Certificate code shown below when placing an order on our store.
Gift Certificate amount: <Gift Certificate Amount>
Gift Certificate code: <Unique Gift Certificate Code>
Expiration: <Expiration – If any>
This is an electronic Gift Certificate. A certificate will not be shipped to you. <Added If Electronic Only>
<Customer Name> also included this note:
<Gift Certificate Note>
<Store Name & URL>

The customer that is placing the order will receive the Order Received and Order Confirmation e-mails when the order is placed and processed. These are independent of the message sent to the recipient of the Gift Certificate, if any. Both messages contain all the Gift Certificate details, including the unique Gift Certificate code necessary to redeem it. A Gift Certificate is not tied to a customer (an electronic coupon can be). So anyone in possession of an active Gift Certificate code can redeem it.

In ProductCart v3.5 you can resend the Gift Certificate notification to the recipient, if needed (e.g. customer calls in and says that his/her friend did not receive the Gift Certificate notification message). You can find the tool that allows you to perform this task on the Other Details tab of the order details page. The message originally sent to the recipient by the customer that placed the order is hidden, for privacy reasons. You can either resend the original message, or send a new one.

In ProductCart v3.5 you can resend the Gift Certificate notification to the recipient, if needed

Customer experience: redeeming a Gift Certificate

Let’s assume that a gift certificate has been purchased, the corresponding order has been processed, and that the recipient has been notified of the gift (via e-mail , by mailing a card, etc.). The person that is in possession of the Gift Certificate code can now use it at any time prior to the expiration date (if any) to receive a discount on a purchase.

How do Gift Certificates appear on the order verification page?

Gift Certificates, just like coupons, are entered in the Discount or Gift Certificate Code input field located in the lower section of the order verification page (pc/orderVerify.asp), before the payment page is displayed (see screen shot on the next page). The customer will enter the code and click on the Recalculate button to apply the discount. Unlike with electronic coupons, at this time ProductCart does not support the redemption of multiple Gift Certificates on the same order. A customer can use two electronic coupons on the same order, but not two Gift Certificates. If the Gift Certificate is not valid (code is not found in the database), has expired, has been fully redeemed, or is inactive, a corresponding message is shown. These messages can be edited by editing the file includes/languages.asp, as always.

In the example shown above this customer is applying a $40 Gift Certificate to the order. The customer entered the certificate’s code in the Discount or Gift Certificate Code input field located in the lower part of the page, and then clicked on the Recalculate button.

Gift Certificate redemption guidelines

You can modify this behavior by performing a small code change to the file pc/orderVerify.asp. If you open the file with your favorite HTML editor, you will see the following line of code towards the top of the page. Change the value to 1 to have the system apply gift certificates against shipping charges. intGCIncludeShipping=0 'Change to 1 to include shipping in the gift certificate , 0 to not include the shipping.

For example, here is the customer’s order details page. Note the Gift Certificate information located at the bottom of the page.

Checking a Gift Certificate's balance in the storefront

ProductCart version 3.51 and above contain a new feature that allows customers to quickly find out the balance left on an existing Gift Certificate. The feature is available on the customer account home page (pc/custpref.asp). The feature is only visible if the store has active, purchased Gift Certificates.