Creating Gift Cards & Promotional Codes

You can create gift cards for customers and promotional codes for marketing campaigns. Here's how to create each type.

Types You Can Create

From Account → Gift Cards, click New to see these options:

Tip: Not sure which to choose? Use Coupons for percentage discounts, Discount Codes for fixed amounts.

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Creating a Gift Card

For customer purchases (phone orders, in-person sales):

Step 1: Go to Gift Cards

Navigate to Account → Gift Cards in the navbar.

Step 2: Click New

Click New to open the type selection.

Step 3: Select Gift Card

Choose Gift Card from the options.

Step 4: Enter Amount

Enter the dollar value: - Common amounts: $50, $100, $150, $200 - Or enter a custom amount

Step 5: Enter Recipient Details

Step 6: Process Payment

For gift card purchases: - Enter customer's payment information - Process the charge - Gift card created upon successful payment

Step 7: Confirm

• Code is generated automatically
• Email sent to recipient
• Gift card active immediately

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Creating a Coupon

For percentage-based promotions:

Step 1: Go to Gift Cards

Navigate to Account → Gift Cards in the navbar.

Step 2: Click New

Click New to open the type selection.

Step 3: Select Coupon

Choose Coupon from the options.

Step 4: Configure the Coupon

Step 5: Save

Click Save to create the coupon.

Coupon Behavior: - Customers enter the code at checkout - Percentage is applied to qualifying items - Reusable by multiple customers until expiration

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Creating a Discount Code

For fixed dollar amount promotions:

Step 1: Go to Gift Cards

Navigate to Account → Gift Cards in the navbar.

Step 2: Click New

Click New to open the type selection.

Step 3: Select Discount Code

Choose Discount Code from the options.

Step 4: Configure the Discount Code

Step 5: Save

Click Save to create the discount code.

Discount Code Behavior: - Functions like a gift card with a balance - Each use deducts from the balance - Expires when balance reaches $0 or expiration date

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Code Generation

Codes are generated automatically when you save: - Random alphanumeric format (e.g., "A1B2C3D4") - Can be viewed on the detail page after creation - Sent to recipient via email (for gift cards)

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Amount Guidelines

Gift Cards

Common amounts for customer purchases: - $50 — Entry level - $100 — Popular choice - $150 — Nice gift - $200+ — Premium gift

Coupons

Base on marketing goals: - New customer: 10-15% off - Loyalty reward: 15-20% off - Special promotion: 20-25% off

Discount Codes

Base on campaign type: - First-time discount: $20-50 - Referral reward: $25-50 - Limited-time offer: $10-25

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Setting Expiration

For coupons and discount codes, you can set expiration:

Consider: - Local laws on gift card expiration - Marketing campaign duration - Customer expectations

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Best Practices

For Gift Cards

- Confirm payment processed before issuing

- Double-check recipient email address

- Add internal notes for phone orders

For Promotional Codes

- Use memorable, descriptive codes (SUMMER15, WELCOME20)

- Set reasonable expiration dates

- Track redemptions to measure campaign success

Record Keeping

- Add notes explaining why codes were created

- Document promotional campaigns

- Review redemption patterns

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Related Articles: - Gift Cards Overview - Redeeming Gift Cards - Discounts & Coupons