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.

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

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

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

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)

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

Setting Expiration#

For coupons and discount codes, you can set expiration:

Consider:

• Local laws on gift card expiration
• Marketing campaign duration
• Customer expectations

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

Related Articles:

• Gift Cards Overview
• Redeeming Gift Cards
• Discounts & Coupons