1. Create a Gift Card Product
In Salesforce, open the StoreConnect app.
Go to:
- StoreConnect Navigation → Products → Products List → click New.
Configure the product:
Name → enter a name for your Gift Card.
Active → ensure this is checked.
Virtual → ensure this is checked (gift cards are virtual products).
Under Stock Information:
- Set Available On Date → choose a date in the past (to make it available immediately).
Add a Summary (product description).
Scroll to the bottom:
Under Vouchers, check Is Voucher.
Select where this voucher can be used:
- Current Store, Store Group, or Any Store.
Select a Voucher Template (optional — defaults are usually sufficient).
Click Save.
2. Set Pricing Options
After saving the product:
- Go to Price Books → add a Standard Price.
Configure pricing:
Set a Minimum Sell Price.
Enable Variable Pricing:
Allows customers to choose the value of the gift card.
Add preset amounts (optional).
Include "Other Amount" to allow custom amounts.
Click Save.
3. Add to Product Category and Upload Photo
Add the product to an appropriate Product Category → click Save.
Attach a Product Image (pre-uploaded in Media).
Sync Price Changes and Refresh.
4. Set Voucher Expiry
Go to:
- StoreConnect Navigation → Configuration → Stores → Stores List View.
Open your Store Record.
Configure Voucher Expiry:
Set Voucher Expiry Length → e.g.
36.Set Voucher Expiry Unit → e.g.
Months(36 months = 3 years).
Click Save.
5. Test Purchase of Gift Card
Simulate customer journey:
Customer visits the Store → Products.
Selects the Gift Card.
Chooses a value.
Proceeds through Checkout.
Makes payment.
6. Activate Order to Trigger Voucher Delivery
Go to:
- StoreConnect Navigation → Orders → All Orders.
Open the relevant Order.
Important:
- Vouchers are not sent until the order reaches the defined Order Status (usually Activated).
Change Order Status to Activated → mark as Current Status.
- Voucher will now be sent to the customer.
7. Configure Order Status for Voucher Delivery
In the Store Record, find Deliver Vouchers at Order Status field.
You can:
Keep the default (
Activated), orEnter the API Name of a custom Order Status where you want vouchers to be sent.
Ensure the order is paid before sending the voucher.
8. How the Customer Uses the Voucher
The customer will receive an email with:
Voucher Code.
Expiry Date.
Voucher Value.
Voucher Balance Check:
Customers can check the balance via the check-voucher page:
Example URL:
https://yourdomain.com/check-voucher.Enter Voucher Code → click Check to see the current balance.
9. Using the Voucher at Checkout
Simulate checkout with another product:
Add a product to cart.
Proceed to checkout.
Enter Voucher Code → click Apply.
Voucher amount is applied → remaining balance can be paid by Credit Card.
Finalize payment.
10. Verify Payments and Voucher Usage
Go to:
- StoreConnect Navigation → Orders → open the order.
Under Payment Section, you will see:
First payment → amount applied using Voucher.
Second payment → any remaining balance paid by Credit Card.
Check the Voucher Balance again — it will reflect the amount used.