▶️ Create gift cards

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.

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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.

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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.

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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.

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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.

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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.

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7. Configure Order Status for Voucher Delivery

• In the Store Record, find Deliver Vouchers at Order Status field.

• You can:

  • Keep the default (Activated), or

  • Enter the API Name of a custom Order Status where you want vouchers to be sent.

• Ensure the order is paid before sending the voucher.

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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.

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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.

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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.