How To Manage Customer Gift Certificates In Magento 2

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Magento 2 is an open-source e-commerce platform that is widely used by businesses of all sizes. One of the features of Magento 2 is the ability to create and manage gift certificates for customers. Offering gift certificates can be a great way to increase the revenue of your business, especially during special occasions such as holidays or birthdays. In this article, we will discuss how to manage customer gift certificates in Magento 2.

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Step 1: Creating Gift Certificates

The first step in managing customer gift certificates in Magento 2 is creating them. To create a gift certificate, follow these steps:

  1. Log in to the Magento 2 admin panel.
  2. Navigate to the Sales menu and select Gift Card Products.
  3. Click the Add New Gift Card Product button to create a new gift card.
  4. Enter the details, including the name, description, and image.

Once you have created a gift card product, you can set the price and other options such as the expiration date and the amount of the gift card.

Step 2: Assigning Gift Certificates

After creating a gift certificate, you need to assign it to a customer. To assign a gift certificate, follow these steps:

  1. Navigate to the Customers menu and select All Customers.
  2. Search for the customer to whom you want to assign the gift certificate.
  3. Click on the customer to view their details.
  4. On the left menu, click on the Gift Card Information tab.
  5. Click Add Gift Card and select the gift card product you created in step 1.
  6. Enter the amount you want to assign to the customer.

Once you have assigned a gift certificate to a customer, they will receive an email with the gift certificate code and instructions on how to redeem it.

Step 3: Managing Gift Certificates

Magento 2 allows you to manage gift certificates easily. You can view the details of each gift certificate, including its balance and expiration date. To manage gift certificates, follow these steps:

  1. Navigate to the Sales menu and select Gift Card Accounts.
  2. Here you will see a list of all gift certificates.
  3. Click on any gift certificate to view its details, including its balance and expiration date.
  4. You can also edit the gift certificate details, such as the amount and expiration date.

Step 4: Redeeming Gift Certificates

To redeem a gift certificate, the customer needs to enter the gift certificate code during checkout. The gift certificate balance will be deducted from the total order amount.

To redeem a gift certificate, the customer needs to follow these steps:

  1. Add the products they want to purchase to the cart.
  2. Proceed to checkout.
  3. Enter the gift certificate code in the Gift Card field.
  4. Click Apply Discount.

The gift certificate balance will be deducted from the total order amount, and the customer can complete the checkout process.

Conclusion

Managing customer gift certificates in Magento 2 is easy and straightforward. By following the steps outlined above, you can create gift certificates, assign them to customers, manage them, and redeem them during checkout. Offering gift certificates can help increase your revenue and attract more customers to your e-commerce store.

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