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Must know
  • Gift Cards is a plan feature and is off by default. Settings > Organization > Features only shows “Enabled” or “Not included”, so switching it on is an Uplifter change.
  • Both sidebar entries, Store > Gift Cards and Financials > Gift Cards, need the View Financials permission. Store > Gift Cards also needs the Store feature.
  • Selling online needs five things: the Gift Cards feature, the Store feature, the Store page, the Gift Cards page, and at least one card that is both Active and Available online, on a published website.
  • The Gift Cards link shows in your site menu only once such a card exists, and can take a short while to appear.
Before you start. Saving on Settings > Website > Pages needs the Edit Settings permission (viewing needs View Settings). Creating a card needs Create Financials. Your website must be published, or visitors see a “not published” page.
1

Check the feature is on

Go to Settings > Organization > Features. The Gift Cards card reads “Sell and issue gift cards redeemable at checkout - for programs, memberships, passes, and store items.” If it says “Not included”, contact Uplifter. Until it is on, Store > Gift Cards shows a “Gift Cards Not Available” page.
2

Turn on the Gift Cards page

Go to Settings > Website > Pages, a grid of cards with a switch each. The Gift Cards card is hidden until the feature is on (the Store card works the same way). It starts off and notes “Requires the Store page to also be enabled.” Switch on Gift Cards and Store, then click Save Changes. You see “Unsaved changes” until you do, then “Page visibility settings saved”.
3

Publish a card

Open Store > Gift Cards, click New gift card, fill in the dialog (every field explained), then click Create gift card. A new design starts with Active and Available online both on, so it is published straight away. Switch Available online off to keep it for staff (the card shows a Staff-only badge).
What visitors see. The /gift-cards page opens once both features and both page switches are on. With no card published it says “No gift cards are available right now”. The menu link stays hidden until a card is online. When two or more shop pages have something to sell (the Store needs an active product, for example), the link sits in the Shop group in the order Store, Passes, Memberships, Gift Cards. If Gift Cards is the only one, the menu shows a plain Gift Cards link. A custom menu (website customization) decides where the link goes. Landing page. With website customization, Pages has a Landing Page selector. Gift Cards can be the landing page only while the Store page is on. If a save would hide the current landing page, it moves to the first enabled page and the message reads “Page visibility saved. Landing page moved to [page name].” At checkout and the point of sale. If the Gift Cards feature, the Store feature or the Gift Cards page is turned off mid-purchase, the shopper sees “Gift cards are not available.” If the card is no longer Available online, they see “[card name] isn’t available for purchase online.” The point of sale’s Gift Cards tab needs only the two features and lists every active card, online or not. Related: How do I create and design a gift card to sell? · How do I sell gift cards on my website and at the point of sale? · How do I choose which pages appear on my website? · What are gift cards in Uplifter, and what can a family spend one on?