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Managing themes for gift certificates

Personalizing your gift certificates helps you deliver a more polished, branded experience to your customers. This article shows you how to manage theme options, including default, blank, and custom themes, so you can control how your certificates look, replace built-in designs, and upload your own images to align with your company’s style.

Learn how to configure your gift certificate theme options - blank, default, and custom themes, including how to name themes, crop a theme image, and delete a theme.

New to Gift Certificates? Read the first article in this series for an introduction to the Gift Certificates feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Inventory > Gift Certificates > Create Gift Certificate (button) > Details > Media
     

What more do I need to use this feature?

  • The Gift Certificates feature must be activated within your account (Manage > Integrations).
  • Admin or restricted permissions to Manage Gift Certificates and Manage Gift Certificate Templates.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version, which uses classic items (Inventory > Items), and our classic products version, which uses classic products (Inventory > Products).  → Learn more about products

 

Choosing between default, blank, and custom themes

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Gift Certificate Template Builder page highlighting the Themes section for selecting blank or default certificate themes.


Using blank themes

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Turn ON the Blank Theme setting if you prefer not to use a theme.  No image displays at the top of the gift certificate if selected.

 

Using default themes

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You can offer themed gift certificates to your Customers. By default, the Default Themes setting is turned ON. 

Checkfront comes with a set of three themes - Celebration, Seasonal, and Summer. Customers can choose one of these three themes to apply to the Gift Certificate they are purchasing if the default theme setting is enabled.
 

Callout icon of pencil indicating an important note.

Replacing default themes

If you don't wish to use the global default themes for your Gift Certificates, you can replace them with a set of your own images under Gift Certificate Settings. Click here for more information. 

Alternatively, you can upload custom themes for each gift certificate template as described below.

 

Using custom themes

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Gift Certificate Template Builder page highlighting the Add a Theme button for uploading a custom gift certificate theme.

You can also replace the default theme by uploading a custom theme specifically designed for the gift certificate in focus. 

  1. Go to Inventory > Gift Certificates and open a template.
  2. Navigate to Details > Media.
  3. Turn off the Default Themes setting.
  4. Click the + Add a Theme button that becomes visible under the Custom Themes section.
  5. Upload an image from your computer when prompted. You can upload up to 5 custom themes.

 

Callout icon of pencil indicating an important note.

Theme image requirements

  • The image size must be 120px (height) by 480px (width), or the image is resized to fit.
  • The files can be PNG, JPG, or GIF format with a maximum size of 10MB.

 

Gift Certificate Template Builder page showing options to edit an image, name a theme, or delete a custom theme.

Once you have uploaded your image, you can work with your theme by naming, editing, or deleting it.
 

Naming themes

To name your custom theme:

  1. Go to Inventory > Gift Certificates and open a template.
  2. Navigate to Details > Media.
  3. Enter the theme name directly into the Name your theme field under the Custom Themes section.
  4. The system automatically saves your changes.

Editing themes

To change the focal point of a larger image:

  1. Go to Inventory > Gift Certificates and open a template.
  2. Navigate to Details > Media.
  3. Hover over the Custom Theme.
  4. Click on Edit Image to open the Image Thumbnail Editor.
  5. Select the area to crop, expanding and relocating the selection as needed.
  6. Click Save to save your changes. The custom theme is now added to your library under Custom Themes.

Deleting themes

  1. Go to Inventory > Gift Certificates and open a template.
  2. Navigate to Details > Media.
  3. Hover over the Custom Theme.
  4. Click the trash can icon to remove the theme.
  5. Click the Yes, Delete button to delete the image.
  6. The system automatically saves your changes.

 

Next Steps

Click Save and Finish within the Template Builder to proceed to the final step of creating the gift certificate.

In the next article in this series, we provide a final preview of your gift certificate, along with the option to edit or copy it. You are almost finished!

 

< Working with thumbnail images      |    More options for translating, copying, and archiving your gift certificates >

 

 

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