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Locate: Manage > Integrations > Gift Certificates
Prerequisites:
- Plan that includes Gift Certificates.
- Gift Certificates activated within your account (Manage > Integrations).
- Admin permissions or restricted permission to Manage Notifications.
- Gift Certificates are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Gift Certificates with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Need to activate Gift Certificates for your account? Be sure to read the first article in this series: Gift Certificates: Setup
Gift Certificate Email Notifications
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If you've worked with Checkfront's system Notifications before, then you already have an idea of how this works.
After activating the Gift Certificates Integration, a new Notification Type becomes available in your account. This Notification Type is called Gift Certificates.
By default, the system creates a simple email Notification that is sent out to the recipient after purchase by a Customer (or if a Gift Certificate is issued by Staff). The subject of this Notification is Congratulations, you have received a Gift Certificate.
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To learn more about configuring Staff Issued Gift Certificate Notifications, check out the following article: |
Edit Gift Certificate Notifications
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To edit the default Notification, navigate to Notifications (Manage > Notifications) in your Checkfront dashboard. The Notification is displayed within the list. Simply click on the subject of the Notification to enter edit mode.
Once in edit mode, make any changes you need to the default template. You are able to change the email Subject line, specify the Reply To address, add or remove Recipients, select which items or products trigger the Notification, and modify the body of the email.
Email Variables
As with all Notifications in Checkfront, you can add or remove Email Variables to customize the Gift Certificate recipient email as per your needs.
When the email is delivered to the recipient, the variable you embed in the body of the email is replaced by the relevant data from Checkfront.
For example, if you include the Email Variable {$COMPANY_NAME}, then this is replaced with the name of your company in the email.
There is a Live Preview option in the right-hand menu from which you can see an example of the Email Variables in action.
Try these out!
| Variable | Description |
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{$COMPANY_NAME} |
Name of your company. |
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{$CHECKFRONT_URL} |
Company's Checkfront URL |
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{$ACCOUNT_ID} |
Name of the staff member or partner who is responsible for initiating the purchase. |
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{$CREATED_BY} |
Who made the purchase - customer, staff, partner. There are also specific Gift Certificate variables that can be included in the recipient email. They are as follows: |
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{$GIFTCERT_CODE} |
Gift Certificate Code, used to make purchases by the recipient. |
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{$GIFTCERT_TOTAL} |
The original value of the gift certificate. Remove this option (and other amount variables) if you want amounts to be hidden from recipients. This can be done in tandem with enabling the Hide amount on PDF setting within the Gift Certificate Template Builder or the Staff-side Issue Gift Certificate option. |
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{$GIFTCERT_BALANCE} |
Remaining balance on the Gift Certificate. Remove this option (and other amount variables) if you want amounts to be hidden from recipients. This can be done in tandem with enabling the Hide amount on PDF setting within the Gift Certificate Template Builder or the Staff-side Issue Gift Certificate option. |
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{$GIFTCERT_TO_NAME} |
Recipient's name |
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{$GIFTCERT_FROM_NAME} |
Sender's name |
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{$GIFTCERT_MESSAGE} |
Message entered at the time of purchase. |
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{$GIFTCERT_EXPIRY} |
Gift Certificate expiry date. |
Also, check out our list of general Email Variables here.
You can include as many or as few of these variables as you like, it's totally up to you. Depending on how you wish to use the Gift Certificate system, you may decide not to send out a recipient email at all. If this is the case, then simply uncheck the This notification is enabled box and click Save.
You may also decide that some of the data these variables represent should not be displayed to the recipient. In this case, you can create a second Gift Certificate Notification that does not get sent to the recipient, but to any of your chosen staff members instead.
Create a new Notification at Manage > Notifications. Select Gift Certificates as the Notification Type and then customize the recipient list as per your needs. This "staff only" Notification can be sent out in addition to the Gift Certificate recipient email.
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