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Gift card dashboard overview
The gift card dashboard provides a consolidated view of how your gift card program is performing.
Dashboard metrics
| Metric | Description |
|---|---|
| Total gift cards issued | Total count of all sent and sold cards |
| Total value of gift cards issued | Cumulative monetary value of all issued cards, with trend graph and period comparison |
| Average order value | Median denomination selected when purchasing cards, with trend graph |
| No. of customers | Total individual customers who received or purchased a card |
| Top denomination | The highest value gift card sold in the selected period |
Gift card sale trends
Hover over the charts to see day-by-day breakdowns of card sales, value, and customer counts. A Gift Card Sale Trends graph at the bottom shows the top 5 highest denominations sold during the selected period.All gift cards
Click All Gift Cards within the dashboard to view all created gift cards. From here you can:- Edit the gift card
- Send to a customer directly
- Copy the checkout link
- Download a QR code for the checkout
- Disable the card (prevent further purchases)
- Delete the card
Orders
Click Total Gift Cards Issued → Orders to access the orders dashboard showing all issued cards with their value, expiry date, and owner. Switch to list view for additional details including remaining balance.Creating a gift card
Gift cards function as a flexible prepaid balance, giving customers store-exclusive funds or allowing your business to issue credits for loyalty, compensation, or promotions.Enter basic details
- Name — internal identifier for the card in your system
- Description — short summary for you and your customers
- Expiry date — optional; all cards issued from this product expire on this exact date, regardless of purchase date
Add a redemption URL (optional)
Enable the option to include a URL that guides recipients on how to redeem their card. Enter or select your desired URL.
Add terms and conditions
Enter any usage restrictions, eligibility rules, or conditions applicable to this gift card. These are visible to customers.
Customize the card design
Click Continue to access the design step. Either:
- Create a color gradient design
- Upload your own artwork from your Media Store
Set denominations
Choose from preset values or enter custom amounts manually. You can add multiple denomination options so customers can choose.
Set inventory (optional)
Enable Define Quantity to limit how many gift cards can be sold. Set your inventory count.
Enable taxes (optional)
Toggle on Tax if you need to include automatic tax calculation on gift card sales for compliance purposes.
Selling gift cards
After creating your gift cards, you can sell them via a checkout link, QR code, or your e-commerce store.Via checkout link or QR code
Access the sell option
In the Gift Cards tab, click the Sell icon or the QR icon next to your gift card.
Copy the checkout link
In the Sell section, click the copy icon to get the checkout URL. Share it in emails, SMS, or on any page.
Via your e-commerce store
Gift cards are automatically added to your stores when created. To manage store visibility:
When sold through any checkout, the gift card is delivered to the customer’s purchase email address automatically.
Sending gift cards directly
Send a gift card to any contact without requiring a purchase — ideal for loyalty rewards, service recovery, promotions, or referral incentives.Open the Send option
In the Gift Cards tab, click Send next to the gift card you want to send (or access it from All Gift Cards).
Select the recipient
Use the dropdown to select a customer. Only contacts with an email address in the system can be selected.
Add a personal message
Write a personal message to accompany the gift card. Use Write with AI or pre-written prompts to draft the message quickly.
Choose delivery method and date
Select the delivery method and set a delivery date, then click Continue.
The email content for directly sent gift cards cannot be edited beyond the personal message. Sending a gift card reduces your inventory count.
How customers redeem gift cards
When a customer is ready to use their gift card, they apply the code at checkout.Receiving a gift card
Once purchased or sent, the customer receives an email containing their gift card details. The most important detail is the Gift Card Code — they must copy this to pay with their balance.Applying a gift card at checkout
Customer proceeds to checkout
Gift cards can be applied on any checkout page: funnels, websites, stores, or payment links.
Enter the gift card code
Before entering card details, the customer enters their gift card code in the designated field and applies it.
Balance is applied
The gift card value is deducted from the order total. The customer can see their available balance displayed under the Gift Card section.
- If the card covers the full order: no other payment method is needed.
- If the order exceeds the card balance: the remaining amount can be paid with a card (Stripe, NMI, Authorize.net, Square support partial redemption).
For payment links
If the customer receives a payment link, they can apply their gift card code after clicking Pay.
Gift card balance can cover the full amount for all supported payment providers. Partial balance coverage (paying the remainder with another method) is supported with Stripe, NMI, Authorize.net, and Square.
Tracking gift card orders
Open the orders view
Go to Payments → Gift Cards, click Total Gift Cards Issued, then select Orders.
View all issued cards
All issued gift cards appear here regardless of status or remaining balance. Use the list view for additional details including remaining balance.
Filter the results
Use the filters to find cards by:
- Status — active, redeemed, expired
- Purchase value — a specific denomination
- Contact — the recipient or purchaser
Gift cards sent directly (without payment) do not appear in the Orders tab. The orders tab only shows purchased gift cards.
Frequently asked questions
Can a customer use a gift card for a subscription?
Can a customer use a gift card for a subscription?
Gift cards currently apply to one-time purchases at checkout. They cannot be applied to recurring subscription charges.
What happens if the gift card balance is less than the order total?
What happens if the gift card balance is less than the order total?
The customer pays the difference with a standard payment method (card, PayPal, etc.). The gift card covers its remaining balance and the payment method covers the rest.
Can I set an expiry date on gift cards?
Can I set an expiry date on gift cards?
Yes. When creating a gift card, enable the expiry date option and choose the duration. Customers are notified of the expiry in their gift card email.
Can I issue a gift card as a refund?
Can I issue a gift card as a refund?
Yes. Instead of refunding to the original payment method, you can send a gift card of equal value to the customer using the direct send feature.
Are gift cards trackable by contact?
Are gift cards trackable by contact?
Yes. When you send a gift card directly to a contact, it is linked to their contact record. Purchased gift cards are linked when the buyer is identified as a contact.