How to create a gift card manually

You can create a digital gift card by hand in the dashboard and email it to someone straight away. It's useful for a gift on the spot or a one-off goodwill gesture. If a buyer's card exists but the email never arrived, re-send it from the card instead of making a new one (see below).

There are 2 places to do it: from Cards in the gift card section, or from the contact's own page when you already know who it's for.

From the gift card section

1. Go to Store → Giftcards.
2. Make sure the right program is selected on the program card at the top of the sidebar. Click the switch icon to pick another one.
3. Click Cards in the sidebar.
4. Click New giftcard and fill in:
   • Amount. The balance to put on the card, in your currency. Type 10 for 10 euros, not 1000. It can't take the card over the program's Maximum amount.
   • Reusable. Off by default. With it off, the card can't be topped up after this first amount. Turn it on if the card should accept top-ups later.
   • Business profile. The location the card is created at.
   • Recipient. Choose Existing contact and search for the contact under Contact, or choose New contact and type the address under Recipient email. With New contact, a contact is created for that address if there isn't one yet. If there already is one, the card goes to that contact.
   • Email to send. Only shown when your account has 2 or more gift card recipient emails: pick the one that announces this card. The first one in alphabetical order is picked for you, which isn't always the one marked Default, so check it before you create the card.
5. Click Create.

The card opens on its own page once it's created.

From the contact's page

1. Go to CRM → Contacts and open the contact.
2. Click the ⋮ button next to Assign points and choose Send giftcard.
3. Fill in:
   • Giftcard program. Only shown when you have more than 1 gift card program. With 1, that program is used.
   • Amount, Reusable and Business profile, the same as above.
   • Email to send. With 2 or more gift card recipient emails, pick the one that announces this card. Here too, the first one in alphabetical order is picked for you. With only 1, the dialog shows which email goes out.
4. Click Send.

The card goes to the contact whose page you're on, and opens on its own page once it's created. Send giftcard only appears in that menu when gift cards are switched on for your account and you have at least 1 gift card program.

What happens

The card is always emailed to the recipient. There's no option to create a card without sending it. It goes out with the email chosen under Email to send, or with your only gift card recipient email if you have just 1. You manage these emails under Giftcard recipient emails in your account settings: click the gear icon at the top right of the dashboard to open Settings, then click Giftcards under Functionalities. This isn't the Settings item in the sidebar of Store → Giftcards. That one holds a program's own settings, like its name and expiry, and no emails. How to create gift card recipient emails explains how to set them up.

If the email fails

The card is created first and the email is sent after that. So if sending fails, for example because the email is missing or doesn't pass its checks, you'll see an error, but the card already exists with its balance.

Before you try again, check Cards for the program you used. The list only shows the program selected at the top of the sidebar, and the newest cards are at the top, so look for one with the amount you just entered and a creation time of a moment ago. If it's there, don't create a new one, or the recipient ends up with 2 cards. Fix the email first, then open the card and use Send to recipient on its Recipients tab.