Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer—without requiring a purchase or payment.
This is perfect for loyalty rewards, customer satisfaction gestures, refunds, promotions, internal testing, or manually granting prepaid credit. The Send flow works exclusively in Live Mode currently, ensuring only real, fully functional gift cards are delivered.
TABLE OF CONTENTS
- Overview
- Use Cases for Sending Gift Cards
- Prerequisites
- How to Send a Gift Card (Step-by-Step Guide)
- Delivery Methods Explained
- Scheduling Delivery
- What Happens After a Gift Card Is Sent
- Key Behaviors & Limitations
- FAQs
Overview
The Send feature allows businesses to issue fully valid gift cards to customers instantly or on a schedule—without taking any payment.
Each card sent creates a Gift Card Order and includes recipient information, expiry, balance, and delivery details.
You can send gift cards:
As a reward
As a gesture of goodwill
As compensation
For testing or debugging teams
As part of internal promotions
To influencers, partners, or VIP customers
Gift Cards sent through the Send flow function exactly like purchased gift cards—they are redeemable at all supported checkouts.
Use Cases for Sending Gift Cards
Sending Gift Cards manually is ideal for:
⭐ Loyalty & Rewards
Reward customers for milestones, referrals, or premium plan renewals.
⭐ Customer Support Compensation
Issue a gift card instead of a manual credit or refund.
⭐ Promotions
Run giveaways, holiday gifting, influencer campaigns, or targeted perks.
⭐ Internal Testing
QA teams, admins, or developers can test redemption flows.
⭐ Bulk Manual Distribution
Gift VIP customers or event attendees a prepaid balance.
Prerequisites
Before sending a gift card, ensure:
A Gift Card Product exists
The Gift Card Product is Active (not Deactivated or Archived)
The customer receiving the card has either:
An email address, or
A phone number (for SMS delivery)
How to Send a Gift Card (Step-by-Step Guide)
Step 1: Navigate to Gift Card Products
Go to:
Payments → Gift Cards → Gift Card Products
Step 2: Click “Send”
On the product you want to send, click the 'Send' CTA. You will now enter the Send flow.
Step 3: Choose a Customer
Choose the recipient: Select an existing customer from your list
Step 4: Add a Personal Message
You can enter:
A custom greeting
Special instructions
A note of appreciation
A message from the pre-populated messages
A message generated using Write with AI
Step 5: Select a Denomination
Choose one of the preset denominations configured for the product.
Step 6: Choose Delivery Method
You can deliver the gift card through any one available method:
Email
SMS
QR Code (via email)
PDF (via email)
Only methods supported by the customer's available information (email/phone) will be enabled.
Step 7: Choose Delivery Time
You can either:
Deliver Immediately
Schedule Delivery for a Future Date & Time
Scheduled cards remain are sent on the scheduled date but if the code is accessed and used on any checkout, it can be redeemed before the scheduled date.
Step 8: Review the Preview
Before confirming, review the automatically generated email or SMS preview.
This includes:
Gift card amount
Custom message
Expiry date
Redemption instructions
Artwork
Note: Preview is non-editable at this time.
Step 9: Click “Send Gift Card”
The system will immediately create a Gift Card Order and queue the delivery.
Delivery Methods Explained
Full visual gift card with artwork
Includes expiry, balance, and redemption link
Recommended for most cases
SMS
Sends a clean message with the gift card link
Artwork not included due to SMS formatting
PDF (via Email)
Sends a downloadable printable PDF
Great for in-store gifting, physical wrapping, or events
QR Code (via Email)
Sends a scannable QR that opens the gift card
Useful for in-person gifting or events
Scheduling Delivery
You can choose a specific date and time in the future.
Until that moment:
The gift card remains Scheduled but still active i.e. if there is an attempt to use the code on checkouts, it would work.
It is visible in Gift Card Orders but with a 'Scheduled' tag
At the moment of delivery:
Gift card email/SMS is sent to the Customer
Perfect for birthdays, anniversaries, or campaign launches.
What Happens After a Gift Card Is Sent
Once sent, the gift card appears under:
Payments → Gift Cards → Gift Card Orders
The Gift Card Order Details will contain:
Recipient details
Delivery method
Delivery timestamp
Denomination
Expiry
Remaining balance
Status: Scheduled, Active, Inactive
Hidden gift card code
Key Behaviors & Limitations
Send flow works only in Live Mode
You can send 1 gift card to 1 customer at a time
No payment is collected in the Send flow
Directly sent gift cards do not appear in Payments → Orders (no order, no transaction)
Gift Cards issued via Send are fully redeemable everywhere - both fully and partially
You must have the customer's email or phone number for delivery
FAQs
Q: Can I send gift cards in Test Mode?
Not yet. Send flow supports Live Mode only. Test Mode support is coming in future releases.
Q: Why can’t I send a gift card to some customers?
The customer must have:
A valid email, or
A valid phone number
Otherwise, no delivery method is available.
Q: Can I send multiple gift cards at once?
Currently no. You can send one gift card to one customer per Send flow. Bulk sending is planned for future versions.
Q: Are sent gift cards redeemable everywhere?
Yes — on every checkout that supports Gift Card redemption, including:
Funnels
Forms
Invoices
Stores
Payment Links
Calendars (where products are supported)
Q: Can I edit the email/SMS template before sending?
Templates are system-generated and currently not editable. Email & SMS template customization will be available later.
Q: Do sent gift cards appear under Orders in Payments?
No — only purchased gift cards appear under Payments → Orders. Sent cards appear exclusively under Gift Card Orders.
Q: Can I send a gift card anonymously?
Not yet. The recipient always sees the sender’s business information as configured in email/SMS templates.
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