Magento 2 Gift Card Manager Extension- User Manual

1.0 Introduction of Magento 2 Gift Card Manager Extension

Let your customers purchase gift cards for their friends and family. The store admin can create multiple Gift Cards for special occasions like Birthday, Anniversary, Valentine Day, Friendship Day, Fathers Day etc so that as per the need customers can select the gift cards for their dear ones.

Gift Card offers the following benefits:

1) Encourage customers to spend more
2) Lower return rates
3) Make last-minute shopping possible
4) Generate revenue in advance of sales
5) More convenient

Magento 2 Gift Card Module by Knowband provides a flexible way for your customers to purchase a gift for someone from your store.

1.1 Features of Magento 2 Gift Card Manager Extension:

1. With the help of this Magento 2 Gift Card Manager Addon by Knowband, the Online retailer can easily incorporate the Gift card functionality their store.

2. Magento 2 Gift Module provides an option for the merchant to link the Gift Card option to the Header, Footer, My Account and Left Side on the Front-end as per the requirement.

3. The Admin can select the Gift Card order status which the gift card orders will be marked as delivered and the Gift Card code will be generated.

4. Magento 2 Gift Card Vouchers Extension allows the store owner to set the Gift Card delivery gap in the number of days.

5. By using the responsive Knowband Magento 2 Gift Card Manager Extension, the eCommerce retailer can set the prefix for the voucher code of the gift card.

6. The Magento 2 Gift Card Module allows the admin to create N number of interactive gift card interfaces for various occasions including Birthdays, Halloweens, New Year, Christmas, Feast, Holidays or any other special event.

7. Knowband’s Magento 2 Gift Module enables the e-merchants can customize the gift card products in a few simple steps. They can fix the Product amount, validity duration and other terms at a few button clicks.

8. The Store Admin can enable the Free Shipping option as per the need from the back-end of the Gift Card for Magento 2.

9. Magento 2 Gift Card Vouchers offers the readymade email template and he/she can customize the email template as per the requirement.

10. The Store admin even gets an option to keep a track on the orders received for the gift card from the back-end. It involves the recipient email, date of sending as well as the status of the gift cards.

11. Magento 2 Send Gift Card Extension is Mobile responsive.

12. With the help of this Magento 2 Gift Card Extension, the Store admin has a chance to acquire new customers while retaining the existing customers.

13. Magento Gift Voucher is easy to use and install.

14. Magento Gift Card Manager Module is fully customizable.

Technology for Development

Language: PHP
Frame Work: Magento

2. Installation

After purchasing Magento 2 Gift Card Extension, the store admin will get following files:

1.Knowband_Giftcardmanager.zip which contain source code of the Magento 2 Send Gift Card Extension.
2. User Manual which includes all the details and helps regarding an extension.
3. Follow the following steps to install Magento 2 Gift Vouchers extension:

The steps to install the Magento 2 Gift Card Module are mentioned below:

1. Buy the Magento 2 Gift Card Manager module from Knowband. You can download the extension package.
2. The package has a zipped file that contains the user manual and the source code of Magento 2 Gift Card Extension. Unzip the package.
3. Create a folder{Magentoroot}/app/code/Knowband/Giftcardmanager
php -f bin/magento module: enable –clear-static-content Knowband_Giftcardmanager
4. Upload the extracted content in the above folder via FTP manager (like Filezilla or WinSCP – download here: http://filezilla-project.org/).
5. Now run below commands to install the plugin:

php -f bin/magento module: enable –clear-static-content Knowband_Giftcard
php -f bin/magento setup:upgrade
php -f bin/magento setup:di:compile
php bin/magento setup:static-content:deploy

6. The extension is now installed and ready for use. In Admin Panel go to “Knowband > Gift Card Manager”

You can now configure and use the Knowband Magento 2 Gift Card for product module.

3.0 Admin Panel

After installing Magento 2 Gift Card Manager Extension in the Magento store, the store owner can make the changes without any hassles. There are following ways in which admin will interact with Magento 2 Gift Card Vouchers module functionality:

1. Module Configuration
2. Gift Card Template
3. Gift Card Products
4. Gift Card Orders

Each interface has been explained with proper detailing in following sections.

3.1.1 Module Configuration

After clicking on Gift Card Module, the system will open Module Configuration tabs by default.

In the Module Configuration tab of Magento 2 Gift Card Extension by Knowband, online sellers can enable Gift Card functionality and set the delivery gap, gift card prefix and more. Screenshot of the Module Configuration tab shown below:

Magento 2 Gift Card Manager | General Settings

Initially, fields in the above form will be already filled with their default values.

1. Enable the Extension:  Initially, this will be “OFF”. Admin can enable/disable Magento 2 Gift Card Extension by turning ON/OFF this setting.

2. Enable Header Link: In this section, the online retailer can enable the display of the gift card option on the header.

Front End Preview:

Magento 2 Gift Card Manager | Gift card link

3. Enable Left Link: By using the Magento 2 Gift Voucher Extension, the admin has can enable display of gift card link on the left side of the screen by clicking the button.

Front End Preview:

Magento 2 Gift Card Manager | Gift card Left Link

4. Enable My Account Link: The Admin can enable/disable Gift Card link in the Footer section as per the business requirement.

Front End Preview:

Magento 2 Gift Card Manager | Gift card Footer Link

5. Enable Footer Link: The admin can enable the display of the gift card option in the My Account section.

Front End Preview:

Magento 2 Gift Card Manager | Gift card MY Account Link

6. Gift Card Prefix: In this option Magento 2 Gift Module the admin can set the prefix for the voucher code of the gift vouchers from here. The code can be entered in the format Ex: KB******

7. Gift Card Order Status: In this field of the Magento 2 Gift Cards module the admin can the default order status for the gift card orders.

As soon as the admin updates the order status for the Gift Card order, the gift card will be sent to the recipient via email.

8. Minimum Gift Card Delivery Gap: This field of Magento 2 Gift Card Voucher Module allows the Store admin to enable the Voucher to send data after the specific no of days.

Ex: If gift card window values are set to 2 from the admin panel. These changes will reflect the Front End and the user will be able to select the send date after two days of the current date.

Admin Panel:

Magento 2 Gift Card Manager | Delivery Gap

Front End Settings:

Magento 2 Gift Card Manager | Front End

3.1.2 Email Settings

The customer gets an option to print the gift cards or else they can be sent to the receiver via email. The Magento 2 Gift module by Knowband offers default email templates that can be personalized as per the requirement of the store admin.

Recipient Email Settings:

Magento 2 Gift Card Manager | Recipient Email Settings

Receiver Email Settings:

Magento 2 Gift Card Manager | Recevier Email Settings

3.1.3 PDF Settings

Magento 2 Send Gift Card Module also sends a PDF with along with the image, voucher code, voucher expiry date and voucher value. The Users can also get the printout of the PDF.

Apart from this, the store admin can change the Gift Card prefix and update the PDF content to make it more attractive from the back-end.

Magento 2 Gift Card Manager | PDF Settings

Attached PDF Preview:

Magento 2 Gift Card Manager | Attached PDF Preview

3.1.4 Cron Setting

In this tab, the eCommerce store admin can run the CRON manually or automatically.

The Admin can run the CRON to your store via the control panel to send gift card vouchers automatically.

URLs to Add to Cron via Control Panel 

https://ma2testing.knowband.com/ma218/giftcard/index/cron/secure_key/20da59b52ef8b049dc21dfa5bdcc4c72/?SID=qbtfepld8dfkau56tf2lm4gj17

Cron setup via SSH 

0 1 * * * curl -O /dev/null https://ma2testing.knowband.com/ma218/giftcard/index/cron/secure_key/20da59b52ef8b049dc21dfa5bdcc4c72/?SID=qbtfepld8dfkau56tf2lm4gj17

3.2 Gift Card Template

This tab shows already added Gift card templates. The admin can customize these Gift card template as per their desires. Other than this, the store merchant can edit or delete the Gift card template.

3.2.1 How to customize the template of the gift card?

3.2.1.1 Add New Gift Card Template

There is a ‘ADD NEW‘ button present on the top right corner of gift card template tab of Magento 2 Gift Card Manager Module. The store merchants can easily add new Gift Card template sets whenever they need by clicking on the button. Further details about its functionality are described in the next section.

Magento 2 Gift Card Manager | Gift Card Template

For creating new Gift Card template, ‘Add New’ option is used. By clicking on this, the module will redirect store merchants to the gift card template configuration form as displayed in the below screen:

Magento 2 Gift Card Manager | Giftcard Template Settings

1. Template Name: In this option of Magento 2 Gift Voucher Extension the admin can enter the name of the New Gift Card Template like: Happy Friendship Day.

Magento 2 Gift Card Manager | Template Name

2. Template Image: Magento 2 Send Gift Card Extension by Knowband allows the store admin to select the image or the layout of the gift cards that will be shown in the front-end.

Magento 2 Gift Card Manager | Template Image

The images for the various occasions can be saved in the back-end of the Magento 2 Gift Card Extension. The admin selects the occasion in order to find the image as shown below:

Magento 2 Gift Card Manager | Template Image

The store admin can even view the images for the various events has been saved for the same.

Magento 2 Gift Card Manager | Template Image

As you click on the ‘View Image’, you’ll be redirected to the page below.

Magento 2 Gift Card Manager | View Image

The list showcases all the gift cards that have been created and saved. You can view the complete image or even delete it if required.

Magento 2 Gift Card Manager | Delete Image

In order to create new images, click ‘Add New Image’ as shown below.

 

Magento 2 Gift Card Manager | Add New Image

You can enter the image name and the text of the image to be shown on the gift card. Even the background image and color, as well as font color, can be changed at a button click. Preview the final image before making it live on the website.

Magento 2 Gift Card Manager | Giftcard Image

3. Template Keywords: This option includes the list of the Keyword in this dropdown list the store admin can select the template keywords.

Magento 2 Gift Card Manager | Template Keyword

4. Physical Gift Card Allowed: The Magento 2 Gift Card Voucher module by Knowband allows the store admin to enable the physical gift card option for the particular gift template.

5. Virtual Gift Card Allowed: The Online retailer can enable the Virtual gift card functionality will allow the e-cards.

6. Enable: Initially, this option will be ‘ON’. The Store admin can enable/disable the settings as per the need.

3.2.1.2 Edit Gift Card Template

Magento 2 Gift Module allows the online retailer to edit or delete the gift card template as per the need. The screenshot is shown below:

Magento 2 Gift Card Manager | Gift Card Twemplate

3.3 Gift Card Product

In this tab of Magento 2 Gift Voucher Module allows the store admin to add the Gift Cards product of different values like: product name, product price, quantity and more or edit the already added product from the back-end.

3.3.1 How to customize the Product of the gift card?

3.3.1.1 Add New Gift Card Product

Magento 2 Gift Card Manager Module allows the store admin to add the new Gift Card template by clicking on the ‘ADD NEW’ button present on the top right corner of gift card template tab of Gift Module.

Magento 2 Gift Card Manager | Add Product

Fill out the information that you need to provide for creating the product.

Magento 2 Gift Card Manager | Product Settings

Product Name: Enter the name of the product here. It can be Happy Anniversary, Happy Birthday, Merry Christmas or any other.

Product Price: Magento 2 Gift Card Manager Module by Knowband allows the store admin to enter the price of the product.

Product Quality: In this tab of Magento 2 Send Card Module the admin can enter the product quality of this gift card product.

Gift Card Validity: The validity period in months of the gift card can be entered here by using this Magento 2 Gift Module.

Virtual Gift Card Allowed: Enable e-card by switching on the button.

Free Shipping: The Magento 2 store admin can even allow free shipping to the customer.

Enable: The Magento 2 Send Gift Card Extension can be enabled or disabled from here.

Front End Review:

Magento 2 Gift Card Manager

3.3.1.2 Edit and Delete Gift Card Product

The admin even gets an option to edit the gift card product or delete from the section shown below:

Magento 2 Gift Card Manager | Gift Card Manager

3.4 Gift Card Orders

In this Gift Card Order, tab provides the store admin an option to view the entire list of the orders received for the gift cards. It involves the recipient email, date of sending as well as the status of the gift cards.

In the ‘Gift Card Order’ tab go to the ‘View’ button in the right section. In this section shows the entire information about the order.

Magento 2 Gift Card Manager | Gift Card Orders

4.0 Front End

Magento 2 Gift Voucher Module adds a Gift Card link on storefront end in the Header, Footer, Left and My Account section of the module. By accessing this gift card link customers can browse the gift cards.

This link redirects the user gift card page of the site.

Gift Card Front End Header Link Preview:

Magento 2 Gift Card Manager | Gift card link

Gift Card Front End Left Link Preview:

Magento 2 Gift Card Manager | Gift card Left Link

Gift Card Front End Footer Link Preview:

Magento 2 Gift Card Manager | Gift card Footer Link

Gift Card Front End My Account Link Preview:

Magento 2 Gift Card Manager | Gift card MY Account Link

After clicking on the Gift Card link module redirect the following page:

Magento 2 Gift Card | Front End

Shopping for the same is easy. The customers can select the card for the different occasion. For instance, he chooses the Happy Birthday card. All he needs to do is to click on the card.

They can print the card or send it via email. The sender and receiver name along with the message can be mentioned in the section as shown below.

Magento 2 Gift Card | Front End

Add the product to the shopping cart and proceed to the checkout page. The gift card will then be sent to the receiver.

Joe Parker

We boast of the best in the industry plugins for eCommerce systems and has years of experience working with eCommerce websites. We provide best plugins for platforms like - Magento, Prestashop, OpenCart and Shopify . We also provide custom module development and customization services for the website and modules..

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