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Setting up Your Gift Card Product

How to easily setup, brand and create a product page for your Gift Cards.

Emilie Levenbach avatar
Written by Emilie Levenbach
Updated over a month ago

In this article you'll find:

  1. How to create your gift card product.

  2. Setting up your Gift Card on your Shopify Site

  3. How the Rise Gift Card appears in your store

  4. Setting up your Gift Card Notification​

  5. Testing your gift card product

Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise.ai V2. Please go to this article.

Creating Your Gift Card Product

To create your gift card product, go to your Rise dashboard → Gift Cards tab → Click on the settings icon (the gear wheel) → select Add Gift Card Product to start customizing your gift card.

On the page that will then be opened, you can customize different aspects of your gift card, such as:

  • Product name - choose a name for your gift card product. You can go for the casual "Gift Card" or think of a creative name that fits your brand.

  • Description - insert a simple explanation about the gift card and its benefits, like in our basic template.

  • Product Image - choose an image that fits your brand's style. You can easily customize a gift card image using Canva.

  • Amount options (product variants) - add as many variants as you like.

  • Expiration Date - you can decide when/if the gift cards will expire (in days or years, from the date of purchase). Note that changing the expiration period won't impact gift cards you've already sold.
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Don't forget to click 'Create' once you've defined everything. ​


​Setting up your Gift Card on your Shopify Site

Once you have created your gift card product within Rise, it is automatically created as a new product in your Shopify store. This product acts like any other Shopify product.

If you want to have a glimpse of how it looks like in your live environment, you can always enter Gift Cards -> Settings -> More Options (...) -> 'View on Site':
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In order to view the product in your Shopify admin, enter 'Products' and then search for 'gift card'.


To assign the new gift card product page to any of your website's menus, just enter your Shopify admin → Sales Channel → Online Store → Navigation tab. Then select. the desired menu and add the gift card product.
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We recommend adding the Gift Card product to one (or more) of the main menus in your store, so customers can know that you sell gift cards and it's as visible as possible!
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How the Rise.ai Gift Card appears in your store

Once your gift card product is active in your store, you will usually see two buttons on your Gift Card page - Your regular Add To Cart button and our Send as a Gift button.
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When purchasing a gift card through the Add To Cart button, the gift card will be sent to the buyer.

Clicking the Send as a Gift button will open a pop-up (the Rise.ai gifting module), allowing the buyer to fill out a greeting card, schedule the gift card, add images from a gallery, and send the gift card directly to the gift recipient.
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You can also remove the Add To Cart button leaving only the Send as a Gift button, by contacting our support team. This is our recommended setup.
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​Setting up your Gift Card Notification

All emails can be set up in the 'Notifications' tab in the Rise dashboard.
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Testing your gift card product

Once you have set up your gift card product, we recommend testing it to ensure everything works smoothly for your customers. This guide will walk you through the recommended steps to test your gift card product effectively.

While testing with a real order will require you to process the payment, if this is not possible, we can suggest the following: to test the gift card purchase and sending process without using real money, you can issue yourself store credit from the Rise dashboard:

  1. Ensure your gift card product is live so the Send as a Gift button appears in the product page.

  2. [In case you want to use Rise store credit for the payment] - In the Rise dashboard > Store Credit > Customer Wallets, click the Issue Store Credit button to generate store credit sufficient to cover your test gift card purchase.

  3. Purchase a gift card from your store using the store credit code or a regular payment method at checkout.

Important note: Gift cards purchased with store credit or other gift cards will be automatically tagged as Fraud Risk and will not be sent out automatically. You will need to manually fulfill these orders in the Store Credit tab by clicking fulfill on the Gift Card in the Gift Cards tab > Pending Gift Cards.

To learn more about fraud risk, visit this article

4. After verifying the gift card was fulfilled and sent by Rise.ai, look for the email in the recipient's inbox. It will also give you a chance to review how it is delivered.

5. You can also review how Rise.ai gift card orders look like in your Shopify admin. All The Rise.ai gift card orders will be tagged with 'Rise.ai'.

By following the above steps, you can confidently verify that your gift card product is fully operational, visually polished, and ready for your customers to use.

Have more questions or any product feedback?

Feel free to contact us at info@rise.ai or in the chat box.

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