You can now manage gift cards directly inside your CRM, giving your business one place to create, sell, send, track, and redeem them. Whether you want to sell gift cards for holidays and special occasions or issue them for refunds, customer appreciation, or store credit, this gives you a practical way to bring in cash now and turn it into future sales.

📌 Why This Matters

Gift cards are more than a nice extra for customers—they can help your business generate upfront revenue, encourage repeat visits, and make customer service easier. Instead of juggling separate tools or manual tracking, you can handle the full gift card process in one place. That means fewer mistakes, better visibility into balances and redemptions, and a smoother buying experience for your customers online or in person.

✨ What’s New

• Create custom gift card products: Set up gift cards with your own name, description, terms, expiry date, branding, artwork, and multiple purchase amounts. You can also preview everything before making it live.
• Sell gift cards in more places: Each gift card product includes a dedicated checkout page, plus options to share it through an embed code, QR code, or add it to existing payment pages, forms, invoices, website pages, store checkout, and other supported checkout experiences.
• Let customers buy for themselves or someone else: Shoppers can choose a gift card amount, send it to themselves or a recipient, and even schedule delivery for a later date.
• Send gift cards without collecting payment: You can issue a gift card directly to a customer for a goodwill gesture, service recovery, loyalty reward, or replacement credit.
• Track every gift card order: View sold and issued gift cards in one order area, including purchaser details, recipient details, balance, status, expiry date, and delivery method.
• Redeem across supported checkouts: Customers can enter their gift card number during checkout and use it toward full or partial payment, depending on the purchase.
• Clearer balance visibility at redemption: The checkout experience shows how much was used from the gift card, what balance remains, and what amount is still left to pay if needed.

🛠️ How to Use It

1. Step 1: Go to the gift cards area in your CRM and create a gift card product with your business name, design, terms, optional expiry date, and available dollar amounts.
2. Step 2: Decide how you want to offer it—through a direct checkout link, QR code, embedded checkout, or by adding it to your existing sales and payment pages.
3. Step 3: If needed, issue a gift card directly to a customer for store credit, a thank-you gesture, or a service recovery situation.
4. Step 4: Monitor gift card orders to see who purchased or received them, their status, and the remaining balance on each card.
5. Step 5: Let customers redeem their gift cards at supported checkouts by entering the gift card number during payment.
6. Step 6: Review how gift cards are being used so you can spot patterns, plan promotions, and keep inventory and balances organized.

💡 Pro Tip

Offer gift cards before holidays, busy seasons, and local events to bring in cash upfront and turn first-time buyers or gift recipients into repeat customers.