Gift Cards are a powerful new way to engage your customers, increase sales, and build loyalty—directly from your CrocoClick ecosystem.

You can create fully customized Gift Cards: visuals, amount, expiration date, conditions, message sent to the recipient... everything is customizable.

Once created, they can be sold (dedicated checkout, link, QR code, embed) or sent free of charge to your contacts (loyalty, refund, commercial gesture).

Each card issued is automatically tracked in Payments → Gift Cards → Gift Card Orders, with its balance, status, and usage history.

🔍 1. Overview

Gift Cards allow you to:

• create branded digital products

• sell them like any other product

• or send them for free to your contacts

• automatically track all cards issued

Everything is managed from:
👉 Payments → Gift Cards

This guide covers the entire process: creation, sale, sending, tracking, and use.

🎨 2. What you can do with Gift Cards

With this feature, you can:

• Create personalized Gift Card Products (branding, visuals, amounts, expiration, etc.)

• Sell these cards:

  • via a dedicated checkout

  • via a link

  • via a QR code

  • or via an embed on your website

• Send cards to your contacts for free (ideal for: rewards, customer service, promotions, loyalty programs)

• Track all cards issued: status, remaining balance, recipient, history

• Allow your customers to use these cards at all compatible checkouts

⚙️ 3. Prerequisites

To use Gift Cards, you must have:

• Access to Payments → Gift Cards

• Created a Gift Card

• Active checkouts (Forms, Pages, Payment Links, Store, Invoices, Calendars, etc.)

• (Optional) Visuals + terms of use for your branding

🧩 4. Create a Gift Card

1. Go to Payments → Gift Cards → Products

2. Click on Create a Gift Card
   (If this is your first card, only this option will appear.)

3. Fill in the product information:

   • Name & description

   • Terms and Conditions

   • Expiration date

   • Visual/Image

   • Several amounts possible

   • Stock per amount

   • (Optional) Automatic tax

4. Click Save.

🛒 5. Selling Gift Cards

1. Open Payments → Gift Cards → Products

2. Choose a product

3. Click on Sell or on the QR Code icon

You can then choose between:

• Checkout link (Live or Test mode)

• Embed code for your website

Share the link anywhere: email, social media, landing page, etc.

🧑‍💻 Customer Experience:

The customer can:

• Choose an amount

• Purchase for themselves or for someone else

• Set up immediate or scheduled delivery

• Pay via your usual checkout

• Receive the card immediately after validation

🎁 6. Send a Gift Card for free (no payment required)

To issue a Gift Card as a gift/commercial gesture:

1. Go to Payments → Gift Cards → Products

2. Open the product

3. Click on Send

4. Select a contact

5. Add a personalized message
   (you can use "Write with AI")

6. Choose: Email, SMS, QR sent by email, or PDF
   (Some choices depend on the contact's information)

7. (Optional) Schedule the sending

8. Click Send

🎉 Result: A free Gift Card is issued. It appears in Gift Card Orders, but not in Payments → Orders (since there is no payment).

🧾 7. Track Gift Card Orders

All cards (sold or sent) are visible in:

👉 Payments → Gift Cards → Orders

Each line contains:

• Status

• Remaining balance

• Amount

• Contact

• Delivery details

By clicking on an order, you can access the detailed information:

• Buyer

• Recipient

• Name

• Expiration date

• Balance

• Status: Scheduled / Active / Inactive

• Card number (hidden but visible in the file)

• Shipping method

• Associated payment (if purchase)

📌 Important:
The Payments → Orders page only shows paid orders.
Cards sent free of charge do not appear there.

💳 8. How customers use their Gift Cards

At a compatible checkout, the customer:

1. Enter their Gift Card Code in the dedicated field

2. The balance is displayed immediately

3. The total is automatically recalculated

🔒 Rules of use:

• If the balance ≥ total amount → no credit card is required

• If the balance < total → a credit card is required for the balance

• If a subscription is included → credit card required for recurring payments

• The receipt displays: "Gift Card Balance Used"

📊 9. Gift Card Dashboard

The Dashboard allows you to track overall performance:

• Total number of cards issued

• Total value issued (selected period)

• Average order value

• Number of unique customers who purchased/received

• Top most used denominations

• Graph of the 5 most popular amounts

This data helps you understand adoption, optimize the amounts offered, and plan your campaigns or inventory.

❓ 10. FAQ

What is the difference between "Gift Card Orders" and "Orders"?

• Gift Card Orders: all cards issued (sold + gifted)

• Orders: only paid transactions

Can I set a different expiration date for certain customers?

Not yet. Currently, the expiration date is set
at the gift card level. Individual card expiration will be available in a future version.

How does inventory work?

Inventory is set by amount.
Example: 3 amounts × 50 units = 150 cards. Concrete
example: I set 40 units for a gift card with a choice of $10 or $25; 2 amounts x 40 units = 80 cards

Can I limit where Gift Cards can be used?

Currently no: they can be used on all compatible checkouts.
Restrictions by product/variant are coming soon.

Can a customer check their balance without initiating a checkout?

Not yet. For now, the balance is displayed when entering the code at checkout.