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Documentation/Smart Coupons for WooCommerce/Gift a birthday coupon using WooCommerce store credit scheduler

Gift a birthday coupon using WooCommerce store credit scheduler

Last updated on January 14, 2022

Be it any occasion, people find store credits as a better way for gifting options. In this digital era where people demand to have everything done in just two clicks, store credits can be of relevant option for serving varied gifting needs.

Here, we will consider a use case of how to gift a birthday coupon worth $500 to a friend using a store credit.

  • Configuring the Store Credit
  • Purchasing a Store Credit Voucher
  • Redeeming Store Credit

Getting started

  • Firstly, install and activate the plugin, navigate to the Smart Coupons > Store Credit
  • It consists of following sections:
    • General settings
    • Send store credit
    • Gift card templates

Configuring store credit

  1. Set up store credit by associating it with a zero price store credit product which in turn can be purchased by customers.
Smart coupon for WooCommerce-Setup Store Credit

Email the store credit voucher directly to specific customers.

Smart Coupon-Store Credit-Email Credit

In that case, the store admin can directly email the refunds as store credit to the customer without actually bearing the loss of refund.

To know more about the store credit setup, refer How to set up smart coupons for WooCommerce

Purchasing a store credit

A customer can purchase a store credit in the usual manner as to how a normal product is bought.

  1. First of all, buyer will have to locate the gift card/ store credit product. After that, choose a gift card template from all the available options.
Purchasing store credit from your store
  • The customer can enter/choose the gift card amount.
  • Specify the recepient’s email ID. He can also enter a custom message to send along with the gift card.
  • Input the sender name and choose to send it today or select a date from the calendar.
  • Add the product into the cart and proceed to checkout.
Smart Coupon for WooCommerce-Store Credit Purchase-Cart View
Smart Coupon for WooCommerce-Store Credit Purchase-Cart View

Place the order to complete the purchase.

Redeeming a store credit voucher

Let us see the steps involved in redeeming a store credit voucher worth $500.

    1. The recipient will receive an email as shown below with details of the voucher and a unique code.
Smart Coupon for WooCommerce-Store Credit-Mail Preview
Smart Coupon for WooCommerce-Store Credit-Mail Preview

Note: The recipient can use this voucher for single or multiple purchases until the value exhausts or expires. He can also buy products worth more than the store credit value and pay the difference at checkout.

Clicking on the voucher will redirect the redeemer to the store where he can choose any products of his choice and move them to the cart.

Redeem the store credit voucher by entering the voucher code in the Apply Coupon field area of the cart page.

Smart Coupon for WooCommerce-Redeeming store credit from cart
Smart Coupon for WooCommerce-Redeeming store credit from cart

On applying the coupon, the plugin applies the store credit amount on the total order amount.

Smart Coupon for WooCommerce-Apply Store Credit-Cart View
Smart Coupon for WooCommerce-Apply Store Credit-Cart View

Proceed to checkout and place an order to complete your purchase using store credit.

Smart Coupon for WooCommerce-Order with Store Credit
Smart Coupon for WooCommerce-Order with Store Credit

You can view the store credit balance amount and redemption history from My Account > My Store credit.

Smart Coupon for WooCommerce-My Store Credit Preview
Smart Coupon for WooCommerce-My Store Credit Preview

In this case, the ‘My store credit’ page displays the balance store credit amount of $368.93 from the $500 by using $131.07 for purchase. Click on the history icon to get the details of redemption.

Store Credit History
Store Credit History
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On this page

  • Getting started
  • Configuring store credit
  • Purchasing a store credit
  • Redeeming a store credit voucher

This article posted in Documentation, Knowledge Base, Smart Coupons for WooCommerce, Store Credit and tagged Coupons, schedule, Store credit, woocommerce

Written by

Shesna

Shesna is a technical content writer for WebToffee. She is familiar in working closely with the SMEs to break down complex technical information into a concise, easy to understand manner.

Comments (16)

  1. Michael

    Michael Hunschock

    May 27, 2021

    Hello, is there a shortcode available for store-credit and for the valid- and invalid coupons?

    Reply
    • Mark

      Mark

      June 1, 2021

      Hi Michael,

      Could you please explain what purpose are you intending for these shortcodes to achieve?

      Reply
  2. Coen van Hoevelaak

    Coen van Hoevelaak

    May 11, 2021

    Hello, I use the store credit in my shop (https://www.kadomaat.nl/product/kadomaat-shoptegoed-gift-card/), but when I complete the order, (i was testing it) the mail to send the store credit fails. The receiver doesn’t get the store credit. What can be wrong? KR, Coen

    Reply
    • Coen van Hoevelaak

      Coen van Hoevelaak

      May 13, 2021

      is it possible to create your own template/design of the coupon?

      Reply
      • Mark

        Mark

        May 14, 2021

        Hi Coen,

        You can use the filter mentioned here to add you own images as store credit image.

        Reply
    • Coen van Hoevelaak

      Coen van Hoevelaak

      May 13, 2021

      other link now https://www.kadomaat.nl/product/kadomaat-shoptegoed-gift-card/
      it still doesn’t send emails to the recipient

      grts. Coen

      Reply
      • Mark

        Mark

        May 14, 2021

        Hi Coen,

        If you want to send the email right away upon purchase, kindly keep the date field empty. There is no need to choose current date.

        Reply
    • Mark

      Mark

      May 15, 2021

      Hi Coen,

      If you want to send the email right away upon purchase, kindly keep the date field empty. There is no need to choose the current date.

      Reply
  3. John Nartowicz

    John Nartowicz

    March 9, 2021

    Is there a way to disable store credit from appearing in the “My Account” section? We only need the smart coupon and have no use for store credit. Thank you

    Reply
    • Mark

      Mark

      March 16, 2021

      Hi John,

      We have developed a code snippet to remove the store credit tabs. Please copy the below codes to your active theme’s functions.php
      add_filter('woocommerce_account_menu_items','wt_removed_un_wanted_my_account_tabs',100,1);
      function wt_removed_un_wanted_my_account_tabs( $items ) {
      if( isset($items['wt-store-credit']) ) unset( $items['wt-store-credit'] );
      return $items;
      }

      Reply
  4. Dirk Schoppenhauer

    Dirk Schoppenhauer

    December 14, 2020

    is there a way to see how much Value of store credit is left as a shop owner?

    Reply
    • Mark

      Mark

      December 16, 2020

      Hi,

      You can open view the balance amount from the Woocommerce coupons page. Once the store credit coupon is used, the coupon amount field in back end is updated.

      Reply
  5. Robin George

    October 16, 2020

    When store credit is entered and an order fails for any reason in my store, it uses the store credit anyway. This is a major flaw.

    Reply
    • Mark

      Mark

      November 3, 2020

      We understand the situation and will make workflow changes in the next update.

      Reply
      • Serge Balmer

        Serge

        January 13, 2021

        Hi, has this now been implemented? We need to be sure ONLY paid and completed orders will send the store credit (gift card) to users.

        Reply
        • Mark

          Mark

          January 25, 2021

          Yes. Only paid users will get the store credit.

          Reply

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