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Create and Offer Gift Cards

Chelsea from Ivorey™ avatar
Written by Chelsea from Ivorey™
Updated over a week ago

Gift Cards allow you to offer a complete prepaid balance system that works across multiple checkout experiences in Ivorey™.

This guide will walk you through everything you need to offer Gift Cards inside your business: from creation, to checkout setup, to sending them directly to clients, and how clients can redeem them on your checkouts.

How To Create Your Gift Card Product

Here you will learn how to create your gift card product, including the custom design, values, expiry date, and other settings.

Click here for the written steps

  1. From the main Ivorey™ menu, go to [Payments] > [Gift Cards]
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  2. At the top right corner, click the [+ New Gift Card] button
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  3. Fill in the basic details:
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    1. Enter the Gift Card Name that you want your customers to see (e.g. Your Business Name Gift Card)
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    2. Add a Gift Card Description
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    3. Set an Expiry Date (optional)
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      ​Note: expiry dates are currently based on the date of card creation, not the date of purchase (this option is coming soon).
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    4. Select whether or not to include a URL (e.g. link to a page with redemption instructions)
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    5. Provide your Terms and Conditions (including any rules or restrictions)


    Click the [Continue] button, at the bottom right corner

  4. Customise the card design:
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    1. Select a Template: choose from previous gift card designs
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    2. Upload a Template: upload an image from your media library, or directly from your device (this will then become a template option for future cards)
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      ​Note: the maximum dimensions are 800x400 px.
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    3. Create Gradient: select brand aligned gradient colours and set the direction. Check the Add to Templates box to save this gradient for future cards (optional)
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    Click the [Continue] button, at the bottom right corner
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    ​Note: click the [Previous] button, at the bottom left corner, at any time to return to the previous step, without losing progress.
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  5. Set the card denominations and inventory:
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    1. Denomination Options: add one or more denominations by selecting from the preset values available or providing custom amounts
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      ​Tip: adding multiple options will allow customers to choose the card value they would like to purchase at checkout.
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      (optional) Under Manage Gift Card Inventory, check the Define Quantity box to set the number of cards available, and choose whether or not to Allow Sales When Out of Stock
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      ​Note: inventory applies per denomination (e.g. if quantity is set to 100 with 2 denomination options, each denomination gets 100 - i.e. a total of 200 gift cards available)
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    2. Tax (optional): apply automatic tax calculation at checkout
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      ​Note: Automatic tax calculation for gift cards will only work when all three address fields (country, state and postal code) are provided at checkout. However, it's important to note that gift cards themselves are not taxable in many regions and taxes are instead applied when the gift card is used to purchase a taxable product.

    3. Choose Categories (optional): create new, or choose from previously created, gift card categories to help filter and report on promotions
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  6. Click the [Continue] button, at the bottom right corner
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  7. Preview the card: click the pencil icon to the right of any section, to return to that step and make any edits needed
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  8. Click the [Create Gift Card] button to save the gift card product
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    ​Note: once saved you will not be able to edit the design of the card, all other details and settings will be editable. If you need to adjust the design or use a different image later, you’ll need to create a new gift card with the updated artwork.
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  9. Your Gift Card Product will now be displayed under the All Gift Cards tab. Here you can edit, deactivate/activate, or delete (archive) a gift card product at any time. This is also where you can sell or share your gift cards, which we will cover in the next steps.
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Note: if a gift card product is deactivated, the dedicated checkout link stops working immediately. If the gift card was added as a product on any other checkout, it would still continue to be sold unless manually removed.

How To Sell Your Gift Cards

Now that you've created your gift card product, you're ready to start selling gift cards.

There are multiple ways you can sell gift cards:

  1. Dedicated Checkout
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    Your gift card product will automatically generate a dedicated checkout page, and you can share this in a few ways:
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    1. Link: You can link the checkout page to a button on your website, or send the link directly in emails or DMs.
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    2. Embed: You can embed the gift card checkout directly into any web page, whether built inside Ivorey™ or externally, using the embed code.
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    3. QR Code: Download the checkout page QR code to use for in-store signage, posters, or any printed material.
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  2. Existing Checkouts
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    Add your gift card product to any existing checkouts inside Ivorey™ that support products, including funnels, stores, payment links, invoices, and forms.

Click here for the written steps to sell via the dedicated checkout

  1. From the main Ivorey™ menu, go to [Payments] > [Gift Cards] > [All Gift Cards]
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  2. Locate the gift card you want to sell, and click the [Sell] button
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  3. Here, you can:
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    1. Copy the Live Mode Checkout Link, and paste the link in a button on your site, or send directly in an email, DM, or text message
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    2. Copy the Embed Code, and paste the code in a custom code block on your website, landing page, or funnel, to embed the checkout directly into the page
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  4. At the top right corner of the screen, click the [Test Mode Checkout Link] button, to place a test purchase (we recommend testing before sharing the checkout publicly)
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  5. Select a denomination option > and click the [Buy] button
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  6. Fill in the purchase information:
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    1. Select whether the card is for Someone Else or Myself
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    2. Fill in the contact information, using a real email address that you can actually check
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    3. Select a future Delivery Date, or delete the suggested date for immediate delivery (recommended for testing)
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    4. Add in a personalised message
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  7. Enter dummy credit card details:
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    1. If you are using Stripe for your Payment Processor, please use the dummy card number 4242 4242 4242 4242, with any expiry date set in the future, and any 3 digits for the CVC. You can also refer to this Stripe Article here for dummy card testing.
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    2. If you are using Square for your Payment Processor, you will first need to make sure Square Sandbox Mode is connected by going to [Payments] > [Settings] > and click [Connect] next to 'Square Sandbox Mode' > then you can use the dummy card number 4111 1111 1111 1111, with the CVC 111. You can also check this Square Article here for other Sandbox Cards to use for testing purposes.
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  8. Click the [Pay] button > and check your email for the gift card delivery
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  9. Once you have the gift card code, place a test purchase on one of your product/offer checkouts, to confirm that the gift card works correctly.
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Note: gift cards purchased in Test Mode will only be redeemable on checkouts in Test Mode.

  1. You can also share your checkout link using a QR Code:
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    1. Go to [Payments] > [Gift Cards] > [All Gift Cards]
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    2. Locate the gift card you want to sell, and click the [Share QR Code] button
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    3. Here, you can:
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      1. Click the [Download QR Code] button to save the QR Code image for printing/digital use
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      2. Click the [Share] button to share the QR Code image
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      3. Click the [Issue Gift Card] button to send the gift card to someone directly (with no purchase)
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      4. Copy the Gift Card 'Sell' URL link (this is the same as the Live Mode Checkout Link mentioned above)
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Click here for the written steps to sell via existing checkouts


You can add your gift card product to any existing checkouts on Ivorey™, as long as they support products.
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To sell a gift card product via a funnel:

  1. Link your gift card product to your funnel the same way you would link any product. Please refer to Step 2 in our Add Products to a Sales Funnel guide for the full instructions, and return here for the remaining steps.
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    ​Note: You can only add one gift card denomination (value) at a time. Add each denomination individually, if you want to offer multiple options at checkout.
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  2. Once you've added the gift card product to the Order Page, go to the [Overview] tab > and click the [Edit] button
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  3. Select the [Order Form] element, to open the settings sidebar on the righthand side > and under Main Product Options, ensure that Enable Cart Mode is toggled ON. This will allow your customers to select the gift card product, as well as your main product offer, for purchase.
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  4. Click [Save] > and [Publish]. Your customers can now add a gift card to their order at checkout, via your funnel.
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To sell a gift card product via a store:

Note: as with any new product created, your gift card product will automatically be included in your store.

If you would like to remove your gift card product from your store:

  1. From the main Ivorey™ menu, go to [Site Pages] > click on the [Stores] tab > open your store > and click on the [Products] tab
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  2. Find your gift card in the list, and click the box next to it to select it > click the [Bulk Action] button at the top > and select [Exclude from this store] from the dropdown options

To sell a gift card product via a payment link:

  1. You can add your gift card product to a payment link the same way you would add any product. Please refer to our Create and Share a Payment Link guide for the full instructions.
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To sell a gift card product via an invoice:

  1. You can add your gift card product to an invoice the same way you would add any product. Please refer to our Proposals & Invoices guide for the full instructions.

To sell a gift card product via a form:

  1. From the main Ivorey™ menu, go to [Site Pages] > hover over the [Forms] tab > select [Builder] from the drop-down options > and open your form

  2. Add the [Sell Products] element, from the Payments section > click the [Add Product] button, on the righthand sidebar > select your gift card product from the drop-down menu > and click the [Add Product] button, at the bottom
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  3. Adjust the display and layout settings as needed, and place a test purchase, before toggling the product payment to Live Mode > and click the [Save] button, at the top right corner of the screen

Note: the form must include the Email element, in order to deliver the gift card. Customers will be able to select the denomination they prefer, from a drop-down menu, when placing the purchase.

Note: gift cards purchased from existing checkouts are delivered to the email address of the purchaser.

How To Send Gift Cards Directly (No Payment Required)

You can also send a gift card directly to a customer, without requiring a purchase. This is perfect for rewards, compensation, or to foster loyalty.

Click here for the written steps

  1. From the main Ivorey™ menu, go to [Payments] > [Gift Cards] > [All Gift Cards]
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  2. Click the [Send] button on the gift card you want to send
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  3. Type in and select a contact name from the Customer drop-down menu > and click the [Continue] button, at the bottom right corner
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  4. Add a personal Message or select one of the suggested options > and click the [Continue] button, at the bottom right corner
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  5. Choose the Gift Card Value (denomination) that you want to send, from the drop-down menu
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  6. Choose a Delivery Method:
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    1. Email: send an email with the gift card code included
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    2. SMS: send an SMS/text message with the gift card code included
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    3. QR (via Email): send an email with a QR code that can be scanned to get the gift card code
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    4. PDF (via Email): send an email with a PDF file that can be downloaded to get the gift card code
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  7. Select the Delivery Date > and click the [Continue] button, at the bottom right corner
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  8. Preview the email or SMS before sending > click the [Previous] button at the bottom left corner, to adjust any settings
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  9. When you're ready to send, click the [Send Gift Card] button at the bottom right corner
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Note: only one gift card can be sent to one customer at a time. Any gift cards sent directly via email or SMS will reduce your inventory.

How To View and Manage Gift Card Orders

Learn how to monitor all of the gift cards that you've sold or sent directly.

Click here for the written steps

  1. From the main Ivorey™ menu, go to [Payments] > [Gift Cards] > [Orders] (the Orders tab will only appear after your first gift card is sold or issued)
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  2. This page acts as your complete dashboard for all gift cards sold or issued inside your account. At the top of the page, you can select a time period from the drop-down menu, and view data for the:
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    1. Number of Total Gift Cards Issued

    2. Total Value of Gift Cards Issued

    3. Average Order Value

    4. No. of Customers

    5. Top Denomination (most sold/issued)
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    Tip: Click on any data tab to view the data in graph format.
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  3. Under Orders, you will see all of the gift cards sold or issued, during the select time period. At the top you can search for customers, filter by status, search for specific denominations, or filter by contacts, and you can select a List or Tile View at the top right corner.
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    Here you can view the basic order details, such as:
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    1. Gift Card Name

    2. Customer

    3. Denomination Value

    4. Gift Card Balance Remaining

    5. Status (only in Tile View) - Active, Expired, or Scheduled
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  4. Click on a gift card order (only clickable in Tile View), to view more information, such as:
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    1. who the gift card was Purchased By or Sent Directly By

    2. who the gift card was For

    3. Gift Card Code - this can be toggled on to display and copy the code (if the customer has lost the code, you can copy it here to send to them)

    4. Delivery Method

    5. Payment Details (if purchased)

    6. Order Details, Qty, Price, and Total

How Gift Cards Can Be Redeemed

Your gift cards can be redeemed for any product/offer set up inside your Ivorey™ account, on any of the following checkout types:

  • Funnel Checkouts

  • Store Checkouts

  • Payment Links

  • Invoices

  • Calendar Payments

  • Forms
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How gift card redemption works

  1. The customer will enter their gift card code at checkout
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  2. The system will automatically display the remaining balance

  3. The gift card can either:
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    1. Cover the full purchase (if the balance is sufficient), or
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    2. Cover a partial amount
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  4. Any remaining amount will be charged to the customer’s payment method

Note: Gift cards cannot be redeemed for one-click upsell purchases, or for gift card purchases (i.e. a gift card cannot be used to buy a gift card).

Frequently Asked Questions about Gift Cards

Can I sell the same gift card through multiple channels simultaneously?

Yes, a gift card can be sold via its checkout link, QR, embed, and through any existing checkout that supports products, all at the same time. Inventory will be affected by sales made through all channels.
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Can gift cards be sold/redeemed through all payment providers?

Yes, gift cards can be sold and redeemed through any of your default checkout payment providers. However, in the case of partial payments or subscription purchases, gift cards can only be redeemed on checkouts using Stripe, NMI, Authorize.net and Square (support for more providers is coming soon).
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Can gift cards be redeemed for subscriptions?

Yes, gift cards can be redeemed for subscriptions! However, please note that if a subscription product is in the cart, the system will request a backup payment method, even if the gift card covers the full first charge (for future billing).
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It's also important to note that, for subscription purchases, gift cards can only be redeemed on checkouts using Stripe, NMI, Authorize.net and Square (support for more providers is coming soon).
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Can I restrict which offer/product a gift card is redeemable for?

No, currently you cannot designate which product/offer a gift card is for. Gift cards are redeemable on all products/offers (except for upsell or gift card purchases). However, product/variant-level controls are coming soon.
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Can customers check their balance without starting checkout?

No, currently entering the gift card code at checkout is the only way to view the remaining balance. However, a dedicated balance-check link is coming soon.
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What’s the difference between gift card orders and the regular orders page?

The regular Payments > Orders page only records paid transactions, including gift card purchases. However, the Gift Cards > Orders page records any gift card issued, including those purchased or sent without payment.
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Why can’t I send a gift card to some of my contacts/customers?

You cannot send a gift card to a contact, unless they have a valid email address or phone number.
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Can I edit the gift card delivery email/SMS before sending?

No, currently the gift card delivery emails and SMS's are system-generated and are not editable. However, customisation is coming soon.

Still Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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