Gift Certificates App User Guide

Overview

Once the application is successfully installed - the user will be redirected to the application in the BigCommerce admin panel

The application is fully integrated into BigCommerce. All created gift certificates are stored in the BigCommerce server and not bound to the application

Gift certificates tab

In the "Gift certificates" tab listed all gift certificates existing in the BigCommerce store. The list is going to be empty if there are no gift certificates created in store yet

This tab allows users to create/delete/edit gift certificates, export gift certificates data to a CSV file, search gift certificates

The current user's email is displayed in the left corner on the top of the start page (it will be used in history records to identify which user performed the action)

gift certificates list tab

Creating a gift certificate

To create a new gift certificate user should click on the "Create Gift Certificate" button in the right corner at the top of the page

After clicking on the "Create Gift Certificate" button - the "Create Gift Certificate" modal appears

Create Gift Certificate modal

At this point, it is required to fill in all required form fields and press the "Save" button to create a new gift certificate. After creating a new gift certificate - the "The certificate has successfully been saved" modal appears

The certificate has successfully been saved modal

Click on the "Next" button will open the BigCommerce admin panel with the direct link to the created gift certificate in a new tab. At this point, it is possible to send a newly created gift certificate to the customer by clicking the corresponding button in the "Action" column

BigCommerce admin panel

Editing a gift certificate

To edit an existing gift certificate it is required to find it in the gift certificates list and click the "Edit" button in the "Action" column

After clicking on the "Edit" button - the "Edit Gift Certificate" modal appears

Edit Gift Certificate modal

At this point, it is required to update the gift certificate data and press the "Save" button to update the existing gift certificate. After updating a gift certificate - the "The certificate has successfully been saved" modal appears

The certificate has successfully been saved modal

Click on the "Next" button will open the BigCommerce admin panel with the direct link to the updated gift certificate in a new tab. At this point, it is possible to send an updated gift certificate to the customer by clicking the corresponding button in the "Action" column

BigCommerce admin panel

Deleting a gift certificate

To delete an existing gift certificate it is required to find it in the gift certificates list and click the "Delete" button in the "Action" column

After clicking on the "Delete" button - a confirmation pop-up appears. In case when deletion will be confirmed - the gift certificate will be deleted (this is an irreversible change)

Deletion confirmation pop-up

History tab

The "History" tab listed all actions performed on gift certificates (recorded only actions performed via the gift certificates application, direct changes via BigCommerce admin panel not tracked). The list is going to be empty if there are no actions performed with gift certificates via application yet

The current user's email is displayed in the left corner on the top of the start page. It is used in history records to identify which user performed an action

History records are stored in our database. If an application will be deleted from the BigCommerce store - all history records will also be deleted. Still, the gift certificates will not be affected

History tab

Export to CSV feature

The gift certificates application provides an export feature that allows users to export the gift certificates list and history records as CSV tables

To export data, it is required to click on the "Export to CSV" button at the bottom of the page

In case when user clicks on the "Export to CSV" button in the gift certificates tab - CSV file with gift certificates data will be downloaded

In case when user clicks on the "Export to CSV" button in the history tab - CSV file with history records data will be downloaded