Sell a gift card in POS, or allow customers to create their own, and send it to a friend
Sell a Gift Card to a Customer in POS
To manually create and sell a gift card to a customer in POS,
Click Home > Point of Sale > choose the customer > select Gift Card > click the Plus sign > scan the physical card, and fill in the prompts. (If no card exists, allow Momence to generate a code for you by leaving the code field blank).
Add the amount, the expiration date, and choose what its applicable to. Take payment and the code will be emailed to the customer.
Create a page for customers to create their own gift cards / send the gift card codes to their friends by email
Click Studio Setup > Gift Cards > Gift Card Creation Page > follow the prompts > copy the link & add it to your website.
Add this Gift Card Creation page to your website, using a Plugin
If you'd like your gift card creation page to display on your website, you can achieve this using 'Embed on website' button.
Here's an example of some preset values you might give your customers to choose from.
View / change the default email message that sends to the recipient
Within your Transactional Templates (Studio set-up > Transactional templates) there is now an editable template for 'Gift card purchased as a gift confirmation'.
Here's the default email template Momence has written for you, with an example of how it looks when a customer receives it. The words in curly brackets {{ like this }} are used as placeholders to insert information relevant to the gift card, like an expiration date or promo code.
To make changes to the template, click Studio set-up > Transactional templates > search for 'gift card' > select one of the two gift card templates you see pictured below to make changes.
Allow customers to create their own gift cards, pay for them, and send to friends
If you get a lot of gift card requests and want direct these to a special self service page, Momence allows you to create some preset values to choose from or a custom option.
After following along with this article you can expect your customer facing page to look something like this.
To get started, click Studio set-up > Gift cards > gift card creation page.
Toggle on 'Allow customers to create their own gift cards' > then fill out the form. You'll find options for a min/max range (this will display as the custom option shown above). 'Possible values' will display to the customer as preselected options, making it easy to checkout fast.
Click Apply Changes, then preview the customer experience by clicking the link above. When you're satisfied, copy that link and paste it anywhere on your site you'd like it to live.
Allow a gift card purchaser to send a gift card code at a later date
Momence allows you to set up a gift card creation page where your customers can purchase gift cards for themselves or others. Gift card codes are then sent to the intended recipients.
With the holidays in mind, Momence recently rolled out a change that allows the purchasing customer to schedule when the code will be sent with a special message.
To find (or setup) your gift card creation page, head to Studio set-up > Gift cards > Gift Card Creation Page.
First, use the 'gift card creation page' to choose which options your customers will see. This page will contain a link you can copy and paste to anywhere you'd like your customers to see it.
If you'd like your gift card creation page to display on your website, you can achieve this using 'Embed on website' button.
Here's an example of some preset values you might give your customers to choose from.
View / change the default email message that sends to the recipient
Within your Transactional Templates (Studio set-up > Transactional templates) there is now an editable template for 'Gift card purchased as a gift confirmation'.
Here's the default email template Momence has written for you, with an example of how it looks when a customer receives it. The words in curly brackets {{ like this }} are used as placeholders to insert information relevant to the gift card, like an expiration date or promo code.
To make changes to the template, click Studio set-up > Transactional templates > search for 'gift card' > select one of the two gift card templates you see pictured below to make changes.
How to install a Gift Card Creation Page Plugin on your website
Most website builders (like GoDaddy, Squarespace, Wix, etc) have some kind of mechanism that looks like a plus sign, or something usually titled 'add section'.
On your website builder, locate the page where you'd like to add the gift card plugin and click that 'Add section' plus sign.
In the menu that pops up, search for 'html'. This will usually produce the option your looking for, which is a short form where you can add some custom HTML. It's often found under a section called 'Files and Web,' so if you're not seeing it, try searching for 'files and web.'
Now, in your Momence dashboard, grab that gift card plugin code by clicking Studio Setup > Plugins > Gift Cards > and copy the code you see.
If the preview you see to the right is not to your liking, you can make changes to this Gift Card Creation page from Studio Setup > Gift Cards > Gift Card Creation Page.
Gift Card FAQ's
How do I sell a gift card?
Select Home > Point of Sale > select a customer > in the Cart section, choose gift card > Add a new gift card (using the plus button)
Note: If you sell a lot of gift cards, you can set yourself up for expedited gift card sales by generating a list of gift card codes in advance.
These codes will be visible in that dropdown menu for easy adding to the cart (see screenshot below).
To do this, in the left hand nav, click Studio set up > Gift cards > Add gift carts
Back to the gift card checkout, after clicking that plus sign, you'll see the menu below. To auto-generate a code, leave the field for Promo Code blank.
If a physical card exists, and you're using a bar code scanner, place your cursor in the 'gift card number' field and scan it in. Or just enter the code on the card.
Then, enter Amount > the Expiration if applicable > choose what its applicable to and click 'Add'
The gift card will now be available to select from the dropdown menu.
Click 'Add to cart' > choose payment method > click Charge Customer
confirm purchase
your customer will receive a confirmation email with the code to use
A confirmation email with the code to use will be sent to the paying customer
The code can be used in the promo code field of any checkout. Below is a video of what the customer experience will be with entering this code.
Does Momence provide physical Gift Cards?
Momence can create a gift card code for your paying customer. If you are looking for a physical gift card to use in this process, we recommend ordering a stack from an online vendor, and, when they arrive, you can scan them as you create them during a sale.
Where can I create a Gift Card Creation Page for my customers to self serve?
You have two options here, the gift card creation page, which is a stand alone URL hosted on Momence and the gift card plugin, which allows you to embed a gift card creation form on any page of your website.
Both can be accessed from Studio Setup > Gift Cards.
Can I see who a gift card was purchased for?
You can see who purchased a gift card from Studio Setup > Gift Cards > search for the specific gift card number.
Note that if you're looking for 'Gifted' details (ie. who the customer gifted this card to, this level of detail is not available unless the customer was rung up using Point of Sale and paid for someone else. It currently will not show this detail if the customer filled out a gift card form on a gift card creation page or from your plugin.
Click Studio Setup > Gift Cards > search for the specific gift card number.
Under Purchase Link you'll see who made the purchase and for whom.