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Getting Started with Gift Cards



Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell beautiful, branded digital cards that reflect your business identity. From choosing artwork and denominations to setting expiry dates and terms, you have complete control over how your Gift Cards look and function.

TABLE OF CONTENTS

What are Gift Cards?


Gift Cards give your business a powerful way to drive sales, reward loyal customers and simplify promotions. With this feature you can create branded Gift Card Products, sell or send them, and track every issued card in a dedicated Gift Card Orders page - all from inside your Payments section.


Whether customers are purchasing a gift for someone special or you’re rewarding loyal clients with complimentary credit, Gift Cards make every transaction more personal. They can be sold through a dedicated checkout or embedded on your website, shared through a QR code, or sent directly to contacts with a custom message. Every card issued is automatically tracked under Gift Card Orders, giving you clear visibility into balance, status, and redemption - while offering your customers a seamless, delightful way to pay.


With Gift Cards you can:


Key Benefits of Gift Cards


Prerequisites to Using Gift Cards



How to Create a Gift Card Product



Step 1: Navigate to Gift Cards


In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.




Step 2: Create Gift Card


Click the blue + Create Gift Card button. For a first time user, only the option to create a card would be visible. Orders, Sell/Send options and other details would come up once the first gift card product is created.




Step 3: Add Details


Fill in the Basic Information details. Key attributes include (but are not limited to):




Step 4: Customize the Gift Card


Choose how the card looks so it aligns with your brand. You have two options:




Step 5: Set Values, Tax & Category



Tip: Inventory definition separately for every denomination is not possible today. Once the inventory is defined, it applies individually to each denomination i.e. if quantity = 100 with 2 denominations, each denomination gets 100 i.e. a total of 200 gift cards.




Step 6: Review and Save


Review the summary and preview. When everything looks right, click Create Gift Card to finish.




Editing, Archiving and Deactivating Gift Cards


You can edit, archive, or deactivate a Gift Card Product at any time.


How to Sell Gift Cards


You can sell a gift card through its own checkout or by adding it to your existing selling workflows (Funnels, Forms, Stores, Websites, Payment Links, Invoices, and Calendars). This allows you to sell gift cards wherever your customers already buy!


When a customer completes a purchase, SourCherry creates a Gift Card Order and delivers the gift card based on the delivery option selected at checkout (immediate or scheduled).


Important: Gift Cards can also be sold through QR codes and existing SourCherry checkouts! For a detailed breakdown of multiple ways to sell gift cards and their respective deliveries, refer the following article: How to Sell Gift Cards



Selling Gift Cards Through the Dedicated Checkout


Follow the steps below to sell Gift Cards through the dedicated checkout:



Step 1: Navigate to Gift Cards


In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.




Step 2: Choose a Gift Card


Locate your card you would like to open the Dedicated Checkout Link for. On the Gift Card tile, click Sell.




Step 3: Share the Dedicated Checkout


There are multiple ways to share the dedicated checkout:




Customer Experience When Using the Dedicated Checkout


This summary describes the flow that buyers will go through when purchasing a gift card using the Dedicated Checkout.



Step 1: Select a Denomination


The buyer selects one of the available values (e.g., $10, $25, $50, $100).




Step 2: Select Who the Gift Card is For


The buyer chooses who the gift card is for by selecting Myself or Someone Else




Step 3: Add Delivery Date


Choose Deliver Now (immediate) or Schedule for later and pick a date (and time, if shown). 


Add an optional message for the recipient.


Live mode Gift Cards are redeemable on live checkouts; test mode Gift Cards on test checkouts. Vice versa is not possible. Click here to learn more about Test Mode for Gift Cards




Step 4: Complete Payment & Confirmation


The buyer selects an available payment method and clicks Pay.


Once payment is confirmed, the buyer is able to download the gift card from this screen. If buying for someone else, the recipient receives the gift card via email at the chosen time (immediate or at a scheduled date)



How to Send Gift Cards (No Payment)


Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer, without requiring a purchase or payment. 


Sending a gift card creates a one-time, prepaid credit and delivers it to a chosen recipient via email, SMS, PDF, or QR code, without requiring the contact to purchase it. This is ideal for make-goods, loyalty gestures, VIP perks, and internal tests. Redemption happens on supported SourCherry-powered checkouts where gift cards are accepted. The Send flow works exclusively in Live Mode currently, ensuring only real, fully functional gift cards are delivered.


Important: For a detailed breakdown of multiple ways to send gift cards and the respective deliveries, refer the following article: How to Send Gift Cards



Step 1: Navigate to Gift Cards


In the left menu, click the Payments tab. Then in the top ribbon, click Gift Cards to open the Gift Cards dashboard.




Step 2: Choose a Gift Card


On the Gift Card you want to send, click the Send button. You will now enter the Send flow.




Step 3: Choose a Contact


Select an existing customer/contact from your list or Add a Contact, and click continue. Add a personalized message then click Continue. You can also use the 'Write with AI' functionality to draft the message.





Step 4: Select Denomination and Delivery Method


Choose one of the preset denominations configured for the product then select delivery method: Email, SMS, QR via Email, or PDF via Email. When selecting the delivery method, you can also schedule the send date (optional).


Note: Only methods supported by the customer's available information (email/phone) will be enabled.




Step 5: Review and Send


Before confirming, review the automatically generated email or SMS preview. This includes:

Then click Send Gift Card.




Result: A free Gift Card is issued to the contact - ideal for loyalty, refunds, or special campaigns. This will appear in Gift Card Orders but not in the general Payments → Orders page (since no payment occurred).

How to Track Gift Card Orders


All issued Gift Cards (whether sold or sent) are listed under Payments → Gift Cards → Gift Card Orders.


The gift card orders page lists all the sold or sent gift cards along with their statuses, balances, filters and contact details. All cards on this page are clickable and open up a detailed page for that order.


Tip: The generic Payments → Orders page only shows paid orders. Gift Cards sent directly without payment do not appear there. Use the Gift Card Orders page is your central hub for every card issued or purchased.




Gift Card Dashboard


The Gift Card Dashboard gives you a quick snapshot of your overall gift card performance. You can view high-level metrics such as:


These insights help you understand customer behavior, track gift card adoption, and plan better inventory or promotional strategies.


For a detailed breakdown of each metric, chart type, and how to interpret this data, read the full Gift Card Dashboard guide here: How to Track Gift Card Performance (Analytics and Metric tracking)




Gift Card Order Details Page


The gift card order details page acts as the single source of truth for all Gift Cards in the account. For each Gift Card Order, businesses can view:


For a detailed breakdown of gift card tracking, read the full Gift Card Dashboard guide here: How to Track Gift Card Performance (Analytics and Metric tracking)


How Customers Redeem Gift Cards


  1. Customer goes to any supported checkout (Forms, Funnels, Payment Links, Invoices, Store, Calendars, Services V2 and only during appointment booking, etc.).

  2. Enters their Gift Card Code in the Gift Card field.

  3. The gift card is applied and displays:

    • Gift card applied: amount used from the gift card

    • Remaining gift card balance: amount left in the gift card after redemption

    • Amount left to pay: amount left to be paid that’s not covered by the gift card (field only visible if additional payment is required)


Note: While gift card is yet to be supported on Memberships, Donation Forms and Rentals, it will not be supported on Services V1 in the future.


Gift Card redemption is fully supported with Stripe, NMI, Authorize and Square. However, There is limited support for gift card redemption for providers like PayPal, Adyen and custom payment providers. In case of the latter, gift cards can be redeemed on the checkout if the gift card balance fully covers the order/invoice total and the order/invoice does not contain any recurring or subscription product. If gift card cannot cover the full total or if the total has a recurring product, customer cannot redeem the gift card for the purchase.

        




Redemption Rules


Frequently Asked Questions


Q: What’s the difference between Gift Card Orders and the regular Orders page?
Gift Card Orders (inside Payments → Gift Cards) track every card issued or purchased. The generic Orders page only records paid transactions.


Q: Which payment providers can I redeem my gift cards on?
A: Gift Card redemption is fully supported with Stripe, NMI, Authorize and Square. There is limited support for gift card redemption for providers like PayPal, Adyen and custom payment providers. In case of the latter, gift cards can be redeemed on the checkout if the gift card balance fully covers the order/invoice total and the order/invoice does not contain any recurring or subscription product. In case of partial payments using gift cards or using gift cards for buying recurring products, the support on PayPal, Adyen and custom payment providers is not yet live.


Q: Can I set different expiry dates per order?
Not yet. All Gift Card Orders for a product share the product’s expiry. Order-level validity is planned for a future release.


Q: How does inventory work with multiple denominations?
Inventory applies per denomination. For example, three denominations with inventory of 50 each = 150 total cards.


Q: Can I restrict where Gift Cards are redeemable?
As of MVP, Gift Cards are redeemable on all products except for when you are trying to buy gift cards. More fine-grained controls (product-level, variant-level) are coming soon.


Q: Can customers check their balance without starting checkout?
Not yet. For now, entering the card number at any supported checkout displays the balance. A dedicated balance-check link is coming soon.


Q: Can I buy gift cards using gift cards?
Not yet. For now, you cannot add a gift card product on checkouts and make the payment by redeeming another gift card. Providing businesses an option to choose to or not to allow gift cards to be used to buy other gift cards is coming soon.


Q: When can users see the redemption option on checkouts for a sub-account?
Redemption option is available only once a gift card order is placed, irrespective of order status, after creating a gift card product. Currently, there is no way to turn-off gift card redemption, but it's in development and coming soon.


Q: Which checkouts have the gift card redemption option?

Support checkouts - Forms (Sell Product), Funnels, Payment Links, Invoices, Store, Calendars, Services V2.

Note - While gift card is yet to be supported on Memberships, Donation Forms and Rentals, it will not be supported on Services V1 in the future.