Magento 2 Gift Card

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Magento 2 Gift Card

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Facilitate your valued customers to buy gift cards for their loved ones using Meetanshi’s Magento 2 Gift Card extension and give a smooth boost to your sales. – PowerPoint PPT presentation

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Title: Magento 2 Gift Card


1
Gift Card for Magento 2 User Guide
  • Table of Content
  • Extension Installation Guide
  • Twilio Registration
  • Msg91 Registration
  • Textlocal Registration
  • Adding a New Gift Card Product
  • Configuration
  • Email Notification Settings
  • SMS Notification Settings
  • Gift Card Product in Frontend
  • Gift Card Accounts Grid in Backend
  • Gift Card Redemption from Frontend
  • Applied Gift Card Orders Grid in Backend

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  • Extension Installation
  • For Magento Marketplace Customers
  • Find the Composer name and version of the
    extension in the
  • extensions composer.json file.
  • Login to your SSH and run
  • composer require meetanshi/magento2-gift-card
    --ignore-platform-reqs
  • composer require twilio/sdk
  • Enter your authentication keys. Your public key
    is your username your private key is your
    password.
  • Wait for Composer to finish updating your project
    dependencies and make sure there
  • arent any errors.
  • To verify that the extension is installed
    properly, run the command
  • php bin/magento modulestatus Meetanshi_GiftCard
    --ignore-platform-reqs
  • By default, the extension is probably disabled.
  • Enable the extension and clear static view files
  • php bin/magento moduleenable Meetanshi_GiftCard
    --clear-static-content
  • php bin/magento setupupgrade
  • For Magento version 2.0.x to 2.1.x - php
    bin/magento setupstatic-contentdeploy
  • For Magento version 2.2.x above - php
    bin/magento setupstatic-contentdeploy f
  • php bin/magento cacheflush

Note Dont forget to install Twilio library if
you are using Twilio SMS gateway for our
extension.
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  • Twilio Registration
  • If you are going to use Twilio as an SMS gateway
    to send Gift Card SMS notifications, you need to
    register with the Twilio to get Account SID, Auth
    Token and Twilio Phone Number.
  • First of all, Sign Up for the Twilio account. Add
    the details and click to get started.
  • After the Email verification, enter your mobile
    number and click to Verify.

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  • Once you click Verify, you will get an OTP on
    the added mobile number. Enter the OTP and
    verify the mobile number. Now move to Settings ?
    General where you can see API details both for
    live and testing. Copy the Account SID and Auth
    Token to use them in Magento backend
    configuration for Twilio account.
  • Now, click three dots from the left sidebar, go
    to Programmable SMS and click Build under the
    Learn and Build option. From here, you can get
    Twilio phone number to use for sending the SMSs.
    Click on the Get a number button.

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  • You will get a number to choose. Click Choose
    This Number.
  • Once you click the button, you will get a Twilio
    phone number. Copy this number and set it in the
    Magento backend configuration for Twilio account.

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  • Msg91 Registration
  • The extension allows configuration of the Msg91
    SMS gateway to send Gift Card SMS notifications.
    If you choose to use Msg91 SMS gateway
    integration, follow the steps below to get
    sender ID and API key.
  • Visit https//control.msg91.com/signup/. Enter
    the details and click to sign up.

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  • You will get and code or a magic link in the
    Email to verify the Email address.
  • You will be asked to enter the mobile number for
    verification.

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  • Enter the OTP to verify the mobile number and you
    will be registered successfully. Login with the
    credentials.

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  • Under the settings, you can find the Sender ID
    which you need to copy and paste in the Magento
    configuration.

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  • Now move to API, where you can find the API key
    for the Magento configuration.
  • You can find the Message type under the Send SMS
    tab. Select the SMS type in Msg91 configuration
    in Magento as per your requirement.

Note If you are an Indian user of our Magento 2
Gift Card extension with Msg91 API, dont forget
to follow DLT registration process and get your
DLT templates approved for each SMS. Once you get
the DLT template ID, enter the same in the
respective field in Magento 2 extension
configuration.
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  • Textlocal Registration
  • The extension allows configuration of the
    Textlocal SMS gateway to send Gift Card SMS
    notifications. If you choose to use Textlocal SMS
    gateway integration, follow the steps below to
    get sender ID and API key.
  • Create a Textlocal account from
    https//www.textlocal.in/signup/

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  • After the registration, you will get a
    verification link in your registered Email ID,
    clicking the link will land you to add
    additional information page. Here, add the
    account details and submit to activate your
    Textlocal account.

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  • Navigate to Settings gt API Keys and create new
    key to use. Copy the created API Key and paste
    it in Magento 2 extension configuration.

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  • Now move to Settings gt All Settings and click on
    Sender Names to get your sender name.
  • You can copy your Textlocal sender name from here
    and paste it in Magento 2 extension
    configuration.

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  • Textlocal requires to create message template to
    send SMS notification. Go to Send gt Templates
    Drafts and click to create and request new SMS
    template.

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  • You have to create new message template for each
    SMS notification enabled in Magento 2 Gift Card
    extension configuration. Enter title, select
    category and sender name. Set message text same
    as SMS text in Magento 2 extension configuration
    notification settings. You have to create new
    SMS template in Textlocal for every enabled SMS
    notification in Magento 2. For example, if you
    have set SMS Text for GiftCard Notification
    from Magento 2 backend, create a message
    template for the same in Textlocal having exactly
    the same SMS text.

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  • For the dynamic values in text message input,
    click Insert Restricted Template Items. Click
    Insert an Input Box and it will open a popup to
    create new placeholder for the dynamic value.
    Add placeholder text name and set maximum length
    for the dynamic value. Insert it into the SMS
    text and while sending the message, this
    placeholder will match the variable in Magento 2
    Gift Card notification text and replace it with
    the real value.
  • Once message templates have been created and
    submitted for each Gift Card SMS notification,
    it will take approximately a week to be approved
    by the Textlocal. You can send Gift Card SMS
    notifications only after the message templates
    approved by the Textlocal.

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5. Adding a New Gift Card Product Before
configurating the extension you will need to add
gift card as a new product. Login to Magento
backend, move to Catalog ? Products where you can
find Add Product option to add products.
Select the product type as Gift Card from the
drop down.
  • Make sure to add all related settings along with
    setting comma separated price range for gift
    card product.

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  • Configuration
  • To configure the extension, login to Magento
    backend, move to Stores ? Configuration ? Gift
    Card where you can find various settings to
    configure the extension.
  • Gift Card Enable the Gift Card extension from
    here.
  • Gift Code Pattern Prefix Enter prefix to add
    before auto generated gift code.
  • Gift Code Pattern Select one of the gift card
    code patterns.
  • Numeric Generates the code using numbers.
  • Alphabetic Generates the code using alphabets.
  • AlphaNumeric Generates the code using the mix of
    numbers and alphabets.
  • Gift Code Length Enter the gift code length in
    characters.
  • Gift Code Expiry in Day(s) Enter no. of days
    after which you want the gift card to expire.
  • Gift Code Expiry Notification To Customer Before
    Day(s) Enter no. of days before which you want
    to notify gift card receiver about gift card
    expiration.

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  • Email Notifications
  • Email Sender Select sender for the various email
    notifications.
  • Email Template For Gift Card Notification Select
    email template for new gift card received email
    notification to gift card receiver.
  • Email Template For Gift Card Reminder Before
    Expired Select email template for gift card
    expiry reminder to be sent based on the days
    added in configuration to gift card receiver.
  • Email Template For Gift Card Expired Select
    email template to notify gift card receiver
    about card expiration.
  • Email Notifications
  • The Gift card receiver will receive Email
    notification as shown if the gift card sender has
    selected
  • Email from the frontend while ordering the gift
    card.
  • New Gift Card Received Email Notification to
    Receiver

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  • Gift Card Expiry Email Reminder to Gift Card
    Receiver
  • The Gift card receiver will be notified with Gift
    Card expiration reminder email if the gift card
    expiry is set from the configuration and is about
    to expire before the full usage.
  • Gift Card Expiry Email Notification to the Gift
    Card Receiver
  • The Gift card receiver will be notified with
    email if the gift card has expired before the
    full usage.

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  • SMS Notification Settings
  • To configure the extension to send Gift Card SMS
    notifications, move to Gift Card ? Configuration
    ? SMS Notification where you can find various
    settings to configure SMS Notifications.
  • Enable SMS Notification Enable gift card SMS
    notification from here.
  • API Provider Select one of the API providers
    from the drop down menu.
  • Twilio
  • Twilio SID Enter your SID Number from the
    respective API provider account.
  • Twilio Token Enter the token from the API
    provider account here.
  • Twilio Number Enter your API account number here.

o
Msg91
  • Sender ID Enter the sender ID received from
    Msg91.
  • API Key Enter the API key received from Msg91.
  • API URL Enter the API URL.
  • Message Type Select one of the message types as
    purchased from the Msg91.
  • Textlocal
  • Sender ID Enter your sender ID received from
    Textlocal.
  • API Key Enter API key received from Textlocal.
  • API URL Enter the API URL.
  • Other If you are going to use custom SMS API
    other than Msg91, Twilio or Textlocal, you have
    to add your CURL URL as below
  • Format https//yoursmsapi.com/sms/submitsms.jsp?
    useryourusernamesenderidyoursenderidkeyy
    oursmskeymobilemobilemessagemsg
  • Sample CURL URL https//foxxsms.com/sms/submitsm
    s.jsp?userMETANSHIsenderidFOXGLVaccusage6key
    587e05afbcXXmobilemobilemessagemsg
  • SMS Text for GiftCard Notification Enter the
    text you want to send for the gift card SMS
    notification.
  • SMS Text for GiftCard Reminder Before Expired
    Enter the text you want to send through SMS for
    reminding that the gift card is going to expire.
  • SMS Text for GiftCard Expired Enter the text you
    send through SMS for notifying that the gift
    card has expired.

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  • SMS Notifications
  • The Gift card receiver will receive SMS
    notification as shown if the gift card sender has
    selected
  • SMS from the frontend while ordering the gift
    card.
  • New Gift Card Received SMS Notification to
    Receiver

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  • Gift Card Expiry SMS Reminder to Gift Card
    Receiver
  • The Gift card receiver will be notified with Gift
    Card expiration reminder SMS if the gift card
    expiry is set from the configuration and is about
    to expire before the full usage.
  • Gift Card Expiry SMS Notification to the Gift
    Card Receiver
  • The Gift card receiver will be notified with SMS
    if the gift card has expired before the full
    usage.

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  • Gift Card Product in Frontend
  • The customers can place order for gift card just
    like any other product. The same will be
    delivered virtually through mail/SMS whatever
    option is chosen.
  • Gift Amount Select whatever amount or enter the
    gift card amount manually of which you want to
    purchase the gift card.
  • Notification Info Enter respective senders and
    receivers name.
  • Sent Notification By Select the one of the
    notification modes
  • Email
  • Recipient Email Enter recipients email address
    to send gift card email notifications.
  • SMS
  • Recipient Mobile Number Enter recipients mobile
    number to send gift card SMS notification.
  • Message Add additional gift message for the
    receiver.
  • Gift Card Notification Delivery Date Select date
    when you want your gift card to be delivered to
    the receiver.

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  • My Gift Cards Tab in Customer Account Section in
    Frontend
  • Registered users can view purchased gift card
    details in their respective My Account
  • section under My Gift Cards tab. They can also
    view various details like gift code, balance,
    status and expiry date.

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10. Gift Card Accounts Grid in Backend The admin
can view all the purchased gift card details from
Gift Card ? Gift Card Accounts. The grid shows
the order number, gift card code, receivers
name, email, status of the card, balance, used
gift card amount and expiry date.
11. Gift Card Redemption from Frontend The
receiver can redeem the gift card to purchase the
products from the store in frontend. After
adding the products to card, the gift card
receiver can apply the gift code received
through email/SMS on the cart page.
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  • Customers can apply gift code also from the
    checkout page. Paste the gift code and then
    click on apply gift code.

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  • Gift Card Redemption Details in My Order Section
  • If the gift card receiver has placed order after
    registration, he can see the gift card
  • redemption details in his My Account section
    under My Orders tab.

12. Applied Gift Card Orders Grid in Backend The
admin can view all the orders placed by gift card
redemption in a separate grid in Gift Card ?
Applied Gift Card Orders. The grid shows the
order ID, gift code used, customer name, email
and used amount.
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