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How to Sell Gift Cards

Overview of Selling Gift Cards

Gift cards in your CRM allow you to offer prepaid balances that customers can purchase for themselves or send to others. You can sell them through various channels, including a dedicated checkout link, embed code, QR code, or by integrating them into existing sales workflows like funnels, forms, stores, payment links, invoices, and calendars. This flexibility enables you to reach customers wherever they prefer to shop. Upon purchase completion, the system generates a gift card order and delivers it based on the selected delivery option (immediate or scheduled).

Key Benefits of Selling Gift Cards

  • Multiple Sales Channels: Maximize reach by selling through dedicated links, embeds, QR codes, or existing checkouts.
  • Built-In Gifting: Simplify purchases for others with options to schedule delivery.
  • Safe Testing: Use separate test and live links to validate pricing and flows without impacting real balances.
  • Immediate Cash Flow: Collect revenue upfront before redemption occurs.
  • Brand Alignment: Customize gift cards with uploaded artwork and gradient choices to match your branding.

Prerequisites

Ensure a smooth launch by confirming the following:

  • At least one gift card product is created and active.
  • A connected payment method is set up to collect payments.

Test Mode vs. Live Mode

Test Mode provides a safe environment for simulating purchases, validating pricing, and testing redemption without real transactions. Gift cards bought in Test Mode are redeemable only in test checkouts, while those purchased in Live Mode work in live checkouts. Note: Sending gift cards without payment is available only in Live Mode.

Supported Channels

Gift cards can be sold through:

  • Dedicated Checkout Link: A standalone page for each gift card product.
  • Embed Code: Integrate the checkout directly into a website page.
  • QR Code: Ideal for in-person or print use; opens the dedicated checkout link.
  • Existing Checkouts: Add gift cards as products to forms, funnels, stores, payment links, invoices, and calendars.

The dedicated checkout link is a standalone purchase page included with every gift card product, making it quick to share via email, SMS, social media, or website buttons without needing a funnel or form.

  1. Navigate to the Payments tab in the left menu, then click Gift Cards in the top ribbon to open the dashboard.
  2. Locate the desired gift card and click Sell on its tile.
  3. Click the Copy icon to copy the Live Mode Checkout Link to your clipboard for sharing with customers.
  1. Navigate to the Payments tab, then click Gift Cards to open the dashboard.
  2. Find the gift card and click Sell on its tile.
  3. Click Test Mode Checkout Link in the upper-right corner to access the link for internal testing.

Buyers will:

  1. Select a denomination from available values.
  2. Choose who the gift card is for (themselves or someone else). If for someone else, the checkout collects recipient details.
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