Payments, Invoices & Estimates

How to Send Gift Cards

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

This is perfect for loyalty rewards, customer satisfaction gestures, refunds, promotions, internal testing, or manually granting prepaid credit. The Send flow works exclusively in Live Modecurrently, ensuring only real, fully functional gift cards are delivered.

Overview

The Send feature allows businesses to issue fully valid gift cards to customers instantly or on a schedule—without taking any payment.

Each card sent creates a Gift Card Order and includes recipient information, expiry, balance, and delivery details.

You can send gift cards:

As a reward

As a gesture of goodwill

As compensation

For testing or debugging teams

As part of internal promotions

To influencers, partners, or VIP customers

Gift Cards sent through the Send flow function exactly like purchased gift cards—they are redeemable at all supported checkouts.

Use Cases for Sending Gift Cards

Sending Gift Cards manually is ideal for:

⭐ Loyalty & Rewards

Reward customers for milestones, referrals, or premium plan renewals.

⭐ Customer Support Compensation

Issue a gift card instead of a manual credit or refund.

⭐ Promotions

Run giveaways, holiday gifting, influencer campaigns, or targeted perks.

⭐ Internal Testing

QA teams, admins, or developers can test redemption flows.

⭐ Bulk Manual Distribution

Gift VIP customers or event attendees a prepaid balance.

Prerequisites

Before sending a gift card, ensure:

A Gift Card Product exists

The Gift Card Product is Active (not Deactivated or Archived)

The customer receiving the card has either:

An email address, or

A phone number (for SMS delivery)

How to Send a Gift Card (Step-by-Step Guide)

Step 1: Navigate to Gift Card Products

Go to:

Payments → Gift Cards → Gift Card Products

Step 2:Click “Send”

On the product you want to send, click the 'Send' CTA.You will now enter the Send flow.

Step 3:Choose a Customer

Choose the recipient: Select an existing customer from your list

Step 4: Add a Personal Message

You can enter:

A custom greeting

Special instructions

A note of appreciation

A message from the pre-populated messages

Step 5: Select a Denomination

Choose one of the preset denominations configured for the product.

Step 6: Choose Delivery Method

You can deliver the gift card through any one available method:

Email

SMS

QR Code (via email)

PDF (via email)

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

Step 7: Choose Delivery Time

You can either:

Deliver Immediately

Schedule Delivery for a Future Date & Time

Scheduled cards remain are sent on the scheduled date but if the code is accessed and used on any checkout, it can be redeemed before the scheduled date.

Step 8: Review the Preview

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

This includes:

Gift card amount

Custom message

Expiry date

Redemption instructions

Artwork

Note: Preview is non-editable at this time.

Step 9: Click “Send Gift Card”

The system will immediately create a Gift Card Order and queue the delivery.

Delivery Methods Explained

Email

Full visual gift card with artwork

Includes expiry, balance, and redemption link

Recommended for most cases

SMS

Sends a clean message with the gift card link

Artwork not included due to SMS formatting

PDF (via Email)

Sends a downloadable printable PDF

Great for in-store gifting, physical wrapping, or events

QR Code (via Email)

Sends a scannable QR that opens the gift card

Useful for in-person gifting or events

Scheduling Delivery

You can choose a specific

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