Gift cards/budgets

In Liftoff, "gift card" and "budget" refer to the same thing; the difference is in how you, the customer, use them! No matter what you call them, they are stackable and reloadable amounts that can be redeemed with a code and used for purchasing. You determine what your code is, how much it's worth, who can use it, and many other conditions.

For the remainder of this article, these codes and their associated functions will be referred to simply as "budgets."

Budget codes must be completely unique from one another and, for this reason, Liftoff automatically generates a unique code for you each time you go to create a new budget. You are welcome to modify this to whatever you would like, but don't forget that no two codes can ever match (even deleted or depleted ones!). Liftoff treats budgets just the same as cash.

Budgets can be created in two ways: You can follow the instructions below, or you can create them in bulk using a budget / gift card batch job.

Gift Cards/Budgets screenGift Cards/Budgets screen

Gift Cards/Budgets screen

Create or edit gift cards / budgets

To view and edit existing budgets or create a new one, navigate to Ecommerce > Gift Cards / Budgets.

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Enable before use

If you haven't created a budget for a given account, you'll need to enable this feature first. Click on the Settings tab in the Ecommerce > Gift Cards / Budgets area, and place a check in the very first box.

This box must be ticked in order to create and use budget codes.This box must be ticked in order to create and use budget codes.

This box must be ticked in order to create and use budget codes.

Codes

To create a new budget, click the +Add Gift Card/Budget button. You'll be presented with the following fields.

Gift Card/Budget Code

This field is REQUIRED.

This is the actual code your customer will provide during checkout. This field is alphanumeric and can contain hyphens. It must be at least 3 characters but cannot exceed 36 characters. This code must be unique from every other code you've created -- even deleted ones.

Starting Balance

This field is REQUIRED.

You must enter an initial balance amount. This field only supports numbers and decimals.

Description

This field is REQUIRED.

This is the message that is displayed to the customer after they apply the code during checkout. For example, "This purchase will be applied to the Marketing Department's budget."

Apply To

This field is REQUIRED.

A budget can apply to different items and checkout scenarios. You can choose from the following:

  • All items
    Selecting this option will apply this code to all items available for purchase on your site, and will pay for both item costs and shipping charges.
  • Only items in a specific category
    Selecting this option allows the code to apply only to items in a specific category. If you select this option, you must choose your category from the dropdown box. The code will not offset any shipping charges.
  • Only items with a specific product code
    Selecting this option allows the code to be applied to just one specific product. If you select this option, you must choose your product from the dropdown box. The code will not offset any shipping charges.
  • Only items with a specific custom product field value
    Selecting this option will allow you to apply this code only to items that have a specific custom product field value. If you choose this option, you must choose your custom product field from the list as well as provide the field value for that custom product field. For example, you may have defined a custom product field for internal use (i.e. not displayed to customers) such as "Budget Category". On the custom fields tab of your product page, you may have entered a value as "Swag" or "Marketing". If you wanted this discount to only apply to "Swag" products you would choose "Budget Category" from the custom product field drop-down box and type "Swag" in the field value.

Usage

This field is REQUIRED.

This is where you control who can use this code. Options are:

  • Assigned to the first customer who validates the code
    Choosing this option makes this code available only to the first person who uses it. Once someone uses it, no other customer will be able to.
  • Assigned to the first customer who belongs to a role and who validates the code
    Choosing this option is the same as the first option above, except it adds the restriction that only a customer belonging to a particular user role can claim the code.
  • Assigned to a single customer
    Choosing this option makes this code available only to the customer you choose to assign it to. If you select this option, you must choose your customer from the drop-down box. This option is the same as the first option above, except that you're "claiming" the code immediately on the customer's behalf.
  • Pooled balance that may be used by anyone with the code
    Choosing this option makes this code available to anyone who uses the code. It can be used repeatedly by any customer, and will never be "claimed" or reserved.
  • Pooled balance that may be used by anyone with the code AND who belongs to a role
    Choosing this option makes the code available to use by any customer, so long as they have been assigned to a user role you designate. As with the option directly above, no single customer will be able to claim or reserve this code only for themselves.
  • Pooled balance that may be used by anyone with the code AND a custom customer field value
    Choosing this option makes this code available to any customers who share the same custom field value. For example, you may have defined a custom customer field of "Branch Office" with values set as "Norfolk", "Raleigh", or "Greenville". If you wanted all users from Raleigh to be able to use this code, you would select the Custom Customer Field as "Branch Office" and type "Raleigh" into the Field Value box.

Application Method

This field is REQUIRED.

You can set this code to automatically apply during checkout, rather than a user needing to type it into the box manually.

Start Date

This field is OPTIONAL.

If you want a code to be available for use starting on a specific date, enter it here. You are not required to provide an expiration date just because you set a start date.

Expiration Date

This field is OPTIONAL.

If you want a code to stop working on a specific date, enter it here. You are not required to provide a start date just because you set an expiration date. Note that specifying both a start date and expiration date provides a "window of time" in which the budget code will be valid.

Settings

This area is where you'll enable the gift cards/budgets tool and can customize its appearance on your account site.

Display product budget

If you would like your customer to be able to see what their available budget amount is, check this box. The available balance will then be displayed on the product landing and product customization pages.

Display name for a gift card/budget

If you want to change how budgets are displayed to your customers, you can define that here. For example, you may elect to refer to it as "Company Code". By default, "Gift Card" is displayed.

Gift card/budget entry prompt

Here, you can define how the code prompt appears on the "payment" step during checkout. For example, you may prefer something like "Enter your department code:" or "Budget Code #". By default, "Gift card code:" is displayed.