Presentero - Gift Cards for WooCommerce documentation

Presentero - Gift Cards for WooCommerce Pro adds gift cards to your WooCommerce store. Customers buy a gift card product, pick an amount and a design, add a personal message and have the card emailed to the recipient. The recipient enters the code at the cart or checkout. The amount comes off the order total, and anything left stays on the card for next time.

A gift card is a way to pay, not a discount. Presentero takes the card balance off the final total after tax has been worked out, so your tax reports stay correct.

The Pro edition includes every feature of the free plugin and adds physical cards, scheduled delivery, several recipients per purchase, customer photo designs, discounted cards, top ups, expiry reminders, PIN protection, transfers, usage limits, store credit refunds, bulk generation, CSV import and export, automations, reports, printable cards and a REST API. It is for store owners who want to sell gift cards, give store credit or reward customers, and manage every card from one place.

Presentero - Gift Cards for WooCommerce Pro needs WooCommerce. Install and activate WooCommerce first. You do not need the free edition of Presentero: if it is active, Pro switches it off for you. Pro uses the same cards, designs and settings, so nothing needs to be moved.

Presentero works fully as soon as it is activated. The license key turns on automatic updates, so new versions arrive in WordPress like any other plugin update. Pro features never depend on it.

Once the license is active, new versions of Presentero show up under Dashboard > Updates and on the Plugins screen. Click Update now, or click Enable auto-updates in the Presentero row on the Plugins screen and WordPress installs every future release for you.

• Keys are checked once a day in the background, so your site never waits for the license server. If the server is briefly unreachable, the plugin keeps its last known status.
• An expired key or a key that is not accepted only stops updates. Presentero keeps working. After renewing, click Check now in its row.
• Moving to a new domain: click Deactivate on the old site first, then activate the key on the new one. The status shows Site address changed, checking until the new address is confirmed.
• On the command line: wp ppl-license list, wp ppl-license activate <plugin> <key>, wp ppl-license check and wp ppl-license deactivate <plugin>.

Presentero > Dashboard gives you an overview of your gift cards.

The figures at the top show:

• Outstanding balance: still to be spent on active cards.
• Active cards: how many cards can be used, and the total number of cards.
• Issued: the value of every card created.
• Redeemed: spent on orders, less refunds.
• Sold in 30 days: the value and number of cards sold.
• Expiring in 30 days: active cards close to their expiry date.

Latest activity lists recent events with the columns When, Card, What happened and Amount, for example a card being created, emailed, redeemed on an order or disabled after a refund. Click a code to open that card.

The Setup checklist walks you through publishing a gift card product, choosing designs, checking the gift card email, reviewing the settings and placing a test order. Use Create a gift card product to start a new product, and Issue a card to create a card by hand.

Presentero > Gift cards lists every gift card in your store. Open a card to change its balance, expiry or recipient, or to see everything that has happened to it.

• Use the All, Active and Disabled links to filter by status.
• Search by code, name or email with Search cards.
• Pick a source (for example purchased or issued by admin) and click Filter.
• Tick cards and choose an option under Bulk actions, then click Apply.
• Use Screen Options to adjust the list.

The columns are Code, Balance (with a bar that shows how much is left of the original value), Status, Recipient, Source, Expires and Created.

A card can be Active, Used up, Expired or Disabled. Physical cards can also be waiting to ship.

Presentero > Issue a card creates a card without an order, for example as a prize, a goodwill gesture or store credit. No payment is taken. The card works exactly like one a customer bought.

1. Enter the Amount (required).
2. Leave Code blank to create a secure random code from your code settings, or type your own (letters, numbers and dashes).
3. Choose the Expiry: Store default, Never expires or On a date.
4. Enter the Recipient name and Recipient email. Tick Email the card to the recipient now to send it straight away. Tick If this email belongs to a customer account, put the card in their wallet to add it to that customer's wallet.
5. Set From (shown in the email as the person the card is from) and an optional Message.
6. Pick a Design.
7. Add a Private note about why the card was issued. Only staff see it.
8. Click Create gift card.

Presentero > Designs manages the card backgrounds customers choose from on the product page. Designs also appear in the gift card email and in the customer wallet.

• Drag a design by its handle to change the order.
• Untick Offered to hide a design from customers without losing it.
• Use Edit or Delete under each design.

To add a design, fill in the Add a design form. The preview at the top updates as you go.

• Name: customers see this under the design.
• Occasion: designs are grouped under these headings on the product page when more than one occasion is in use.
• Background: choose Two colours (set From, To and Direction) or Custom CSS gradient. Pick the same colour twice for a solid background.
• Background image (optional): click Choose image. The image covers the whole card. Use a landscape image of at least 1200 by 750 pixels. The background colours still show while the image loads and in email apps that block images.
• Text colour is used for the amount and names. Accent colour is used for the store name and small labels. Make sure both are easy to read on the background.
• Tick Offer this design to customers and click Add design.

Presentero > Bulk generate creates up to 1,000 cards of the same value in one go, for events, prizes, partners or printed cards. No order is created and nothing is emailed. Download the codes as a CSV when they are ready.

1. Enter the Number of cards and the Value of each card.
2. Optionally set a Code prefix (letters and numbers, for example EVENT24). Leave it blank to use the prefix from the Codes settings.
3. Choose the Expiry: Store default, Never expires, Valid for a number of days, or On a date.
4. Pick a Design. It is used if you later email a card, and in the customer wallet.
5. Enter a Batch name. It is saved as a private note on every card, so you can tell batches apart later.
6. Click Create cards.

Presentero > Import and export moves gift cards in and out of your store as CSV files. Use it to bring cards over from another system, to update many cards at once, or for your accounts.

Import

1. Under CSV file, click Choose File. Files can have up to 5,000 rows and 5 MB. The first row must hold the column names. Use Download a sample file to see the format.
2. Under Codes that already exist, choose Skip the row or Update the card: balance, status, expiry and details from the file.
3. Keep Test run: check the file and show what would happen, without saving ticked for a first pass. Untick it to import for real.
4. Tick Email new cards that have a recipient email if you want new cards sent out.
5. Click Import.

The Columns box lists every column and what it means. For example, initial_amount is required on import, a blank code creates a new random code, a blank balance means the full value, and expiry_date uses the format YYYY-MM-DD in your store timezone (blank uses the store default, never means no expiry). created_at and order_id are ignored on import.

Export

Filter by Status, Source and a Created from / to date range, then click Download CSV. Values that spreadsheets could treat as formulas are made safe with a leading apostrophe.

Presentero > Automations rewards customers automatically. Each rule creates a gift card and emails it when something happens in your store. Every card an automation gives is recorded with the rule name.

To create a rule, fill in the New rule form:

• Name: for example "Welcome gift".
• When: First completed order, Order over an amount, Every so many orders, Lifetime spend reached, New account or Product review approved. For first orders, customers are recognised by account, or by billing email for guests.
• Card value: the amount on each card.
• Expiry: Store default, Never expires or Valid for a number of days.
• Message in the email: the text the customer reads with the card.
• Design: the card design to use.
• Rule is on: untick to save the rule without running it.

Click Create rule. Your rules appear in the Rules box.

Presentero > Reports shows how your gift cards perform. Choose a period with Last 7 days, Last 30 days, Last 90 days or Last 365 days.

The figures at the top show Sold, Redeemed, Outstanding balance, Average card, Redemption rate (the share of all value ever issued that has been spent) and Expired unspent (balance left on expired cards).

Below them you find:

• Sold and redeemed per day: a chart. Click Show as a table to see the numbers by day.
• Best selling gift card products.
• Where cards came from: the number and value of cards per source.
• Expiring in the next 90 days.

Click Download CSV to export the report.

Presentero > Settings holds the store wide options, split into tabs. Each tab has a Save changes button and a link that explains every option on that tab.

Selling sets the defaults every gift card product starts from: the preset amounts, whether customers can type their own amount and its range, the default design, the personal message, when cards are created and whether buyers see codes in their order details. Each product can override the amounts, the custom amount range and the expiry in its own Gift card tab.

Codes controls how new codes look: prefix, length, characters and group size. Changes apply to cards created from now on. Existing codes never change.

Expiry sets how many days a new card can be used for. Use 0 for cards that never expire. Some regions set a legal minimum for how long gift cards stay valid, so check the rules where you sell before choosing a period.

Redeeming controls how customers spend their cards. A gift card works like a payment: it lowers the amount to pay, and taxes are worked out exactly as they would be without it.

• Show the gift card field on the Cart page and the Checkout page. Both work with the classic pages and the cart and checkout blocks.
• Allow Several cards per order. Cards are used in the order they were entered.
• Decide whether cards can pay for Shipping and for Buying gift cards.
• Limit use to Logged in customers only. Checking a balance stays open to everyone.
• Protect cards from guessing with Wrong codes allowed and Wait time (minutes).
• Show the remaining card balance on orders and order emails with Balance on orders.

Refunds decides what happens to gift card balances when orders are cancelled or refunded. Return spent balance puts back exactly what the order took from each card when the order is cancelled or fully refunded. Partial refunds do not change the card. Disable refunded cards stops a card being spent after its purchase was refunded. You can switch a card back on by hand, and add balance by hand from the card screen.

The My Account tab controls the Gift cards page inside the customer account area.

• Gift cards page adds the page to My Account. Customers see the cards in their wallet with balances and expiry dates, and the cards they bought for other people.
• Page title is the name of the page in the My Account menu.
• Add by code lets customers add a card to their wallet by entering its code. A card can belong to one account only. No card appears in a wallet just because an email address matches.
• Balance reminder reminds logged in customers of their wallet balance on the cart and checkout, with a one click Use button.

Delivery lets buyers choose when the card arrives and send cards to several people in one purchase.

• Scheduled delivery adds a delivery date to the product page. The card is created when the order is paid but only emailed on the chosen day, from the Delivery hour in your store timezone. Furthest delivery date (days) limits how far ahead a date can be chosen.
• Several recipients lets the buyer enter one email address per line, optionally with a name. One card is created for each person and the quantity is set to match. Most recipients caps the list.

Personalise controls how the purchase form looks and whether customers can use their own photo.

• Form layout: Numbered steps, Accordion, Tabs or Compact list.
• Customer photos adds an Upload your own photo button to the designs. Photos are checked to be real JPEG, PNG or WebP images, resized, stripped of hidden details such as location, and stored under a random name in a presentero-gc folder of your uploads. Unused photos are removed after 30 days.
• Largest photo (MB) refuses larger photos. It can never be larger than your server's upload limit.

Products can switch these features off or choose their own layout in their Gift card tab.

Notifications sets when the Pro emails go out. Each email can also be switched on or off, and its wording changed, under WooCommerce > Settings > Emails.

• Expiry reminders (days before): for example 30, 7, 1 sends three reminders. Only cards with balance left are reminded, and each reminder is sent once per card. Leave blank for no reminders.
• Low balance alert below: when a purchase leaves less than this amount on a card, the holder is told what is left. Use 0 for no alerts.
• Tell the buyer: emails the buyer the first time the recipient uses the card. It is sent once per card and never reveals what was bought.

Security adds extra protection for card balances and decides whether customers can pass cards on.

• PIN protection gives every new card a PIN that is needed to spend it. The PIN is printed in the gift card email and on printed cards. Customers enter it next to the code, except when using a card from their own wallet. Cards made before you switch this on keep working without a PIN. Wrong PINs count towards the guessing protection.
• PIN length sets the number of digits.
• Transfers adds a Send to someone button in the wallet. The card is emailed to the new person with a new code, so the old code stops working.

The settings also have Usage limits, Extras, Advanced and Emails tabs. Usage limits let you set a minimum order, categories cards cannot pay for, and rules for sale items.

Presentero adds its emails to WooCommerce > Settings > Emails, so you edit them like any other WooCommerce email.

Gift card received is sent to the recipient when a gift card is bought or issued. It shows the card design, amount, code, message and expiry date. Tick Copy to buyer to send the buyer a hidden copy of the gift card email.

Gift card expiry reminder is sent to the card holder before a card with balance left expires, on the days set in Presentero > Settings > Notifications. It includes the code and a Use it now button.

For each email you can switch it on or off, change the Subject, Email heading and Additional content, choose the Email type, and add Cc(s) and Bcc(s). The subject can use placeholders such as {sender_name}, {amount} and {site_title} (Gift card received) or {balance} and {expiry_date} (Gift card expiry reminder). The Email preview shows the result with sample details. Click Send a test email to see it in your inbox.

Presentero > Documentation explains every screen and every option inside your admin. Use Search the documentation to jump to what you need, or pick a topic from the list on the left, for example gift card products, the purchase form, delivery and emails, redeeming, the customer wallet, shortcodes and blocks, and troubleshooting.

The gift card product page

A gift card product shows a live preview of the card that updates as the shopper chooses their options. On shop and category pages the product shows From and the smallest amount a customer can choose.

The purchase form (shown here with the Numbered steps layout) has three steps:

1. Choose an amount: the preset amount buttons, plus Other amount when custom amounts are on. With top ups, shoppers choose Buy a new gift card or Add this amount to a card I already have.
2. Pick a design: designs grouped by occasion, plus Upload your own photo when customer photos are on.
3. Who is it for?: Recipient name, Recipient email (leave blank to have the card emailed to the buyer), Your name, an optional Message with a character counter, an optional Delivery date, and Send this card to several people.

The shopper then sets the quantity and clicks Add to cart.

Paying with a gift card

When the Cart page and Checkout page options are on, shoppers see a gift card field on the cart and checkout (classic pages and blocks). The amount is taken off the order total, and any balance left stays on the card.

Checking a balance

On a page with the [presentero_balance] shortcode, visitors enter their Gift card code and click Check balance.

The customer wallet

Logged in customers see their Available balance, the number of Cards you can use, and a field to Add a gift card to your wallet by code. Cards they buy for themselves and cards they add with a code appear in the list. The wallet is available on the Gift cards page in My Account and anywhere you place [presentero_wallet].