If you’re setting up a voucher that can be redeemed for a given value at your venue, then monetary vouchers are a good choice because they allow your customer to choose exactly how much credit to buy.

1. From the Dashboard, click Gifts on the left-hand side menu:

2. Within the Submenu, click Create Voucher:

As you create your gift voucher, it’s important to check the layout of your PDF. The PDF is sent to your customer when their gift voucher is sent to them, and the fields you complete on this page will affect how information is displayed.

a) You can check the layout of your PDF by clicking Actions in the top right-hand corner:

b) And then click Preview Voucher PDF from the drop-down menu:

c) You’ll then see a window that displays the layout of your PDF. Simply click Close in the top right-hand corner to continue editing your voucher:

3. Now you need to add the basic information about your gift voucher using the fields provided, beginning with the Name:

The name is the title of the gift voucher and will be visible to the customer. It’s best practice to ensure that the name of the gift voucher is as simple as possible. For example, ‘Afternoon Tea & Cakes’. Add your text to the field provided and scroll down to the next section.

4. Here, you need to tick the relevant box to set the status of your gift voucher:

5. Below this, you then need to set the Visibility:

6. Further down the page, you need to set the Validity of your gift voucher:

The validity field calculates the expiration date of each voucher purchased. You can select the number of months, days, years or a specific date range via the ‘Validity Period’ dropdown. By default, the validity period you enter will be from the date of purchase. However, if you select ‘Add a valid from period, ’ your validity period will start from then instead. Many merchants don’t allow vouchers to be used within 48 hours of the purchase date to minimise fraudulent activity.

​7. Now, it’s time to upload an image for your gift voucher. Click the Upload button and select the relevant file from your computer:

8. When you have you have uploaded your image, you’ll see a preview of it:

9. Now you need to tick the box for Monetary Voucher:

10. Monetary vouchers are essentially store credit where customers can purchase a specific amount to be spent with you. When you select this option, the pricing box below will change, allowing you to set a minimum and maximum monetary amount that can be entered:

Adding a Price Suffix is a good idea as it clarifies what the voucher covers.

11. You’ll need to add some descriptive information to ensure your customers understand what’s included in your gift experience. We recommend keeping it simple and making sure you describe all of the USPs (Unique Selling Points) associated with your gift experience. This is your main piece of sales copy, so make it as compelling as possible. Around 180 words is an optimum length. You’ll see a few formatting tools above the main field, so consider using them to make your description easy to read:

12. Below the Description, you can then select Options for your gift voucher:

13. Copy and paste your Terms & conditions into the field provided. You’ll see a few formatting tools above the main field, so consider using them to make your text easy to read:

14. If you need to add any additional information to your gift voucher in the form of a pop-up, tick this box:

15. This will open up two additional fields for you to complete to create your pop-up:

15. Your emailed/printed vouchers will use the same content as your online store unless you use the settings here:

These settings are ideal for custom gift vouchers, where one-off settings are preferable.

16. For each gift voucher, there is an individual enquiry form. If you want to change where enquiries for that specific voucher go, simply enter the relevant email addresses separated by commas. For example, use these settings if you want enquiries about ‘the spa’ to go to your Spa Team. If you leave this blank, enquiries will go to your store’s default email address:

17. The last element on this page is where you can configure the SEO for your gift voucher:

In search engine results, this is the title of the page that would be displayed as blue text:

This ideally needs to display your shop name, location (if applicable), and gift voucher name:

In search engine results, this is the grey text that resides under the blue Meta Title and usually consists of a short summary detailing the information to be found on that page:

The quickest way to populate this area is to choose a paragraph from your Description field further up the page:

19. Now you have populated this page with all of the information required for your Configurable Gift Voucher, you need to click the green Save Changes button in the top right-hand corner:

20. You’ll see a success notification in the bottom middle of the screen for a moment, and then click Vouchers in the top left-hand corner:

21. You’ll then be able to see your gift voucher listed on either the Live, Scheduled or Draft tab - depending on what status you gave your gift voucher when creating it:

How long does my description need to be?

Aim for a description of around 180 words. This guide has more about writing descriptions.

How many images can I add to my Gift Voucher?

The minimum is one, but there is no upper limit on the number of images you can add to a gift voucher. Ideally, a single, all-encompassing image is perfect, or if your gift voucher offers a service with different parts - such as a three-course meal, for example - you may want to add an image for each course.

These fields are unlimited, but when completing these sections, you must know how the information will be displayed on the PDF, so keep previewing the PDF as you complete the different fields. You need to keep the contents informative, but the fewer pages on the PDF, the better. Equally, be aware of how the content will display online - if applicable - and aim to keep everything as concise as possible.

How many email addresses can be added to Enquiries?

The number of email addresses you can cc here is unlimited. Be sure to include only the relevant members of your team and not clog everyone’s inboxes with emails!

How many gift vouchers can I sell on my store?

There's no limit to the number of gift vouchers you can add to your store. We recommend you don’t overwhelm your customers with options (choice paralysis is very real), but equally, it’s important to give them a good range from which to choose. Three or four options per department is a good start. A good way to organise a large inventory of gift vouchers is by using categories which are easy to configure from the admin area.

Why do we recommend a delayed validity period?

We recommend setting a 48-hour 'valid from' period on your gift vouchers. Fraudsters typically look to use a gift voucher before the cardholder has time to contact their bank, which is usually within 48 hours of purchase. Having 48 hours in place allows us to complete various fraud checks and dramatically reduce the chances of fraud at your venue.

If you choose not to have a redemption delay, Giftpro Protect will warn you that an order might be suspicious, but it won't block redemption, and you may lose money. Click here to learn more about Giftpro Protect.

How do I refund a customer?

The Consumer Contracts Regulations allow customers to receive a refund for up to 14 days after they receive their gift voucher. After this period, it is at your discretion. The refund process is incredibly simple; you can read about it here.

What delivery methods can I offer?