gift-cards

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Original

English
🇨🇳

Translation

Chinese

Gift Cards

礼品卡

Overview

概述

Gift cards let customers purchase store credit to give as gifts or to use themselves. They function as a form of payment at checkout — a customer can pay part of an order with a gift card and the remainder with a credit card, and any unused balance stays on the card. All major e-commerce platforms include native gift card functionality; custom implementations are only needed for headless storefronts or very specific accounting requirements.
礼品卡允许顾客购买商店信用额度,用于送礼或自用。它们可作为结账时的支付方式——顾客可以用礼品卡支付部分订单金额,剩余部分用信用卡支付,未使用的余额将保留在卡内。所有主流电商平台都包含原生礼品卡功能;仅在无头店面或有特殊会计需求的情况下才需要自定义实现。

When to Use This Skill

何时使用该技能

  • When adding gift cards as a purchasable product that customers can send to others
  • When implementing store credit as a refund mechanism in place of cash refunds
  • When building bulk corporate gift card programs for B2B clients
  • When allowing customers to split payment between a gift card and a credit card at checkout
  • When you need a full balance history for accounting reconciliation or customer support
  • 当添加礼品卡作为可购买产品,供顾客赠予他人时
  • 当将商店信用额度作为退款机制替代现金退款时
  • 为B2B客户构建批量企业礼品卡项目时
  • 允许顾客在结账时拆分礼品卡与信用卡支付时
  • 需要完整余额历史记录用于会计对账或客户支持时

Core Instructions

核心操作指南

Step 1: Determine the merchant's platform and choose the right tool

步骤1:确定商家平台并选择合适工具

PlatformRecommendationNotes
ShopifyUse Shopify's built-in gift cards (available on all plans except Basic)Native integration with checkout, balance tracking, and email delivery — no app needed
WooCommerceWooCommerce Gift Cards plugin (official, $49/year) or YITH WooCommerce Gift Cards ($80/year)Core WooCommerce does not include gift cards; these plugins are well-maintained and widely used
BigCommerceBigCommerce Gift Certificates (built in, all plans)Native support — create, sell, and redeem gift certificates from the admin panel
Custom / HeadlessBuild with ledger-based balance trackingSee Custom section below
平台推荐方案说明
Shopify使用Shopify内置礼品卡功能(除Basic套餐外,所有套餐均支持)与结账系统原生集成,支持余额追踪和邮件发送——无需额外应用
WooCommerceWooCommerce Gift Cards插件(官方版,约49美元/年)或YITH WooCommerce Gift Cards(约80美元/年)核心WooCommerce不包含礼品卡功能;这些插件维护良好且被广泛使用
BigCommerceBigCommerce Gift Certificates(内置功能,所有套餐均支持)原生支持——可从管理面板创建、售卖和兑换礼品券
自定义/无头平台基于账本式余额追踪构建详见下方自定义部分

Step 2: Set up gift cards on your platform

步骤2:在平台上设置礼品卡



Shopify

Shopify

Shopify gift cards are available on Shopify, Advanced, and Plus plans (not Basic). They are issued as a product and redeemed at checkout using a 16-character code.
Enable and create gift cards:
  1. In your Shopify admin, go to Products → Gift cards
  2. Click Add gift card product
  3. Set denominations (e.g., $25, $50, $100) — each denomination is a product variant
  4. Add a title, description, and image for the gift card product
  5. Click Save
Issuing a gift card to a customer:
  • Via sale: When a customer purchases a gift card, Shopify automatically generates a unique code and emails it to the recipient
  • Manually: Go to Customers → find the customer → Gift cards tab → Issue gift card; set the value and expiry date
Setting expiry dates:
  1. In Settings → Gift cards
  2. Enable gift card expiry and set the default expiration period
  3. Note: Some jurisdictions prohibit gift card expiry (check local law before enabling)
Bulk gift cards for B2B or marketing:
  1. Go to Products → Gift cards → Export to download existing codes
  2. Use the Shopify Admin API (
    POST /admin/api/2024-04/gift_cards.json
    ) to bulk-create gift cards programmatically
  3. The API response includes the code — distribute via your email platform
Store credit as a refund: When issuing a refund, Shopify allows you to refund to a gift card instead of the original payment method:
  1. Go to Orders → open the order → Refund
  2. Under "Refund to", select Gift card and specify the amount
  3. Shopify creates a new gift card and emails the code to the customer

Shopify礼品卡适用于Shopify、Advanced和Plus套餐(Basic套餐不支持)。它们作为产品发行,结账时使用16位代码兑换。
启用并创建礼品卡:
  1. 在Shopify管理后台,进入Products → Gift cards
  2. 点击Add gift card product
  3. 设置面额(如25美元、50美元、100美元)——每个面额对应一个产品变体
  4. 添加礼品卡产品的标题、描述和图片
  5. 点击Save
向顾客发行礼品卡:
  • 通过售卖: 当顾客购买礼品卡时,Shopify自动生成唯一代码并发送至收件人邮箱
  • 手动发行: 进入Customers → 找到对应顾客 → Gift cards标签页 → Issue gift card;设置金额和有效期
设置有效期:
  1. 进入Settings → Gift cards
  2. 启用礼品卡有效期并设置默认有效期时长
  3. 注意:部分地区禁止礼品卡设置有效期(启用前请查阅当地法规)
面向B2B或营销场景的批量礼品卡:
  1. 进入Products → Gift cards → Export下载现有代码
  2. 使用Shopify Admin API(
    POST /admin/api/2024-04/gift_cards.json
    )以编程方式批量创建礼品卡
  3. API响应包含卡片代码——通过你的邮件平台分发
将商店信用额度作为退款方式: 退款时,Shopify允许你将退款金额退至礼品卡而非原支付方式:
  1. 进入Orders → 打开对应订单 → Refund
  2. 在“Refund to”下选择Gift card并指定金额
  3. Shopify将创建新礼品卡并将代码发送至顾客邮箱

WooCommerce

WooCommerce

Install the WooCommerce Gift Cards extension (from WooCommerce.com) or YITH WooCommerce Gift Cards. These are the most feature-complete options.
Setup with WooCommerce Gift Cards:
  1. Install and activate the plugin
  2. Go to Products → Add New and set the product type to Gift card
  3. Under Gift card data:
    • Set delivery type: email delivery (for digital) or printed card
    • Set available amounts or allow custom amounts
    • Configure the email template that sends the code to the recipient
  4. Publish the product
Redemption: The plugin adds a "Gift card" field to the checkout page. Customers enter their code and the balance is deducted from the order total. Partial redemption is supported — remaining balance stays on the card.
Store credit as refund:
  1. Open the order → Refund
  2. The plugin adds a "Refund to gift card" option
  3. A new gift card code is generated and emailed to the customer
Balance inquiry: Both WooCommerce Gift Cards and YITH provide a balance inquiry shortcode you can add to a page:
[woo_gift_card_balance_check]

安装WooCommerce Gift Cards扩展(来自WooCommerce.com)或YITH WooCommerce Gift Cards。这些是功能最完善的选项。
使用WooCommerce Gift Cards设置:
  1. 安装并激活插件
  2. 进入Products → Add New,将产品类型设置为Gift card
  3. Gift card data下:
    • 设置配送类型:邮件配送(数字卡)或实体印刷卡
    • 设置可选金额或允许自定义金额
    • 配置发送卡片代码给收件人的邮件模板
  4. 发布产品
兑换流程: 插件会在结账页面添加“Gift card”输入框。顾客输入代码后,余额将从订单总额中扣除。支持部分兑换——剩余余额保留在卡内。
将退款退至礼品卡:
  1. 打开订单 → Refund
  2. 插件会添加“Refund to gift card”选项
  3. 系统将生成新礼品卡代码并发送至顾客邮箱
余额查询: WooCommerce Gift Cards和YITH均提供余额查询短代码,可添加至页面:
[woo_gift_card_balance_check]

BigCommerce

BigCommerce

BigCommerce calls these "Gift Certificates" and includes them natively.
Create and sell gift certificates:
  1. Go to Marketing → Gift Certificates → Create Gift Certificate
  2. Fill in:
    • To (recipient name and email)
    • From (sender name and email)
    • Amount: fixed value
    • Expiry date (optional)
  3. BigCommerce sends the certificate code to the recipient via email
Selling gift certificates as a product:
  1. Go to Products → Gift Certificates
  2. Enable the gift certificate product page
  3. Customers can purchase certificates in custom or fixed amounts directly from your storefront
Redemption: Gift certificate codes appear as a payment option at checkout. Partial redemption is supported — the remaining balance is saved on the certificate code.

BigCommerce将其称为“Gift Certificates”,并提供原生支持。
创建并售卖礼品券:
  1. 进入Marketing → Gift Certificates → Create Gift Certificate
  2. 填写信息:
    • To(收件人姓名和邮箱)
    • From(发件人姓名和邮箱)
    • Amount:固定金额
    • Expiry date(可选)
  3. BigCommerce将通过邮件向收件人发送礼品券代码
将礼品券作为产品售卖:
  1. 进入Products → Gift Certificates
  2. 启用礼品券产品页面
  3. 顾客可直接从店面购买自定义或固定金额的礼品券
兑换流程: 礼品券代码会作为支付选项出现在结账页面。支持部分兑换——剩余余额将保留在礼品券代码中。

Custom / Headless

自定义/无头平台

For headless storefronts, implement a ledger-based gift card system. The ledger pattern records every debit and credit as an immutable transaction row — never update a balance column directly.
sql
CREATE TABLE gift_cards (
  id           UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  code         VARCHAR(32) NOT NULL UNIQUE,
  initial_value_cents INTEGER NOT NULL,
  currency     VARCHAR(3) NOT NULL DEFAULT 'USD',
  issued_to    VARCHAR(255),
  expires_at   TIMESTAMPTZ,
  is_active    BOOLEAN NOT NULL DEFAULT true,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE TABLE gift_card_ledger (
  id         UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  card_id    UUID NOT NULL REFERENCES gift_cards(id),
  amount_cents INTEGER NOT NULL,  -- positive = credit, negative = debit
  type       VARCHAR(16) NOT NULL CHECK (type IN ('issue', 'redeem', 'refund', 'void')),
  order_id   UUID,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
Balance calculation — always derived from the ledger, never from a stored column:
typescript
async function getBalance(cardCode: string): Promise<number> {
  const card = await db.giftCards.findByCode(cardCode.toUpperCase());
  if (!card || !card.is_active) throw new Error('CARD_NOT_FOUND');
  if (card.expires_at && card.expires_at < new Date()) throw new Error('CARD_EXPIRED');

  const result = await db.raw(
    'SELECT COALESCE(SUM(amount_cents), 0) AS balance FROM gift_card_ledger WHERE card_id = ?',
    [card.id]
  );
  return Math.max(0, parseInt(result.rows[0].balance, 10));
}
Partial redemption with row-level locking to prevent concurrent over-redemption:
typescript
async function redeemGiftCard(code: string, orderId: string, orderTotalCents: number) {
  return db.transaction(async tx => {
    // Lock the card row to prevent concurrent redemptions
    const card = await tx.raw(
      'SELECT * FROM gift_cards WHERE UPPER(code) = ? FOR UPDATE',
      [code.toUpperCase()]
    ).then(r => r.rows[0]);

    if (!card || !card.is_active) throw new Error('CARD_NOT_FOUND');

    const balance = await getBalance(code);
    const appliedCents = Math.min(balance, orderTotalCents);
    if (appliedCents === 0) throw new Error('ZERO_BALANCE');

    await tx.giftCardLedger.insert({
      card_id: card.id,
      amount_cents: -appliedCents,
      type: 'redeem',
      order_id: orderId,
    });

    return { appliedCents, remainingBalance: balance - appliedCents };
  });
}
对于无头店面,需实现基于账本的礼品卡系统。账本模式会将每笔借记和贷记记录为不可变的交易行——切勿直接更新余额列。
sql
CREATE TABLE gift_cards (
  id           UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  code         VARCHAR(32) NOT NULL UNIQUE,
  initial_value_cents INTEGER NOT NULL,
  currency     VARCHAR(3) NOT NULL DEFAULT 'USD',
  issued_to    VARCHAR(255),
  expires_at   TIMESTAMPTZ,
  is_active    BOOLEAN NOT NULL DEFAULT true,
  created_at   TIMESTAMPTZ NOT NULL DEFAULT NOW()
);

CREATE TABLE gift_card_ledger (
  id         UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  card_id    UUID NOT NULL REFERENCES gift_cards(id),
  amount_cents INTEGER NOT NULL,  -- positive = credit, negative = debit
  type       VARCHAR(16) NOT NULL CHECK (type IN ('issue', 'redeem', 'refund', 'void')),
  order_id   UUID,
  created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
余额计算 —— 始终从账本派生,切勿使用存储的余额列:
typescript
async function getBalance(cardCode: string): Promise<number> {
  const card = await db.giftCards.findByCode(cardCode.toUpperCase());
  if (!card || !card.is_active) throw new Error('CARD_NOT_FOUND');
  if (card.expires_at && card.expires_at < new Date()) throw new Error('CARD_EXPIRED');

  const result = await db.raw(
    'SELECT COALESCE(SUM(amount_cents), 0) AS balance FROM gift_card_ledger WHERE card_id = ?',
    [card.id]
  );
  return Math.max(0, parseInt(result.rows[0].balance, 10));
}
带有行级锁的部分兑换 以防止并发超额兑换:
typescript
async function redeemGiftCard(code: string, orderId: string, orderTotalCents: number) {
  return db.transaction(async tx => {
    // Lock the card row to prevent concurrent redemptions
    const card = await tx.raw(
      'SELECT * FROM gift_cards WHERE UPPER(code) = ? FOR UPDATE',
      [code.toUpperCase()]
    ).then(r => r.rows[0]);

    if (!card || !card.is_active) throw new Error('CARD_NOT_FOUND');

    const balance = await getBalance(code);
    const appliedCents = Math.min(balance, orderTotalCents);
    if (appliedCents === 0) throw new Error('ZERO_BALANCE');

    await tx.giftCardLedger.insert({
      card_id: card.id,
      amount_cents: -appliedCents,
      type: 'redeem',
      order_id: orderId,
    });

    return { appliedCents, remainingBalance: balance - appliedCents };
  });
}

Best Practices

最佳实践

  • Use an append-only ledger — never update a balance column; record every debit and credit as a transaction row for a full audit trail (required for accounting reconciliation)
  • Generate codes without ambiguous characters — omit
    0
    ,
    O
    ,
    1
    ,
    I
    from the character set to prevent customer confusion when reading codes from email
  • Never expose full card codes in URLs or logs — partial masking (
    ABCD-xxxx-xxxx-MNOP
    ) is safe for display; full codes belong only in the issuance email
  • Set accounting liabilities on issuance — gift card balances are a deferred revenue liability until redeemed; ensure your accounting integration records this correctly
  • Check local regulations before setting expiry dates — many US states and other jurisdictions restrict or prohibit gift card expiration; verify before enabling
  • Test the refund-to-gift-card flow — this is a common customer service scenario; ensure the newly issued card is accessible and redeemable before going live
  • 使用追加式账本 —— 切勿更新余额列;将每笔借记和贷记记录为交易行,以保留完整审计轨迹(会计对账所需)
  • 生成无歧义字符的代码 —— 从字符集中排除
    0
    O
    1
    I
    ,避免顾客从邮件中读取代码时产生混淆
  • 切勿在URL或日志中暴露完整卡片代码 —— 部分掩码(如
    ABCD-xxxx-xxxx-MNOP
    )可安全显示;完整代码仅应出现在发行邮件中
  • 发行时设置会计负债 —— 礼品卡余额在兑换前属于递延收入负债;确保你的会计集成正确记录此事项
  • 设置有效期前查阅当地法规 —— 美国多个州及其他地区限制或禁止礼品卡设置有效期;启用前请核实
  • 测试退款至礼品卡的流程 —— 这是常见的客户服务场景;上线前确保新发行的卡片可访问且可兑换

Common Pitfalls

常见问题与解决方案

ProblemSolution
Two simultaneous checkouts both succeed using the same cardUse a row-level lock (
SELECT ... FOR UPDATE
) inside a database transaction before reading the balance (custom builds); platforms handle this natively
Balance goes negative due to rounding in split paymentUse
Math.min(balance, orderTotal)
— never apply more than the current balance
Customer cannot find their card after a refund re-credits itAfter refunding to a gift card, ensure the card is reactivated if it was previously depleted and deactivated
Gift card codes appear in server access logsNever include the code as a URL path parameter; use a POST body or a hashed lookup token
Gift card purchased but code not deliveredPlatform-native gift cards send automatically; for custom implementations, use transactional email with delivery tracking and a resend option in your customer service panel
问题解决方案
同一卡片被用于两个同时进行的结账且均成功在读取余额前,在数据库事务中使用行级锁(
SELECT ... FOR UPDATE
)(自定义构建);平台原生功能已处理此问题
拆分支付时因四舍五入导致余额为负使用
Math.min(balance, orderTotal)
—— 切勿应用超过当前余额的金额
退款重新入账后顾客找不到卡片退款至礼品卡后,若卡片此前已耗尽并停用,需确保卡片重新激活
礼品卡代码出现在服务器访问日志中切勿将代码作为URL路径参数;使用POST请求体或哈希查找令牌
购买礼品卡但未收到代码平台原生礼品卡会自动发送;自定义实现需使用带送达追踪的事务邮件,并在客户服务面板中提供重发选项

Related Skills

相关技能

  • @coupon-management
  • @loyalty-points-system
  • @stripe-integration
  • @returns-management
  • @checkout-flow-optimization
  • @coupon-management
  • @loyalty-points-system
  • @stripe-integration
  • @returns-management
  • @checkout-flow-optimization