Sale and application of a gift certificate
Gift certificates are different: Electronic and Classic (printed certificates), with fixed and non-fixed value, with and without discounts, lifetime-limited and unlimited, for services, for goods ... and many more varieties.
In DIKIDI business you can create, sell and accounting any kind of certificates.
Start. Creating a template
In the Dikidi business app, under Certificates, click on Add сertificate template and create your first certificate template. The template is needed in order to set its basic conditions. Pay attention to each one.
Customize the certificate design
By clicking on the Customize design, make it so, as it will appear in the recipient. Please note that you can choose backgrounds from the proposed ones or add your own. That way you can stand out. The dimensions of the layout should be in a 3:2 ratio.
Select the type of certificate:
If you are just starting to sell certificates - use Electronic (the number of the electronic certificate is assigned automatically).
If you already have - select the Classic type (you specify the same certificate number when selling as it appears on the printed certificate).
Next, select the type of certificate amount in the Cost section:
Fixed - here you can specify the exact value of the certificates. For example 15, 30, 40.
Range - allows you to specify the value when buying/selling a certificate.It can be a limited range from - to ... or not limited(do not fill in the fields from / to).
And enter the value you need.
At the same time, you can also specify a discount for the sale of the certificate.
Configure the usage period and what the certificates can pay for.
You can specify what the certificate is used to pay for (services, goods or all at once).
You can also set conditions for using certificates by expiration date. For example, that the certificate will be valid immediately after the sale or postponed from a certain date ... or after a certain period.
Configure the number of certificates to sell and the period of their sale.
For example, you can limit the sale period and the number of certificates. Let's say you're doing a certificate promotion on the eve of a holiday with a limited number of certificates.
How to sell certificate?
To sell a certificate, being in the Certificates section, go to the Templates tab, select the template you need and click Sell Certificate.
The certificate sales form is step-by-step and similar to ordering from an online store.
In the next step, specify which visual the client wants, select or type in the value. Indicate the number of certificates with this value.
If you sell a classic certificate, the system will ask you to indicate the certificate number. After the formation of the order, specify the buyer below, and where to send the certificate.
Complete the sale of certificates by payment processing.
Perfectly. The certificate was sent to the specified addresses. Now when the recipient comes to you, he will show you the сredentials of the certificate so that you can apply it.
Selling a certificate online
You can sell a certificate not only from hand to hand, that is, during a face-to-face meeting of a client. But also ONLINE. To do this, you can put a certificate template for sale.
Select the certificate templates that you want to sell and on the Online selling plate, click Connect. In the next window, you can activate the online sale, as well as set up the method of accepting payment (acquiring).
Please note that if you do not set up payment acceptance, you will not be able to sell certificates online!
*Percentage of DIKIDI commission is determined depending on the selected acquiring
Where will the certificate for sale be placed?
Direct link to book online
Once published, your certificates will be available for online purchase. The client will be able to choose a template, value and send the purchased electronic certificate to the recipient's e-mail or to himself, and you will receive funds to your account.
Application of the certificate
The application of the certificate is possible only based on the conditions of the certificate template. Apply the certificate can be as payment for goods and (or) services. Formalize the sale and click Go to Payment.
In the window that opens, you will see the Certificates button. By clicking on it, an additional window will open with the requisites of the certificate: number and pin-code. If the certificate is Classic - pin-code is not required.
The use of the certificate will happen when the right combination of number and pin code.
The functionality of the Certificates is available in the DIKIDI Business service in a paid tariff, starting from the Standard.