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    PrestaShop Birthday Gift Voucher {User Guide}

    Prestashop Birthday Gift Voucher module offers shop owners to provide a discount voucher code to customers via email on their birthday.

    You can choose whether you want to send a voucher along with a birthday email or just a birthday wish email.

    This module also helps you to create multiple birthday gift vouchers & add an email template with each gift voucher.

    In order to filter customers & send a particular voucher, this module provides you to filter them on two criteria.

    The first criteria is on the basis of total purchase & the second is on the basis of a number of orders. You can define a range on both these cases.

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    A customer will get a birthday email on the basis of the range he/she falls into.

    The module also provides a data-rich dashboard. All the details like vouchers, customers, sales, used vouchers etc. are available here.

    It also keeps the log of all the birthday emails that have been sent to the customers on their birthday.

    Features of the PrestaShop Birthday Gift Voucher module

    • Add plans on the basis of which customers will receive birthday emails.
    • Add a plan for sending birthday wish email only.
    • Set the validity of a birthday gift voucher.
    • Add a plan for sending birthday email with a voucher code to the customers.
    • Set the minimum number of orders to be placed by a customer in order to receive a birthday gift voucher.
    • Set the total purchase a customer needs to make from the store in order to receive a birthday gift voucher.
    • Access to a separate dashboard to view details of total sales, customers who have used the gift vouchers.

    How to install the PrestaShop Birthday Gift Voucher module

    1. Firstly, go to the module manager in back office and click on ‘upload a module’.
    2. After that, drag and drop the module file or select the file from the system.
    3. In this way, the module installation will be successful.
    Click to install Prestashop Birthday Gift Voucher module
    Select or drop the file of Prestashop Birthday Gift Voucher module from the system
    Prestashop Birthday Gift Voucher module installed

    How to configure the PrestaShop Birthday Gift Voucher module

    After the successful installation of the module, you can proceed to configure the module.

    Configure Prestashop Birthday Gift Voucher

    After adding the link to the cron task manager, set a cron task by filling out the required details in the form below.

    Create a cron task

    In the task frequency field, you need to set the following things.

    • Time
    • Day
    • Month
    • Week

    According to the above criteria, the customer will receive a birthday email either with or without a voucher code.

    Also, set the time 00:00 for every day so that the cron job will run automatically every day at 00:00.

    After the installation of the module, you will find a new option under the catalog section.

    birthday gift voucher dashboard

    Manage Email Template

    Firstly, you need to create email templates in order to send them to customers in the birthday email.

    birthday gift voucher email template

    To add a new email template, click on Add new email template to proceed.

    3-1

    Here, enter template content and template title which will be visible to the customer in their birthday mail.

    Also, note that you cannot add the plan for a birthday gift voucher without creating an email template.

    Manage Birthday Gift Voucher

    birthday gift voucher plans

    Click on the add a new plan button to create a new plan for the birthday gift voucher.

    create birthday gift voucher plans

    Note: This module sends only one birthday mail to the customer in a year.

    General Setting

    Plan Name: In this field, enter the name of the plan.

    Plan Type: Here are the two types of plans available in the module.

    • Only Birthday Email: Select this option to send only birthday mail to the customer without a voucher code.
    Select plan type
    • Birthday Email with Voucher Code: Select this option & send a discount voucher of certain amount in mail.
    birthday email with voucher code

    After selecting the amount in the field, enter the amount of the voucher which you’re offering to the customer.

    voucher details

    If you select the plan type as a birthday email with a voucher code then you also need to set the validity of a voucher.

    It simply means that the voucher will be applicable from the day customer receives the mail till the days set by you

    For example, you set voucher validity for 10 days, and the customer receives the email on 12/2/2018. Then, in this case, the voucher will be valid till 22/2/2018.

    Customer Group Type: Select a customer group type on which you want to send birthday emails to customers.

    There are two options, one is on the basis of the total purchase & the other on the basis of the frequency of orders.

    Based on total purchase

    If you select customer group type as “Based on total purchase“, then you need to set the price range to filter the customer list.

    Any customer whose purchase lies in this range will receive a birthday mail.

    Filter customers on total purchase

    Based on order frequency

    If you select customer group type as “Based on frequency“, then you need to set the minimum & the maximum number of orders to filter the customer list.

    Any customer whose number of orders lies in this range will receive a birthday mail.

    Filter customers on order frequency

    Days to send the mail before birthday: How many days before the birthday do you want to send the birthday email to the customer?

    For example, a particular customer’s birthday is on 15/2/2018 and you set the number of days as 3.

    Now, in this case, a customer will receive a birthday email on 12/2/2018.

    Status: Choose to activate or deactivate this plan.

    Choose Email Template

    After entering the details of a plan, select an email template and then click on save to add this template with the plan.

    select email template

    Ways to update birthday gift voucher plans

    In this module, there is a total of 4 cases in which the plans are updated.

    1. On editing a plan
    2. On receiving the order
    3. When a customer registers
    4. On deleting a customer

    On editing a plan

    list of all the birthday gift voucher plans

    Suppose you add 3 plans on the basis of total purchases by the customers.

    • The price range of Demo Plan is 1-100 and currently there are no customers in this plan.
    • Another on is Demo Plan 1 with the price range of 500-1000 and currently there is only 1 customer in this plan.
    • The last one i.e., Plan with price range of 0-0 and currently there are 3 customers in this plan.

    Now, if you change the price range of the Plan from 0-0 to 100-200 then the plan will update.

    In this case, the customers in the Plan will change from 3 to 1. It means that one of the customer’s total purchases from the store is between 100-200.

    Refer to the screenshot below.

    plans updated

    On receiving the order

    on receiving the order plans update

    The price range of Demo Plan 1 is set to 500-1000.

    Now, if the customer order products that lie in the price range of 500-1000, then after payment acceptance of that order the plan will update.

    on receiving the order plans update

    When a customer registers

    Firstly, you are creating a new plan i.e., Plan 4 with a range of 0-0.

    plans update when a customer registers

    Now, if a customer registers on the website then he/she will come under this plan automatically and the plan will update too.

    plans update when a customer registers

    You may observe that the number of customers in Plan 4 are 4 now after a customer registers on the website.

    On deleting a customer

    The plan will also update if a customer who lies in any plan is deleted.

    plans update on deleting a customer

    The price range of

    • Demo Plan is 1000-1500
    • Demo Plan 1 is 500-1000
    • Plan is 200-300 and
    • Plan 4 is 0-0.
    Prestashop birthday gift voucher

    Now if you delete a customer who has a total sales value of 998.66, then Demo Plan 1 will also update. Refer to the screenshot below.

    Prestashop birthday gift voucher

    Dashboard

    You can view the birthday gift voucher dashboard by navigating through Catalog & then Birthday Gift Voucher.

    After clicking on the tab, you’ll directly land on the dashboard.

    2-2

    The dashboard provides the complete statistics for the birthday gift voucher module. The following details are available to view on the dashboard.

    Sales

    The dashboard provides the total sales data. It contains the sales generated using the birthday gift voucher code and the sales from the PrestaShop store too.

    View sales on a daily, monthly or yearly basis. You can also set a date of your choice to view the sales of that time period.

    Prestashop birthday gift voucher

    Customers

    On the dashboard, you can also view the customers who used birthday gift vouchers to buy products.

    It also shows the plan wise number of customers who used a birthday gift voucher to buy products.

    Prestashop birthday gift voucher

    Vouchers

    This section displays the number of birthday mails with a voucher that has been sent to the customers.

    Also view the number of customers who have received vouchers and in which plan they lie graphically.

    Prestashop birthday gift voucher

    Used Vouchers

    It presents the number of customers who have used birthday vouchers to buy products from the store.

    Also view the number of customers who have used vouchers and in which plan they lie graphically.

    Prestashop birthday gift voucher

    Recently Used Vouchers

    This section shows the details of the customers who have recently used birthday gift vouchers.

    Also, view customer’s name, under which plan they are, voucher code, total discount received by using a voucher and the date on which voucher was used.

    Prestashop birthday gift voucher

    Note: Here, only the top 10 used birthday gift voucher records will display.

    Customer Record

    View the list of all the customers who have used their birthday gift voucher to place an order on the store.

    Prestashop birthday gift voucher

    It displays the customer’s name, plan name, the total number of products purchased, the total amount paid after applying the voucher code and payment status.

    Sent Email Log

    Under this tab, view the details of the customers to whom the birthday mail voucher code was sent.

    Prestashop birthday gift voucher

    So, this was all about the PrestaShop Birthday Gift Voucher Module. I hope this document will help you in checking the functionality of the module in a better way.

    Also, do let us know about your views in the comments.

    Support

    For any kind of technical assistance or query, please raise a ticket at http://webkul.uvdesk.com or send us a mail at [email protected]

    Also, please explore our PrestaShop development services & vast range of featureful PrestaShop Addons.

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