User Guide of PrestaShop Birthday Gift Voucher

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 with two criteria to filter them.

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

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.

Note: PrestaShop Birthday Gift Voucher module is compatible with the multi-store feature of PrestaShop.

• Add plans based on which birthday gift vouchers will be sent to customers via email.
• Add a plan for sending birthday wish email only.
• Add a plan for sending birthday email with a voucher code to the customers.
• Set the validity of a birthday gift voucher.
• Set the value of a voucher in terms of fixed amount or percentage.
• Set the total purchase a customer needs to make to receive a birthday gift voucher.
• Set the minimum number of orders to be placed by a customer to receive a birthday gift voucher.
• Configure number of days before birthday to send birthday email to customers.
• Add email templates that will be sent to customers in birthday email.
• Send preview email to view the email template that will be sent to a customer.
• Associate email templates to birthday gift voucher plans.
• A dedicated dashboard to view the sales via birthday gift voucher, customers who used vouchers, etc.
• A log of birthday emails sent to customers is maintained in the back office.

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.

After the successful installation of the module, the admin needs to configure it.

Note: In case the admin updates the module to the latest module version from version 4.x.x or lower then he needs to set the corn job again.

After the successful installation of the module, a new tab “Birthday Gift Voucher” gets available under catalog. From here, the admin can:

• Add and manage birthday gift voucher plans.
• Add and manage email templates.
• View birthday gift voucher dashboard.
• Check email log.

Firstly, the admin needs to create email templates in order to send them to customers in the birthday email.

Click on ‘Add new email template’ button to create a new email template.

The admin can add email template by setting email template name, description, title, content, and wishing email subject.

Under this tab, the admin can add and manage birthday gift voucher plans.

Click on ‘Add new plan’ button to add a birthday gift voucher plan.

General Setting

Under general setting, the admin can:

• Specify plan name and description.
• Select the type of plan he wants to create.
• Select customer group type.
• Set number of days to send email before birthday.

Plan type

The admin can create two types of plans: only birthday email and birthday email with voucher code.

Only birthday email: Select this option to send only birthday email without a voucher code.

Birthday Email with Voucher Code: Select this option to send a discount voucher of specific percentage or amount in email.

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

It simply means that the voucher will be applicable from the day the 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 18/01/2025. Then, in this case, the voucher will be valid till 28/01/2025.

Customer Group Type

The admin can select a customer group for which he wants to send birthday emails to customers. Customer groups here are classified in terms of ‘total purchase’ or ‘frequency of orders’.

Based on total purchase

If the selected customer group type is “Based on total purchase“, then the admin needs to set the price range to filter the customer list.

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

Based on order frequency

If the selected customer group type is “Based on frequency“, then the admin needs 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.

Days to send the mail before the birthday

In this field, the admin can set the number of days before the birthday he wants to send the birthday email to the customer.

For example, a particular customer’s birthday is on 15/2/2025 and the number of days are set as 3.

Now, in this case, a customer will receive a birthday email on 12/2/2025.

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.

Once added, the admin can view a list of birthday gift voucher plans under ‘Manage Birthday Gift Voucher’.

Voucher details will be sent along with the email template as shown below.

Ways to update birthday gift voucher plans

In this module, there are 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

Note: The customer’s plan will be updated only when the existing plan is not compatible with the customer’s orders.

Suppose the admin has added 2 plans on the basis of total purchases by the customers.

• The price range of Birthday Email is 11-100, and currently there are 4 customers in this plan.
• Another one is the Birthday Gift Voucher Plan with the price range of 101-200, and currently there are 2 customers in this plan.

Now, if the admin changes the price range of the Birthday Email from 11-100 to 101-150, then the plan will update.

In this case, the customers in the Birthday Email will change from 4 to 1 and 2 to 1 in Birthday Gift Voucher Plan.

On receiving the order

The price range of Birthday Email Plan is set to 101 – 150.

Now, if a customer orders products that lie in the price range of 101 – 150, then after payment acceptance of that order, the plan will update.

When a customer registers

Suppose the admin has created a new plan, BGV Plan with price range of 0-0.

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

On deleting a customer

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

The dashboard provides the complete statistics for the birthday gift voucher module.

• Check the sales generated using birthday gift voucher code.
• View customers who have used birthday gift voucher.
• View list of vouchers sent to customers.
• See vouchers used by customers.
• View list of vouchers customer wise.

Sales

Customers

Vouchers

Used Vouchers

Under this tab, the admin can view the details of the customers to whom the birthday mail voucher code has been sent.

This was all about PrestaShop Birthday Gift Voucher. 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.

For any kind of technical assistance or query, please raise a ticket or send us a mail at support@webkul.com

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