GoHighLevel Gift Cards Setup

Video Transcript:

[0:00] Hey everybody, welcome to my Alpha Blossom GHL Academy. In this video, we're going to talk about the brand new gift cards that are now available inside of your Alpha Blossom CRM or if you're a HighLevel user, you'll find this in your GoHighLevel account. So, this video applies to you as well. So, they just released a brand new end-to-end gift card system that allows you to sell gift cards on your websites or as a standalone page and also allows people to redeem them via checkout form or standard forms. Couple other payment methods in the system as well. And it's just a really professional awesome system, especially for the first version. It will only get better from here. So, this is a full A to Z video showing you how to do everything from creating gift cards to redeeming gift cards to tracking gift cards. And I even talk about something that may hang you up. When I was trying to get this process, I couldn't find the gift card entry field on my checkouts and it took me about 45 minutes to find that. I reached out to support. I was on a call, escalated to support and I finally found it hidden in a comment in one of the groups. I found a solution and so I'll cover that if you stay to the end. And that alone will save you a ton of time and frustration wondering why this thing is not working for you. So, let's jump into it. If you're not already subscribed to the channel, make sure to click that subscribe button, like this video, and leave a comment. And let's jump into the video, and we'll show you the full deal from beginning to end. See you on the other side.

[1:30] In this video, we're going to walk through the full gift card system inside of our AlphaBlossom local CRM. Or if you're a GoHighLevel user, you can find this same process to apply it to your HighLevel account. And this is a new feature that just came out. It's an end to end gift card system, which is really nice. There's a few things about it that I would like to see improved. And also, there is one thing that you really need to know that I had to actually get on a call with support and it wasn't until they didn't even know the solution to this. It wasn't until I came across a Facebook comment that explained how this worked. So, like I said, the support agent that I spoke to did not know and then I got it escalated. I'm not sure that they knew either. Just when I got the call escalated, I saw the comment and so I was able to figure it out and end the call. So, I'll go over that here towards the end of the video, but it's worth watching just because that alone probably spent 45 minutes trying to figure that out. And so, it can be a real time saver for you because otherwise it's just going to be a super frustrating process.

[2:42] You can see here, this is the screen where people will come to order their gift card and it says, "Please select a gift card value." There is the amount down here. And so, if you have a traditional gift card where you might have like a 5, 10, $20, $50, they'll all be listed here to select. In this case, we're doing a promotion where we're offering a discounted gift card where people can buy gifts. It's Christmas time, so it's going to be a Christmas promo. And then once this ends, we'll probably go to a traditional gift card where you can have different values that people can give to somebody. And so, it might be a little confusing just having one value here for people. It'd be nice maybe if there was a label here or something, but essentially, you're just going to come here and select the value you want. And then you can see the gift card. I'll show you how to upload the background. Also, what size you want to use for the image and things like that. Also some limitations on that. I'll show you an example of that as well once we start designing this so that it'll just be easier for you to design this. And then they come to click buy and then they can come in here and they can select it for themselves or for someone else and then the recipient and the email so that if you enter the recipient's email, it's going to email this gift card to them. If it's for yourself, then that goes away and it just gets emailed to you and you'll receive that.

[4:00] So yeah, I mean it's really nice first version. It'd be nice to be able to control some of these things. But I think for starters, they did a great job. It just came out maybe a couple weeks ago. So, well, let's just jump into it. I'm going to show you guys how to create your own gift card. And we're just going to start from scratch. And so, the client that I'm doing this for has a microblading service in Burbank, California. And we're managing all the local service, SEO, reviews, reputation management, and things like that. And so, we're going to actually create a page here to embed this on the site. So, we're going to cover all of that here. Show you how to do the whole thing from A to Z. So, by the time you're done, you'll know fully how to use the gift cards here. So, let's get started.

[4:57] Okay. So, we're inside of our client's dashboard. We're going to go into payments and gift cards. You can see we've got a new gift card up here. And we're just going to create a gift card. And so, I'm going to call the gift card name Microblading. And then I'm going to have a little description here. I'm copying and pasting. If you're using AI, you can use that to write your description here as well. And you can be up to 200 characters here for the gift card description. The expiration date, this is the date they have to use the gift card by. So it's not the date that they have to purchase the gift card by, but rather once they get the gift card, this is if you want them to use it within a certain time frame, then you can set that here. Otherwise, you leave it blank. They got a little icon here to tell you that as well. So that's when it'll expire. Otherwise, if you want to deactivate the gift card, you can actually deactivate it so it's not available to purchase anymore. And that's a separate place. We'll show you that as well.

[6:06] And then we're going to put our terms and conditions here as well. I'm going to update this once we get our most likely we're going to redeem this on a checkout page. And then when I do that, I'm going to add a link to the URL here so that when they go to redeem it, it's going to take them to that page directly so they can redeem the gift card. Now, we're using the new service calendars, V2 service calendars, which do not currently support gift card payments. I'll show you that really quickly as well, just in case you're using this because a lot of service businesses are using these as well. So, you know, when we come here to book an appointment, we can select these. They don't use traditional calendars, so it's a different system completely. And now, they do support coupon codes, but they don't support gift cards yet. And I'm told that's going to be out approximately in the middle of January of 2026. So, we're still about a month and a half. So, I'm going to have to make a workaround where when people want to redeem their gift card, they're going to have to go to a separate checkout page to do that.

[7:15] So let me show you how to set that up. We're going to create a simple checkout page. You can do this with an order form or a checkout page. I'm going to use a checkout page for this example. And we're going to add our products here. So I'm going to add the microblading services that this gift card can be redeemed for. And then we're going to make sure that the gift card payment option is enabled on this form.

[8:30] And then we need to design our gift card image. I'm using Canva for this. You want to create something that looks professional and matches your branding. Remember that the image gets mirrored for the back of the card, so avoid putting any text that would look weird when reversed. I made that mistake on my first attempt. Had my address on there and on the back it was completely backwards and unreadable.

[10:45] Okay so now we've got our gift card created, our checkout page set up, and our image uploaded. Let's test the purchase flow. I'm going to go through and buy a test gift card to make sure everything works. You select your value, enter your information, and complete the purchase. The gift card gets emailed to whoever you specified.

[14:20] Now here's the issue I ran into. I set all this up, created my checkout page for redemption, but the gift card field wasn't showing up. I could not find it anywhere. I contacted support, they didn't know. Got escalated, still nothing. Spent 45 minutes on this. Finally found a Facebook comment that explained it. The gift card redemption field only appears after at least one gift card has been purchased. Just creating the gift card isn't enough. You need an actual purchase first. Once I bought that test gift card, the field showed up on all my forms. That's it. That simple. But it's not documented anywhere and support didn't know about it.

[18:30] Let me show you the redemption process now. Customer comes to your checkout page, enters their gift card code, clicks apply, and the amount is deducted from their total. If the gift card covers the full amount, they're done. If not, they pay the difference. The system tracks the remaining balance on the gift card for future use.

[21:15] For tracking, you can see your gift card stats in the dashboard. Total sold, revenue, customers. Click on Orders to see individual purchases and look up gift card codes if a customer loses theirs. One thing that's missing right now is clear redemption tracking. You can't easily see which gift cards have been used. The status shows Active, Scheduled, or Expired, but not Redeemed. The system does prevent reuse of empty cards, but admin-side tracking needs work. I'll be sharing this feedback with the HighLevel team.

[24:00] Currently there aren't gift-card-specific automations, but you can use standard payment triggers for things like confirmation emails. As the feature matures, expect more automation options. And that's basically it for the A to Z gift card tutorial. Hopefully you found it helpful, especially the tip about why the input field isn't showing up. That alone drove me crazy. But I'm glad we found a solution and I'm able to pass that on to you guys. Make sure to subscribe for more tutorials like this, and check out the links below if you're new to HighLevel or ready to step up your game. See you in the next one.