Creating Gift Rules

This guide walks you through creating effective gift promotion rules step by step.

Before You Start

Make sure you have:

• ✅ Products to use as gifts (in stock)
• ✅ A clear promotion strategy
• ✅ Minimum order value decided

Step-by-Step Guide

Step 1: Access Gift Rules

1. Log in to admin panel
2. Go to Ecommerce > Product Gifts
3. Click the Create button

Step 2: Enter Basic Information

Rule Name

Enter a descriptive name for internal use:

Good examples:

• "Summer Sale - Free Tote Bag"
• "Orders $100+ - Bonus Sample Kit"
• "Electronics Category Gift"

Avoid:

• "Rule 1"
• "Gift"
• Unclear names

Minimum Order Value

Set the cart total customers must reach:

Your Goal	Suggested Minimum
Entry-level gift	$25 - $50
Mid-tier gift	$75 - $100
Premium gift	$150+

Strategy

Set minimum slightly above your average order value to encourage customers to add more items.

Step 3: Configure Targeting

Choose how the gift rule applies:

Option A: All Orders

Select All to offer gifts on any qualifying order.

Best for:

• Store-wide promotions
• Simple gift programs
• General sales events

Option B: Specific Products

Select Specific Products to target certain items:

1. Choose "Specific Products" from dropdown
2. Search for products by name
3. Select products that trigger this gift
4. Customer must have at least one selected product in cart

Best for:

• Product launches
• Bundled promotions
• Cross-selling campaigns

Option C: Specific Categories

Select Specific Categories to target product categories:

1. Choose "Specific Categories" from dropdown
2. Select categories from the list
3. Customer must have a product from selected categories

Best for:

• Category-specific promotions
• Departmental sales
• Seasonal category pushes

Step 4: Set Date Range (Optional)

Start Date

When the promotion activates:

• Leave blank for immediate activation
• Set future date for scheduled launches

End Date

When the promotion expires:

• Leave blank for no expiration
• Set date for limited-time offers

Example: Black Friday Promotion

• Start Date: November 25, 2025
• End Date: November 30, 2025

Step 5: Add Gift Products

This is where you define what customers receive:

1. Scroll to Gift Products section
2. Click Add Product
3. Search for the gift product
4. Select it from results
5. Set quantity (default: 1)
6. Repeat for additional options

Single Gift

Add one product for a straightforward offer:

• Customers automatically receive this gift
• No selection needed

Multiple Gift Options

Add multiple products to let customers choose:

• All options display to customer
• Customer selects their preferred gift
• Creates better engagement

Example: Multiple Options

Gift Rule: "Orders $75+ - Choose Your Gift"
├── Option 1: Travel Mug
├── Option 2: Tote Bag
└── Option 3: Sample Set

Step 6: Set Status

Choose the rule status:

Status	Effect
Published	Rule is active, gifts appear to customers
Draft	Rule is saved but inactive

WARNING

Only Published rules appear to customers!

Step 7: Save the Rule

1. Review all settings
2. Click Save or Save & Exit
3. Rule is now active (if Published)

Testing Your New Rule

After creating a rule:

1. Clear cache (Admin > Platform Admin > Cache)
2. Open a new browser (or incognito window)
3. Add products to cart matching your targeting
4. Exceed minimum value
5. Check cart page - gift options should appear
6. Proceed to checkout - verify gift selector shows
7. Complete test order - confirm gift is included

Common Rule Examples

Example 1: Simple Store-Wide Gift

Scenario: Offer a free canvas bag on orders over $50

Setting	Value
Name	"Free Canvas Bag - $50+"
Min Order Value	50
Apply To	All
Gift Product	Canvas Shopping Bag
Quantity	1
Status	Published

Example 2: Tiered Gift Program

Scenario: Multiple gift levels based on order value

Rule 1 - Bronze:

• Min: $50
• Gift: Small sample pack

Rule 2 - Silver:

• Min: $100
• Gift: Medium gift set

Rule 3 - Gold:

• Min: $200
• Gift: Premium bundle

Customers qualifying for multiple tiers get multiple gifts!

Example 3: Category-Specific Gift

Scenario: Free phone case when buying electronics

Setting	Value
Name	"Electronics Purchase Gift"
Min Order Value	75
Apply To	Specific Categories
Categories	Electronics, Phones, Accessories
Gift Product	Universal Phone Case

Example 4: Limited-Time Holiday Gift

Scenario: Christmas promotion with choice of gifts

Setting	Value
Name	"Holiday 2025 Gift Selection"
Min Order Value	100
Apply To	All
Start Date	December 1, 2025
End Date	December 25, 2025
Gift Options	Holiday Ornament, Gift Card Holder, Festive Mug

Best Practices

Gift Value Guidelines

Order Minimum	Suggested Gift Value
$50	$5 - $10 gift
$100	$10 - $20 gift
$200	$20 - $50 gift

Choosing Gift Products

Good gift products:

• ✅ Relevant to your store/brand
• ✅ Appealing to customers
• ✅ Good profit margin
• ✅ Easy to ship
• ✅ In stock

Avoid as gifts:

• ❌ High-value items (cuts into profits)
• ❌ Large/heavy items (shipping costs)
• ❌ Low-stock items (will disappear)
• ❌ Items requiring special handling

Testing Checklist

• [ ] Rule appears in admin list
• [ ] Status shows as Published
• [ ] Gift shows in cart when qualified
• [ ] Gift hides when not qualified
• [ ] Selection saves properly
• [ ] Gift appears at checkout
• [ ] Order includes gift at $0

Troubleshooting New Rules

Gift Not Appearing

1. Is status Published?
2. Is cart value ≥ minimum?
3. Is targeting satisfied?
4. Are dates valid?
5. Is gift product in stock?
6. Did you clear cache?

Wrong Gift Showing

1. Check if multiple rules overlap
2. Review targeting settings
3. Verify correct products are selected

Next Steps

• Managing Rules - Edit and organize rules
• Customer Guide - How customers see gifts
• Configuration - Customize appearance