How to Issue Promotional Gift Card on Order Placed

This document provides a comprehensive guide on setting up an automated earning flow in 99Minds. The aim is to reward customers with gift cards upon completion of a purchase on your store. The following steps will guide you through creating a custom workflow for issuing gift cards when a paid order meets specific conditions.

In this video, we will demonstrate how to set up an earning flow in 99Minds. Begin by ensuring you are logged into your account. We will configure the system to issue a gift card as a reward upon the completion of a paid order on your store.

Check the left-hand menu bar and click on the "Workflow" tab. Select "All Workflows" to begin setting up a new workflow from scratch. Click on "Create Workflow" to proceed.

Select "Create Custom Workflow." Choose "Order Paid" as the trigger and add conditions, such as ensuring the total amount paid (including shipping and taxes) meets or exceeds a specified threshold.

For instance, set the amount to 60 and choose the action type. You have multiple options, but for this setup, select "Issue Gift Card" as the reward. Choose the required campaign from this screen.

Campaigns can be configured in 99Minds according to your needs. For this example, select a campaign and choose a reward type: fixed, percentage off, or based on specific criteria.

For a fixed reward, specify any desired amount. For percentage-based rewards, define the discount percentage (e.g., 10% off the total price). Select options such as total price from the dropdown.

Gift cards will be issued, for instance, as a 10% discount off the total price. Similar configurations apply for other criteria, such as setting a 1:1 ratio for rewards.

Use a one-to-one ratio to ensure that, for example, an order of 60 results in a gift card valued at 60. For demonstration purposes, choose a fixed value, such as 30.

Once you have configured all settings, click "Save Workflow." Assign a title to your workflow. For instance, use a descriptive title related to your setup.

Finalize by clicking the "Save" button. Close the tab and return to the workflow section to ensure the workflow is properly configured.

Locate the workflow you just prepared and ensure it is in an active state. This step is crucial to trigger the earning flow.

Once the workflow is active, proceed to the dashboard section. This is where you can set up additional campaign configurations.

In the campaign section, you can create new campaigns by clicking "Add Campaign." Tailor campaigns to meet specific objectives.

Select the created campaign from the Workflow tab. Once everything is set up, return to the store section to continue.

Select a product and place an order within the "Collections Global Hydrogen." This is the product that will trigger the reward process.

Select the product, then click "Buy It Now." The system will redirect you to the checkout screen where you will configure the shipping address and method.

As the user is logged in, necessary data will auto-populate. Enter test card details for the payment and click "Pay Now."

After the order is paid, check the 99Minds platform to confirm that a gift card has been issued as a reward for the order.

Access the dashboard and navigate to the Workflow tab. Check for the most recent events, particularly those involving the issue of gift cards.

Review the recent event with the current timestamp. Verify that the "Issue Gift Card" action has been executed.

Ensure that the gift card action has been successfully completed, indicated by the current timestamp.

Confirm success by checking the customer tab. Refresh your browser to see the updated information.

Review the recent gift card tab to verify the gift card issued to the customer, including the gift card number.

This setup allows for the seamless issuance of gift cards as rewards during the order paid events in 99Minds, using the dollar settings configured in the workflow. Thank you.