Create E-Gift cards for your business to delight your customers and generate extra revenue. Your customers can gift their loved ones on different occasions, such as birthday celebrations, Christmas, or a simple Bon Appétit!

1. Overview & Prerequisites

Previously, E-Gift cards required external solutions involving extra configurations and costs. With Intelligent Engagement’s native Customer Portal integration (exclusive to the Plus plan), you can easily configure both flat Credit Amounts and Named Item Gift Vouchers. It also supports purchases by non-members, making E-Gift cards accessible to everyone.

2. How to Initiate the Setup

1. Contact Intelligent Engagement Support or your dedicated Customer Success Manager (CSM) to activate the E-Gift Card Add-on for your Plus plan.
2. Our team will share the required assets checklist (e.g., card visuals, email templates, denomination list).
3. Follow the steps below to configure your Stripe Account and Hub Configuration.

3. Step 1: Stripe Account Setup & Product Creation

Ensure you are logged into Stripe via the link provided by Como and ensure Live Mode is active.

3.1. Portal Branding & Account Details

1. In the Stripe Dashboard, click on Switch to live account.
   
    
2. Go to Settings > Business > Branding and upload your Icon, Logo, Brand Color, and Accent Color.
   
    
3. Go to Settings > Business > Account details and complete Account name, Business address, Phone verification, and Time zone.
   
    
4. Go to Settings > Business > Business details and fill in required Business Information: Headline, Terms of Service link, Privacy Policy link, and Default redirect link.
   

3.2. Creating Stripe Products

Navigate to Product catalog > click + Create product.

3.2.1. Steps to Create a Credit Amount Vouchers

• Enter a name (e.g., £ Gift Voucher), select the pricing type (Recurring or One-off) based on the catalog, set the amount to 1.00 and select the required currency. Then, click Add product to add the product to the catalog.
  
   

• Once the product has been added, open the required product and copy the Product ID (e.g., prod_...).
  

3.2.2. Steps to Create a Named Item Vouchers

• Enter a name (e.g., Afternoon Tea for One), select the pricing type (Recurring or One-off) based on the catalog, set the amount to 1.00 and select the required currency. Then, click Add product to add the product to the catalog.
  
   
• Once the product has been added, open the required product, click on ... and copy the Price ID (e.g., prod_...).
  

4. Step 2: Retrieving API Keys & Webhook Setup

4.1. Webhook Configuration in Stripe

1. In the Stripe search bar, search for Webhooks and select Create a webhook (or click Developers > Webhooks > + Add destination).
   
    

2. Under listening events, select and add:

   • checkout.session.completed
   • checkout.session.expired
   • payment_intent.payment_failed

   
    

3. Select Webhook endpoint > click Continue.
   
    
4. Set Destination Name to Como and Endpoint URL to https://comosense.net/api/webhooks/stripe, then click Create destination.
   
    
5. Under the Signing secret section, click Reveal and copy the webhook secret key starting with whsec_....
   
    

4.2. Retrieving Account API Keys

Go to Developers > Overview (or API keys) and copy the Publishable Key (e.g., pk_...) and Secret Key (e.g., sk_...).

5. Step 3: Customer Portal Configuration in Hub

Navigate to Business Profile > Customer Portal in the Como Hub and activate the E-Gift toggle.

5.1. General Portal Display Settings

• Page Headline: The main title displayed on the gifting page (e.g., E-Gift).
• Page Subheadline: Description appearing below the headline.
• Button Label: Action text shown on the send button (e.g., Send an E-Gift).
• Thank You Message: Custom success note shown after purchase (e.g., Your E-Gift has been sent!).
• Show in Side Menu (Checkbox): Enable to display E-Gifts in the live Customer Portal side navigation menu.
• Gift Card Design: Upload custom visuals senders choose from when personalizing their card. These act as fallbacks if specific gift item images are missing.

5.2. Adding Gift Items

Click + Add Gift Items.

Configure the gift item types as needed:

5.2.1. Type A: Credit Amount (Dynamic Pricing)

• Item Name: Enter Item Name (e.g., £ Gift Voucher).
• Gift Type: Select Credit Amount.
• Provider Product/Price ID: Enter the base Stripe Product ID (e.g., prod_...).
• Featured Item (Toggle): Enable to pin this as a large horizontal card at the top of the portal (Max 1 item).
• Gift Logo & Description: Upload item photo and describe what is included.
• Credit Amounts: Click Add Credit Amounts to define all preset denomination options (e.g., 1, 25, 35, 50, 75, 100, 150, 200, etc.).

Note: To add multiple gift items, click + Add Gift Items again.

5.2.2. Type B: Named Item (Fixed Item Vouchers)

• Item Name: Enter Item Name (e.g., Afternoon Tea for One).
• Gift Type: Select Named Item.
• Featured Item (Toggle): Enable to pin this as a large horizontal card at the top of the portal (Max 1 item).
• Provider Product/Price ID: Enter the specific Stripe Price ID (e.g., price_...).
• Gift Logo & Description: Upload item photo and describe what is included.

5.3. Advanced Features & Options

• Show Personal Message: When enabled, senders can add a custom note to the recipient.
• Authentication Required:
  • Disabled (Recommended): Allows anyone (including non-members) to view and buy E-Gifts.
  • Enabled: Restricts E-Gift purchases to logged-in members only.
• Identifier Type: Choose recipient identification method: Email or Email & Phone.
• Register Sender: Asks non-member senders for their details during checkout, enrolling them via Quick Registration.

After adding all the gift items and configuring the settings, scroll to the bottom and click Save to save your configuration.

Your Customer Portal configuration in Hub is now all set!

6. Step 4: Campaign Center Rules Setup

Navigate to Campaign Center in Hub and create two separate rules:

6.1. Rule for Credit Amounts

1. Under Trigger, select When Member > External event Submitted.
2. Under Condition, click Add condition and configure: Sub type > is one of > credit_gift.
3. Under Perform Actions, in the Do section, select Add Points (or Credits) > select dynamic number of points > select Numeric value 1 > Points (or Credits).
4. Click Activate start the rule.

6.2. Rule for Named Items

1. Under Trigger, select When Member > External event Submitted.
2. Under Condition, click Add condition and configure: Sub type > is one of > named_gift.
3. Under Perform Actions, click Split to several cases.

4. Add a separate case for each named item:

   • Set the case condition to String value 2 > is one of > [Exact Item Name].

     Important: The name must exactly match the Item Name configured in the Customer Portal's Hub.

5. Under Perform Actions, in the Do section, select Send Benefit > select corresponding benefit item > set Quantity (e.g., 1).

7. Live Customer Portal Preview

Once your Stripe integration keys are connected in the database and your Hub settings are configured, your E-Gift store goes live! Here is how your settings render seamlessly together on the live Customer Portal page:

8. How Customers Purchase & Send E-Gift Cards

Here is the seamless flow senders experience on your Customer Portal:

1. Select Voucher & Amount: Sender chooses a Credit Amount denomination (e.g., £1) or selects a Named Item Voucher.
2. Personalize Card: Sender selects a card design and enters an optional personal message.
3. Recipient Details: Sender enters the recipient's First Name, Last Name, and Email. Senders can also toggle Send to myself.
4. Access Portal: Sender clicks on the E-Gifts side menu or direct link.
5. Stripe Checkout: Clicking Send an E-Gift redirects seamlessly to Stripe Checkout in a new tab.
6. Instant Confirmation: After completing payment, the customer is redirected back to the Customer Portal. A green toast message displays Gift sent successfully! at the top of the page, while the right-hand panel transitions into the Gift Sent! confirmation screen with recipient details and a Send Another Gift button.

9. How Recipients Receive & Redeem E-Gift Cards

1. Transactional Email Notification: The recipient instantly receives a branded email containing the sender's name, personalized message, gift description, and a direct Claim My Gift button.
   
2. Onboarding / Login: Clicking the button redirects the recipient to join or log into your rewards program.
   
3. ​Redemption:
   • Credit Amounts: Added to the member's credit balance to redeem at POS or online ordering.
   • Named Items: Added as a usable benefit in their account.

10. CSM Pro-Tips & Best Practices