OrderEditing: Documentation. This page is ready

OrderEditing: Documentation

Learn more about OrderEditing

WorkflowsIn-app messaging

Notify staff about gift cards

Let staff members from your store approve or decline gift card requests for customers looking to downsize their order.

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Gift cards require manual approval to ensure that they are issued appropriately and not abused by customers. By requiring manual approval, the Shopify merchant can review the customer's request for a gift card and determine if it's appropriate to issue one. This helps to prevent unnecessary expenses for the merchant and ensures that the customer receives fair compensation for any changes made to their order.

To assign the recurring task of approving gift cards to themselves or any staff members, the Shopify merchant can follow these steps:

  1. Open the Order Editing app in Shopify.
  2. Click on the "Workflows" tab.
  3. Scroll down to the "Gift Card Workflow" section.
  4. Click on the "Add Staff Email" button.
  5. Enter the email address of the staff member that you want to assign the task to.
  6. Click on the "Save" button.
  7. The staff member will receive an email alerting them that a gift card needs approval. They can then log into Shopify and approve or deny the gift card request. This allows for easy delegation of the task and helps ensure that the workflow runs smoothly.
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