User guide

For store owners and staff · Free plugin + optional Pro add-on · Plain English

1. What is Gift Rocket?

Gift Rocket (plugin name: Wallet Ready Gift Cards for WooCommerce) lets you sell digital gift cards in your WooCommerce shop.

• Customers buy a gift card product and fill in recipient details (name, email, message, and more).
• After payment, the store creates a gift card code with a balance.
• The recipient gets a PDF by email (you can schedule the send date).
• Anyone with the code can apply it at cart or checkout like store credit.

In the WordPress admin you will see the menu Gift Rocket → Gift Cards.

2. What you need

• WordPress 6.5 or newer
• PHP 8.1 or newer
• WooCommerce installed and active
• For Google / Apple Wallet passes: an ePasscard account and API key (optional)

3. Install the plugins

1. Upload and activate Wallet Ready Gift Cards for WooCommerce (free).
2. Make sure WooCommerce is active. If WooCommerce is missing, you will see an admin warning.
3. (Optional) Upload and activate Wallet Ready Gift Cards for WooCommerce Pro. Pro only works when the free plugin is active.
4. (Pro) Open Gift Rocket → Pro license, enter your license key, and activate. Pro features (checkout edit, AI, bulk import, etc.) stay disabled until the license is valid.
5. Open Gift Rocket → Gift Cards and open the Settings tab to review defaults.

4. Quick start (first gift card in 10 minutes)

1. Settings → General: Turn on Allow editing in cart if buyers should change details before checkout.
2. Settings → Email: Set email subject and body. Use placeholders like [giftcard_code] and [receiver_name].
3. Products → Add new: Set product type to Gift Card. Add a price (fixed or custom amount). Add a product image (recommended size 923×400 px for PDF).
4. Publish the product. Open it on the shop and test a purchase.
5. When the order is paid, check Gift Rocket → Gift Cards dashboard for the new code and use Download PDF or wait for the scheduled email.

5. Admin menu overview

6. Settings explained

Open Gift Rocket → Gift Cards → Settings. Save each tab after changes.

6.1 General settings

• PDF footer from short description — Uses the product short description at the bottom of the PDF.
• Show full description on product page — Shows long product text on the gift card page.
• Character counter — Shows how many characters are left in the message field.
• Allow editing in cart Free — Buyers can open an edit window from the cart (classic cart and Cart block).
• Allow editing at checkout Pro — Same edit popup during checkout (shortcode and Checkout block). Only appears when Pro is licensed and this option is on. If Pro is not licensed, the setting is ignored.
• Price label / manual price placeholder — Text near amount fields.
• Gallery label — Title above card design images.
• Apply link goes to — When someone scans a QR code, open cart or checkout.
• Coupon code pattern — How auto-generated codes look (letters and numbers).
• Min / max custom amount — Limits when buyers type their own price.
• Max quantity per add to cart — How many gift card lines can be added at once from the product page.
• Fraud & abuse safeguards — Rate limits and security log (recommended: leave enabled).

6.2 Gift card form

Change labels (recipient name, email, message, sender, schedule) and colors/fonts for the form on the product page and in the edit popup.

6.3 PDF & email card design

• Layout: two columns (card image + details), borders, backgrounds (solid, gradient, or image).
• Barcode or QR on PDF — Code can be the gift card number or a link to apply at checkout.

6.4 Email delivery

• Subject, heading, and HTML body with placeholders.
• Attach PDF yes/no.
• Emails are sent by a background task (every few minutes) when the scheduled time is reached.

6.5 Google / Apple Wallet (ePasscard)

This is optional. You need your own ePasscard API key.

1. Paste the API key and click Connect.
2. Choose a pass template and map fields (recipient name, code, balance, expiry, image, etc.).
3. On each gift card product you can override the template (optional).
4. Passes are created after the gift card is issued. Buyers may see a wallet link on the order and in My Account → Gift cards.

7. Create a gift card product

1. Go to Products → Add new.
2. In Product data, choose type Gift Card (not Simple product).
3. Set a title, image, and short description (used on PDF footer if enabled).
4. Pricing: Enable preset prices and/or “customer enters amount”. Set expiry (e.g. 1 year).
5. Email schedule: Allow buyers to pick send date/time if you want scheduled delivery.
6. Recipient on product page:
   • Show form — Buyer enters recipient on the product page (default).
   • Use billing or shipping at checkout — Hide recipient fields on the product page; name and email are taken from checkout instead (good for “gift to myself” or address-based gifts).
7. Publish and test on the live or staging shop.

8. How customers buy a gift card

1. Customer opens the gift card product page.
2. They choose amount and card design (if you offer a gallery).
3. They fill recipient details (unless your product uses billing/shipping at checkout).
4. They click add to cart. They can add more than one different gift card line on the same page.
5. They complete checkout and pay.
6. When the order reaches the right status, the plugin creates the gift card in the database and queues email.

9. Edit gift card in cart or checkout

Cart editing is a free feature when Allow editing in cart is on. Checkout editing is Pro-only and requires a valid Pro license plus Allow editing at checkout.

• Classic cart / checkout — Button opens a popup to change name, email, message, sender, schedule, image, or price (if allowed).
• WooCommerce Cart block / Checkout block — Edit button appears under the product name in the block cart and order summary (same popup).

10. Redeem a gift card (use balance)

Customers apply a code to reduce the order total.

1. On cart or checkout, open “Have a gift card code?” (or similar text you configured).
2. Enter the code and apply.
3. The discount appears as a fee/credit. Remaining balance stays on the card for later orders (until expiry).

Pro Choose redeem amount: If enabled, the customer can enter how much of the card balance to use on this order (within your min/max rules).

QR codes on PDFs can open the shop with the code pre-filled (?wallregi_apply_giftcard=CODE).

11. Manage gift cards in the dashboard

• Search by code, email, or order.
• Edit balance, expiry, recipient, message (careful: changing codes is restricted).
• Create gift card — Issue a code without an order (events, compensation, partners).
• Download PDF — Send or print manually.
• Create missing wallet pass — If ePasscard is connected but pass failed earlier.
• Status — Active, cancelled, etc. (affects redeem).

12. Purchaser My Account

Logged-in customers who bought gift cards see My Account → Gift cards.

• List of cards from their orders
• Download PDF
• Open wallet pass link when available
• View transaction history per card

13. Pro features (detailed)

13.1 Pro license

Go to Gift Rocket → Pro license. Enter the license key from your purchase and click activate. The site is checked against the license server (and re-checked daily). Deactivate before moving the site to another domain if your plan allows only one site.

Without a valid license, Pro menus may appear but checkout edit, AI, bulk import, and other Pro runtime features do not run.

13.2 Edit at checkout

With a valid license, turn on Allow editing at checkout under Settings → General. Works on shortcode checkout and the Checkout block.

13.3 Buyer custom image

Buyers upload a photo used on the card. Set max size, daily limit, and who may upload (all visitors or logged-in only). Optional ClamAV virus scan if your server supports it. Old unused uploads are cleaned automatically.

13.4 Greeting presets

In Form settings, add lines like Birthday | Happy birthday! (title, pipe, message). Buyers click a chip to fill the message. You can override presets per product.

13.5 Order rules

• Max number of different gift card codes per order
• Min and max total discount from all applied codes combined

13.6 Bulk CSV import

Gift Rocket → Bulk CSV import. Download the sample file. Required columns: amounts, expiry, recipient name, recipient email, sender name. Optional: code (empty = auto-generate), message, product ID, send date, image URL.

Flow: upload → validate → import runs in background → check job status.

13.7 Expiry reminder emails

Send reminders at 30, 14, 7 days before expiry (configurable). Each card gets one email per milestone. Recipients can unsubscribe from a link in the email.

13.8 Outstanding balance export

Download CSV reports for accounting: details (one row per card) or summary (grouped totals).

13.9 AI writing assistant

Gift Rocket → AI (Pro + valid license). You connect your own provider (OpenAI, OpenRouter, Google Gemini, or Anthropic) with an API key stored encrypted on your site.

• Enable AI master switch and choose provider/model.
• Daily credits — separate pools for storefront (shoppers) and admin tools, plus a site total cap.
• Storefront — optional “Get message” / “Improve text” / translate on the gift card form and cart edit modal (storefront AI is off by default).
• Admin — help write delivery email fields, expiry templates, greeting preset lines, product heading/footer, and manual gift card messages.
• Rate limits — cooldown between clicks, max uses per shopper visit, and matching hourly IP cap (see the built-in help on the AI screen).
• Customize messages — override shopper and staff-facing error/status text; leave a field empty to keep the default shown as placeholder.
• Alerts — email to admins when daily usage nears the limit (~95%). Shoppers never see raw API error text.

14. WooCommerce Blocks vs classic pages

15. Troubleshooting

16. Simple glossary

• Gift card code — The coupon-like code the customer types at checkout.
• Balance / current amount — Money left on the card.
• Initial amount — Starting value when the card was created.
• Preferred date/time — When the gift email should be sent.
• Redeem / apply — Using the card balance to pay for an order.