How to Add E-Certificates to Your Store

What is an E-Certificate?

E-Certificates (E-Certs) are digital gift cards with a dollar or point value. For example, an employer might give a new hire a $200 E-Cert to purchase company swag. Recipients can place multiple orders until the balance is spent, making E-Certs a great option for controlled spending and personalized gifting.

Depending on your store's price display setting (dollars, points, or both), you will be able to choose whether each E-Certificate is issued as a dollar or point value.

Chipply makes it easy to add E-Certificates to your store in three ways.

Option 1: Add E-Certificates Manually

1. Within your store, navigate to the E-Certificates page and click the plus button in the top right corner. "Add E-Certificate(s)" will already be selected. Click Accept.
2. Enter the Customer Name, Amount, and number of Codes.
3. Click Accept when finished.

Chipply will use the customer name you provided to generate a random E-Certificate code with the specified dollar amount, creating as many codes as you selected.

Option 2: Add E-Certificates from a Table

1. Within your store, navigate to the E-Certificates page and click the plus button in the top right corner. Select "Add from Table," then click Accept.
2. Fill out the table with the desired information. The only required field is "E-Cert Amount." If you leave the "E-Cert Code" column blank, a code will be auto-generated for you.

This method lets you customize each E-Certificate code, add individual customer names, and include email addresses. It works best when uploading a small number of codes.

Option 3: Add E-Certificates from an Upload

1. Within your store, navigate to the E-Certificates page and click the plus button in the top right corner. Select "Add from Upload," then click Accept.
2. A template prompt will appear. Click the Download button to save the Excel file to your computer.
3. Open the downloaded file and fill in the following columns: Customer Name, E-Cert Code (leave blank if you want Chipply to auto-generate codes), E-Cert Amount, and Customer Email.
4. Save the file, then return to Chipply.
5. Click "Choose File," select your saved Excel file, and click Accept. Chipply will add all entries to your store as E-Certificates.