> For the complete documentation index, see [llms.txt](https://docs.giftcardfactory.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.giftcardfactory.app/campaigns/gift-card-postman/setup.md).

# Setup

Setting Up Gift Card Postman Campaign

Setting up a Gift Card Postman campaign is easy and involves the following steps. All steps can be completed from campaign configuration screen, so first navigate to *Campaigns* -> *New Campaign* -> *Gift Card Postman*.

1. **Add App Block to Product Page**
   * The app checks if the block is installed in your theme. If not, select your theme and click *Add*.<br>

     <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2F0zGvTtLnxNUHy3fYTUcN%2Fimage.png?alt=media&amp;token=abede8a2-6009-488a-b9ff-83513c0850c7" alt=""><figcaption></figcaption></figure>
   * You'll be redirected to the Product Page Customizer with the App Block added. Move it above the Buy Buttons.<br>

     <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FjKmrNpJfU0NPVV1fz246%2Fimage.png?alt=media&amp;token=a58d400f-f56c-49ff-ae1b-9d6d52a6a98d" alt=""><figcaption></figcaption></figure>
   * Use Verify button to check if app block was successfully added
2. **Create App Gift Card Product**
   * Mimic your current Gift Card Product and add fields for scheduling and friend-sending.
   * Select your Store Gift Card Product and click *Create App Product*. Find your current Gift Card Product, select it and click *Add* button:<br>

     <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FDuss8vpYH9inWdw1WhOH%2Fimage.png?alt=media&amp;token=543c0910-54e1-41ca-b0f8-bb3a3137ab2d" alt=""><figcaption></figcaption></figure>
   * Initially, the product is in Draft. You will set set it to Active when campaign setup is ready.
3. **Configure Campaign Settings**
   * Adjust settings:
     * **Set Expiry Dates**: Specify expiration dates for purchased gift cards.
     * **Value Matching**: Align the gift card value with the amount paid, ideal for situations where a discount code is used.
     * **Custom Gift Card Value**: Let customers enter their own gift card amount on the product page. See [Custom Gift Card Value](#custom-gift-card-value) below.
     * **Assign to Customer**: Assign the gift card to the purchasing customer.
     * **Assign to Recipient**: Directly assign the gift card to the intended recipient.
     * **Fulfillment Options**: Determine when to update the fulfillment status of the purchased items.
     * **Order Tags**: Optionally add tags to gift card orders for easy tracking.
     * **Fraud Protection**: Hold gift cards from high-risk orders until you review them. See [Fraud protection](#fraud-protection-high-risk-orders) below.
     * **Delivery Methods**: Choose how gift cards will be delivered to recipients. Learn more about delivery options [here](/misc/sending-customer-notifications.md).
   * When done, click Create button to create your new Gift Card Postman campaign
4. **Activate Campaign**
   * Activate the campaign and change the App Gift Card product status from Draft to Active.<br>

     <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FWxJLzaYQp3Kexm4zrT6e%2Fimage.png?alt=media&amp;token=3b1708b2-e98f-4d0f-b2f6-c6c87578a5f1" alt="" width="563"><figcaption></figcaption></figure>
   * Your product page will now show additional scheduling and sending fields.<br>

     <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FypnRQVBMetKRhaUT7CA1%2Fimage.png?alt=media&amp;token=8fd7ddbb-f69f-421f-a80f-dcb967a81d2c" alt=""><figcaption></figcaption></figure>

## Custom Gift Card Value

By default customers pick from the fixed denominations on your gift card product. Enable **custom gift card value** to also let them enter their own amount.

When you turn on **Enable custom gift card value** in the campaign settings:

* You'll be asked to grant a one-time permission so the app can set the cart price. This uses Shopify's Cart Transform (replacing the deprecated Shopify Scripts) and needs no manual code or setup.
* The app adds a **Custom** denomination to your app gift card product.
* On the product page, when the buyer selects the **Custom** denomination, a **Gift Card Value** field appears. The amount they enter sets **both** the cart price and the value of the issued gift card, so the two always match.
* Custom amounts are capped by your plan's gift card issue limit.

{% hint style="info" %}
The custom value field is shown only when customers are shopping in your store's **default currency**, because the gift card is always issued in that currency.
{% endhint %}

## Fraud protection (high-risk orders)

Gift cards are an easy target for chargeback fraud: the card is delivered instantly, and the buyer disputes the payment later. Turn on **Hold gift cards for high-risk orders** to make the campaign wait for your review before issuing anything.

When the option is enabled and a paid order is rated **High** risk by Shopify's fraud analysis (or by a fraud app installed in your store):

* No gift card is created and no email with a code is sent.
* Each gift card from the order appears in the runs table with the **On hold** status and the reason, for example *Shopify flagged this order as high risk*.
* Fulfillment of the gift card line items is skipped.
* The tags from **Tags to add while the order is on hold** are added to the order, so you can spot it in Shopify's orders list. They are removed again when you release the gift cards.
* You get an email at the admin address set in **Settings → General** with a link to the held gift cards.

Orders rated **Medium** or **Low** risk are delivered as usual. The app waits for Shopify to finish its fraud analysis before deciding, which normally takes a few seconds. In the rare case the analysis is still not available after a few minutes, the order is held too, with the reason *Shopify has not finished its fraud analysis for this order*.

**Notify the buyer**

Enable **Notify the buyer that delivery is pending review** to send one email per held order explaining that the gift card is on its way after a short review. Pick a template of the **Gift Card Pending Review** type (a default one is created for you) or a custom template. Besides the usual `shop` and `customer` variables, these templates can use:

```liquid
{{ order.name }}              {% comment %} e.g. #1042 {% endcomment %}
{{ hold.reason }}             {% comment %} why delivery is on hold {% endcomment %}
{{ hold.gift_cards_count }}   {% comment %} gift cards waiting on this order {% endcomment %}
{% for fact in hold.facts %}{{ fact }}{% endfor %}   {% comment %} risk indicators reported by Shopify {% endcomment %}
```

**Releasing or cancelling**

Review the order in Shopify Admin. Then open the campaign [dashboard](/campaigns/gift-card-postman/dashboard.md), select a held run and choose:

* **Release and send** — creates and delivers every gift card from that order right away. Held tags are removed and any skipped fulfillment is completed.
* **Cancel** — if the order is fraudulent, cancel the held runs and refund or cancel the order in Shopify.

{% hint style="info" %}
The option is off by default. Existing campaigns are not affected until you enable it.
{% endhint %}