> 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/extensions/customer-account-gift-cards.md).

# Customer Account Gift Cards

Give logged-in customers a self-service view of their gift cards — with resend, transaction history, and conversion to store credit.

Customer Account Gift Cards brings your customers' gift cards into the **new customer accounts** experience. After logging in, a customer sees every gift card linked to them — cards they purchased and cards they received as a gift — together with the balance, status, and expiry date. From there they can resend a gift card email to themselves, review a card's transaction history, or convert a card's remaining balance into **store credit** on their account.

The feature consists of two extensions that share the same data and settings philosophy:

* **Gift Cards page** — a full page in customer accounts, linked from the account menu. The complete view: all cards with details, actions, and per-card transaction history.
* **Gift Cards block** — a compact widget for the **Profile** page showing each card with its balance and a quick actions menu.

{% hint style="warning" %}
**Prerequisites.** Your store must use the **new customer accounts** (Shopify Admin → Settings → Customer accounts). For customers to *spend* converted store credit, store credit must also be available as a payment method in your checkout settings. See [Gift Cards vs Discount Codes vs Store Credit](/comparison.md) for background.
{% endhint %}

## Which gift cards does a customer see?

A gift card appears in a customer's account when it is linked to them in Shopify:

* **Purchased** — the card's *customer* field points at them (for example, they bought the card while logged in, or you issued it to them with Gift Card Factory).
* **Received as a gift** — the card's *recipient* field points at them. Shopify sets the recipient when the buyer fills in the recipient form on your gift card product ("I want to send this as a gift").

{% hint style="info" %}
Recipients are matched by their customer record, so the recipient sees the card when they log in **with the same email address the card was sent to**. Enabling the recipient form on your gift card product is what makes gifting work end to end.
{% endhint %}

Gift card **codes are never shown** in customer accounts — only the last 4 characters. The full code stays in the gift card email.

## Customer actions

### Resend by email

Re-sends the standard Shopify gift card notification for that card, so a customer who lost the original email can get the code again. Available for active cards only, and only ever delivered to the customer's own linked role (purchaser or recipient).

### Transaction history

On the Gift Cards page, each card's menu includes **View history** — a modal listing the card's credits and redemptions with the date, amount, and the balance after each transaction.

### Convert to store credit

Turns the card's remaining balance into store credit on the logged-in customer's account — in the **same currency** the card was issued in. The customer confirms in a dialog; after conversion the gift card balance is set to zero (and, if you enable it, the card is deactivated), so the value can't be spent twice. Store credit then applies at checkout the standard Shopify way whenever the customer is logged in.

You control two aspects of the conversion in the extension settings:

* **Store credit expiry** — never, the gift card's own expiry date, or a fixed number of days after conversion (e.g. 1095 for 3 years where consumer law requires it). The expiry date is shown to the customer in the confirmation.
* **Deactivate gift card after conversion** — off by default, in which case the card simply shows as **Redeemed** with a zero balance. Turn it on to also deactivate the card, which then shows as **Deactivated**.

{% hint style="warning" %}
Conversion is **irreversible** — the balance moves to store credit and, with deactivation enabled, Shopify gift cards cannot be re-enabled. The customer is warned in the confirmation dialog. Every conversion is recorded in the app for auditing, including which customer converted it and the expiry applied.
{% endhint %}

## Setup

### Add the Gift Cards page

Adding the page is a **two-part step**: the page itself must be added to your store in the checkout and accounts editor, *and* a menu item must point at it. A menu link alone is not enough — customers would see a *"There's a problem loading this page"* error.

1. Open the checkout and accounts editor: **Settings → Checkout → Customize**, then switch the top dropdown to **Customer accounts**.
2. Add the **Gift Cards** app page.<br>

   <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FeJXEmcp78IzSgFrqM1qG%2Fimage.png?alt=media&amp;token=4c5980e8-43db-48ab-aa48-14ed103eb70f" alt="" width="325"><figcaption></figcaption></figure>

   Shopify then prompts you to also add it to the account menu — accept the prompt, or add the link yourself under **Content → Menus** (pick the **Gift Cards** app page as the link target).<br>

   <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FN0s3zrgqDR7XkdBf84lK%2Fimage.png?alt=media&amp;token=3a68cfa4-7a58-4df1-b7d5-26d98896fa1f" alt="" width="213"><figcaption></figcaption></figure>
3. **Save / publish.** The link appears in the customer account navigation next to Orders and Profile.<br>

{% hint style="warning" %}
If the Gift Cards menu item shows an error page, the page hasn't been added to the store yet. Open the checkout and accounts editor — the **Navigation** panel will show a **"Missing page"** warning with an **Add page** button. Click it and save.
{% endhint %}

### Add the Gift Cards block to the Profile page

1. Open the checkout and accounts editor: **Settings → Checkout → Customize**, then switch the top dropdown to **Customer accounts**.
2. Select the **Profile** page.
3. Click **Add app block** and choose **Gift Cards Block**.<br>

   <figure><img src="https://2895247924-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcsKliv3CuXU7kN4gxX9B%2Fuploads%2FyUHItSSOoWngzmgo4IBl%2Fimage.png?alt=media&amp;token=3623ce4e-4de9-40bf-bdba-21cdf36799cd" alt="" width="375"><figcaption></figcaption></figure>
4. Position it, adjust the settings, and **Save**.

## Settings

Everything is visible by default — enable a toggle only to hide that element.

### Gift Cards block

| Setting                                   | Description                                                                                                                 |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Hide purchased gift cards**             | Hide cards where the logged-in customer is the assigned customer (e.g. the purchaser).                                      |
| **Hide received gift cards**              | Hide cards where the logged-in customer is the recipient.                                                                   |
| **Hide resend action**                    | Remove *Resend* from the card actions menu.                                                                                 |
| **Hide convert to store credit**          | Remove *Convert to store credit* from the card actions menu.                                                                |
| **Converted store credit expiry**         | *Never*, *Use gift card expiry* (never if the card has no expiry date), or *Days after conversion*.                         |
| **Number of days**                        | How long the converted credit stays valid — only applies with the *Days after conversion* option. 1095 = 3 years.           |
| **Deactivate gift card after conversion** | Off: the card's balance is set to zero and it shows as Redeemed. On: the card is also deactivated and shows as Deactivated. |
| **Hide when empty**                       | Hide the whole block for customers who have no gift cards. Off by default so you can see the block while setting it up.     |

### Gift Cards page

| Setting                                   | Description                                                                                                                 |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Hide purchased gift cards**             | Hide cards where the logged-in customer is the assigned customer.                                                           |
| **Hide received gift cards**              | Hide cards where the logged-in customer is the recipient.                                                                   |
| **Hide convert to store credit**          | Remove *Convert to store credit* from the card actions menu.                                                                |
| **Converted store credit expiry**         | *Never*, *Use gift card expiry* (never if the card has no expiry date), or *Days after conversion*.                         |
| **Number of days**                        | How long the converted credit stays valid — only applies with the *Days after conversion* option. 1095 = 3 years.           |
| **Deactivate gift card after conversion** | Off: the card's balance is set to zero and it shows as Redeemed. On: the card is also deactivated and shows as Deactivated. |

{% hint style="info" %}
Settings are configured per extension — if you use both the page and the block, set the expiry and deactivation options on both so conversions behave the same everywhere.
{% endhint %}

## FAQ

**Does this change the gift card purchase flow?**\
No. Cards are bought and delivered exactly as before — Shopify still sends the gift card email. These extensions only add a self-service view for cards already linked to the customer.

**A customer says their gift card doesn't show up.**\
The card is most likely not linked to their customer record — for example, it was sent to a different email address than the one they log in with, or it was bought at a guest checkout without recipient details. The card still works normally with its code; it just won't be listed.

**What do the statuses mean?**\
*Active* — usable balance remaining. *Redeemed* — the balance has been fully used (including after a conversion with deactivation off). *Deactivated* — the card was deactivated. *Expired* — past its expiry date.

**What happens if a converted card was only partially used?**\
Only the remaining balance is converted. The card's transaction history (and your reports) keep the full record.

**Which currency does the store credit use?**\
Always the gift card's own currency. A USD card becomes USD store credit, a PLN card becomes PLN store credit — no conversion is applied.
