Thank you for purchasing our extension. If you have any questions that are beyond the scope of this help file, please feel free contact us via [email protected]
Updated: June 22 2019 | By: Magenest
Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/9
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Introduction
As you know, one of the best ways to improve and increase your profit in business is giving customers what they really want. Catching this needs, Magenest developed Gift Registry extension for Magento 2 to help you completely tackle this problem.
With our extension, consumers can easily create a list of items that they wish to receive in special days such as their wedding, birthday and so forth.
Features for admin
enable / disable a event
- Manage registries:
View registry details.
Edit registry information.
Change status of the registry. - Create and manage unlimited event types:
Set the new event type.
Set the sections for each event type.
Set the background image for each event type. - Manage gift registry orders.
- Set gift registry email template.
- Set the background image for the gift registry search page.
Features for customers
For registry owner
- Create, edit and delete gift registries.
- Set event date, name, description, location, add image for gift registries.
- Review expired event information.
- Share gift registries with direct link, via social network (Facebook, Twitter) and Email.
- Track gift registry item's status and quantity.
- Receive the notification email when an item in the registry item list is purchased.
- Active multiple registries at once which are not in the same event type.
For gift purchaser
- Search for gift registries by registrant name and event title.
- Gift buyers can buy many gifts at once.
System Requirements
Your store should be running on:
- Magento Community Edition version 2.2.x, 2.3.x
- Magento Enterprise Edition version 2.2.x, 2.3.x
Configuration
General Settings
On the admin sidebar, go to Gift Registry > Settings. On the Configuration page, there are the settings for the email template and registry page on the front-end.
Email Template
Sender: Select a default sender for the emails set below.
Sharing Email Template: Select a template for the email that will be sent when the registrant shares a registry to their friends via email.
Gift Order Confirmation Email Template: Select an email template that will be sent to the registrant when an item in their gift list is purchased.
Settings
- Background Image for Gift Registry Search Page: Set the image background for the gift registry search page.
- Item Quantity displayed as: Set the display for item quantity on the registry page. This setting will affect the item quantity that a guest can purchase.
- Drop-down List: The guest can purchase a gift item with the quantity listed on the drop-down list. The quantity in the list is no more than the registrant's desired quantity.
- Text Fields: The guest can enter the quantity of gift item to purchase.
Create a new event type
Main Functions
For Admin
The extension allows admin to manage gift registry, event types, gift registry orders and settings for the emails template.
On the Admin Sidebar, tap Gift Registry, then choose Gift Registries.
On Gift Registries page, admin can view all the gift registries which have been created.
Click on the View button under the Action column to view and edit the gift registry.
On Manage Gift Registry page
- Registrant: This section contains the information of gift registry owner including email, first name, last name.
- Registry:
Admin can change the registry status manually with two default statuses: Active and Expired.
This section contains the gift registry details: Title, Type, Location, Date, Description, Privacy. - Items: this section contains the gift registry items.
To manage the event type, on the admin sidebar, tap Gift Registry, then choose Event Types.
On Manage Event Type page, click on the Edit button to make some change for a gift registry.
To create a new event type, click on Add Event Type button.
On New Event Type page:
Default Sections: There are four default section: General Information, Registrant Information, Privacy, Shipping Address Information. These sections can be enabled or disabled.
Additional Sections: To add other sections beside four default sections, click on Add Element button, then choose the type for the new section, then enter the title. After that, click on the tickbox to enable the section.
Admin need to add event types so that customers can create registry list in.
On the admin sidebar, go to Gift Registry > Event Types. On Manage Event Types page, click on Add Event Type button, go to New Event Type page.
Event Information
Open Event Information tab to set the general information for the new event.
- Event Name: Enter the name for new event.
- Event Code: Enter a code to identify the event on the event manage page.
- Description: Enter a description for the event.
- Status: Enable/Disable the event.
Sections
On Sections setting, admin can set the fields display on registry creation page when customers add a new registry.
- Select the fields to display when customers add a new registry.
- Beside the default fields, admin can set the custom filed to require customers fill in. Select Enable then add the new fields on the Additional Sections table.
Background Image
- Banner Default: Set the background for the banner on the gift registry page.
- Thumbnail Default: Set an image for the event on the events list page.
Main functions for admin
Manage event types
Go to Gift Registry > Event Types > Manage Event Types page.
On Manage Event Types page, admin can edit an available events or change status of the events with mass action..
Manage gift registries
Admin can view, edit or delete the available registries from the back-end. Navigate to Gift Registry > Gift Registries > Manage Gift Registries page.
To view a registry details, click on View under the Action column.
On gift registry detail page
- Admin can view the registrant details.
- Admin can view the registry details and change status of the registry.
- Admin can view the gift registry items and the purchases of those.
Manage gift registry orders
Go to Gift Registry > Gift Registry Orders >
Manage Gift Registry Orders
Manage Gift Registry Orders page, admin can view
the order or theall the purchased orders with registry items. From here, admin can go to gift registry details
that the order belongs to.page or order information page.
Functions on the front-end
For the registrant
Create a new registry
At
Then view the gift registry and purchase the gift.
For Customer
Registrant
Atfirst, customers have to sign in the store.
Customer can view, edit or delete their available registry.
To create a new registry, on the main menu click on Gift Registry. Then select View My Gift Registry button on the top of the registry search box.
On My Gift Registry page, select an event type that the new registry belongs to under the Choose An Event Type section.
Fill in the created form with the necessary information, then click on Save button.
On the Gift Registry page:
Under Edit Information section:
- Check the information.
- Choose the images for the gift registry description frame. There are default images in case the description images are not selected.
Under Items section:
- Click on Add Items button, then on the home page, choose a product. On the product detail page, select the quantity then choose Add To Gift Registry. Then select the gift registry that contains the selected product on the drop-down box. Click on Add button when completing. Then go to the Gift Registry detail page to check.
On Order section:
This section allows the registrant to view the registry gifts received.
Share To My Friends
The extension allows the registrant to share the registry to their friend via Facebook, Twitter, Email and direct link.
Registrant can preview the registry before saving it.
Note: A registrant can active several registries at the same time but these registries need to be on the different event types.
Purchaser
The purchaser can search for the registry base on the registry type, registry title and registrant name.
Go to My Account > My Gift Registry, customers can view the created registries and create a new one.
Select an event to create the new registry in.
On the new registry page
- Fill the necessary information on About Event, General Information, Registrant Information and Shipping Address Information sections.
- Under Privacy section, set the privacy for the registry with 2 options:
- Private: Other people need to enter a password to access the gift registry.
- Public: Other people can view the registry by searching on the store. If the Show in search result option is disable, they can access the registry list by a link shared by the registrant.
- Tick on the Show in search result field to allow other people to search for the registry.
Other settings for the registry list
Customers can set the registry page image and add gift items to the list after creating the registry.
Go to My Account > My Gift Registry, click Edit on the registry.
Set images on registry page
Under Edit Information tab, set the images on Change Default Image section for Time & Location Image and Invitation Image.
Add items to the registry list
- Go to any product page on the store, click on Add To Registry button to add the product to registry list.
- After collecting products to the gift list, go to My Gift Registry page and view the added products under Items tab.
Manage personal registry list
Customers can view, edit registry information, share registry list to the friend and view the purchased gift items. Go to My Account > My Gift Registry > click Edit on a registry > Gift Registry page.
Edit the registry information under Edit Information tab.
View received items list under Purchased Items tab.
Select a social media to share registry list to friends. There are 4 options for social sharing: Facebook, Twitter, Gmail and link sharing.
For the guest
Searching for a registry
Guests can access a registry directly by the shared link from the registry owner.
Guests can search for a registry list using filters by event, registry title or registrant name.
Guests can view the public registries of each event without searching.
View registry information
Guests can view the registry details including event date, location, gift items list.
Guests can add a gist item to cart directly from the gift list.
Note: Purchasers can add gift items of a registry list to cart only.
Update
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the configure cache. Your store and newly installed module should be working as expected.
Support
- We will reply to support requests within 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other services such as customizing our products, installation and uninstallation service.