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: February 25th, 2020 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/9

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

• Add a separate page for gift registry on the store
• Set background image for the registry page
• Configure emails for registry program
• Allow guests to buy gift items with more or less than the desired quantity
• Create multiple events
• Enable / Disable the events
• Set the necessary information sections for each event
• Set images for the events
• View and manage the registry lists from the back-end
• Manage registry orders

Features for customers

For registry owner

• Create, edit and delete personal registry.
• Set event date, name, description, location, add image for the registry.
• Review expired event information.
• Share gift registry via multiple social media (Facebook, Twitter and Email) or sending registry URL.
• Track gift item's status and quantity.
• Receive the notification email when an item in the registry item list is purchased.
• Active multiple registries at once. Noted that the activated registry are not in the same event type.

For gift purchaser

• Search for gift registries by registrant name and event title.
• View the public registries.
• Add the gift list to card from the gift list page.
• Purchase several gifts in a registry at once.

System Requirements

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.

• Display of the settings

Create a new event type

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.

• Display on the front-end

 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.

• Display on the front-end

 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.

• Display on the front-end

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 page, admin can view all the purchased orders with registry items. From here, admin can go to gift registry details page or order information page.

Functions on the front-end

For the registrant

Create a new registry

 At first, customers have to sign in the store.

 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.

• Display of the settings

 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.

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