A gift list is a list of products a shopper creates and sends to guests (other shoppers) asking them to buy the products. The app can be useful for events like birthdays, weddings, and baby showers. When a guest buys one or more products from the list, virtual credit is generated that can be converted into a gift card. The list’s creator has a wallet with information about the generated credit and the gift card. Then, the creator of the list can use the gift card to purchase the desired items.

The Gift List app allows you to create an environment that contains gift lists. In this environment, shoppers can create gift lists, send them to guests, manage credit on their wallets, and see their bank statements. This app makes an Admin interface available where the shopkeeper can manage the progress of the lists, with information like the number of lists created, track information from multiple customers, and how much money was generated from the gift lists among other essential measures. You can watch a demo of this app in this video.

All orders made through gift lists have their value converted to credits as a gift card. The gift cards used in gift lists are VTEX native ones. Gift cards from external providers are not supported by the app.

The Gift List app is a paid VTEX app. Before using it on your store, you must acquire it on the VTEX App Store. The app has a fixed monthly fee that varies country by country, which can be found on the app page.

VTEX Checkout does not differentiate gift cards generated by the Gift List app or other means. Thus, when using the Gift List’s gift cards to purchase the products, it is possible to combine them with other gift cards at the Checkout.

Gift List also works with marketplace items from third-party vendors. It is possible to integrate VTEX sellers into the marketplace account and add their products to the gift lists. However, all the orders will be converted into gift list credits.

The Gift List app must run in an environment separate from the main store. Thus, you need to create a subaccount inside the main account. The main account can be in IO or Legacy CMS Portal, but the subaccount must be in IO. You can check the instructions in the How to create a multistore / multidomain article.

ℹ Subaccounts are not charged by VTEX as a monthly fixed fee. We only charge the take rate as a percentage of the orders received by the subaccounts, which is what was agreed in the contract with VTEX.

After creating the subaccount, it is necessary to open a ticket to the VTEX support team requesting the installation of the vtex.edition-store@5.x app at the new subaccount. See the Edition App article for more information.

Another requirement is to create an application key on your subaccount to configure the order hook. You can check the instructions in the Application Keys article. You also need to add a role to the application key with access to the Feed v3 and Hook Admin resource. You can check the instructions to create and manage roles in the Roles article.

Remember to save the app key and the app token for further configuration steps.

To set up Gift List in your store, follow these steps:

1. Access your subaccount Admin.
2. On the left panel, click on Apps.
3. Access the Gift List App Settings menu. The conversion of the values ​​received from the gifts will be sent to a Gift Voucher that can be used in your official store. But for that, we have to configure it. When accessing the previously specified menu, the following screen will be displayed:
   
4. In the Account Setting tab, click on the Main account name field and choose the account which is the official store where the generated gift cards will be used.
5. Click on SAVE.
6. Go to the Advanced Settings tab.
7. Use the app key and the app token created previously in the VTEX App Key and VTEX App Token fields respectively for the order hook. This application key must have no hook registered to it.
8. Click on SAVE.
   
9. In the left panel of the Admin, go to Store Settings > Intelligent Search > Integrations. Here you will configure the Intelligent Search so that your entire store catalog is indexed in the subaccount.
   
10. Click on START INTEGRATION and wait until all the integration to complete successfully as shown in the image below.
    

After these steps, the app is configured and the gift lists are available to shoppers in the store.

The Gift List interface is composed of many front-end components, which you can customize for your store needs. Below is a list of all the components in the Gift List app:

Besides installing, making the basic setup and customizing the components, we also have some recommended settings available to improve the experience of using the app for the shopper and managing the app for the merchant. These settings are not mandatory (optional), but highly recommended.

To better control the functioning of the gift list, we strongly recommend creating a new trade policy. The trade policy helps you with gift list management through:

1. Stock control: There are two different moments of purchase on gift flow. The first occurs when guests realize a purchase related to the list. The second occurs when the list owner realizes a purchase, using the credits received by the guests on the first purchase.
   Because of this flow, two items can be removed for the same gift, generating an imbalance in stock control. Attentive to this problem, we suggest one stock to be used only for gift list purchases. For this matter, it is mandatory an exclusive trade policy for linking stock with the store catalog.
2. Specific assortment: You could want to define a specific assortment of items to be added to clients' lists. For this purpose, you will need a separate trade policy.
3. Different prices: Another common situation is to define a specific price table for items sold by gift list. A new trade policy helps you to enable this particular price table.

To create a new trade policy, please fill out this form. For more information about commercial policies, check the Creating a trade policy article on our Help Center.

You can use a ready-made theme with these components or customize the theme to better suit your needs. If you want to use the mentioned theme, you can install it directly using the command:

vtex install vtex.list-theme@3.x

After the theme is created, go to Storefront > Site Editor in the Admin and add which category the list owner will be redirected to when adding a product to your list, as can be seen below:

We recommend using the checkout created to use with the Gift List app, as it will allow some personalized features to be added, such as the possibility of sending personalized emails from a guest to the person to be gifted. To use the custom checkout:

1. Open a terminal.
2. Login to your store.
3. Enter the command vtex install vtex.list-checkout@0.x.
4. If you want to edit the previous checkout, install the checkout-ui-custom app. Follow the steps in the Checkout UI Custom article.
5. After installing the Checkout UI Custom, if you want to enable the message field in the checkout:
   1. In the Admin of your store, go to Store Settings > Storefront > Checkout UI Custom.
   2. Click on the CSS tab.
   3. Inside the text box, insert the code:

      .note { display: block; }
      

If you want to send the emails that are triggered with the checkout above, create a new template in the admin, in the Message Center > Templates page. The name of the template must be new-list-order and the recipient {{ownerListEmail}}.

An optional HTML code for the email template can be found here.

With login unification, you can provide a unified navigation experience, since a login into the subaccount will also be a login into the main account and vice versa. Unify the login of the main account with the subaccount to provide a unified navigation experience. Logging into either account will grant access to both, ensuring a unified experience. By default, at VTEX a login to the main account is separated from a login to a subaccount. Without login unification, after a client is logged in to a store, they will need to log in again to access gift lists.

You can check the instructions for this configuration in the Unifying login for different accounts article, using the main account as the primary account and the subaccount as the secondary account.

There is also an interface available for the shopkeeper to follow the metrics obtained by the list application. You can access it on the Admin by going to the Store owner interface menu. In this interface, you will see on the first screen all the users that contain a gift list, with their respective amounts of lists, the value they have already earned in gifts, the value converted into gift vouchers, and whether or not there is already an active list at the moment, respectively. You can also search for emails.

If you want more information about a specific user, just click on the arrow next to the user's name, which will redirect you to a second screen. On this new screen, you can find information from each list of this user, including the name of the list, the value gained in the list, the date of the event, and whether the event has already occurred or not.

There is also a totalizer with the number of lists, the amount invoiced on the lists, and the converted amount. It is worth adding that if a search is performed or a filter is used, the number of lists ​​and purchased values will be updated according to the result. The search can be done by the list title and the available filters are the status of the lists and the date of creation of the list. To see the list in question, you can click on the 👁 button and you will be redirected to the list in question in the guest view.