Payment Customization

Overview

The Payment Customization feature allows you to control which payment methods are available to your customers when they purchase gift cards. This helps ensure smooth transactions and prevents payment-related issues that might occur with certain payment methods.

Key Features

  • Smart Payment Rules: Set up automatic rules that disable gift card payments when specific conditions are met
  • eGift Card Restrictions: Choose which payment methods to disable when customers buy digital gift cards
  • Physical Gift Card Restrictions: Control payment options for physical gift card purchases
  • Automatic Application: Rules apply automatically during checkout without manual intervention

Getting Started

Accessing Payment Customization

  1. From your Gift Card Hero dashboard, navigate to the main menu
  2. Click on Payment Customization
  3. The page will load your current payment settings

Understanding Permissions

If you see a yellow warning banner about "Missing permissions," you'll need to update your app permissions first:
  1. Click the Update permissions button in the warning banner
  2. Follow the Shopify authorization process
  3. Return to the Payment Customization page
Note: The "write_payment_customizations" permission is required for this feature to work properly.


Gift Card Payment Rules

This section allows you to create smart rules that automatically hide gift card payment methods based on specific conditions.

Creating a New Rule

  1. In the Gift Card Payment Rules section, click Add New Rule
  2. Set up your conditions using the rule builder:
  • Choose a condition type from the dropdown
  • Set the comparison operator (equals, contains, greater than, etc.)
  • Enter the value to compare against
  1. Add multiple conditions if needed by clicking Add Condition
  2. Click Save Rule

Common Rule Examples

Example 1: Hide gift card payments for orders over $500

  • Condition: Order Total
  • Operator: Greater than
  • Value: 500

Example 2: Restrict gift card purchases from specific countries

  • Condition: Customer Country
  • Operator: Equals
  • Value: US

Managing Existing Rules

  • Edit a Rule: Click the pencil icon next to any existing rule
  • Delete a Rule: Click the trash icon and confirm deletion
  • Reorder Rules: Rules are applied in the order they appear
Tip: Rules are processed from top to bottom. More specific rules should be placed higher in the list.

Payment Method Restrictions

This feature lets you control which payment methods customers can use when purchasing different types of gift cards.

For eGift Cards

eGift cards are digital gift cards delivered via email.

Setting Up eGift Card Restrictions

  1. Click the For eGift Cards tab
  2. Review the list of available payment methods
  3. Check the boxes next to payment methods you want to restrict (hide from customers)
  4. Unchecked methods will remain available for eGift card purchases

Common eGift Card Restrictions

Many merchants restrict these payment methods for eGift cards:

  • Buy now, pay later services (Klarna, Afterpay)
  • Store credit or Gift cards (to prevent gift card loops)
  • Bank transfers (due to processing delays)

For Physical Gift Cards

Physical gift cards are printed cards that are shipped to customers.

Setting Up Physical Gift Card Restrictions

  1. Click the For Physical Gift Cards tab
  2. Select payment methods to restrict using the same process as eGift cards
  3. Consider shipping and handling requirements when making selections

Common Physical Gift Card Restrictions

Physical gift cards typically have fewer restrictions since they're tangible products:

  • Digital wallets might be restricted in some regions
  • Cryptocurrency payments (if applicable)

Saving Your Changes

Auto-Save Indicator

When you make changes to any payment settings:

  1. A save bar will appear at the top of your admin
  2. The bar shows "Unsaved changes" with Save and Discard buttons

Saving Changes

  1. Click Save in the notification bar, or
  2. Use the keyboard shortcut Cmd+S (Mac) or Ctrl+S (Windows)
  3. Changes take effect immediately after saving

Discarding Changes

  1. Click Discard in the notification bar
  2. Confirm you want to lose your changes
  3. The page will reload with your previous settings

Troubleshooting

Common Issues

Problem: Payment customization options are grayed out
Solution: Check that you have the required permissions. Look for the yellow warning banner and update permissions if needed.
Problem: Rules aren't working during checkout

Solution:

  • Verify rules are saved properly
  • Check that conditions are set correctly
  • Ensure you have the latest app permissions
Problem: Can't see all payment methods
Solution: Payment methods must be enabled in your Shopify settings first. Go to Settings > Payments in your Shopify admin.

Getting Help

If you continue experiencing issues:

  1. Check your Shopify payment settings
  2. Contact Gift Card Hero support with:
  • Screenshots of your current settings
  • Description of the expected vs. actual behavior
  • Any error messages you're seeing

Best Practices

Setting Up Rules

  • Start Simple: Begin with one or two basic rules and add complexity as needed
  • Test Thoroughly: Use Shopify's preview mode to test your checkout experience
  • Consider Customer Experience: Avoid restricting too many payment methods, which might frustrate customers

Payment Method Selection

  • Review Regularly: Payment preferences change over time - review your restrictions quarterly
  • Monitor Analytics: Track which payment methods customers prefer and adjust accordingly
  • Consider Geography: Different regions have different preferred payment methods

Maintenance

  • Document Changes: Keep notes about why specific restrictions were implemented
  • Monitor Performance: Check if payment restrictions affect your conversion rates
  • Stay Updated: New payment methods may become available and need configuration