Knowledgebase: Settings
Gift Registry Guide

The gift registry feature allows customers to create a registry of products for their family and friends to view. Once a customer has registered, their friends can purchase the products selected for the registry and ship them directly to the registrant's address. The registry will automatically keep track of which products have been purchased and which ones are still available. This guide will give a step by step process on the entire gift registry feature.

This article contains the topics listed below. Please click on a link to be taken to the respective area of the article.


Enable the Gift Registry
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By default, your 3dcart store will have the Gift Registry enabled from the start. However, if you've disabled it previously and are looking to re-enable it, the following instructions will show you how. To enable the gift registry feature:

Log into your 3dcart Online Store Manager and use the left hand navigation menu to:

  1. Go to Modules
  2. Using the Search bar at the top, search for "Gift Registry" to locate and open the module.
  3. In the Gift Registry section, check the checkbox next to Enable Gift Registry
  4. If you'd like to have your shopper's Gift Registries password protected, mark the "Registry Password Required" checkbox.
  5. If you would like to be notified (as the merchant) when a new Gift Registry is created, mark the "Send e-mail when new registry is created" checkbox
  6. Set the amount of days each gift registry will be available after the event occurs in the Gift Registry Expiration field. (default is 30 days)
  7. Click Save at the top right to commit your changes.

Gift Registry List

If your store has any registries open at the time, the "Gift Registry List" link to the right of the enable checkbox will take you to them for review.

When clicking on this link, you will see all of the registries that are currently open on your store.

While viewing the registry, you will see the entries listed using the following columns:
(Note: you can also sort the list by clicking on each column's label)

  • Customer Name / Email
    The Registry's customer name and their email address
  • Registry Title
    The title given to the registry by the customer
  • Items
    The number of items in the registry
  • Sold
    The number of items that have been purchased on the registry
  • Event Date
    The date of the event in question
  • Expiration
    The date when the registry will expire.

At the top of the page, a search bar will allow you to search for a particular registry based on the registry's title, customer name or email address. Clicking on the "Advanced" button will let you narrow your search to include disabled registries as well as expired registries.

Furthermore, at the top right of the page you will see an "Export" button which let you export a CSV formatted file of your store's gift registries.

At the far right of each registry listing, you will see an action wheel that will allow you to open up the reigstry details. While viewing the Registry Details, you will see the important details of the Gift Registry including the customer's name and mailing information as well as their registry information including the registry password, where the items will be shipped to after purchase ("Ship to Address" checkbox and provided link), and whether or not the customer would like to be emailed each time a gift registry item is purchased ("Notify me by email as purchases are made" checkbox).

More importantly, you will see the list of items that the customer added to their registry. This list will be displayed and may be sorted by clicking on the column labels:

  • Item
    The registry items that were added by the customer
  • Listed
    The number of units selected by the customer
  • Price
    The price of the single unit
  • Subtotal
    The sub-total price of the item if multiple units are purchased.
  • Sold
    Whether the item was purchased or not
  • Sold Offline
    How many of the items were purchased offline*

Tip
The Sold Offline option is available for merchants who also have a physical, brick and mortar store. If a visitor purchases the Gift Registry item for the customer inside your store, you can mark the number of items puirchased by them in the Registry's "Sold Offline" field. The software will then update itself accordingly and show the item as having been purchased.

Login to Registry

At the very top right of the Registry Details page, you will see a button labeled "Login to Registry" which will allow you to log into the customer's registry on the store front to view their added (and purchased) items, edit their registry from the store front, and retrieve the registry URL that can be given to their event attendees.


Create a Gift Registry Menu Link
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By default, your store will have the Gift Registry link already created when you first sign up for a 3dcart store. However, if you've removed this link previously, or otherwise are looking to reintegrate the 3dcart Gift Registry, you need to create a gift registry menu link so your customers can get to the webpage needed to login and signup for the gift registry feature. These instructions will provide information on how to do this.

  1. Go to Content ->Site Content
  2. Click on the "+ Add" button in the "Menu Links" section
  3. In the Page Name field, type Gift Registry.
  4. Choose New in the Sub Menu of dropdown.
  5. Set your Sorting number. This is the sorting display of the menu link, lower numbers will display before higher numbers.
  6. Click +Add.

This will add the link to your store's navigation menu/tree. Now, you'll need to make sure the link goes to the proper location. Look to the far right of the newly created "Gift Registry" listing and click on its Action Wheel.

  1. Click Content
  2. In the Link field, type giftregistry_home.asp
  3. Click Save at the top right to commit your changes.

Your website will now have a menu link directing to the Gift Registry login page.


Create a Gift Registry
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At this point, your job as the merchant is done. You have completed all you need to setup the gift registry feature. The following steps of this guide will go over all features of the gift registry from the customers' point of view.

To create a registry account:

  1. On the website, click on the My Account menu link.
  2. If you have not created an account yet, click on the Create Account link. If you have already created an account, enter your email and password and click Log in to the "My Account" section.

  1. Once you are logged into your account, click on the "Gift Registry" link.
  2. Click the Create My Gift Registry button.

  1. Enter the Registry Name, Event Date, Password, and Personal Message.
  2. If you would like your friends to be able to send gifts directly to your address, check the Ship To My Address checkbox. Click on the link to choose the address you would like the gifts shipped to.

Note
When you click on the link to choose your address, you'll be redirected to your customer record's Address Book page to select the appropriate address. After selecting the desired address to have gifts shipped to. You will then be redirected back to the Registry page

  1. If you would like to be sent an email each time a registry item is purchased for you, mark the "Notify me by email..." checkbox
  2. Click Save My Registry.

Your Gift Registry is ready for use.


Adding Products to the Registry
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Once you've created your gift registry, you can begin to add your products.

  1. Make sure you are logged into your account.
  2. On the website, click on any product you would like to add.
  3. Click on the Add to Gift Registry link.

  1. Your Products list will display with your newly added item.


Send Notification of Registry
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Once you have chosen all of your products for the registry, you can send notification to your friends and family to direct them to your gift registry.

  1. On the website, go to the 'My Account' link.
  2. Login to your account if you are not logged in already.
  3. Click on the View Details link in the Gift Registry section.

  1. In the Send Email section, type in the email addresses of your friends you would like to send notification to.
  2. Click Preview Message if you would like to see a sample of what the email notification will look like.
  3. Click Send Email.

The email will look similar to this.

Note
Merchants - The email's template can be edited by going to Settings =>Design =>Emails. It will be called "Gift Registry Invitation E-mail"


Search/Access a Registry
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To search and access a friend's registry:

  1. On the website, go to the Gift Registry link.
  2. In the Search a Friend's Registry section type the Title of the registry, the Event Date, the First Name, and/or the Last Name of your friend.
  3. Click Search Registry.

  1. Click on the View This Registry button next to your friend's gift registry.

  1. Enter the Password for the registry. This was given to you in the notification email. Click the "View This Registry" button to proceed.

  1. The registrant's product list will display and you can begin to add items to the cart and checkout.


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