Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Order Management

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Revenue Recovery

Hosted Pages

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Reports and Analytics

Data Privacy & Security

Fraud Management

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Other Features

API Integration

Third Party Integrations

Gift Subscriptions 

Introduction 

A great way to acquire new revenue for your business is by allowing your customers to gift subscriptions to family and friends. Gifts could be sent to recipients immediately on sign-up or scheduled for special occasions such as holidays or birthdays.

This way, new prospects are introduced to your products/services, increasing chances that they may further sign-up with you once they have experienced the gift plan.

While signing up, your customers can provide contact details of the gift recipient and a personal message to be sent to them. On the date and time chosen by the gifter, a welcome email is sent to the recipient, who may then claim the gift, activating their gift subscription.


Gift Subscription Workflow 

Let us look at a typical workflow for using gift subscriptions using Chargebee Checkout.

Once you have created gift plans in Chargebee, a customer can sign-up for a gift using Checkout:

On successful immediate payment by the gifter, a purchase confirmation email is sent to them promptly. Soon after, a gift notification email is sent to the recipient of the gift at the date and time chosen by the gifter:

The email allows the gift recipient to claim the gift as shown:

Post claim, the gift subscription gets activated and the gift recipient receives an email confirmation. The gifter is also notified that the gift has been claimed.

Gift subscriptions are non-renewing and so cancel automatically at the end of their term. At this point, the gift recipient can be notified via the subscription cancellation email.

Tip:
You may prompt your gift recipients to sign-up for a regular subscription using the subscription cancellation reminder email.


Configuration 

Here's how you can configure gifts in Chargebee.

General Site Configuration

Navigate to Settings > Configure Chargebee > Gift Subscription

  • You may enable/disable gift subscriptions here. Disabling does not affect any gifts created in the past.
  • Auto-claim
    Set whether gifts are claimed automatically. (This can be overridden via API while creating the gift.)
  • If disabled then set the number of days for which the gift can stay unclaimed. The gift subscription is cancelled if left unclaimed for longer than this duration.

Checkout and Portal Settings

Note: Gifts are only supported under the latest version of Checkout and Portal.

Navigate to Settings > Configure Chargebee > Checkout & Self-Serve Portal > Configuration > Gift Subscription and configure the following:

Setting Description
Allow gifter to schedule when gifts are sent When turned on, the setting allows gifters to select during checkout, a date and time when the gift notification email is to be sent to the recipient. When turned off, the email is sent immediately on signing-up.
Gifter should enter recipient's shipping address If the gift plan is a shippable one, the gifter will be prompted to enter the shipping address. (The recipient can change it while claiming the gift). When turned off, only the recipient is prompted for the address during gift claim.
Allow gifter to cancel gift until the recipient is notified Enable the gifter to cancel the gift from the Self-serve Portal. It is only allowed as long as the gift is in scheduled status.
Allow recipients to cancel gifts from the Self-serve Portal. Allow the recipient of the gift to log in to the Self-serve Portal and cancel the gift subscription.

Email Notification Settings

Note: Gift subscriptions are only supported in the latest version of email notifications.

Navigate to Settings > Configure Chargebee > Email notifications > Gift subscription emails to configure the settings.

Notifying Gifters

Email Notification Description
On gift order confirmation On successful sign-up, this notification is sent to the gifter confirming their purchase.
On gift claim by receiver This notification is sent to the gifter when the gift is claimed (whether the claim happens via API, auto-claim or by the gift recipient via the gift notification email).
On gift cancellation This is a confirmation sent to the gifter only when they cancel the gift or the gift is cancelled via API.

Notifying Gift Recipients

Email Notification Description
To claim their gift This is the notification email sent to the gift recipient inviting them to claim their gift.
X-days(s) after gift is unclaimed This is a claim reminder email sent to the gift recipient a configurable x-number of days since the gift went into unclaimed status.
On gift claim This is a confirmation email for claiming the gift and activating the gift subscription. It is sent to the recipient of the gift on gift claim (whether the claim happens via API, auto-claim or by the gift recipient via the gift notification email).

Create Gift Plans 

Once you have configured gift settings in Chargebee, you can create gift plans. Gift plans are those used to create gift subscriptions.

Navigate to Product Catalog > Plans > Create a New Plan.

Fill out the form making the following additional configurations:

  1. Check the box that says This is a gift plan.
  2. Set the period of the gift plan in weeks/months/years.
  3. You can also set the Claim Redirect URL for the gift plan to which the recipient will be redirected to after claiming their gift. The domain of this URL must be whitelisted in Chargebee for successful redirection. To do this, go to Settings > Configure Chargebee > Checkout and Self Serve Portal > Advanced Settings > Add Domains and add the domain name.
Note
  • Gift plans once created, cannot be edited.
  • Gift plans cannot be signed-up via the Self-serve Portal or created via the Chargebee user interface. They can only be signed-up via Chargebee Checkout or created via API.

Gift Status 

The status of a gift subscription is affected by status changes in the corresponding gift. The following is the list of possible statuses for gifts:

Gift Status Description
Scheduled The gift has been created and has not yet been notified to the gift recipient or been claimed. At this stage, the gift subscription is created and its status is future.
Unclaimed The recipient has been notified but the gift is yet to be claimed. The gift subscription status is still future at this stage.
Claimed The gift has been claimed. The gift subscription activates, changing status to non-renewing.
Expired The number of days for which the gift can remain unclaimed, has passed. This cancels the gift subscription.
Cancelled The gift has been cancelled. This also cancels the gift subscription.

Note:
On changing the status of gift subscription, the gift status is not affected.


View Gift Subscriptions 

You can view all the gift subscriptions in Chargebee by using filters on the Subscriptions page. Set the Is Gift filter to True and click on Apply Filter to list all gift subscriptions:

Note:
The Delete Customer action or API call  is unavailable for the customer records of gifters and the recipients.


Claim Gifts 

Claiming a gift  activates the associated gift subscription.

A gift can be claimed in any of the following ways:

  1. By the recipient, from the gift notification email sent to them.
  2. By you, using an API call.
  3. Automatically via auto-claim, when enabled.

Cancel Gifts 

Ways to Cancel

Gift subscriptions can be cancelled in the following ways:

  • A gift subscription can be cancelled by you from its details page by using the Cancel Immediately button.
  • Gifts can also be automatically cancelled after a set number of days of remaining unclaimed.
  • Finally, there is also the gift cancellation API call.

Cancellation Behavior

The site settings for subscription cancellation are not applicable for gift subscriptions. Instead, the following rules apply when gift subscriptions are cancelled:

Scenario Behavior
For unused period of the gift subscription No credits are issued
If there are existing refundable credits They are retained as refundable credits
If there are existing unpaid invoices They are retained as unpaid
If there are existing unbilled charges They are retained as unbilled

Note:
Cancelled gift subscriptions cannot be reactivated.


Gift API and Events 

API

Apart from the gift API  that allows you to create, retrieve, list, claim and cancel gifts, the following is a list of other API calls/parameters that may be used to work with gifts:

Plans

Invoices

Orders

Hosted Pages

Exports

Events

Your system can be notified of gift-related events  by configuring webhooks.


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