This is a guide on how to manually generate gift certificates if a student/lead purchases private lessons or group programs as a gift and did not process the payment via the Jotform. You can also watch the video below for reference.
Steps:
Login to Jotform and go to Shared with Me > MaS Dance, LLC. aka My Forms.
Search for “06 MaS Gift Certificate Lead Capture and Payment Form (2 pages holidays - IN USE)”. Click on the form and then click the “Submissions” button.
Click the “+ADD” button at the bottom of the page and fill out the necessary information. The code/ID is automatically generated.
Once done, go to the top of the page and switch view from Tables to PDF Editor to generate the PDF version of the gift certificate and click Download and then Download PDF.
Go back to My Forms > 06 MaS Gift Certificate Lead Capture and Payment Form (2 pages holidays - IN USE).
Click on More > Settings > EMAILS and select whichever gift they purchased.
Copy the Email Subject: “Movers and Shakers Salsa and Bachata Dance Academy - Gift Certificate” on your email to the student/lead who purchased.
Copy the Email Content, use it as the body of the new email to the student/lead, and edit the proper fields (name) that apply.
Attach the PDF version of the gift certificate and send.