Gift registry
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The administration

The operating instructions for the merchant area. Every menu entry, every column, every decision, in the order you meet them.

Where everything sits

Thirteen entries in five groups

The area sits under Customers → Gift lists and brings a submenu of its own. It stays in place as you move between the pages.

1In the administration, open Customers → Gift lists.

Overview

Dashboard, statistics

Gift lists

All lists, reservations, orders, moderation

Communication

Thank-yous, email blacklist

Configuration

Themes, gift options, word filter

System

Settings, setup assistant

Every page carries a Help button at the top right. It opens a window with tabs such as overview, columns, states and sequence, so the explanation stands where the question comes up.

The overview

The dashboard

Eight figures in a row, two boxes below them. Every figure carries a subline that puts it in context.

Active lists

out of how many in total

Upcoming occasions

within the next 30 days

Gifted wishes

out of how many wished for

Gift revenue

gross, in total

Active reservations

and how many of them expire soon

Reserved wishes

and how many are still available

Masked deliveries

address protected

Pending thank-yous

waiting for a thank-you

Upcoming occasions lists the next dates with date, title, owner, number of wishes, a progress bar "x / y fulfilled" and the days remaining. Needs attention names exactly the three cases that cost you something: lists in moderation, lists without a delivery address, and reservations expiring within the next 48 hours.

The lists

All lists

The table across all gift registries in the shop, with search and filter.

Columns

Title, display name, owner, wishes, reserved, purchased, moderation, visibility, date, created

Moderation

As a mark on the row: unreviewed, reported, reviewed, blocked or changed

Visibility

Via link or private

The list file with five tabs

A click on a row opens the file. The tabs are called overview, wishes, orders, reservations and moderation.

Head of the overview

State of the list and three figures: wishes, orders, reservations

Master data

Title, display name ("Public as …"), place, date, access, created, description

Owner card

Name with a jump into the customer account, customer number, e-mail

Delivery card

One of three states: goes to the owner, address masked, goes to the giver, or delivery to the owner chosen, address missing, along with the address

The third delivery state is the one that costs money: the list accepts gifts, but the address they should go to is missing. That is why the dashboard counts these lists separately.

The wishes tab

One wish per row with its state mark, kind and progress. A click unfolds the details.

Kind of wish

Shop product, own wish or external wish

Progress

"x bought", "y reserved", "z open", each out of the quantity wished for

Highlight

Especially wished for, if the owner marked the wish

The link on the wish

View in the shop, open the product in the admin, an external link naming the retailer, or no link stored

Unfolded

Purchases with order number, quantity and giver (or "guest"), reservations with expiry date or "no deadline"

What is waiting for a decision

Reservations

All reservations across all lists, in one table.

Columns

List, wish, giver, quantity, reserved on, expires

No deadline

If no deadline is set it says "no deadline"; the reservation then does not expire on its own

Giver

Always a logged-in customer. Without an account no reservation is possible

Orders

Every order line that comes from a gift registry, with the state of its purchase detection.

Columns

List, wish, giver, order, quantity, state, ordered on, deadline

States

Pending, completed, expired, cancelled

Deadline

By when the order has to reach a purchase state before the wish becomes free again

Order number

Linked into Shopware's order administration

Guest order

Then the giver column stays empty

This table is the answer to "why is the wish not marked as given yet?" It shows which state the order is in and how much time it still has.

Moderation

The review list. Lists a visitor has reported end up here, and lists the word filter has flagged.

States

Unreviewed, reported, reviewed, blocked, changed

Two origins

Visitor report or automatic review note from the word filter

Three decisions

Mark as reviewed, block with a reason, or release a blocked list again

The reason

Is shown to the owner; it is not an internal note

History

Every decision is logged, newest first

Besides display name, occasion, description and the number of wishes, the review view also shows how many of them carry an external link, and for every report the technical context including the account type of the reporter. Whoever reports as a registered customer is identifiable; a guest account is not.

Communication

Thank-yous

Every bought gift creates a channel for a word of thanks. The overview shows which are still open.

Columns

List, gift, giver, order, date, status

Status

Thanked or open

In detail

The giver's message and the thank-you note sent, or "Sent without a message."

Deliberately data-sparing

The giver's name also appears if they wanted to stay anonymous, then marked "anonymous to owner". The e-mail address stays hidden in every case

Email blacklist

Addresses that no longer receive any mail from this plugin.

Origin

Above all unsubscribes from the mails themselves; addresses can be entered by hand as well

Columns

Email address, added on

Removing

Lifts the block, the address receives mail again afterwards

Upper and lower case

Makes no difference

Configuration

Themes

A theme gives a list its accent colour and symbol. The customer picks it while creating their list.

1Under Themes, click Add theme.

Fields

Name (translatable), colour as a colour field, symbol, position, active

Symbols

Twenty-four to choose from, from heart and gift through calendar and moving box to trophy

Position

Decides the order during list creation; a smaller number stands further up

Deleting

Not possible while gift registries use the theme

Gift options

Extras the giver books on top at checkout: wrapping paper, a greeting card, a name tag. For a surcharge if you want.

1Under Gift options, click Add option.

Kind of surcharge

Absolute as a fixed amount per currency, with its own tax rate, or as a percentage of the gift's unit price

Calculation

Once per line or times quantity

Occasion

Empty means for all. Otherwise only for gifts of the chosen occasions, for instance only for weddings

Availability rule

A rule from the Rule Builder; if it is set, the option is only offered when it applies

Active

Only active options are offered in the cart

Word filter

Terms that send a list to review before it goes public.

Effect

The word filter blocks nothing automatically. A hit creates a report in moderation

Upkeep

Add, edit and delete terms; duplicates are rejected

On deleting

Only the term disappears; reports already created remain

Out of the box

Fifty terms are shipped with the plugin

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Common questions

How is the gift registries area in the administration structured?

It sits under Customers, Gift lists and has a submenu of its own with thirteen entries in five groups: overview, gift registries, communication, configuration and system.

What does the dashboard show?

Eight figures in a row: active lists, upcoming occasions, gifted wishes, gift revenue, active reservations, reserved wishes, masked deliveries and pending thank-yous. Below them the upcoming occasions with their progress, and a box showing what currently needs attention.

Which tabs does a gift registry have in the administration?

Five: overview, wishes, orders, reservations and moderation. The overview carries the master data of the list, the owner with a jump into the customer account, and the delivery with the note whether the address is masked.

Do I see in the administration who gave what?

Yes, as far as the giver is known. With guest orders the field stays empty. Whoever wanted to stay anonymous at checkout still appears by name here, marked "anonymous to owner". A giver's e-mail address is shown nowhere.

What exactly does the word filter do?

It checks customer-written texts against stored terms. A hit blocks nothing; it puts the list into moderation as an automatic review note. If you delete a term, reports already created remain.

How do I block a list?

In moderation, through block. You enter a reason, which is shown to the owner. Every decision lands in the moderation history, newest first. A block can be lifted again at any time.

Where do the entries in the email blacklist come from?

Above all from the recipients themselves: whoever unsubscribes from one of the plugin's mails ends up there. On top of that you can block an address by hand, for instance at a customer's request. An entry can be removed again, after which the address receives mail once more.

Can I offer gift wrapping for a surcharge?

Yes, through the gift options. Per option you decide whether the surcharge is a fixed amount or a percentage, whether it is charged once per line or times quantity, which occasions it applies to, and whether a Rule Builder rule restricts it.