SleekView Kanban for Smart Coupons
SleekView reads the WooCommerce coupon table that Smart Coupons extends, groups every gift card and credit voucher by its post status, and lets the team drag entries between Draft, Scheduled, Published, and Expired so the WordPress post status writes back the moment a card lands.
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Why Smart Coupons gift cards fit a kanban view
Smart Coupons stores gift cards and store credit as standard WooCommerce shop_coupon rows in wp_posts, with extra metadata in wp_postmeta for the balance, the issuing order, and the recipient email. Each entry carries a post_status of draft, future, publish, or trash, plus expiry metadata in _coupon_expiry_date. The native screen shows every coupon, gift card, and store credit voucher in a single sortable list, which makes it hard to see how many gift cards are queued to send versus how many are already in customers' inboxes.
SleekView Kanban reads the same shop_coupon rows you already touch with WC_Coupon. Pick post_status as the group column and every entry becomes a card slotted into Draft, Scheduled, Published, or Expired. Card fronts can show the coupon code, the gift card balance from _coupon_amount, the recipient name and email from Smart Coupons' issuance meta, and the expiry date so a support agent answering a missing gift card ticket knows where to look.
Dragging a card from Draft to Published runs the same WordPress transition the editor uses, which fires transition_post_status and publish_shop_coupon. Smart Coupons listeners send the gift card email to the recipient, refresh the credit ledger for store credit vouchers, and update any subscription extension that grants credit on renewal, exactly as they would after a manual publish in the admin.
Workflow
From gift card list to live issuance board
Connect your Smart Coupons source
Pick post_status as the group column
Choose what each card shows
Enable drag-and-drop status updates
Sample board
Sample Smart Coupons gift card board
Comparison
Default Smart Coupons list vs SleekView Kanban
Default Smart Coupons list
- Long sortable list mixing gift cards, store credit, and regular coupons together
- No visual sense of how many gift cards are queued to send versus already issued
- Bulk publishing requires checkboxes and a dropdown action at the top of the page
- Filtering to expiring balances reloads the screen and loses the comparison view
- Support agents need full WooCommerce access just to issue a refund as store credit
SleekView Kanban
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Reads the standard
shop_couponpost type directly with no sync step -
Drag a card to Published to fire
publish_shop_couponand the gift email -
Cards show code, balance from
_coupon_amount, recipient, and expiry - Column counts update live so a Draft backlog stays visible before launch day
-
Per-role capabilities tie writeback to
manage_woocommerceas expected
Features
What SleekView Kanban gives you for Smart Coupons
Native gift card lifecycle
Every column maps to a real WordPress post status applied to Smart Coupons shop_coupon rows. The recipient email goes out through Smart Coupons' own notifier when a draft moves to Published, so the integration with WooCommerce, Subscriptions, and Memberships stays intact.
Drag-and-drop with audit trail
Each move writes a structured log entry naming the user, the source column, the destination column, and the timestamp. If a support agent issues store credit as a refund, the trail makes the issuance visible to finance reviewers later in the month.
Saved boards per use case
Filter to gift cards expiring in the next thirty days for finance, store credit issued in the last week for accounting, and unsent gift cards for the support lead. Each saved view becomes a shareable URL that opens straight into the right board.
Audience
Where a Smart Coupons kanban changes daily work
Gift card issuance queue
The support team drafts every gift card refund into Draft, drags to Scheduled when manager approval lands, and watches Published grow as the customer receives the email and starts redeeming the balance.
Outstanding liability tracking
Finance filters the board to Published gift cards with a balance over $25, reads the remaining balance from each card front, and reconciles the total against the accounting ledger for outstanding gift card liability.
Expiry sweep at month end
A monthly review pulls the Expired column into a saved view, drags any gift cards still showing a positive balance into a writeoff column, and exports the resulting list for the bookkeeping team to reconcile.
The bigger picture
Why this view matters for a Smart Coupons store
Smart Coupons stores often run a steady stream of gift card issuance for refunds, loyalty bonuses, and holiday promos. The default coupon list mixes those gift cards in with every percentage code, BOGO offer, and free shipping rule the marketing team has ever published. Support agents who need to find an unsent gift card scroll through hundreds of rows.
Finance reconciling outstanding liability exports a CSV every month and manually tags which rows are gift cards. The disconnect between what the cart engine sees and what the team can find shows up in the worst places. A customer calls about a missing gift card and support cannot tell whether it was scheduled, sent, or accidentally deleted.
A finance reviewer flags $4,000 of outstanding liability and nobody can confirm which cards are still redeemable. A kanban view that reads and writes the same shop_coupon rows the cart already reads keeps the team and the ledger honest. Every drag is a real publish, every Published count is the real number of redeemable cards, and the meta on every card front is enough to answer the question without opening a single edit screen.
Questions
Common questions about SleekView Kanban for Smart Coupons
Yes. Moving a card from Draft to Published fires transition_post_status and publish_shop_coupon, which Smart Coupons listens for to send the gift card email through its own notifier. The recipient receives the same email they would after a manual publish from the editor.
 Yes. Card fields are configurable per board. The Smart Coupons _coupon_amount meta field shows the issued balance, and any Smart Coupons remaining balance meta updates as customers redeem, so the card front always reflects what the customer can still spend.
 Yes. Smart Coupons hooks into Subscriptions and Memberships through standard WordPress actions. Dragging a card between columns only changes post_status, so any credit grant tied to a subscription renewal continues to fire from the subscription side independently of the board.
 Gift cards without _coupon_expiry_date meta stay in Published until you drag them to Expired manually or use a saved filter to bulk archive cards untouched for a year. The board never auto-expires anything that the cart engine still treats as redeemable.
 Capability checks honor manage_woocommerce by default, but you can extend writeback to a custom role like shop_support so trusted agents issue refund credit without exposing the full coupon editor. Unauthorized moves snap back with a toast and never hit the database.
 Yes, since they all live as shop_coupon posts. Most stores create a saved view filtered by discount_type so the gift card board only shows gift cards and the credit board only shows store credit. Percentage codes get their own promo board on the same data source.
 Yes. Every move runs through current_user_can('manage_woocommerce') before the status writeback hits the database. A shop manager can move anything, a support role with limited access can drag for personal sorting but the change does not persist, and unauthorized moves snap back.
 Yes. Every drag writes a structured log entry naming the user, the source column, the destination column, and the timestamp. The entry stores alongside the coupon, so finance can answer who issued a $200 store credit refund without spelunking through the WordPress audit log.
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