Cashback benefit

Cashback is a reward that returns part of a member’s purchase as store credit. For example, a member who spends $100 with 5% cashback earns $5 in store credit they can use on their next order - encouraging them to shop again.

Note: If you are using customer accounts, the store credit will be delivered automatically as store credit in their customer account when they log into your store. To use the store credit, the customer just has to log in and then purchase their items. Then when they are on the checkout page, they can select the store credit as a form of payment.

If you are using legacy customer accounts, the store credit will be delivered automatically as a discount code in their member portal area. To use the store credit, the customer just has to purchase their items and then when they are on the checkout page, apply the discount codes.

IMPORTANT: If you're using customer accounts, please enable Store Credit on your store. Click here for instructions on how to do this.

  1. From the main menu, click on Benefits.

  1. Next find the membership tier you want to add this benefit to and click on the Edit Benefits button.

  1. Next find the Cashback row and then toggle the Cashback benefit to Enabled.

  1. Click on the Edit button.

  1. Now enter a name for your cashback benefit e.g. Cashback

  1. Enter a description.

  1. Select the type of cashback and then enter the amount for your chosen type of cashback.

  1. Select if there is a minimum requirement in order for the cashback to be applied.

  1. If you would like to cap the cashback amount, enter a maximum amount of cashback per order.

  1. Select if taxes and shipping are added to the total amount of the order when cashback is calculated.

  1. Select the products and collections that the cashback will be applied to. If no products or collections are selected, then cashback will be applied to all products and collections.

  1. For Legacy Customer Accounts Only: This is optional but you can also set an expiry date for the cashback discount code that is created.

  1. Click Save.

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