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.

If you are using customer accounts, store credit is delivered automatically to the customer account when the customer logs into your store. They can use it as a payment method at checkout.

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.

If you are using customer accounts, enable Store Credit on your store. Follow the Store Credit setup instructions.

1. From the main menu, click Benefits.

1. Find the membership tier you want to add this benefit to and click Edit Benefits.

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

1. Click Edit.

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. Choose how long each cashback credit remains valid. Select a number of days, months, or years, or choose No Expiry. For Shopify customer accounts, this expiry is applied to the native store-credit grant. For legacy customer accounts, it is applied to the discount code.

1. Click Save.