Your store rewards customers in one of two styles: Points, which they collect and turn into money off, or Cashback, which gives back part of what they pay as credit. This guide fills in Cashback and shows you how to switch on the style you want.
Read it once you have chosen a style and want it to start rewarding real customers.
Before you start
Loyalty & Rewards is part of your plan. If your plan does not include it, the page shows an upgrade card instead of the tabs.
Only one program runs at a time. Switching one on switches the other off.
Your role needs permission to manage loyalty, or the Save, Activate and Deactivate buttons are not there.
Step 1. Open the Cashback tab
Open Loyalty & Rewards from the side menu and pick the Cashback tab. Fill in Program Name, for example My Cashback, and Program Name (Arabic).
Open the Cashback tab, then fill in Program Name and Program Name (Arabic).
Step 2. Set the cashback rate
In Cashback Rate, type the share of what a customer pays that comes back to them as credit, for example 3%. The example under the field shows what a customer who spends 100 gets back.
Cashback is credit in money, to the cent: 3% of 410.00 gives 12.30. Customers spend it on their next orders, on your website and at the POS.
Type the Cashback Rate. The example under it shows what a customer who spends 100 gets back.
Step 3. Draw the tier lines
The Cashback tab has its own Tier Thresholds for Bronze, Silver and Gold. Here each line is the credit a customer has earned in total, for example 0, 100 and 500.
On the Cashback tab, each tier line is the credit a customer has earned in total.
Step 4. Save the tab
Press Save at the bottom of the tab. You see Saved successfully, and this program becomes the one your store runs while the other one stops.
Each tab has its own Save button, so save before you move to the other tab, or the numbers you typed are lost.
Each tab has its own Save at the bottom, so save before you open the other tab.
Step 5. Read the banner
The banner at the top of each tab tells you where that program stands:
Not configured yet: nothing has been saved on this tab.
Program configured but not active: it is saved but not running.
This program is live: customers are earning with it now.
The banner tells you where the program stands. Here it is saved but not running yet.
Step 6. Switch on the one you want
On a tab that is saved but not running, press Activate in the banner. You see Loyalty program activated, the tab picks up the Active badge, and the other program stops.
To stop rewarding without deleting anything, press Deactivate in the green banner. You see Loyalty program deactivated.
Activate switches this program on and stops the one that is running.
Result
One style is live and its tab carries the Active badge. Your customers earn with it on their orders and spend it at checkout, and the four cards above the tabs count your members, what they earned, what they used and the balance they still hold.