#9 Cashback campaign

Cashback campaign overview

Business goals

Cashback Campaigns are a powerful tool in our arsenal to incentivize customer spending and encourage repeat purchases. They consist of offering customers a percentage of their purchase amount back as a reward, typically in the form of store credit or direct cashback.

Benefits of Cashback Campaigns:

• Simplicity: They are straightforward for customers to understand – the more they spend, the more cash they receive back.

• Flexibility: Cashback rewards can often be redeemed on future purchases or transferred to other accounts, providing flexibility and freedom to customers.

• Motivation: They serve as a tangible incentive for customers to choose our brand over competitors, especially if the cashback percentage is competitive.

It is possible to create Cashback Campaigns in Open Loyalty.

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Campaign configuration

The campaign configuration will contain two steps: creating a wallet and then a campaign.

CREATE A CASHBACK WALLET:

1. Go to Wallets -> Types of Wallets

2. Click ADD NEW WALLET TYPE”

3. Fill in the details of the wallet as needed, e.g.:

   • Wallet name: Cashback wallet

   • Wallet code: cashback

   • Unit singular name: dollar

   • Unit plural name: dollars

4. No expiration, pending, or limitation.

5. Set status to Active

6. Click ADD WALLET TYPE

CREATE A CASHBACK CAMPAIGN

1. Go to Campaigns -> List of Campaigns

2. Click ADD CAMPAIGN

3. Choose Direct campaign and Purchase transaction trigger

4. Fill in the Basic settings, e.g.:

   • Campaign name: Get money back with each purchase!

   • Start date: today

   • Campaign visibility: Visible to everyone

5. Click ADD NEW RULE -> +ADD EFFECT e.g.: 0.3*transaction.grossValue -> SAVE EFFECT

6. Set the Campaign status to Active.