#9 Cashback campaign
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User Guide
Last updated
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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.
The campaign configuration will contain two steps: creating a wallet and then a campaign.
Cashback campaign how-to
CREATE A CASHBACK WALLET:
Go to Wallets -> Types of Wallets
Click ADD NEW WALLET TYPE”
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
No expiration, pending, or limitation.
Set status to Active
Click ADD WALLET TYPE
CREATE A CASHBACK CAMPAIGN
Go to Campaigns -> List of Campaigns
Click ADD CAMPAIGN
Choose Direct campaign and Purchase transaction trigger
Fill in the Basic settings, e.g.:
Campaign name: Get money back with each purchase!
Start date: today
Campaign visibility: Visible to everyone
Click ADD NEW RULE -> +ADD EFFECT e.g.: 0.3*transaction.grossValue -> SAVE EFFECT
Set the Campaign status to Active.