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#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.

Campaign configuration

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

Cashback campaign how-to

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.

Campaign JSON file to import

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