2.0 How to debit and credit cashback?
Cashback can be debited and credited in several ways, namely:
To do this, you need to open the order of the desired user in the Monitoring Panel and click the History button.
Next, open the Cashback tab and in the Cashback field enter the desired value, add a comment and click the Add button.
Important! You can both accrue cashback and debit it. If you want to write off the cashback, enter the value with a - sign. For example , -10.
You need to create a Group of Customers to whom you want to credit/debit cashback. More about creating a Customers group.
Important if you need to accrue/debit cashback to certain users who, for example, have not made an order for several months, then in this case you need to use RFM-segmentation. In this report you can segment users by order frequency, total number of orders and average check and get their numbers.
After creating a Customers Group, the Cashback tab will be available.
Apply type
Relative to available balance - the amount of cashback will be added or deducted in relation to the available cashback balance of each user in the group.
Set absolute value - the amount of the existing cashback balance of each user of the group will be replaced with a new one.
Cashback amount Specify the desired number of cashback accruals, if you want to withdraw cashback, then add "-".
Note. If you want to completely write off the entire current cashback of the entire group, you need to specify 0 in this field and choose the application type Set absolute value.
If you want to credit 50 cashback points to customers so that they have only 50 points - use type Set absolute value and in the field Cashback amount specify 50.
Comment A field in which to enter a comment or any information regarding the reasons for debiting and accruing cashback to certain groups. This comment can be seen in the monitoring panel in the cashback tab for this client.
Link to this article: here.
1. Manually to a specific user.
To do this, you need to open the order of the desired user in the Monitoring Panel and click the History button.
Next, open the Cashback tab and in the Cashback field enter the desired value, add a comment and click the Add button.
Important! You can both accrue cashback and debit it. If you want to write off the cashback, enter the value with a - sign. For example , -10.
2. Manually to certain groups of users.
You need to create a Group of Customers to whom you want to credit/debit cashback. More about creating a Customers group.
Important if you need to accrue/debit cashback to certain users who, for example, have not made an order for several months, then in this case you need to use RFM-segmentation. In this report you can segment users by order frequency, total number of orders and average check and get their numbers.
After creating a Customers Group, the Cashback tab will be available.
Available settings
Apply type
Relative to available balance - the amount of cashback will be added or deducted in relation to the available cashback balance of each user in the group.
Set absolute value - the amount of the existing cashback balance of each user of the group will be replaced with a new one.
Cashback amount Specify the desired number of cashback accruals, if you want to withdraw cashback, then add "-".
Note. If you want to completely write off the entire current cashback of the entire group, you need to specify 0 in this field and choose the application type Set absolute value.
If you want to credit 50 cashback points to customers so that they have only 50 points - use type Set absolute value and in the field Cashback amount specify 50.
Comment A field in which to enter a comment or any information regarding the reasons for debiting and accruing cashback to certain groups. This comment can be seen in the monitoring panel in the cashback tab for this client.
Link to this article: here.
Updated on: 12/06/2024
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