2.0 Control panel. Settings. Cashback. General
This tab activates and configures the basic parameters of the loyalty program in the form of cashback. Cashback applies only to the cost of the order and does not apply to shipping costs.
Open the Settings section in the Control Panel.
Go to the Cashback tab => General.
Enter the required information in the appropriate fields (see below).
Click Save.
Cashback functionality is available. Responsible for enabling or disabling the accrual and the possibility of paying with cashback.
The checkbox is active. When placing an order on the website or in the mobile application, users of the service will be credited with cashback. Cashback can be used as a payment method when placing an order in a mobile application.
The checkbox is inactive. The cashback functionality is not available to users, but previously accumulated bonuses will be saved in the system.
Note: The user ID is their phone number.
Fields for specifying the % of cashback. The percentage of the order amount that will be transferred to the client's bonus account, depends on the type of order. The default values are 0.
The following fields are available:
% cashback on delivery
% cashback on pickup
% cashback on booking
% cashback when delivered to the room
% cashback when delivered to the table
% cashback on postal delivery
Minimum amount to be deducted. The minimum amount of accumulated cashback that can be used when paying for an order. The default value is 0.
Maximum amount to be deducted. Determines the maximum amount of cashback that can be debited for the account of the order. Leave the field blank if no restriction is required.
Maximum amount to be deducted ( % ). Determines the maximum percentage of the order amount that can be covered by cashback. Leave the field blank if no restriction is required.
Webhooks URL. For the cashback to work correctly, this field must be empty.
The next three fields are responsible for setting up the cashback expiration functionality, so you can motivate users to place an order. We recommend sending a push notification to users about the available cashback and the expiration date, conditionally in a month, thanks to the "Cashback expire warn in" setting, the customer will automatically receive a push reminder to use the points, for example, in two weeks, otherwise they will expire.
It is important to note that if, according to your settings, cashback is credited only for Pickup, and during the cashback expiration period, the user placed an order for Delivery, then the cashback expires, since no points were credited for this order.
Tip: we recommend that you start setting up these three fields from the Period field, since it is the unit of measurement for the expiration and warning periods.
Cashback expiry date. How many units of Period will the cashback expire if the user does not complete the order. Leave the field empty if the cashback will not have an expiration period.
Cashback expire warn in. How many units of Period before the cashback balance expiration date should the user be Push notified about the cashback burn-up. Enter the days (for example) separated by commas if the notification has to be sent multiple times.
Period. Select the unit of time, according to which the cashback expiration date is determined and the client is warned about the expiration.
If the cashback has a set expiration time, you can see the expiration timer on the website and in the app in the Cashback tab.
Setting a limit on the Maximum amount to be deducted in monetary terms ONLY. To do this, fill in the Maximum amount to be deducted field and leave the Maximum amount to be deducted ( % ) field blank.
Setting a limit on the Maximum amount to be deducted ONLY as a percentage of the order amount. To do this, fill in the Maximum amount to be deducted ( % ) field and leave the Maximum amount to be deducted field blank.
Setting a limit on the Maximum amount to be deducted in monetary terms, but not more than the specified percentage of the order. To do this, you need to fill in both the Maximum amount to be deducted ( % ) and Maximum amount to be deducted fields.
The client's cashback balance is displayed in the Profile > Cashback section.
Information about the client's cashback will also be displayed inside the order card in the Monitoring Panel, and in the client's orders card.
Important
You can also credit and debit cashback to certain groups of users. Read more about the settings in the article .
Link to this article: here
Setting up the fields
Open the Settings section in the Control Panel.
Go to the Cashback tab => General.
Enter the required information in the appropriate fields (see below).
Click Save.
Field requirements:
Cashback functionality is available. Responsible for enabling or disabling the accrual and the possibility of paying with cashback.
The checkbox is active. When placing an order on the website or in the mobile application, users of the service will be credited with cashback. Cashback can be used as a payment method when placing an order in a mobile application.
The checkbox is inactive. The cashback functionality is not available to users, but previously accumulated bonuses will be saved in the system.
Note: The user ID is their phone number.
Fields for specifying the % of cashback. The percentage of the order amount that will be transferred to the client's bonus account, depends on the type of order. The default values are 0.
The following fields are available:
% cashback on delivery
% cashback on pickup
% cashback on booking
% cashback when delivered to the room
% cashback when delivered to the table
% cashback on postal delivery
Minimum amount to be deducted. The minimum amount of accumulated cashback that can be used when paying for an order. The default value is 0.
Maximum amount to be deducted. Determines the maximum amount of cashback that can be debited for the account of the order. Leave the field blank if no restriction is required.
Maximum amount to be deducted ( % ). Determines the maximum percentage of the order amount that can be covered by cashback. Leave the field blank if no restriction is required.
Webhooks URL. For the cashback to work correctly, this field must be empty.
The next three fields are responsible for setting up the cashback expiration functionality, so you can motivate users to place an order. We recommend sending a push notification to users about the available cashback and the expiration date, conditionally in a month, thanks to the "Cashback expire warn in" setting, the customer will automatically receive a push reminder to use the points, for example, in two weeks, otherwise they will expire.
It is important to note that if, according to your settings, cashback is credited only for Pickup, and during the cashback expiration period, the user placed an order for Delivery, then the cashback expires, since no points were credited for this order.
Tip: we recommend that you start setting up these three fields from the Period field, since it is the unit of measurement for the expiration and warning periods.
Cashback expiry date. How many units of Period will the cashback expire if the user does not complete the order. Leave the field empty if the cashback will not have an expiration period.
Cashback expire warn in. How many units of Period before the cashback balance expiration date should the user be Push notified about the cashback burn-up. Enter the days (for example) separated by commas if the notification has to be sent multiple times.
Period. Select the unit of time, according to which the cashback expiration date is determined and the client is warned about the expiration.
If the cashback has a set expiration time, you can see the expiration timer on the website and in the app in the Cashback tab.
Examples of setting up cashback
Setting a limit on the Maximum amount to be deducted in monetary terms ONLY. To do this, fill in the Maximum amount to be deducted field and leave the Maximum amount to be deducted ( % ) field blank.
Setting a limit on the Maximum amount to be deducted ONLY as a percentage of the order amount. To do this, fill in the Maximum amount to be deducted ( % ) field and leave the Maximum amount to be deducted field blank.
Setting a limit on the Maximum amount to be deducted in monetary terms, but not more than the specified percentage of the order. To do this, you need to fill in both the Maximum amount to be deducted ( % ) and Maximum amount to be deducted fields.
Display examples
The client's cashback balance is displayed in the Profile > Cashback section.
Applying cashback
Information about the client's cashback will also be displayed inside the order card in the Monitoring Panel, and in the client's orders card.
Important
You can also credit and debit cashback to certain groups of users. Read more about the settings in the article .
Link to this article: here
Updated on: 25/04/2024
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