Cashback
A Cashback campaign gives members back a percentage of what they spend. It is set up in Campaigns › All campaigns; cash payments are reviewed in Operations › Cashback.
Creating Campaign permission to create it · Cashback for payments · Growth edition or above (the Cashback type cannot be created in lower editions).
How it fits together
- You create a Cashback campaign with the wizard and activate it.
- The member uploads their receipt (see Evidence) and, once approved, their cashback is calculated.
- When the cashback is money, a pending payment is generated that you review in Operations › Cashback.
- The member sees their balance and chooses how to collect it from their portal. See Cashback in the member portal.
Create the campaign
In the wizard, choose Cashback (% of the receipt into the account) and, in the Configure step, fill in:
| Field | What it is | Notes |
|---|---|---|
| Cashback percentage (%) | Share of the receipt that is returned. | Between 0.1 and 50. |
| Minimum ticket (€) | Minimum amount for it to count. | Required. |
| Maximum per transaction (€, optional) | Cap on the cashback for one receipt. | |
| Maximum per member per month (€, optional) | Monthly cap per member. |
Afterwards you can change the Cashback percentage in the General tab of the campaign detail. If several cashback campaigns are active at the same time, the one with the highest percentage applies.
Cashback per product
You can define the cashback for each product in Catalogue › Products. Open the product and fill in Cashback amount (a fixed amount) or Cashback percentage.
Review payments
In Operations › Cashback you see the cashback payments to your members. Each row shows the member, the programme, the amount, the reference, the date, the type and the status (Pending, Processing, Completed, Failed or Cancelled).
| Action | What it does |
|---|---|
| Approve | Accepts the payment (Approve this disbursement?). |
| Complete | Marks the payment as completed; you can add the Bank transaction reference (optional). |
| Reject | Cancels the payment (Reject this disbursement?). |
| Reconcile | Resolves a held payment when the channel could not confirm whether it was transferred. Choose The bank DID pay, The bank did NOT pay or Retry (SEPA only). |
| Export SEPA Batch | Generates the file of pending payments to upload to the bank. |
These payments move real money. Approve, complete or reconcile only after checking the bank statement.
Operations › Cashback runway shows the projection of the cashback to be paid.
Statuses and limits
- Payments only appear if your edition includes cashback (Growth or above).
- A held payment remains deducted from the member's balance until you reconcile it, so they cannot request it again.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| Create the campaign | Creating Campaign | Pages.Gamification.Campaigns.Create |
| Edit the percentage | Editing Campaign | Pages.Gamification.Campaigns.Edit |
| Payments and projection | Cashback | Pages.Loyalty.Cashback |