Set up signup & newsletter rewards
This article's section starts at 5:02 in the video.
Two one-shot acquisition rewards: a Signup bonus for creating a store account, and a Newsletter signup reward for subscribing to email marketing. This page sets up both and explains exactly when each fires.
Prerequisites
Widgets activated so new customers see their credit right away: Activate widgets in your theme
Set up the signup bonus
Open DollarBack admin → Cashback and choose the Signup bonus type.
Set the credit amount (say $5) and, optionally, start and end dates.
Save and make sure the program is enabled.
When it fires: the moment a customer account is created in Shopify, whether the customer registers on the storefront or you create the account in admin. If the program is disabled or outside its date window at that moment, nothing is issued (and it isn't issued retroactively later).
Set up the newsletter reward
In the same editor, choose the Newsletter signup type.
Set the credit amount (say $2) and optional dates.
Save and enable.
When it fires: when a customer's email marketing consent changes to subscribed, from the theme's newsletter form, the checkout opt-in checkbox, or a manual change in Shopify admin.
Where the customer sees the credit
Floating widget: balance updates as soon as the credit lands.
Customer account: the credit balance block shows the amount and the transaction history entry.
Email: the "store credit credited" notification goes out if it's enabled in DollarBack admin → Notifications.
Admin side: every grant is logged in DollarBack admin → Analytics → Activity with the program name.
How deduplication prevents double-payouts
Both rewards are strictly once per customer:
The signup bonus is deduped against the credit log: if a customer already has a signup grant for the program, a second one is never issued, even if the account-creation event is delivered twice.
The newsletter reward is recorded on the customer's profile the first time it's granted. Unsubscribing and re-subscribing later does not issue a second credit.
The two programs are independent: a customer who creates an account and subscribes to the newsletter earns both bonuses.
Customers imported in bulk or created before the program existed don't receive the signup bonus; it only fires on the account-creation event itself. To credit existing customers, use Bulk import credit (CSV).
Verify it works
Create a fresh test account on your storefront (use a plus-addressed email like
you+test@yourdomain.com).Sign in and open the floating widget. The signup credit should be in the balance.
Subscribe the same address to your newsletter and confirm the second credit appears.
Check both rows in Analytics → Activity.
Common issues
Credit didn't appear: confirm the program was enabled before the account was created, and check the holding period in When credit is issued.
Newsletter reward missing: the customer's marketing consent may already have been subscribed; the reward only fires on the change to subscribed. See A customer didn't receive cashback.
Customer can't see their balance: see A widget isn't showing on my store.
Related articles
Last updated