🚀Get started

Set up a store credit program on your store within minutes and showcase it on product, cart, and checkout easily. Integrate with Klaviyo and Shopify Flows for powerful automations.

This section will aim to walk you through the configuration UI and help you learn the basics of how you can set up your store credit program.

The below screenshot shows the configuration pane and it's capabilities in depth, but don't be overwhelmed yet :)

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🛠️ Configuring Cashback: Questions to Help You Set Up the Right Rule

Setting up a cashback rule in Dollarback is simple—but asking yourself the right questions ensures you align rewards with your store goals. Use the checklist below to guide your configuration process.

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🎯 Define Your Cashback Goal

Before you configure the rule, ask yourself:

• What is the purpose of this cashback offer?

  • To incentivize first-time purchases?

  • To reward repeat customers?

  • To boost sales of a specific product or collection?

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💰 Set the Cashback Value

• What type of cashback do you want to offer?

  • Percentage-based (e.g. 10% of the order value)?
  • Fixed amount (e.g. ₹100 cashback)?
  • Order goal (e.g. Order above $100 to get $5 back as credit)
• What should the cashback amount be?

  • Specify this in the Cashback Percentage or Cashback Amount field.

• Should the cashback expire?

  • Enter the number of days after which the reward becomes invalid.

  • Enter “0” if it should never expire.

If there is a overlap of cashback rules between two configs the best cashback applicable for the item / order will be given in such cases.

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🛍️ Choose Where the Cashback Applies

• Should the cashback apply to:

  • All products?

  • Specific collections?

  • Specific individual products?

• Use the "Applies To" dropdown and the Collections selector to define the scope.

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👥 Target the Right Customers

• Do you want to restrict this cashback to a specific group of customers?

  • Add customer tags (e.g., “VIP”, “First-time”) in the Customer Tags field.

• Should this cashback be given only for online store purchases?

  • Enable the checkbox: “Allow only orders created from Online store sales channel”.

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🔁 Create Multiple Rules (Optional)

• Do you need separate cashback settings for different segments or products?

  • Use the “Add Configuration” button to create additional rules with different conditions.

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✅ Activate the Configuration

• Ready to go live?

  • Toggle the Enable/Disable switch to activate or pause this configuration.

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🔎 Tip

Use the Settings Summary panel on the right to quickly review per configuration.

• Cashback type and value

• Expiry settings

• Target collections or products

• Customer tag filters

• Sales channel restrictions