🚀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.

The video walks you through how you can get started with configuring a cashback program on your store. For a written version of this, scroll along.

How to Set Up Store Credit Program for Your Online Store: A Step-by-Step Guide

Please ensure that the following pre-requisites are met before setting up the app on the store.

1. Customer accounts should be set to the new accounts. (image)

2. Store credit should be enabled under Settings > Customer Accounts. (image)

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Configure your program

We enable Shopify merchants to reward their customers by giving cashback as store credit for every order placed. Store credit can be issued as a percentage of the order total or as a fixed amount, with configurable expiration settings.

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Cashback Calculation Methods

1. Percentage of Total Order

   • Cashback is calculated as a percentage of the order total.

   • Example: If set to 10% and the order total is $100, the customer receives $10 as store credit.

   • Field: Enter Cashback Value (in %)

   • Example Value: 10 (for 10% cashback)

2. Fixed Cashback Amount

   • A fixed cashback amount is issued per order, regardless of order value.

   • Example: If set to $5, every customer order will receive $5 as store credit.

   • Field: Enter Cashback Value (Fixed Amount)

   • Example Value: 5 (for $5 cashback per order)

3. Order Goals-Based Cashback

   • Cashback can be configured based on specific order value milestones.

   • This can be configured as either "Fixed amount" / "Percentage of order value"

   • Example:

     • If order value exceeds $100, give 10% cashback.

     • If order value exceeds $200, give 20% cashback.

     • Another Example: If a customer spends $100, they receive $10 cashback instead of a percentage-based amount.

Order goals are designed to help merchants maximize the AOV of the order by incentivising higher cashbacks to the customer on larger order volumes.

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Expiry Settings

• Expires After

  • Defines the number of days after which issued store credit expires.

  • Field: Expires After (in days)

  • Example Value: 30 (store credit expires 30 days after issuance)

  • Leave empty or set to 0 if store credit should never expire.

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Additional Configuration Options

1. Cashback Calculation Basis

   • Cashback can be calculated based on:

     • Order Total: Includes taxes, discounts, and shipping.

     • Order Subtotal: Excludes taxes, discounts, and shipping.

2. Include Shipping in Cashback Calculation

   • Option to include or exclude shipping costs when calculating cashback.

   • Toggle: Enable to include shipping in the cashback calculation.

3. Round Up Cashback Amount

   • Decide whether cashback should be rounded up to the nearest whole number.

   • Toggle: Enable to round up cashback.

4. Cashback on Orders Using Store Credit

   • Define whether cashback should be issued for orders where store credit was used.

   • Toggle: Enable to give cashback on such orders.

5. Customer Exclusions Based on Tags

   • Prevent specific customer groups from earning cashback.

   • Field: Add customer tags to exclude them from cashback eligibility.

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How It Works

1. Configure your program based on your preferences.

2. When a customer places an order, the cashback is calculated based on the settings.

3. Store credit is automatically issued to the customer’s account.

4. Customers can use store credit for future purchases before it expires (if an expiry is set).

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Need Help?

For support or questions, reach out to [e-mail]