Set percentage casback

Want to offer cashback that's a % of your product's price? The Percentage Type Cashback setting is perfect for rewarding customers based on how much they spend. Whether you apply it to all products or just select items, it's flexible and powerful.


What is Percentage Cashback?

Percentage cashback gives your customers a certain % of their order value back as cashback. This amount scales with the price of the product, meaning higher-value items lead to higher rewards.

For example:

  • If you offer 10% cashback, and a customer buys a product worth $200, they’ll receive $20 cashback.


Setting It Up

You can configure percentage-based cashback in the Cashback Settings section of your app.

Step-by-Step:

  1. Navigate to "Configure Cashback Settings"

  2. Under Config #, choose:

    • Cashback Type: Percentage

    • Cashback Amount: e.g., 10%

  3. Apply filters to control who and what it applies to:

    • Customer Tags (optional)

    • Applies To:

      • All Products

      • Specific Collections

      • Specific Products


How Does It Work?

Percentage Cashback on All Products

  • Cashback is calculated on the total order value.

  • Global settings are respected in this mode.

Example:

  • Order total = $340

  • Cashback = 10% of $340 = $34


Percentage Cashback on Specific Products / Collections

  • Cashback is calculated only on eligible products.

  • Global settings are ignored.

  • Other products in the cart don’t earn cashback.

Example:

  • Cashback applies only to Collection A.

  • Line Item 1 (Collection A): 2 Γ— $50 = $100

  • Line Item 3 (Collection A): 3 Γ— $60 = $180

  • Eligible subtotal = $280

  • 10% cashback = $28


What Happens When There Are Mixed Cashback Rules?

If multiple cashback rules apply to different parts of the cart (e.g., one for "All Products", another for "Collection A"), the system intelligently applies the most specific and best-suited rule per item.

This avoids conflicts and ensures fairness.


Global Settings (Used only with β€œAll Products” configs)

When using the "All Products" scope, the following options affect how cashback is calculated:

  • Include/exclude shipping

  • Base cashback on order total or subtotal

⚠️ These settings are ignored if your cashback applies to specific products or collections.


Tips to Use Percentage Cashback Effectively

  • πŸ› Encourage higher spending: Since cashback grows with order size, it motivates bigger checkouts.

  • 🎯 Focus on premium products: Offer percentage-based cashback on high-margin items.

  • πŸ‘₯ Segment your campaigns: Use customer tags to offer cashback only to new customers, repeat buyers, or VIPs.

  • πŸ“Š Run limited-time campaigns: Combine with the expiry setting to create urgency.

  • πŸ’° Drive collection performance: Apply to specific collections to guide customer purchases.


Examples

Example 1 β€” All Products (10%)

  • Order value = $340

  • Cashback = 10% β†’ $34


Example 2 β€” Specific Collection (10%)

  • Collection A items total = $280

  • Cashback = 10% β†’ $28

  • Non-eligible items get no cashback.


🧾 Summary Table

Applies To
Cashback Calculation
Uses Global Settings?

All Products

% of total order value (based on config in settings)

βœ…

Specific Collections

% of final discounted total for matching items

❌

Specific Products

% of final discounted total for matching items

❌

Fixed amount and Percentage types can be setup together as part of your config. In cases where there is overlap the better reward is offered to the customer.


πŸ†˜ Need Help?

If you're unsure which cashback rule to apply or how it interacts with others, feel free to reach out via the Contact Support button in the app or in the helpdesk β€” we're happy to help!

If you prefer emails πŸ“§ - feel free to reach us at [email protected] / [email protected].

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