Quick start: launch your first cashback program
This article's section starts at 0:00 in the video.
In about ten minutes you'll have a live "5% back on everything" program: a cashback rule, visible widgets, and a test order that lands real credit on a customer account.
Prerequisites
DollarBack installed and a plan or trial active (Choose a plan and start your trial)
Access to your store's theme editor
Step 1: Create the cashback rule
Open DollarBack admin → Cashback. You land on the cashback editor with a type list on the left: Purchase reward, Signup bonus, Newsletter signup, Birthday gift, Social follow, and Custom (API).
With Purchase reward selected, click Add purchase reward.
Give it a Title, something like "5% back on everything". The title is internal, but it also appears in your credit logs.
Under Applies to, keep All products.
Keep Reward kind set to Store credit, choose the percentage option, and enter
5.Leave Set an end date off so the program runs indefinitely, and skip the frequency limit for now.
Save. You'll see a Configuration Saved Successfully toast, and the rule appears in the list as active.
That's the whole earning rule. By default credit is issued when the order is created and is spendable immediately. You can change the trigger, holding period, and calculation base later in DollarBack admin → Settings (see Settings).
Step 2: Turn on the storefront widgets
Customers can earn without widgets, but they won't see anything. The fastest path is the Storefront Visibility card on the dashboard:
Open DollarBack admin → Dashboard and find the Storefront Visibility card. It lists your App Blocks (Product page cashback, Cart page cashback) and App Embeds (Cashback widget, Window variable), each with an Enabled or Disabled badge.
Next to Cashback widget, click Enable. This deep-links into the Shopify theme editor with the embed ready to activate. Click Save in the theme editor.
Back on the dashboard, click Enable next to Product page cashback. The theme editor opens on a product template with the block added. Position it near the price and Save.
Return to the dashboard and confirm both rows now show Enabled.
For every other surface (cart, checkout, thank-you page, customer accounts), see Activate widgets in your theme.
Step 3: Place a test order
Open your storefront in a separate browser profile (or an incognito window) so you're a customer, not an admin.
Open any product page. You should see the cashback message ("Earn $X in cashback…") under the price.
Create a customer account and sign in.
Buy an inexpensive product and complete checkout as normal.
Step 4: Watch the credit land
On the storefront, open the floating cashback widget. The balance shows the new credit (5% of what the order actually cost).
In DollarBack admin → Analytics, the credit log shows a new credited row linking the customer, the order, and your "5% back on everything" config.
Verify it works
All three of these should be true within a minute or two of the order:
The credit log in DollarBack admin → Analytics has a row for the test order.
The floating widget shows the balance when the test customer is signed in.
On a second checkout with the same customer, store credit appears as a payment option.
If you changed the trigger to paid or fulfilled, or set a holding period, the credit won't appear until that event happens or the hold elapses. Check the scheduled rewards tab in Analytics instead.
Common issues
The product page message or widget doesn't appear → A widget isn't showing on my store
The order went through but no credit was issued → A customer didn't receive cashback
Credit exists but isn't offered at checkout → Store credit isn't available at checkout
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