⚙️Settings

This guide walks you through all cashback and store credit settings in the Dollarback app and explains exactly how each option affects customer rewards.


1. Base Cashback Calculation

Setting: Base cashback on Options:

  • Order Subtotal

  • Order Total

What this controls: Determines the base amount used to calculate cashback.

  • Order Subtotal: Excludes taxes and shipping.

  • Order Total: Includes taxes and shipping.

Important:

  • All discounts are always excluded from cashback calculations.

  • The only difference between these options is whether taxes and shipping are included.


2. Store Credit Visibility (When Credit Can Be Used)

Setting: Store credit visibility

This controls when store credit appears as a payment option for customers.

Conditions available:

  • Cart subtotal ≥ X

  • Cart total ≥ X

Why this exists: Prevents customers from placing very small or free orders using store credit alone. Example use cases:

  • Only allow store credit if cart value is ₹1,000+

  • Prevent full redemptions on low-value orders


3. When Cashback Is Granted

Setting: Give cashback when

Options:

  1. Order Created (default) Cashback is granted as soon as an order is created, regardless of payment or fulfillment status.

  2. Order Paid Cashback is granted only after payment is completed.

  3. Order Fulfilled Cashback is granted only when the order is marked as fulfilled (shipped).

Use case tip: If you want to avoid rewarding failed or cancelled payments, use Order Paid or Order Fulfilled.


4. Store Credit Delay Period

Setting: Store credit delay period (in days)

Adds a delay before store credit is issued after the selected trigger event (created / paid / fulfilled).

Example:

  • Order fulfilled today

  • Delay set to 7 days

  • Store credit issued after 7 days

Why this is useful:

  • Prevents rapid re-orders using freshly earned credit

  • Reduces abuse and return-related edge cases

  • Ensures customers actually receive the product first


5. Include Shipping in Cashback Calculation

Setting: Include shipping costs when calculating cashback

  • Enabled: Shipping is included in cashback calculations.

  • Disabled: Shipping is excluded.

Notes:

  • Shipping is always excluded from order subtotals by default.

  • Enabling this adds shipping into subtotal-based calculations.

  • Taxes are still excluded unless you use Order Total.


6. Round Cashback to the Nearest Whole Number

Setting: Round up cashback to nearest whole number

If enabled:

  • $1.10 → $2

  • $1.99 → $2

Cashback is rounded up to the nearest whole number.


7. Cashback on Gift Card Items

Setting: Give cashback on gift card items

Controls whether cashback is earned when purchasing gift cards.

  • Disabled (recommended): No cashback on gift card purchases.

  • Prevents customers from earning rewards on store credit equivalents.


8. Cashback on Orders Paid With Store Credit

Setting: Cashback on store credit orders

Options:

  1. No cashback No cashback if store credit is used.

  2. Cashback on full order amount Cashback calculated on total order value (including credit).

  3. Cashback only on amount paid by customer (default) Cashback applies only to the amount paid by the customer (excluding credit).

Example: Order total: ₹1,000 Store credit used: ₹200 Customer pays: ₹800 → Cashback is calculated on ₹800


9. Cashback on Gift Card Redemptions

Setting: Cashback on gift card orders

Controls cashback when customers pay using a gift card.

Options:

  • No cashback

  • Cashback on full order amount

  • Cashback only on amount paid by customer (excluding gift card value)


10. Cashback on Discount Codes

Setting: Cashback on discount codes

  • Applies only to discount codes, not automatic discounts.

  • If disabled, no cashback is given when a discount code is used.

Why this matters: Prevents offer stacking (discount + cashback on the same order).


11. Order Edits, Returns & Adjustments

Dollarback dynamically adjusts cashback when:

  • Items are added post-purchase

  • Items are removed

  • Returns or refunds occur

What happens:

  • Cashback increases or decreases automatically

  • Every change is logged with full transparency

This gives you precise control over issued store credit.


12. Maximum Cashback Per Order

Setting: Maximum order cashback

Sets a hard cap on how much cashback a customer can earn per order.

Example: Even if a customer qualifies for ₹2,000 cashback, you can cap it at ₹500 per order.


13. Sender Email Name

Setting: Sender email name

Defines the sender name for emails sent directly from the app.

Note:

  • Ignored if you use platforms like Klaviyo or Omnisend

  • Only affects Dollarback’s internal emails


14. Exclude Customers by Tag

Setting: Exclude customers based on customer tags

Exclude cashback for customers with specific tags.

Use cases:

  • Fraud-prone customers

  • Internal/test accounts

  • Wholesale or special segments

Format: Comma-separated tags Example: fraud, internal, test-user


Need Help?

If you have questions about:

  • How multiple settings interact

  • Edge cases for refunds, edits, or stacking

  • Optimizing cashback logic for your store

Reach out via in-app chat, and we’ll help you configure it correctly.

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