Trigger & Timing
The Trigger & Timing card on DollarBack admin β Settings lets you "choose when cashback is awarded and whether to delay it". These two settings together decide when a customer actually sees spendable credit.
Give cashback when
Which order event triggers calculation and issuance, for every program at once:
Order Created (default)
"Award cashback immediately when an order is placed."
Order Fulfilled
"Award cashback once the order has been shipped or fulfilled."
Order Paid
"Award cashback once payment is confirmed."
Pick Order Paid if you take manual payments or see failed captures; Order Fulfilled if you want credit to appear only after shipping (a natural fraud buffer for high-risk categories).
Holding period
A delay, 0 to 365 days, before issued credit becomes spendable. "Delay before the customer receives their store credit. Set to 0 to award immediately." Default: 0.
During the hold, credits sit in a pending state: customers see them coming in the widgets, and you can review the queue in Analytics β Activity, under the Scheduled view. When the hold elapses the credit is released automatically.
Verify it works
Place a test order and watch Analytics β Activity: the credit row should appear at your chosen trigger event, in Pending status if a hold is set, then flip to credited when released. The full lifecycle, including what happens on refunds during the hold, is in When credit is issued.
Related articles
Last updated