Credit expiry & reminders
Expiring credit gives customers a reason to come back, but only if they know the deadline. This page covers where expiry windows are set, how to schedule reminder emails before credit lapses, and what customers see along the way.
Where expiry windows are set
Expiry is attached to credit when it's issued, so you set it wherever credit is created:
Cashback programs
Each cashback configuration has its own expires-after value in days; 0 means the credit never expires
Bulk CSV imports
The import's expiry-days option, applied to every credited row (credits only; debits have no expiry)
Shopify Flow deposits
The deposit action's expiry setting
Because expiry is stamped per credit entry, changing a config's window later only affects credit issued from then on; existing balances keep the expiry they were issued with. A 90-day window is a common starting point: long enough to feel fair, short enough to drive a return visit.
Set reminder thresholds
Reminders are configured once, in DollarBack admin → Notifications, under Expiry Notification Schedule:
Add the intervals at which you want customers warned, each measured in days before expiry. You can schedule up to 5 notifications; the defaults are 7, 3, and 1 days.
A two-touch schedule like 14 days and 3 days works well: an early heads-up with time to shop, and a last call that creates urgency.
Save.
Each threshold sends the reminder email to every customer whose credit reaches that many days from expiring.
The expiry reminder email
The Store Credit Expiry Reminder template is sent when store credit is about to expire. Its default subject is:
{firstName}, Your Store Credit is About to Expire
The template supports the {expiresAt} and {remainingDays} variables alongside the universal ones ({firstName}, {formattedAmount}, and so on), so the email can say exactly how much credit expires and when. You can restyle it, change the subject, or disable it entirely; see Customize email templates.
Trigger your own automations
When a reminder threshold is reached, DollarBack also emits a Store Credit Expiring event to your connected integrations. It's available as a Shopify Flow trigger and syncs to Klaviyo and Omnisend, carrying amount, formattedAmount, expiresAt, remainingDays, and transactionId. Use it to run your own win-back flow, send an SMS, or tag the customer. A Store Credit Expired event syncs to Klaviyo and Omnisend when credit actually lapses. See Shopify Flow: triggers & actions.
What customers see
The floating widget and account balance history show the credit with its expiry note.
The thank-you page mentions the expiry alongside the credit just earned.
The reminder emails arrive at each threshold you configured.
When credit expires, it disappears from the spendable balance; there's no grace period.
Verify it works
Credit a test customer with a short window, for example a bulk import row with 5-day expiry.
Sign in as that customer and confirm the widget shows the credit with its expiry note.
Set a reminder threshold inside the window (say, 3 days) and confirm the reminder email arrives on schedule.
Common issues
Reminder emails aren't arriving: confirm the template is enabled and see Emails aren't arriving.
Credit never expires: the issuing config's expiry is probably
0(never); expiry only applies to credit issued after you set a window.A customer says credit vanished: check the credit log for an expiry entry; see Credit logs & scheduled rewards.
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