Enabling Cashback for Your Customers

1) Overview

Offer cashback to incentivize repeat purchases. After an order qualifies, WeSupply credits the customer with a defined amount or percentage, which they can redeem on a future order according to your policy (expiration, minimum spend, exclusions, etc.).

2) Before You Begin

• You have Admin access to WeSupply.
• You’ve decided your cashback rules: percentage or fixed amount, eligible products, minimum order amount, cap per order, expiration window.
• (Optional) You know when cashback should be granted (e.g., after delivery or after return window ends).

3) Step-by-Step Instructions

Step 1 — Navigate to the Returns Insurance Section

1. In WeSupply Admin, go to Settings → Return and Warranty Methods → Return Insurance.
2. In the dropdown window, select either Insurance as a product in the cart or Insurance as part of shipping options.
   

Step 2 — Look for the Cashback Section

1. Scroll down to the Cashback/Store Credits section.
2. Choose whether you want the cashback to be a fixed amount or a percentage of the refund.
3. Enter the desired amount or percentage in the provided field. For example:
   1. Fixed: Set a flat cashback amount, such as $5 per return.
   2. Percentage: Offer a percentage of the refund total, such as 10%.
      

Step 3 — Save Your Changes

1. Once you’ve configured your cashback settings, click Save to apply them.

4) Best Practices

• Start simple: e.g., 5% back, 90-day expiry, grant after delivery, auto-adjust on returns.
• Communicate clearly: Show how to earn, when it’s granted, and how to redeem.
• Use caps & minimums: Prevent over-incentivizing tiny orders; cap high-value baskets.
• Nudge usage: Send expiring soon reminders 7–14 days before expiry.
• Track performance: Monitor repeat-purchase rate, average order value, and redemption rate.

5) Troubleshooting / FAQ

Customer didn’t receive cashback.

• Check eligibility (min spend, excluded SKUs, country).
• Confirm the grant trigger happened (e.g., delivered event).
• Ensure returns/cancellations didn’t revoke the amount.

Balance wasn’t reduced at redemption.

• Confirm checkout integration applies store credit correctly and that combining discounts is allowed per your settings.

Returned order still shows earned cashback.

• Make sure auto-adjust on returns is enabled; run a recalc if needed after late RMAs.

Can we migrate existing credits?

• Import prior balances through your standard credit import (if available) to seed customers with legacy amounts.

6) Summary

Enable Cashback in Settings → Loyalty & Incentives, set the earning model (percentage/fixed), configure eligibility, choose when it’s granted, set expiration & redemption rules, customize notifications, and test end-to-end. With clear messaging and sensible caps, cashback drives repeat purchases while staying fully under your control.