Introducing the Cashback Module: Boost Loyalty with Smart Rewards as Store Credit

Introducing the Cashback Module: Boost Loyalty with Smart Rewards as Store Credit

Introduction:

The Cashback module in AiTrillion is a dynamic tool designed to drive customer retention, boost repeat purchases, and build long-term loyalty. With a variety of plug-and-play use cases, businesses can easily reward customers with store credit as cashback incentives tailored to their actions—whether it's making a purchase, leaving a review, or referring a friend.


What is the Cashback Module?

AiTrillion’s Cashback Module allows Shopify store owners to automatically issue cashback as store credits based on specific triggers. These rewards are customizable and can be applied in various scenarios to enhance user engagement and influence buying behavior. You can notify customers VIA Email or SMS.

Notes
Note: Soft limit is 1000 Store credit, exceeding the limit than the next assigned credit will be assigned, but after that, it will not assign any credit or cashback. Neither the Workflow will send any email to the customer whose limit has exceeded 1000 store credits. To increase the soft limit, please contact support at support@aitrillion.com.

Example workflow of store credit assignment and notification via email or SMS:

1.) EMail - To edit Email content of Cashback - Click here


2.) SMS - To know more about sending Cashback notification VIA SMS - Click here

Types of cashback available in the Cashback module

There are two types of cashback available, which are as follows:
1.) Fixed
2,) Percentage

1.) Fixed

You can set a fixed amount of cashback or credit. Whenever the workflow is triggered, the cashback will be added based on the workflow conditions.
There are 2 settings available here, which are as follows:
1.) Store credit to add ($) - You can set the amount of the store credit which has to be added to the customer's account.
2,) Set expire store credit (in Day(s)) - You can set an expiration time for the store credit in the customer's account.


2.) Percantage

You can set the fixed percentage cashback or credit. Whenever the workflow is triggered, the cashback will be added based on the workflow conditions
Note: You can give the cashback in percentage only with order trigger for rest of the triggers you can give the cashback in fixed amount
There are 3 settings available here, which are as follows:
1.) Store Credit to Add (%) - Enter the percentage of the order amount to be given as store credit. Example: Entering 50 gives 50% of the order value as credit.

2.) Set Max Discount Limit - Set the maximum cap on the store credit amount. If the percentage credit exceeds this value, the credit will be capped at the entered amount. Example: If my cart value is $1000 and I'm supposed to receive 50% as credit, which is $500. However, if the maximum discount limit is set to $100, I will receive only $100 as credit instead.

3.) Set Expire Store Credit - You can define a validity period for the store credit. Example: 30 Day(s) means the store credit will expire after 30 days from issuance.



Note:
1.) Cashback module will only work with New Shopify Customer account



2.) To provide cashback to customers you must have enabled the Store credit. To enable the Store credit,  go to Shopify admin >> Settings >> Customer account >> Enable the store credit.




Cashback Action Use Cases You Can Instantly Launch


Note: If you are using a segment-based trigger, you will only be able to use up to 5 workflows for Cashback.



1. Cashback on Order Value Above $500


Purpose: Reward high-ticket purchases.
How it works: Customers spending over $500 receive 5–10% cashback as store credit.
Benefit: Boosts Average Order Value (AOV) and encourages repeat orders.


2. Cashback on Leave a Product Review


Purpose: Incentivize social proof.
How it works: Customers earn cashback when they leave an approved review on a purchased product.
Benefit: Increases engagement and builds trust through user-generated content.


3. Cashback on Join the Membership Program


Note: It will work only for paid membership

Purpose: Reward members with a welcome perk.
How it works: Give a cashback bonus when a customer subscribes to your paid membership program.
Benefit: Drives membership adoption and long-term retention.


4. Cashback on First-Time Purchase


Purpose: Encourage first-time buyers to return.
How it works: Offer cashback on their first order to incentivize a second purchase.
Benefit: Improves customer retention and lifetime value.


5. Cashback on Refer a Friend


Note: Before enabling the workflow, ensure that the Loyalty module is enabled and the 'Refer a Friend' activity under 'Earn Points' is activated.  To enable Refer a friend activity - Click here

Purpose: Promote word-of-mouth marketing.
How it works: Existing customers get cashback when their referred friend makes a purchase.
Benefit: Drives organic customer acquisition.


6. Cashback on Abandoned Cart Recovery


Purpose: Recover lost sales.
How it works: Offer cashback to users who left the cart abandoned and encourage them to return and complete a previously abandoned cart.
Benefit: Creates urgency and boosts order recovery rates.

7. Cashback on Birthday or Anniversary Gift


InfoNote: Before enabling the workflow, ensure that the Loyalty module is enabled and the 'Celebrate birthday' activity under 'Earn Points' is activated. To enable Celebrate birthday activity - Click here.

Purpose: Strengthen loyalty on special days.
How it works: Surprise customers with cashback on their birthday.
Benefit: Enhances emotional connection and engagement.


8. Cashback on Become an Affiliate


Note: Before enabling the workflow, ensure that the Affiliate program module is enabled. To enable Affiliate module - Click here

Purpose: Grow your affiliate network.
How it works: Reward customers with cashback once they register as affiliate partners.
Benefit: Encourages affiliate sign-ups and brand advocacy.


9. Cashback on Newsletter Sign-up or Survey Completion


Note: Before enabling the workflow, ensure that the Smart popup module is enabled and Newsletter popup is enabled. To enable Newsletter popup - Click here.

Purpose: Drive list building and data collection.
How it works: Offer cashback for completing surveys or subscribing to newsletters.
Benefit: Improves email list growth and audience segmentation.

10. Cashback on Buy from a New Product Collection



Purpose: Promote new launches.
How it works: Offer cashback when customers buy from newly released collections.
Benefit: Enhances visibility and drives discovery of new products.


11. Cashback on Special Tag Cashback


Ensure that tags are assigned to customers. Note: This will not work if the tag has already been added to the customer.

Purpose: Target specific customer segments.
How it works: Assign tags like “Wholesale” or “VIP” and give cashback based on those tags.
Benefit: Enables personalized rewards and encourages loyalty.


12. Cashback on Segment-Based Cashback


Purpose: Reward defined audience groups.
How it works: Provide cashback to customers within specific segments (e.g., frequent buyers, location-based).
Benefit: Boosts engagement and conversion through tailored incentives.


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