Wallet Cashback and Loyalty Points
Wallet Cashback Campaign
How to open it: Marketing › Wallet Cashback Campaign
Give customers a little money back into their wallet after they pay — money they can only spend at your stores. It's a friendly nudge to come back soon.
Creating a campaign
Click New campaign and fill in:
| Field | What it means |
|---|---|
| Name | A name for the campaign, for example Weekday afternoon cashback |
| Minimum bill amount | The bill needed to earn cashback |
| Cashback percentage | How much of the bill goes back into the wallet |
| Maximum cashback | The most a customer can get on one bill. With 10% and a maximum of ₹500, a ₹10,000 bill earns ₹500 |
| Start date / End date | When the campaign runs |
| Time from / Time to | Only bills between these times earn cashback, which is great for filling quiet hours. Fill in both, or leave both empty to run all day |
| Days of week | Which days the campaign runs |
| Once per customer | Each customer earns cashback only once |
| New customer only | Only first-time customers earn it. With both switches off, every customer earns cashback on every eligible bill |
Click Save campaign. A new campaign is off in every store until you choose its stores: click Stores on the campaign's row, tick the stores that should run it, then click Save changes.
Changing or stopping a campaign
You can only change a campaign's stores. To stop it, click Stores and untick every store. To change anything else, create a new campaign and untick the stores on the old one.
💡 Try a weekday afternoon cashback — "10% back in your wallet, Tuesday to Thursday, 12 to 4 pm" — to bring people in when you're quiet.
Loyalty Points
How to open it: Marketing › Loyalty Points
Set up a loyalty programme: customers earn points on what they spend and use them later for a discount.
Creating a loyalty programme
Click New programme and fill in:
The basics
| Field | What it means |
|---|---|
| Name | The programme's name, for example Glow Rewards. Staff see it when they enrol a customer |
| Cost | The price of joining (the loyalty card). 0 for free. If you charge for it, fill in CGST %, SGST % or IGST %, and turn on Tax included in cost if the price already includes tax. The taxes apply to the card, not to points |
| Validity (days) | How long a customer's points account lasts, for example 365. Leave empty for no expiry |
| Card number required | The cashier must enter a card number when enrolling a customer |
Earning and using points
| Field | What it means |
|---|---|
| Purchase amount / Points for purchase amount | For example, 100 spent = 5 points |
| Value of one point | What one point is worth when used. With 0.5, 100 points are worth ₹50 |
| Bonus points on account creation | Welcome points when a customer joins. 0 for none |
| Minimum points for redeem | Customers need at least this many points to use them |
| Maximum points on different store | The most points a customer can use at a store other than where they joined. -1 for unlimited |
| Type of redeem | Currency counts points as a payment on the bill. Discount takes their value off the bill as a discount |
| What can be redeemed | Services, products or both |
Who gets points
Turn on Membership customers, Non-membership customers, All new customers and Existing customers not yet enrolled as you need. The last two enrol customers automatically, so they only work for a free programme (cost 0).
When points are added
Turn on each kind of purchase or payment that should earn points: Buying services, Buying products, Buying a package, Buying a membership, Buying a membership wallet, Paying with a membership wallet, Paying with a wallet and Using a coupon code. For the last three, points are added on the rest of the bill.
How points are worked out
- Only on money actually paid: choose this carefully. When it's on, a bill that uses points earns no points.
- After removing tax: points are worked out on the amount without tax.
- On discounted bills: when off, items with any discount earn no points.
- Renew automatically: a customer's points account renews when it expires.
- Carry forward old points: old points stay on the account after expiry.
Click Save programme.
After saving
In the list:
- Store Details: tick the stores that run the programme, then click Save changes. A new programme isn't running anywhere until you do.
- Range Details: give big spenders more. Set revenue ranges (for example customers who've spent 10,000 to 50,000 earn more points per 100). Make sure ranges don't overlap; if they do, the first matching range is used. Untick Active to switch a range off.
You can change a programme's stores and ranges from the list, but not its other settings, so check them before you save.
💡 See how the programme is performing on the Dashboard, and customers' balances under Customers › Loyalty Points.