Cash Back and Loyalty

Shopify Plus merchants can create a bespoke Cash Back and Loyalty program with Shopwaive in just a few minutes (and only a few clicks)

There are many different workflows and options available, in the example below we walk through setting up a Cash Back Loyalty program. For more automations you can achieve and other helpful tips see Shopify Flows or download examples of our Shopify Flows

For a more advanced Loyalty program that incorporates more complexity with tiered, paid, or earned membership, download these Shopify Flow templates to get started. The Loyalty program templates use Shopify Flow that automates updates to metafield definitions, customer segments, and tags to create monthly recurring deposits, earned cash back deposits, Welcome deposits, Birthday deposits, and Loyalty program anniversary deposits. Please contact [e-mail], we're glad to setup a custom advanced loyalty program that meets your precise business requirements

Getting started

Cash Back and Loyalty programs are made easy with Shopwaive's integration with Shopify Flows. Trigger deposits when Orders are placed, on a recurring cycle, and much more. Shopify Flows allows merchants to unlock powerful workflows that are triggered by events, such as when an order is placed customers receive a cash back, discount incentive, or reward

Create a Cash Back program

Connecting Shopwaive to Shopify Flows assumes you have already installed the app on your store and purchased a subscription plan. Learn more about our pricing plans and features.

For this example, we will create a Cash Back Rewards flow that deposits 20% cash back on each purchase, or for only specific SKUs, variants, or those defined in a specific collection. You can even set a minimum purchase requirement

Follow these steps to create a Cash Back Loyalty program:

Step 1: Add the Order created trigger, which will activate the flow to run when an order is created

For this example, the flow will trigger when an order is created

Step 2: Click the Then plus icon on the Order created trigger, select Condition, select If all conditions are met from the dropdown, and then choose Add criteria

Choose Then Condition for the Order created

Step 3: Choose Order, and then fullyPaid

Choose Order and fullyPaid

Step 4: Select Equal to and True

Select Equal to and True for the order.fullyPaid attribute

Step 5: Select Then and choose Action then select the Shopwaive app

If the condition is True, select a Shopwaive action to run

Step 6: Choose the Increment balance action from the Shopwaive actions list. Next you'll select Add a variable to the amount input field.

An example of this is shown below, when an Order created is set as the trigger, you can optionally choose the order.totalPriceSet.presentmentMoney.amount as a dynamic variable for the amount. Then, you can choose a multiplier to multiply this by any value, for 20% cash back on every purchase we choose 0.2. You can add any note when this transaction occurs, your customers can view this in their transaction history after logging into their account.

If you choose to add the order.fullyPaid is TRUE condition, keep in mind some orders may first go through an Authorized state before being promoted to fully paid status. To capture these delayed paid orders, be sure to not include the order.fullyPaid condition in your work flow

Add the Increment balance action

Step 7: Next, choose your audience for the 20% Cash Back program. You can choose an entire customer segment by providing the customer segment_query or you can choose a single customer by providing the email. Note that you need to choose between customer_email OR segment_query, but not both. Whichever you choose, leave the other input blank. The former selects a single customer while the latter selects a group of customers in a segment (if any exists). In this example, we chose to limit the 20% Cash Back program to only customers that are tagged with FALL2023.

If you choose to use the segment_query, ensure you follow the same query syntax you use to define Customer segments in the Shopify Admin, for example customer_tags CONTAINS 'FALL2023'. Note that in this query definition the tag is enclosed with single quotes

Variable syntax is supported in Shopify Flows, which means you can use data from an action upstream in the flow like an email address from a draft order that was created {{draftOrder.email}} or the shop's contact email address {{shop.contactEmail}}, as a few examples

You are done! Now select Apply changes and Turn on your flow. Place a test order and check to see your Cash Back rewards are deposited.

Debits for Order cancellation

Want to automatically remove the earned credit or cash back if an Order is cancelled? No problem. You now have two options. Use the new Void deposits and Refund balance actions on Shopify Flow, or follow the steps below to implement a basic Order cancellation flow.

If an order is cancelled, previously earned cash back may be something you wish to void. We will simply modify the earned credit or cash back flow so that it is triggered by Order cancellation instead of Order created webhook, and then change the increment value to an equivalent negated amount as the original order (original increment amount times -1). An example of the flow is shown below. Or, simply import the flow template into the Shopify Flow app.

Order cancellation that processes a debit in the amount of previous earned cash back

For Overachievers: This next step is only for the overachievers that need to earn that "extra credit" 🎉

Further constrain your Cash Back program to only make 20% cash back deposits on every purchase IF the minimum purchase amount is met. Simply click the Condition block created in Step 2 above, and were just going to add another criteria order.subtotalPriceSet.presentmentMoney.amount is Greater than 100. Now, only orders with subtotals that are greater than $100 will trigger the Cash Back deposit. Depending on your Cash Back program preference, you can choose totals using totalPriceSet instead of subtotalPriceSet

Minimum order for 20% Cash Back program