Setting Up Cashback in the Marketplace

TABLE OF CONTENTS

• 1. Introduction
• 2. Requirements and Preparation
• 3. Step-by-Step Configuration
  • 3.1. Accessing the Cashback Section
  • 3.2. Configuring Basic Cashback
  • 3.3. Configuring Advanced Cashback
  • 3.4. Setting Cashback Thresholds by Level
• 4. Verifying the Setup
• 5. FAQ
• 6. Conclusion

1. Introduction

This guide explains how to set up a cashback system in the DelivApp marketplace. Cashback allows users to earn bonus points for purchases, which can later be used to pay for future orders. It’s an effective tool for increasing customer loyalty, average check size, and order frequency.

2. Requirements and Preparation

Before you begin, ensure you have:

• Access to the DelivApp admin panel with Manager or Supervisor rights.

• The Marketplace module connected.

• The Loyalty Program activated.

3. Step-by-Step Configuration

3.1. Accessing the Cashback Section

1. Go to the Marketplace tab.

2. In the left-hand menu, navigate to Loyalty → Cashback.

There are two types of cashback available in the system:

• Basic Cashback — applies equally to all users. A single cashback percentage and usage threshold is set.

• Advanced Cashback — allows different conditions for different user loyalty levels and delivery types (Delivery, Take Away, Dine-In).

Use Basic Cashback if you don't need differentiated conditions. Choose Advanced Cashback for flexible marketing scenarios.

3.2. Configuring Basic Cashback

1. Open the Cashback tab.

2. In the Cashback field, enter the percentage of the user’s spending to be credited as bonus points—e.g., 10%.

Note: The spending amount does not include delivery fees, service fees, discounts, or bonus payments.

Example: If an order total is $100, of which $10 is delivery, $5 service fee, $7 discount, and $3 paid with bonuses, the cashback will be calculated from $75 (100 − 10 − 5 − 7 − 3).

3. Enter the Cashback target for availability — the number of points the user must accumulate to be able to use them (e.g., 100).

Example: With 10% cashback, the user must spend $1,000 to accumulate 100 bonus points.

4. Click Save.
   
   

3.3. Configuring Advanced Cashback

1. Go to the Advanced Cashback tab.

2. Click Add.

3. Specify:

   • Loyalty Level (Level 0–4)

   • Delivery Type: Delivery, Take Away, Dine-In
     If no delivery type is selected, the cashback will apply to all types for the given level.

   • Spend bonus percent — percentage of qualifying spending to be returned as bonus points.

4. Click Save.

5. Repeat for each level and delivery type, if necessary. If you do not create separate entries for all levels and delivery types, the basic cashback will apply to cases that do not fall under any of the categories.

Tip: You can set a higher cashback for Take Away than for Delivery to incentivize lower-cost channels.

3.4. Setting Cashback Thresholds by Level

Once you’ve set cashback percentages for each level (as in 3.3), define how many points a user must accumulate before using them—the "usage threshold" per level. This lets you control incentives: higher levels can have more attractive conditions.

1. Go to the Cash Out tab.

2. Click Add.

3. Set:

   • Loyalty Level (e.g., Level 1)

   • Accumulated bonus target (e.g., 119 points)

4. Click Save.
   

4. Verifying the Setup

Before testing, make sure the test user has a loyalty level assigned. Otherwise, Advanced Cashback will not apply.

1. Access the marketplace as a customer.

2. Place a test order.

3. Confirm:

   • Bonus points are awarded according to the set percentage.

   • Points become usable once the threshold is reached.

   • The threshold is correctly tied to the user’s loyalty level.

5. FAQ

1. Why aren't bonus points being credited?
Check the cashback type: for Advanced Cashback, the customer must have a loyalty level assigned. Without a level, no points will be credited.

2. Why can't the user spend their points?
Verify that the user has reached the required threshold under Cash Out.

3. Can I set different cashback terms for Delivery and Take Away?
Yes, via the Advanced Cashback tab.

4. What's the difference between Basic and Advanced Cashback?

• Basic: uniform conditions for all users.

• Advanced: differentiated conditions by level and delivery type.

6. Conclusion

You now know how to configure cashback in the DelivApp marketplace—both Basic and Advanced modes. This helps motivate customers to place more orders and boosts engagement. For special cases, reach out to support via the admin panel.