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Rise.ai Cashback on a High Level
With Rise.ai, you can simply build a customized cashback program that rewards your customers with store credit each time they make eligible purchases. The flexible system allows you to set specific reward conditions, ensuring the program aligns with your business strategy. Cashback credit is instantly added to the customers’ Rise.ai wallets, where it is combined with store credit from other sources - such as refunds, compensation, workflows, or other loyalty rewards.
Customers will then be able to easily redeem their cashback by using their wallet code at checkout, making it simple to apply their store credit toward future purchases.
How to Set Up Your Cashback Program
Follow these steps to set up your program and start rewarding Customers for every eligible purchase:
1. Access the Cashback Section
In your Rise.ai dashboard, go to the ‘Cashback’ tab.
Click ‘Create Program’ to begin setup.
2. Choose Your Credit Type
Select how you want to reward your Customers:
Percentage: Issue a percentage of the order subtotal as cashback (e.g., 5% back per purchase).
Fixed: Issue a set amount per qualifying order (e.g., $10 back).
Relative Amount: Set a specific credit value you want to issue for every specific spent value (e.g., give $10 back for each $100 spent).
3. Set Up Cashback Rules
Define the rules and conditions for your cashback rewards:
Order subtotal greater than:
Enter the minimum order subtotal to qualify (not including the entered value).
E.g., if set to 100, only orders above $100.00 are eligible.
And less than:
Enter the maximum order subtotal to qualify (not including the entered value).
E.g., if set to 200, only orders below $200.00 are eligible.
Cashback amount:
Enter the reward amount, based on the Credit Type previously selected:If you selected Percentage, enter the cashback percentage (e.g., 5).
If you selected Fixed, enter the specific amount (e.g., 10).
If you selected Relative Amount, enter the custom value according to your use case.
Important: each order qualifies for only one rule. If an order subtotal matches more than one rule, only the first applicable rule applies.
4. Set Cashback Expiration
Decide how long Customers will have to redeem their cashback rewards:
Never expires: Cashback credit remains available in the Customer’s wallet indefinitely.
After a certain period of time: Set a specific duration after which the cashback will expire (e.g., 30 days/weeks).
On a specific date: Choose an exact date when all cashback issued under the program will expire.
5. Review and Save
Carefully review your rules for accuracy and to avoid unintended overlaps or gaps.
When finished, click ‘Save’ to launch your cashback program.
Customizing Customer Notifications for 'Cashback Received'
Important Note: Please ensure that cashback notifications are enabled to automatically notify customers when cashback is issued.
You can personalize the email Customers receive when they earn cashback by customizing the 'Cashback received' notification.
To do this, go to the ‘Notifications’ tab in your Rise.ai dashboard, find the ‘Cashback received’ email, and click the three dots (…) button on the right to edit its content.
How to View Your Store’s Cashback Activity History
At the bottom of the Cashback tab, you’ll find the Cashback History table, which documents all cashback credit issuances made to customers. This table makes it easy to track and review your store’s entire cashback activity.
In the Cashback History table, you’ll find the following information for each cashback issuance:
Date Created: The date when the cashback credit was issued.
Customer Email: The email address of the customer who received the cashback.
Amount: The value of the cashback credited to the customer.
Expiration: The expiration date set for the issued cashback.
Order Id: The order number associated with the cashback credit issance.
Status: The current status of the cashback
This table displays only cashback issuances processed on or after September 17th, 2025. Cashback credits issued prior to this date are not included.
Analyzing Your Cashback Program's Performance
Rise.ai’s Cashback analytics give you valuable insights into how your cashback program is performing, helping you optimize engagement and drive business results.
On the right side of the dashboard, you can select different time periods for the data. Please note that analytics refresh every 24 hours and display data up to the beginning of the current day in UTC. Therefore, real-time numbers for the current day may not be immediately visible
Here’s an overview of the key performance metrics available in the Cashback analytics dashboard:
Total Cashback Issued
Shows the total value of cashback rewards granted within the selected timeframe.
Redemption Rate
Displays the percentage of redeemed value out of the cashback that has been issued during the specified period, helping you assess customer engagement.
Comeback Rate
Indicates how many cashback rewards have led to customers returning and redeeming those rewards, illustrating the effectiveness of your cashback program in driving repeat visits.
Total Redeemed Value
Tracks the total amount of cashback credit that customers have redeemed within the selected timeframe, regardless of when the cashback was originally issued.
Upsell
Measures how much additional revenue customers spent beyond their redeemed cashback during the selected period.
ROSC (Return on Store Credit)
Calculates the extra revenue generated for your store from transactions where redeemable cashback was used. This metric helps evaluate the ROI of your cashback incentives.
Including Workflow Rewards in Cashback Analytics and History
By default, only rewards issued directly through Rise.ai’s Cashback tab are tracked within your store’s Cashback analytics and history. However, you can also ensure that relevant rewards issued via automated workflows are included in these insights, allowing for a more comprehensive view of all cashback-related activity across your store.
To link workflow-issued rewards to the Cashback analytics and history:
Navigate to the Workflows tab in your Rise.ai dashboard.
Create a new workflow or edit an existing one.
When adding or customizing a workflow action that issues store credit, look for the Tag field in the left menu.
Enter or select Cashback as the tag for this action.
Click 'Apply' and save or activate your workflow.
Any future rewards issued by workflow actions tagged with Cashback will now be automatically included in your Cashback tab’s analytics and history tables.
To explore more features and functionalities within your Rise.ai dashboard
visit our Knowledge Base
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