Introduction
Cashback Offers let you reward customers with store credit after they opt in and place a qualifying order. You can control who is eligible, how much they earn, and how long approval should wait before credit is finalized.
Before You Start
Cashback is available for eligible Shopify Plus shops. If you do not see Programs > Cashback , contact your Rivo point of contact.
Cashback offers are targeted by Shopify customer segment, so create or confirm the segment that should qualify before you launch.
Create a Cashback Offer
In your Rivo admin, go to Programs > Cashback > Offers.
Click New Cashback Offer.
Fill in the offer details:
Name: the internal name for this cashback offer.
Identifier: the unique value used in the cashback offer URL.
Description: optional context for your team.
Shopify Segment: the customer segment that should qualify.
Status: use Inactive while testing, then switch to Active when ready.
Holding period: how long Rivo should wait before approving earned credit.
Save the offer.
After saving, open the offer to copy the Cashback URL. This URL includes the offer identifier and is the link customers use to opt in.
Configure Cashback Amounts
After creating an offer, open it and select Edit. If an Earning Rule card is shown, click Edit to define how much cashback customers earn.
You can configure:
Incremented amount (recommended): customers earn store credit based on order spend.
Fixed amount: customers earn the same store credit amount each time they qualify.
Then save your changes.
Program Settings
Go to Programs > Cashback > Settings to manage program-wide controls:
Cashback Program Status: turn the program on or off.
Only allow new customers to qualify: available per offer in Additional Cashback Settings.
Use this together with your Shopify segment targeting so the offer audience matches your campaign rules.
Customer Opt-In Flow
A typical customer journey looks like this:
Customer opts in to a cashback offer.
Customer places a qualifying order.
The opt-in appears in your offer activity with a status.
If there is no holding period and the order qualifies, Rivo can approve the credit immediately.
If a holding period is configured, the opt-in stays in Holding until the approval window is reached and the order meets the required status.
Once approved, the customer receives store credit.
Statuses you will see:
Pending : opt-in was captured.
Holding : waiting for delayed approval. Delayed approval also depends on the order reaching the required order status.
Approved : credit was granted.
Rejected : the opt-in did not qualify or was manually rejected.
Monitor and Manage Opt-Ins
From Programs > Cashback > Offers , click View Opt Ins on any offer.
You can:
Track key metrics (Opt-Ins, Orders Placed, Credits Earned)
Filter by date range, status, email, and credit amount
Review individual opt-ins, including their customer, order, amount, approval schedule, and processing time
Best Practices
Start with Inactive status while testing setup.
Use clear, unique identifiers for each campaign.
Use customer segments to keep offers targeted.
Use a delay window when you want approval to happen after order verification.
Review opt-ins regularly so issues are caught early.
FAQ
Why is cashback showing as zero for some customers?
Common reasons include inactive offers, missing eligibility, restricted audience rules, or no qualifying cashback setup selected for that checkout.
Why is an opt-in still in Holding?
The offer has a delay configured, and approval has not reached that scheduled time yet.
Can I run multiple cashback offers at the same time?
Yes. You can create multiple offers and manage each one independently.
How is Rivo Cashback different from using Shopify Flow and Shopify store credit?
Shopify Flow can be useful for simple one-off automations, but Rivo Cashback is built to manage the full cashback campaign lifecycle in one place.
With Rivo Cashback, you can:
Create offer-specific earning rules and cashback rates.
Target offers by Shopify customer segment.
Give customers a cashback opt-in link.
Hold credit before approval so orders can be checked before credit is finalized.
Send cashback-specific emails for pending, completed, and reminder states.
Track opt-ins, orders placed, credits earned, redemption activity, approval rate, and ROI in Rivo analytics.
Export cashback opt-in data for reporting and liability review.
Show customers their earned store credit balance and credit activity through Rivo customer-facing surfaces when your store credit experience is enabled.
A DIY Flow setup can issue Shopify store credit, but it will usually need separate logic for opt-ins, audience checks, delayed approval, expiry rules, customer messaging, reporting, and reconciliation. Use Rivo Cashback when you want those pieces connected to the loyalty program and visible in Rivo reporting.
Where do I manage cashback emails?
Go to Programs > Cashback > Emails.