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 appears for eligible shops. If you do not see Programs > Cashback, contact your Rivo point of contact.
Cashback offers can be targeted by customer segment, so decide who 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
Identifier (letters and numbers only)
Description
Shopify Segment
Status (Active or Inactive)
Delay (seconds) for approval timing
Save the offer.
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.
When the new-customer setting is on, returning customers are excluded from that offer.
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 you added a delay, the opt-in stays in Holding until the approval window is reached.
Once approved, the customer receives store credit.
Statuses you will see:
Pending: opt-in was captured.
Holding: waiting for delayed approval.
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
Manually approve or reject rows that are currently in Holding or Rejected status
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.
Where do I manage cashback emails?
Go to Programs > Cashback > Emails.