Creating a Redeemable Cash Discount Reward

Goals and Outcomes

With the Cash Discount reward, you can create a set of predefined fixed amount discounts or allow customers to redeem any amount of points in exchange for their desired discount at checkout. In this article, you’ll learn how to set up and use Cash Discount rewards (previously known as Fixed Amount and Variable Coupons).

• Fixed amount cash discounts are available for all Yotpo Loyalty & Referrals merchants using either Shopify or Shopify Plus.

• Any amount cash discounts are available only for Shopify Plus and Loyalty & Referrals merchants on Pro, Premium, and Enterprise plans.

• For other eCommerce platforms, refer to this guide.

Preset Cash Discounts

All merchants start with one preset Cash Discount reward consisting of fixed amount discounts.

Managing Your Points Value

The points value sets the logic of how many points it will cost customers to redeem a reward. 

For example, by setting a value of $1 equal to 100 points (or another currency), it will cost customers 100 points to redeem a $1 off discount.

Fixed Amount Cash Discounts

The fixed amount Cash Discount reward allows you to create several predefined discounts based on the points value that you set. Choose this option if you want to set the discount amount options you give to customers.

We recommend you start with the preset fixed amount off ($5, $10, $20) reward. You can edit it if you want to add a discount, remove a discount, or modify the settings of any of the preset discount amounts. These discounts are displayed to customers as some of the reward options that they can redeem using their available points.

Editing an Existing Reward

You can edit an existing fixed amount Cash Discount reward to add or remove discount amounts, and also to modify the reward’s advanced settings.

To edit an existing fixed amount Cash Discount:

1. From the admin, go to Manage Program > Rewards program.

2. Under Ways to Redeem, locate the existing Fixed amount off reward, and click to edit it.

Changing your points value

To change the points value of your discounts, enter a different points amount under the Points value section at the top of the page.

Adding or removing a discount amount

If you want to add more discount amount options:

1. Under the discounts section in the middle of the page, under the last discount amount, click Add discount.

2. Enter the discount amount you would like to add.

If you want to remove a discount amount:

1. Hover over the discount amount you would like to remove.

2. Click the trash can icon.

Changing discount settings

You can change your advanced settings for various purposes such as increasing customer loyalty and engagement, promoting certain products and collections, etc.

To modify the settings for each discount amount, click Advanced settings under the last discount amount. Edit the settings that are relevant to you in the table, then click Save.

Advanced settings fields

Discount - The discount amount you set.

Points - How many points customers need to redeem for this reward. This value is auto-generated based on your points value.

Code prefix - Add a prefix that will help you identify and differentiate between reward codes more easily. For example, for a $10 off discount, your code prefix could be 10OFF.

This will also be helpful as a differentiator when you want to export a redemptions report.

Apply discount to - Choose to apply the discount to any product, specific products, or specific collections.

• Any product - Use this if you want this discount to apply to all of your products

• Specific products - Use this to limit which products this discount can apply to, for example, if you want to promote specific products

1. In the Apply this discount to drop-down, select Specific products.

2. Click Add product IDs.

3. In the Product IDs field, enter your product IDs separated by a comma. Learn more about finding product IDs in Shopify

4. In the Variant IDs field, enter your variant IDs. Learn more about finding variant IDs in Shopify

5. Click Save.

• Specific collections - Use this to limit which collections this discount can apply to if you want to promote specific collections, groups or categories of products

1. In the Apply this discount to drop-down select Specific collections.

2. Click Add collection IDs.

3. In the Collection IDs field, enter your collection IDs separated by a comma. Learn more about collections in Shopify

4. Click Save.

Minimum spend - Set a minimum amount that customers need to spend on their purchase to use this discount.

Important

• In Shopify, the minimum spend is inclusive of VAT.

• If you apply a reward to a specific product or collection, the minimum spend amount is the amount customers must spend on that specific product or collection.

Reward expiration - Select a reward expiration if you want the discount to only be valid for a certain amount of time. Use this to increase redemption rate and purchase frequency.

Log in required - Use this option if you want to limit the use of this discount only to the customer that originally received it. By requiring the customer to log in to their account to redeem the discount, you can verify that it’s the same customer who originally received it.

Purchase from - Use this if you are using Yotpo’s Omnichannel loyalty solution, and would like to make this discount available online, in your store, or both.

Rewards history text

This text represents the reward name or description customers will see when they go to view their rewards history. 

We preset this field with an automatic value that presents the discount amount that was redeemed.

Creating a New Reward

The option to create more rewards is available for Yotpo Loyalty & Referrals merchants on Platinum and Enterprise plans.If you want to create a set of discounts with a different points value, create a new fixed amount cash discount.

Do the following:

1. From the main menu on the left, go to Manage Program > Rewards Program.

2. Under Ways to redeem, click Create reward.

3. From the Reward type drop-down menu, select Cash discount. Then, click Next.

4. Enter the Points value amount you want to set for your discounts.

5. If using Shopify Plus, under the section Customers can redeem points for a discount using, select the Fixed amount option.

6. Add, remove, or change the discount amounts you want.

7. Under the last discount amount, click Advanced settings. Modify the settings that are relevant to you in the table, then click Save.

8. Review the Rewards history text.

9. Once you finish going through each section, go to the top of the page and click Save.

Once you save your new cash discount reward, the name at the top will automatically change to reflect the discount amount/s you created.

On-Site Display

If you’re using Shopify, fixed amount cash discounts will appear to customers on their Rewards Sticky Bar and Rewards Page as options to redeem.

If you’re using Shopify Plus, they will appear as a drop-down menu on the customer’s checkout page.

Any Amount Cash Discounts

The any amount cash discount lets customers use any amount of points that they have available at checkout, based on the points value that you set. Choose this option if you want to give your customers more flexibility.

Creating a new any amount Cash Discount

To create an any amount Cash Discount, do the following:

1. From the main menu on the left, go to Set Up Program > Rewards Program.

2. Under Ways to redeem, click Create reward.

3. From the Reward type drop-down menu, select Cash discount. Then, click Next.

4. At the top of the page, you can change the Points value if you’d like to set a different discount rate.

5. Under the section Customers can redeem points for a discount using, select the Any amount option. 

6. Expand the Advanced settings to set them.

7. Review the Rewards history text.

8. Once you finish going through each section, go to the top of the page and click Save.

Advanced settings fields

Code prefix -Add a prefix that will help you identify and differentiate between reward codes more easily. 

This will also be helpful as a differentiator when you want to export a redemptions report.

Apply discount to - Choose to apply the discount to any product, specific products, or specific collections.

• Any product - Use this if you want this discount to apply to all of your products

• Specific products - Use this to limit which products this discount can apply to, for example, if you want to promote specific products

1. In the Apply this discount to drop-down select Specific products.

2. Two new fields will open up below this. Under Product IDs, enter your product IDs separated by a comma. Learn more about finding product IDs in Shopify

3. Under Variant IDs, enter your variant IDs separated by a comma. Learn more about finding variant IDs in Shopify

• Specific collections - Use this to limit which collections this discount can apply to if you want to promote specific collections, groups, or categories of products in your store.

1. In the Apply this discount to drop-down select Specific collections.

2. A new field for Collection IDs will open up below this. Enter your Collection IDs separated by a comma. Learn more about collections in Shopify

Minimum spend - Set a minimum amount customers need to spend on their purchase to use this discount.

Minimum points balance - You can limit the use of the any amount cash discount by setting a minimum points balance. This way customers will only be able to redeem their points for a discount if they have a certain amount of points available.

If customers don’t meet the minimum points balance, they will see a message reflecting this.

Reward expiration - Select a reward expiration if you want the discount to only be valid for a certain amount of time. Use this option to increase redemption rate and purchase frequency.

Log in required - Use this option if you want to limit the use of this discount only to the customer that originally received it. By requiring the customer to log in to their account to redeem the discount, you can verify that it’s the same customer who originally received it.

Where can shoppers redeem this reward? - Use this if you are using Yotpo’s Omnichannel loyalty solution, and would like to make this discount available online, in your store, or both.

On-Site Display

This option will appear to customers on their checkout page in the form of a slider. They can apply however many points they would like to redeem for a discount based on the points value you set.

Finding your reward ID

To find your reward ID, click the ellipsis next to the Save button on the top right of your Cash Discount page.

Next Steps

Once you've created your rewards, you can set them up to be stackable in Shopify using discount combinations. To learn more, go to Creating Discount Combinations.Any Amount.