Wallet Cashback – Wallet Data Management
The Wallet Cashback data is easy to manage by navigating to WooCommerce > Wallet & Cashback. By clicking on it, you will find the complete “Log” of the wallet cashback in detail.
Here, you can create and manage all the data created with some options like:
- Create new wallet data
- View existing entries
- Implement Bulk Actions
- Filter wallet information
- Search data in the Log
Wallet data can be filtered using the following options:
- Amount From: Filter a minimum amount of wallet balance, which will be applied as a filter when retrieving results.
- Amount To: Filter a maximum amount of the wallet. More specific.
- User Name: Filter wallet data using the customer’s name for efficient tracking of customers.
- ID: Filter by user ID when wishing to retrieve specific entries.
- Location: Filter by location to get wallet data according to the customer’s location.
- Orders: Filter by the number of orders made by the customer.
- Wallet Balance: Wallet entries can be filtered by balance, either high or low
- Last Order: Filter by the date of the customer’s latest order.
- Date: Filter the wallet data by the date it was created or updated.
Creating a New Wallet Data
Navigate to WooCommerce > Wallet & Cashbacks > Custom Wallets and click the “Add New Wallet Data” option at the top. After clicking it, simply provide all the information mentioned, such as:
Wallet Manual Transaction
To add wallet data manually for a customer, select “Add New Wallet Data”. You will need to:
- Select Customer: Choose your customer from the list whose wallet data it is.
- Available Amount: See how much wallet balance is available at the time.
- Amount: Enter the amount that is being added or deducted to or from the customer’s wallet.
- Action: Choose whether this amount is being added (credited) or deducted (debited).
- NOTE: You can only edit it once wallet is created not before.
- Transaction Note: Provide a note explaining the add or deduct and reference number or invoice number as applicable.
- Expiry Date: Set an expiry date if needed for this wallet entry.
Transaction History Settings
The “Transaction History” section allows you to see your customers’ wallet activity. You are able to filter the history by:
- User ID: Filter by user ID to find all transactions associated with a user’s user ID.
- Reference: Filter by reference number to find specific transactions.
- User Name: Search based on the customer’s name. This will represent all transactions in relation to that person or entity.
- Email: If you know the user’s email, you can filter by the user’s email to find the transactions related to that account.
- Amount: If you just want to review all transactions for a specific amount, you can sort by the amount column and review as required.
- Transaction Type: Transactions can be filtered by credit/debit/adjustment.
- Date: Transactions are sorted by date and can be viewed that way.
- Expiry Date: Transactions hold a lot of data in the wallet, so you may wish to sort by expiry date.
Cashback Rules Settings
You can create new rules and manage all the rules created before with some options like:
- Create new rules
- Edit Existing Rules
- Implement Bulk Actions
- Filter Products by Dates
- Search Rules in the Log
Creating a New Rule
Navigate to WooCommerce > Wallet & Cashback > Cashback Rules and click the “Add New Cashback Rule” button at the top. After clicking the add new you will see a new page where you have to provide the mentioned information:
Cashback Rules Details: Cashback rules can be customized to apply under specific conditions. The following are the cashback conditions:
1. Cashback for Purchase of Product
You can set cashback for specific products:
- Cashback Type: Choose between a fixed cashback amount or a percentage of the product price.
Fixed Amount
- Cashback Amount: Define the cashback amount based on your selected type.
- Cashback Message: Personalize a message for the product page, an example would be, “Get $10 cashback on this product.”
- Categories: Choose what product categories are eligible for cashback.
- Products: Choose specific products that will offer cashback.
- User Role: Define which customer roles can receive the cashback.
- Start & Expiry Date: Set the period during which the cashback offer is valid.
Percentage Amount
Select “Percentage” to give cashback based on a percentage taken off the product price.
- Cashback Percentage: Enter the percentage value
- Minimum Cashback Amount: Set the lowest cash back a customer can get, regardless of the percentage.
- Maximum Cashback Amount: Set the maximum cashback limit a customer can get.
- Cashback Message Heading: Set the heading for your cashback message
- Cashback Message on Product Page: This is the message that will be shown on product pages.
- Categories: Choose the product categories that will qualify for cashback.
- Products: Choose individual products that will be applied for cashback.
- User Role: Choose which roles/users will be able to receive the cashback.
- Start Date: Set the start date to when this cashback offer will go live.
- Expiry Date: Set the end date of this cashback offer.
2. Cashback for Wallet Recharge
You can also set cashback for wallet recharges:
- Cashback Type: Choose a fixed amount or percentage-based cashback.
Fixed Amount
- Cashback Amount: Specify the cashback value for recharges.
- Minimum & Maximum Recharge: Set limits for how much a customer must recharge to receive cashback.
- User Role: Define the user roles eligible for cashback.
- Start & Expiry Date: Set the start and end date for the wallet recharge cashback offer.
Percentage Amount
Choose “Percentage” to offer cashback based on a set percentage of the recharge amount.
- Cashback Percentage: Enter the cashback percentage for the wallet recharge
- Minimum Cashback Amount: Set the minimum cashback amount that can be given.
- Maximum Cashback Amount: Set the maximum limit for cashback, regardless of the percentage.
- Minimum Recharge Amount: Set the lowest wallet recharge amount eligible for cashback.
- Maximum Recharge Amount: Set the highest wallet recharge amount eligible for cashback.
- Cashback Message Heading: Add a heading for your cashback message
- User Role: Choose which user roles are eligible for this cashback (e.g., Customer, Subscriber, Shop Manager).
- Start Date: Select when the cashback offer should begin.
- Expiry Date: Select when the cashback offer should end.
3. Cashback for Cart Subtotal
This section lets you offer cashback based on the total amount in the customer’s cart. You can easily manage how much cashback is given and to whom while using this feature.
Cashback Type: You are provided with two cashback types, one is fixed and the other is a percentage.
Fixed Amount
- Cashback Value: Enter the cashback value based on the type you selected, flat or percentage.
- Minimum Cart Subtotal: Enter the minimum cart subtotal amount needed to qualify for cashback.
- Maximum Cart Subtotal: Specify the maximum cart subtotal where cashback will be applied. Beyond this, no cashback will be given.
- Cashback Message Heading: Customize the heading shown with the cashback message
- Cashback Message Cart: Enter a message to display on the cart page.
- User Role: Choose which user roles (like Customer, Shop Manager, or Subscriber) can receive this cashback offer.
- Start Date: Select the start date for when this cashback offer becomes active.
- Expiry Date: Choose the end date after which the cashback offer will no longer apply.
Percentage Amount
- Cashback Percentage: Enter the cashback percentage. The cashback percentage you enter here will be deducted from the cart subtotal.
- Minimum Cashback Amount: Enter the amount for the minimum cashback amount a customer can receive, if the minimum cashback amount is smaller than the customer’s cashback calculated.
- Maximum Cashback Amount: Enter the cashback amount for the maximum cashback the customer can receive, regardless of how large the cart subtotal is.
- Minimum Cart Subtotal: Enter the minimum cart total that is required for the cashback offer to be able to apply the percentage-based cashback.
- Maximum Cart Subtotal: Enter the maximum cart subtotal that will be on offer for cashback. The customer can not receive cashback if the cart subtotal exceeds this limit.
- Cashback Message Heading: Enter a user-defined heading for the cashback message.
- Cashback Message on Cart Page: Add a message to display to eligible customers.
- User Role: Select which user roles can qualify for the cashback offer.
- Start Date: Select the date the cashback offer should commence from.
- Expiration Date: Enter the date the cashback offer should be invalid after.
4. Last Purchase Subtotal
This feature only works for completed orders and allows you to provide cashback based on the subtotal of the customer’s last order.
- Cashback Type: You can easily choose your last order subtotal flat amount or percentage to suit your needs.
Fixed Amount
- Cashback Amount: Enter the cashback amount according to the selected type above (fixed or percentage).
- Minimum Last Purchase Subtotal: Set the minimum subtotal of the last completed order that must be met for cashback eligibility.
- Maximum Last Purchase Subtotal: Set the maximum subtotal of the previous order after which cashback will not apply.
- Cashback Message Heading: Add a custom message title for the cashback to be displayed (e.g., “Loyalty Cashback” or “Thank You Reward”).
- User Role: Choose which user roles (e.g., Customer, Shop Manager, etc.) will be eligible for the cashback offer.
- Start Date: Specify when the cashback offer starts.
- Expiry Date: Specify when the cashback offer ends.
Percentage Amount
Select “Percentage” to offer cashback as a percentage of the subtotal of the last purchase.
- Cashback Percentage: Enter the percentage amount to apply as cashback (e.g., 10 for 10%).
- Minimum Cashback Amount: Set the minimum cashback value a user can redeem, no matter how small the calculated percentage is.
- Maximum Cashback Amount: Set the maximum cashback value a user can redeem, no matter how high the calculated percentage is.
- Minimum Last Purchase Subtotal: Set a minimum for the user’s last purchase subtotal to qualify for cashback.
- Maximum Last Purchase Subtotal: Set a maximum for the user’s last purchase subtotal to receive cashback.
- Cashback Message Heading: Personalize the heading that appears above the cashback amount message (e.g., “Your Cashback Reward”).
- User Role: Choose which user roles (e.g., Customer, Shop Manager) to whom this cashback applies.
- Start Date: Choose a date when the cashback offer should start.
- Expiry Date: Choose a date when the cashback offer should expire.
5. Purchase History
This option allows you to provide a fixed cashback amount to customers who have a silent history of purchased products that meet certain criteria. It gives credit back to customers for repeated purchases and builds goodwill for continued patronage.
- Cashback Type: Select “Fixed” to give a fixed cashback amount with no regard to spending limits by the customer.
Fixed Amount
- Cashback Amount: Enter your cashback value as appropriate for the selected cashback type (as a fixed amount or percentage).
- Minimum Last Purchase Subtotal: Set a final order subtotal amount required for the last completed order to qualify for cashback.
- Maximum Last Purchase Subtotal: Set the maximum limit for the subtotal of that final order that qualifies for cashback.
- Cashback Message Heading: Add your title for the message displayed for cashback, like “Loyalty Cashback” or “Thank You Reward.”
- User Role: Select the User Role(s) eligible for this cashback offer.
- Start Date: Set the time the cashback offer will start.
- Expiry Date: Set the expiration date for the cashback offer.
Percentage Amount
Select “Percentage” to give cashback as a percentage of the user’s total expense history.
- Cashback percentage: Enter the percentage that you want to give users as cashback (eg, 10 for 10%).
- Minimum cashback amount: Set the minimum cashback that the user receives, regardless of the percentage in the calculation.
- Maximum cashback amount: Set the limits on how much cashback the user can receive.
- Minimum purchase history amount: Set the minimum total value of all past orders that were completed to qualify for cashback.
- Maximum purchase history amount: Set the maximum amount of purchase history that can receive cashback.
- Cash back message heading: Enter the headline of the cashback message that is displayed to the user (ie, “Loyalty Cashback”).
- User Role: Choose which user roles (e.g., Customer, Shop Manager) can receive cashback.
- Start Date: Select the date when the cashback offer starts.
- Expiry Date: Select the date when the cashback offer ends.
Max Balance Settings
Restrict how much balance a user’s wallet may hold. Use this feature to limit maximum wallet balances for users and limit how much funds users may store.
- Max Balance: Enable this option to turn on a maximum wallet balance restriction.
- Wallet Amount: The wallet balance limit.
- Note: Entering 0 means there is no limit (unlimited allowed balance).
- Add New Amount: Specify a new wallet balance amount, if applicable.
- Date: The date & time a new balance amount is added or updated.
Transfer Wallet Balance from the My Wallets Section
Go to WordPress Admin > Demo (top left) > Visit Store. On the store page, navigate to My Account > My Wallets.
- Wallet Balance: Displays the current wallet balance
- Receiver’s Email: Enter the email address of the person to whom you want to transfer the wallet balance
- Amount to Transfer: Specify the amount of money you want to transfer from your wallet
- Transaction Note: Add an optional note or description for the transaction (e.g., Abc).
- Transfer Button: Click this button to initiate the wallet balance transfer to the receiver’s email.
Recharge Wallet Section
- Current Wallet Balance: Shows the current wallet balance
- Enter Amount: Input the amount you want to add to your wallet.
- Add to Wallet Button: Click this button to recharge or add the entered amount to your wallet balance.
Wallet Settings
Settings
- Enable Wallet: Enable the wallet payment method on the checkout page.
- Wallet Title: Title the wallet payment method on the checkout page.
- Wallet Description: Describe the wallet payment method on the checkout page.
- Wallet OTP Message: Generate the message on the checkout page when the user’s wallet transaction requires an OTP. Order Status Settings
- Order Status: Select one or more order statuses that will trigger actions for wallet recharge and cashback completion.
- Options: Pending payment, Processing, On hold, Completed.
- Validity for Recharge and Transfer Amount: Enable this option if you want a validity for the recharge and transfer amounts.
- Wallet Recharge and Transfer Amounts Valid for (Days): Indicate how many days the recharge and transfer amounts are valid for.
- Cashback Valid for (Days): You must determine how long the cashback amounts should be valid for.
- Validation Time for OTP (Minutes): Establish the time limit for OTP validation.
- Minimum Amount Credited in Wallet: Establish an amount for minimum amount when crediting to the wallet.
- Maximum Amount Credited in Wallet: Establish the maximum amount for crediting to the wallet.
- Minimum Amount Transfer from Wallet: Establish the minimum amount user can transfer from the wallet.
- Maximum Amount Transfer from Wallet: Establish the maximum amount the user can transfer from the wallet.
- Minimum Pay from Wallet Amount: Establish the minimum amount that, user can pay from the wallet.
- Maximum Pay from Wallet Amount: Establish the maximum amount that, user can pay from the wallet.
Styling
- Hide Cashback Message: Decide if you want to hide the cashback message on the product listing page.
- Text Color: Choose the color for the cash back message font.
- Background Color: Choose the background color for the cashback icon.
- Border Color: Choose the color for the border of the cashback icon.
- Border Width: Choose the width of the border around the cashback icon.
- Border Radius- Set how round you want the corners of the icon.
- Padding: Set the padding or space surrounding the icon.
- Text Align: Set how you want the text to look within the icon.
- Options: Left, Center, Right.
- Text Size: Choose the size of the text within the cash back icon.
- Text Style: Choose a text style for the cash back message.
- Font Weight: Set a font weight for the cash back message.
- Preview: See a live preview as you adjust any of the settings.
