Quick Summary
The Cashback Card rewards your customers with a percentage of their spending, stored as cashback balance. This balance can be used like a digital wallet — either to redeem future purchases or trigger rewards. You can customize the design, add restrictions, enable expiration rules, and automate distribution via forms and flyers.
Overview
Cashback cards accumulate a balance based on how much a customer spends. Every time a customer shops, they earn cashback automatically. The card shows this balance in real time, and it can be redeemed manually or automatically based on your campaign settings.
Cashback programs are great for encouraging repeat visits and higher spending while giving customers a sense of reward without relying on stamps or points.
How It Works
Card Issuance
Customers receive a digital Cashback Card when they join your loyalty program.Earning Cashback
Each time the customer makes a qualifying purchase, cashback is awarded based on the campaign rules (e.g. 5% of spend). This balance is stored on their card and displayed as a currency value.Cashback Redemption
Customers can use their accumulated balance on future purchases. You can set minimum or maximum redemption rules.
Real Example
🛍️ “Earn 5% cashback on every purchase — redeem it anytime you return!”
Cashback programs reward your best spenders while creating strong return incentives. Customers feel like they’re saving for something valuable each time they visit.
Creating a Cashback Card in Loyaltify
1. Basic Information
Go to Loyalty Cards → click New Loyalty Card → enter:
Card Name: e.g.
Cashback,VIP WalletLoyalty Card Type: Select
CashbackWelcome Bonus: (optional) Start the customer with a balance (e.g.
€2)
2. Appearance
Personalize the look of the card:
Background Color or upload a Background Image (1140 × 435px recommended)
Choose a Text Color
Preview updates live on the right
3. Initial Balance
The balance starts at 0 unless a Welcome Bonus is set during creation.
Advance Settings
Expand the Advanced Settings section to fine-tune card logic and layout.
Card Expiration
Choose how long your loyalty card stays valid:
Fixed Date: Expires on a chosen date (e.g., Dec 31, 2025)
Relative Date: Expires X days/months/years after card issuance
Expiration for Cashback
Set an expiration for individual balance:
Fixed: All balance expire on a specific date
Relative: Each balance expires based on when it was earned (e.g., 12 months later)
Restriction for Earning Cashback
Limit balance earning frequency:
Time-Based Limits: Restrict the number of earning within a specific timeframe (e.g., max 3 scans per day).
Layout Customization
Edit the card’s layout by customizing the header, left, and right fields:
Balance
Member Info
Birthday
Valid Until (If card expiration enabled)
Referral Program
Encourage word-of-mouth growth:
Choose when rewards are granted (on signup or use)
Set reward for both referrer and referee
For more information, see our article on the Referral Program here!
Feedback
Add a link for feedback on the back of the card (e.g., to google maps)
External Link
Add a link on the back of the card (e.g., to your website, menu, promo page).
Terms of Service
Include a custom link to your business’s terms of service—displayed during customer sign-up.
Support Email
Required by Apple for all mobile wallet passes.
Barcode Type
Choose how to scan the card at check-in
Supported types:
QR Code (Recommended)
Code 128
Aztec
PDF 417
Tip: Use QR unless you're integrating with a specific barcode scanner.
The Loyaltify Scanner App supports all barcode formats.
Campaign Customization
From the left-hand menu, click Campaigns to view and edit your purchase and redemption rules.
Each card is preloaded with default campaign logic, which you can fully customize to match your specific business needs—such as balance multiplier and earning conditions.
Final Step: Link to a Form
To start onboarding customers automatically don’t forget to connect your card to a signup form!
Learn more about creating forms here