Benefits Setup | Customer Cashback and Affiliate Commission

Learn how to create cashback and commission rules, set conditions, choose triggers, define limits, and link benefits to coupons.

What Is a Benefit?

A benefit is an automatic reward that gets paid when a customer uses a coupon.

Simple Example:

  • You create a coupon: SAVE10
  • You add a benefit: "Give 10% cashback"
  • Customer uses SAVE10 → They automatically get 10% cashback

Benefits = Automatic rewards for customers or affiliates when they use your coupons

What You Can Do With Benefits:

  • Give cashback to customers (e.g., "Get $5 back")
  • Give cashback to affiliates (e.g., "Partners earn $10")
  • Pay commission to affiliates (e.g., "5% commission on sales")
  • Choose when to pay (immediately or after order is delivered)
  • Set spending limits (max per order, max total budget)

Workflow: Create a benefit rule → Link it to a coupon → Rewards apply automatically

📖 Need help with coupons? See Coupon Setup Guide

Step 1: Open the Benefits Page

Navigation Path: Settings → Loyalty and Promotion → Benefits → Create Benefit

  1. Sign in to Back Office
  2. Navigate to Settings → Loyalty and Promotion → Benefits
  3. Click Create Benefit
O2VEND Benefits page in Back Office

💡 The Benefits page displays all existing benefit rules, so you can review, update, or manage previously created entries.

Step 2: Configure the Benefit Details

Complete each field carefully. These settings determine how the reward is calculated and when it is applied.

1️⃣ Name

Enter a clear and descriptive name for the benefit rule.

Example: Customer 10% Cashback

2️⃣ Type

Select the benefit type based on the reward you want to configure.

Type Description
💳 Customer Fixed Cashback Credits a fixed cashback amount to the customer.
📈 Customer Percentage Cashback Credits cashback to the customer as a percentage of the order value.
🤝 Affiliate Fixed Cashback Credits a fixed cashback amount to the affiliate.
📊 Affiliate Percentage Cashback Credits cashback to the affiliate as a percentage of the order value.
💼 Affiliate Fixed Commission Credits a fixed commission amount to the affiliate.
📉 Affiliate Percentage Commission Credits commission to the affiliate as a percentage of the order value.

3️⃣ Condition

Use this field to define when the benefit should be applied.

  • No Condition: The benefit applies to all eligible orders.
  • For Order Placed: The benefit applies only when the order matches the configured range or condition.

4️⃣ Cashback Trigger

Choose when the cashback or commission should be credited.

  • Once Order Placed: The reward is credited as soon as the order is placed.
  • Once Order Complete: The reward is credited only after the order is completed.

💡 Pro Tip: Many businesses prefer Once Order Complete for better control, especially when orders may be cancelled or changed.

5️⃣ Discount Amount

Enter the reward value.

  • Enter an amount for fixed benefits (e.g., 5 for $5)
  • Enter a percentage for percentage-based benefits (e.g., 10 for 10%)

6️⃣ Max Discount Amount

Enter the maximum reward amount allowed for the rule.

💡 This is especially useful for percentage-based benefits because it prevents the reward from exceeding a fixed limit.

7️⃣ Total Lifetime Cashback

Enter the total maximum cashback allowed under this benefit rule.

💡 This helps you control the total reward value for long-running campaigns.

8️⃣ Active

Set this field to true to activate the benefit rule.

⚠️ If the rule remains inactive, it will not apply even if it is linked to a coupon.

✅ Step 3: Save the Benefit Rule

  1. Review all entered details
  2. Confirm that the type, trigger, and limits are correct
  3. Click Save

🎉 After saving, the benefit rule becomes available in coupon configuration.

🔗 Step 4: Link the Benefit to a Coupon

Important: The benefit rule must be linked to a coupon before it can be used in transactions.

  1. Open Back Office
  2. Go to Settings → Loyalty and Promotion → Coupons
  3. Open the coupon you want to edit
  4. Navigate to the Benefits section
  5. Select the required benefit from the dropdown list
  6. Click Save
Selecting benefit in coupon settings Benefit linked to coupon in O2VEND

After the coupon is updated, the selected benefit will be applied automatically whenever the coupon is used in a valid order.

Example

The following example shows a typical customer cashback configuration:

Steps:

  1. Create a benefit named Customer 10% Cashback
  2. Select Customer Percentage Cashback as the benefit type
  3. Enter 10 in Discount Amount
  4. Select Once Order Complete in Cashback Trigger
  5. Save the benefit
  6. Link the benefit to a coupon

Result:
✅ When the customer uses that coupon on an eligible order, 10% cashback is credited after the order is completed.

📖 Related Articles

🎫 Coupon Management:

🤝 Affiliate & Rewards:

💳 Promotions: