1. General configuration
On the admin sidebar, select Magenest > Membership > Configuration.
Go to Configuration page, on Enable Cashback ToroWallet field, select Yes/No to enable/disable the functionality.
Setup cashback-receive time
Under Plan Upgrade Options section
- Update Membership When Order Obtained Status: this is the configuration for the cashback period as well. Customers will receive the cashback amount when their order reaches the set status.
Configure notification message
- Under ToroWallet Configuration area, at the beginning, Magenest connects the website with ToroWallet already. Therefore, EZToro team shall not change the configuration if not necessary.
- Cashback Message: admin can change the cashback notification message here.
Cashback notification message
Save
Click on Save Config to save the changes.
2. Setup cashback amount
On the admin sidebar, select Magenest > Membership > Plan Manager.
Go to Membership Plans page, admin can add a new plan or edit an available plan and set the cashback amount for each member level.
On the plan detail page
- Cashback (%): Set the amount that members will receive for each purchased order in their ToroWallet. The amount is a certain percent of their order value.
Save
Click on Save Config to save the changes.
3. Cashback flow
On the website, customers log in to their account and make purchases.
When the order status matches with the to-receive-cashback status as admin configuration, customers will receive the cashback amount to their wallet and receive a notification as below.
Members will receive notifications when the cashback amount is added to their ToroWallet account
In case customers do not have ToroWallet account, the website will send the customer information to ToroWallet to process the next step on that system.