No margin direction
Loose discounts reduce price but do not guarantee the customer will return.
Cashback
Automatic cashback to bring the customer back.
Turn each purchase into a monetary balance for the next visit, with automatic communication, voucher issuance, and tracking of the generated return.
- Automatically generated monetary balance after the sale
- Balance, vouchers, and reminders via WhatsApp and email
- Voucher control, usage, and repurchase
Active cashback
Next purchase
01
Customer buys
The sale enters through the physical store, e-commerce, POS, ERP, API, widget, or manual operation.
02
Balance is calculated
Smartbis applies a percentage or fixed amount and prepares the balance for use according to store rules.
03
Customer returns to use
The balance is automatically communicated and usage is recorded to measure re-purchase.
Immediate discount sells today but does not always create a reason to return tomorrow.
Cashback changes the incentive logic: the benefit is created after the purchase and pulls the customer for a new visit, without depending on a manual campaign each week.
Forgotten balance
Without notification and clear voucher for use, the customer does not perceive the benefit or misses the return opportunity.
Difficult to prove return
Operation needs to know how much cashback was generated, which vouchers were issued, used, expired, and converted into a new sale.
Smartbis automates the rule, communication, and control of cashback.
Configure the mechanic
Define percentage, fixed amount, minimum purchase, automatic voucher issuance, participating stores, and notification channels.
Register sales
Connect the purchase origin via integration, API, widget, import, or manual entry.
Notify at the right moment
Send balance, voucher expiration reminder, and call for re-purchase via WhatsApp Marketing and email.
Monitor usage
See generated cashback, issued, used, expired vouchers, and sales associated with the benefit.
A complete cashback requires rules, communication, and measurement working together.
Marketing automation
Create reminders for available balance, upcoming voucher expiration, and post-purchase return.
WhatsApp MarketingDeliver cashback notification where the customer can see it.
Vouchers and couponsUse vouchers and coupons to turn balance into a valid action in the store.
Customer recoveryUse balance and benefits to reactivate those who stopped purchasing.
Loyalty AppShow balance, history, and active benefits in a digital experience.
Return reportsMeasure the impact of cashback on re-purchase and recovered revenue.
Cashback works best when the rule follows shopping behavior.
Incentive for repeat purchases, replenishment, and short-term return.
Credit for the next visit, return request, or low-demand campaign.
Benefit for returning in new collections, commercial dates, and seasonal repurchase.
Recurrence in purchases of continuous use, personal care, and strategic categories.
Cashback is not just returning money. It’s creating a measurable next purchase.
When cashback has rules, communication, and a valid voucher, it stops being a passive discount and becomes a controlled repurchase flow.
Direct discount
Reduces the current purchase amount but does not create a commitment to return.
Manual cashback
Requires balance control, voucher issuance, notification, and verification by the team.
Smartbis
Generates balance, notifies the customer, and measures use in a single operation.
Common questions about cashback.
How does cashback work in Smartbis?
The store sets the rule and Smartbis generates monetary balance after the sale. The customer receives notification and can use this balance through issued vouchers according to the configurations.
Can cashback expire?
No. Cashback balance does not expire. What may have a time limit is the automatically issued voucher from this balance, according to store configurations.
Does the customer need to download an app?
Not necessarily. Communication can happen via WhatsApp Marketing and email, with digital access to the benefit according to the operation’s configuration.
Do cashback and points work together?
No. The company chooses whether the program will operate with cashback or points. In both models, vouchers can be issued to control redemption.
Create cashback with balance control, vouchers, and return.
Use Smartbis to turn current purchases into new visits with automated communication and repurchase measurement.