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Hello Clever’s cashback campaign feature lets you reward customers with instant cashback at the moment of purchase, driving engagement and repeat sales. This page walks you through creating a campaign from scratch, configuring cashback rules and timing, publishing to the Hello Clever app, and managing campaigns over time, including how to update rules and deactivate campaigns when needed.
1

Open Cashback Campaigns

Select Cashback Campaigns (available under Growth Tools in the sidebar). This lists all existing campaigns for the selected account.
2

Select an account

Select the account where you want to run the campaign.
3

Create a new campaign

Click Create Cashback Campaign or Create new to open the campaign creation form.

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Setting up cashback rules

In the Cashback Rules section, define how customers earn cashback. You can create multiple tiers to reward higher spending.

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Rule fields

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Cashback rule examples

  • Flat rate: 5% cashback on all orders starting from $0.00, rewarding every purchase.
  • Tiered: 5% cashback for orders above 50,and1050, and 10% cashback for orders above 100, incentivising larger spend.
  • Fixed amount: 10cashbackonordersabove10 cashback on orders above 100.
Use tiered cashback to increase average order value. Setting a higher reward at a higher spending threshold motivates customers to add more to their cart.

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Setting campaign name and timing

In the General Information section, give your campaign a name and choose when it runs.
The campaign runs continuously with no end date. Use this as a baseline incentive to keep customers engaged at all times.
An Always On campaign can be low-percentage and simple. Layer additional time-specific campaigns on top for events or promotions.

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Publishing the campaign

After configuring all settings, click Publish to make the campaign live on your account immediately.

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Viewing and managing existing campaigns

The Cashback Campaigns list shows every campaign with the following details: Click More details on any campaign to see its full configuration, including payment methods, cashback rules, maximum limits, and timing.

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Campaign statuses

  • Inactive: created but not yet active.
  • Scheduled: set to start at a future date.
  • Active: currently live and awarding cashback.
  • Done: ended because the time period or budget limit was reached.

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Updating cashback rules

Hello Clever does not allow direct edits to cashback rules on an active or completed campaign. This prevents inconsistencies in cashback calculations, customer experience, and financial reporting. To change rules, use the duplicate-and-deactivate process:
1

Duplicate the campaign

Open the campaign details and click Duplicate. This creates a new campaign with all the original settings copied across.
2

Edit the duplicate

Update the cashback rules in the new campaign: adjust percentages, fixed amounts, order value thresholds, or payment method preferences.
3

Deactivate the original

Toggle off the original campaign to prevent overlapping or conflicting cashback offers.
4

Publish the new campaign

Activate the updated duplicate so customers immediately benefit from the revised terms.
Do not edit cashback rules on an active campaign directly. Always duplicate, update, and then deactivate the original to maintain consistent customer experience and accurate reporting.

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Updating the app listing

You can update listing details (images, title, description, category) without duplicating the campaign:
1

Open campaign details

Click More details on the campaign you want to update.
2

Edit listing fields

Update header banner images, title, subtitle, description, and category as needed.
3

Submit for approval

Click Submit. The updated listing goes through the approval process and appears in the Hello Clever app within 1–3 business days.

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Deactivating a campaign

Toggle the Active switch off on the campaign. Confirm the action in the dialog that appears.

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Campaign strategy tips

Use these strategies to get the most from your cashback campaigns.
A continuous low-percentage cashback (e.g., 5% on all orders) builds long-term loyalty at minimal cost per transaction. Use it as a foundation and layer time-specific campaigns on top.
Set up two campaigns: a higher cashback rate for PayID (e.g., 5%) and a lower rate for card (e.g., 3%). This nudges customers toward the lower-cost payment method, reducing your processing fees over time.
Offer 5% cashback for orders over 75and1275 and 12% for orders over 150. Customers are motivated to spend more per transaction to reach the next reward tier.
Add a per-transaction or per-user cashback cap (e.g., max $20 cashback per order on a 10% campaign). This keeps your total cashback spend predictable while still making the offer attractive.
Schedule cashback during slow periods (lunch hours, weekday mornings, or weekends) to fill those gaps without running a full-time campaign.
Offer higher cashback during holidays or seasonal events (e.g., 12% throughout December) to capitalize on naturally increased spending. Time-limited campaigns keep the commitment manageable.
If you use Hello Clever real-time payments, cashback rewards are extracted directly from customer payments: you do not need to send funds in advance. This makes budget management simpler and more predictable.

Related topics

Managing Balances and AccountsCashback API OverviewDrive Loyalty with Cashback Campaigns