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Marketing

Cash Dollars / Birthday Cash

~4 min read1 articles

Configure store-wide cash dollar rules — exchange rate, earning mechanism, birthday cash, expiry — plus manual top-ups for individual members.

Accessing the page

Click the "Store Credit / Birthday Credit" card on the entry page. The breadcrumb shows: Member Management / Store Credit / Birthday Credit.

Conversion rate

The system's default conversion rate is shown at the top of the page: "1 store credit = HK$1".

Earning mechanics

ModeDescription
Order percentageAfter an order is completed, N% of the order amount is rebated as store credit
Award by spending thresholdFor example, "Earn 50 store credits for every HK$500 spent"
No rebateDisable store credit rebates

Birthday credit settings

You can set the "Birthday Credit Amount" and the "Redemption Conditions" (the customer must spend a specified amount to claim it). Only available to members who have filled in their birthday; members can log in during their birthday month to claim the store credit.

Store credit expiry settings

No expiry
Store credit is valid forever
Expires after a time limit
Set store credit to expire N months/days after issuance
Expires on a specific date
Set store credit to expire uniformly on a specific date

Store credit vs birthday credit vs gift credit

TypeSourceSuitable scenarios
Store credit (rebate)Automatically earned proportionally after a customer completes an orderEncourages repeat purchases and boosts member loyalty
Birthday creditAutomatically issued by the system during the member's birthday monthBirthday-month rewards for members
Gift creditManually issued by the store owner or adjusted in bulkCustomer service compensation, event giveaways, special rewards
All three share the same walletAll three types of store credit belong to the same wallet; members use them at checkout regardless of source. From the member list page, you can bulk add "+Birthday Credit", "+Gift Credit", "-Gift Credit", or "Change Expiry Date".
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