Promotions. Cashback

A promotion is an event aimed to promote services or products. It is set up for a specific period. Providers can run promotions through BILLmanager without using third-party tools.

The сashback promotion allows you to return to the client a portion of the funds from payments. If the client fulfills the conditions of the promotion, BILLmanager will create a payment and credit it to the client's account.

To set up a promotion:

Create a promotion with the Cashback on payments type.
Set the conditions to determine the range of participants in the promotion

How to create a cashback promotion

To start a new promotion, enter Marketing → Promotions → Create:

Internal name — specify the promotion name that will be displayed in the list of promotions in the admin interface.
Name for clients — specify the name of the promotion that will be displayed to clients according to their localization language.
Provider — provider that will run the promotion;
Period (Start date, End date) — promotion period;
Type of promotion — cashback on payments;
Usage limit per client — how many times the client can use the promotion;
Invoice number template — template for generating the account number. By default, the {id} macro is used - payment code that will be added to the template;
% from payment amount — sets the percentage of the previously credited payment;
Maximum amount of cashback;
Payment methods involved in the promotion;
Addition to the name of the payment method — text that will be added to the payment method name;
Addition to the description of the payment method — text that will be added to the payment method description;
Agreement — additional conditions for participating in the cashback promotion.

How to set up promotion conditions

To create a condition, enter Marketing → Promotions → select a promotion → click Conditions → click Add:

Select Condition — the criterion for selecting clients. Each condition has a set of parameters.
Specify the parameters of the selected condition.
Specify the Condition group. If the provider uses a group of conditions in the promotion, the client only needs to fulfill any condition from this group. If two groups of conditions or more are used, the client needs to fulfill at least one condition from each group.
There can be several groups of conditions. How it works: the provider in the promotion uses the group of conditions "A", which was specified in the settings of different conditions. To participate in the promotion, the client only needs to fulfill any of the conditions in the group. Provider adds the condition group "B" to the promotion. Now to participate in the promotion the client must meet any condition from group "A" and any condition from group "B".
You can create multiple conditions for a promotion without a group, then the client will need to fulfill all conditions to participate in the promotion.
For example, the provider launches a promotion in which it specifies the following conditions:
- total client's expenses for the year are more than 10,000 rubles;
- total client's expenses for the month are more than 1,000 rubles;
- the number of services must be greater than three.
  In this case, the conditions "amount of expenses for the year" and "amount of expenses for the month" belong to the condition group "Expenses", while "number of services" - to the condition group "Active services". Clients who fulfill one of the conditions in the "Expenses" group and one of the conditions in the "Active services" group will be able to participate in the promotion with such conditions.

Promotion rules

Participation in the cashback promotion

When generating the list of payment methods, BILLmanager checks if there are any payment methods participating in the promotion. Such payment methods will be supplemented with descriptions from the promotion.

When creating a payment, BILLmanager checks if there are any payment methods that can be used to accrue a cashback. The payment effected by this method of payment is registered to participate in the promotion.

Base payment - the payment participating in the promotion, based on which the cashback will be accrued.

When the base payment is credited, another payment will be created, by means of which the cashback will be accrued. If the base payment is canceled, the cashback will be canceled too.

Information about the base payment will be provided in the notification of the cashback crediting.

Creating a payment

A payment with the following parameters will be created when a cashback is accrued:

account number — the account template is formed according to the template specified when creating the promotion;
payment purpose — "Cashback on payment #payment number";
payer, recipient, payment method — not set;
payment amount — percentage of the payment for which the cashback is credited;
payment status — credited;
refund prohibited — set;
comment — name of the promotion.