How to make cashback site on wordpress and Rehub theme

What is cashback and how it works?

Cashback functions are usually available on different types of affiliate websites, deal sites and coupon sites. It’s option for your users to get some money back after their purchase. This motivates users to use your site instead of direct shop, because they can save additional money.

Technical side of cashback functions

We investigated near 20 most popular cashback sites and found that they have very similar functions and logic. Usually, they are based on point system. After each purchase, user can see available cashback points in their accounts. There are pending points (when user click on product link) and approved points (when user purchased product and affiliate network sent commission for you).

If you want to implement cashback functions on site you must have next things:

1. Notices in your posts or products that this post has cashback option to take some user’s attention
2. Store/Merchant pages with all available deals and coupons from this store and description of cashback values
3. User’s profile page where user can see all pending and approved cashbacks and can request payment
4. Tracking system

The last point is most important, because not all networks can provide cashback and sub ID tracking. It means, that you can make cashback site only if you use affiliate network which supports subID tracking

Also, theme doesn’t have inner tracking system for cashback, so, you can add points to users manually or you can buy plugin for cashback tracking

If you want to purchase plugin with discount, use coupon

REHUB

We recommend to buy plugin because it will allow to make cashback sites more easy, has automatic tracking and integration with point system and many other functions.

Now, read next articles to configure each step of cashback site

How to add deals on site

There are many ways to add deals on site with Rehub. You can read this in our documentation

Affiliate settings of Rehub theme

Also, check our special step by step guide for affiliate posts

In my experience, buyers usually use Bulk import or Affiliate Egg autoblog to add deals. Affiliate Egg plugin has also support for Cashback tracker.

How to make Store (merchant) pages

There are two variant of Store pages which you can use on Site. You can use each of them separately or together.

First is Store page of theme.

Affiliate store page of theme

They are working for posts. You can enable them in Theme options – Affiliate – Enable Affiliate Store taxonomy for posts . You can also enable which Layout will be used on Store pages (List, Grid, Compact grid, etc) and taxonomy slug (it will be used in link, by default, it’s “dealstore”)

Once you enable this option, go to  Settings – Permalinks  and resave page.

Now, you can create Your stores

When you create Store, you can assign different information to Store: link, description, bottom description, Seo Title and Cashback Notice, Logo. We recommend to fill all fields, so, your page will have better look.

Then, in each of your post, you will find option to assign Post to Store (right panel in Post Edit Area)

You can also create page and place there archive of your shops. We have special shortcode with many different design styles, like grid, alphabetical grid, lists, etc (there is also Taxonomy Archive module in Elementor)

Information about Store archive shortcode

Store page of Cashback tracker plugin

The main difference from theme’s store page is that this page doesn’t have deals. It’s just like Content page and right part of page doesn’t show posts, so, you can add there anything what you want. Advantage of this page is that they can be created automatically (except content of page) and they have Comments.

You can read how to enable store pages in plugin in documentation

Configuration for cashback notices and deal layouts

Deal archive layout

First step – enable deal/coupon list or grid layout in Theme option – general – category layout  and  Theme option – general – Blog Layout. For better presentation of deals and coupons – Deal grid and Deal list is better, but if you want to have some cool community features like Hot Counter – use Lists.

If you build homepage with Elementor plugin, you can find Deal modules.

How to add Cashback notices to archives

Cashback notices is just simple piece of text that shows users that this deal has a cashback

It’s not very important part, but we recommend to use it because notices attract attention of users

You can add additional notice about Cashback (or any other notice) inside your posts. For this, add short text to this place when you create post (it’s right panel of post admin area)

This notice can be set for each post. Also, you can assign global notice for each shop (merchant). You can add cashback notice in your shop pages which we described above. If post doesn’t have inner cashback notice, it will use global notice from assigned store

By default, it’s simple text. Avoid to use long notices. Color of text can be set in  Theme option – appearance – Secondary Color  or via Customizer. You can also extend this text with icon. This is example of Money Icon code

.rh_custom_notice:before{font-rhicons;content: "\f645"; margin: 0 5px 0 0; font-weight:normal}

instead f645, add code of icon from RHIcon

Don’t remove \ symbol before code of icon

Post Inner Layout

Our theme has many Post Layouts. But best post layouts for deals and coupons are next:

1. Compact (button before title) – demo
2. Compact (button after title) – demo
3. Big post offer block – demo

If you need deal site and not coupons, you can also try Button in corner layout and Guten Auto Contents

You can read more info about Coupon Functions of theme and you can set default Post layout in theme option – general.

How to show Custom cashback notice in Post content

You can use next shortcode

[wpsm_custom_meta field="_notice_custom" type="custom"]

In one of code areas in theme option – ads and code areas to show value of cashback notice of post

How to add Subid to all affiliate links

Subid is most important step for cashback. We will need subid to detect user who clicked on your link and purchased something on external shop. For this purpose, most of affiliate networks use Sub id in link parameters. It’s special part of link, for example, subid=22. Without this parameter, you can’t track user’s purchases and you can’t give users any cashback.

So, to enable this function, go to Theme option – Affiliate – Cashback Options  and enable option Add user name as sub ID to links

If you use Cashback tracker plugin, you don’t need to do anything else. Plugin automatically detects links from enabled networks and makes them with cashback tracking

If you use Content Egg and Affiliate Egg you can also enable integration for Cashback tracker

But what if you don’t use plugin? You can create own cashback tracking rules. For this, add your own url parameter to field below.

By default, we use subid= as parameter for subids. Please, make attention to symbol = in end. It’s common part to divide url parameter and value parameter. But it can be another in your network.

In some situations, you can use several networks on your site and subid part can be different. In this case, add subid with next syntax amazon.com@myid=

amazon.com@myid=
ebay.com@subid=
affid=

Settings above means: IF link has domain amazon.com, theme will add myid=username in end of link. If link has ebay.com, theme will add subid=username in end. For all other links, theme will add affid=username in link

Add each domain with custom different subid as separate line. Place domain of link in start and subid part in end and divide them by @

Place common subid on last line. It will be used if theme will not find domain for custom subid.

If you want to remove some domain from adding subid parameter, add them as domain.com@exclude

word exclude will mark such domain as excluded from adding of subid

Cashback Point System and Profile management

After setup of links and notices, it’s time to setup point system and Profiles. We will use it to show users how much cashback they can get and other important notices to user.

Profile setup is very easy – just install Buddypress . If you want to have only Profile system and don’t need any community functions, go to Settings – Buddypress and disable all modules except core modules.

Now, we will need a place where user can register. The simple way is from our special login Popup. Please, read our tutorial about login popup

How to enable Points for cashback

For point system – install Mycred plugin

If you use cashback Tracker plugin, you can enable integration with Mycred and plugin will create all required point system on site when you will get first order. You can also enable Demo module and click on Download orders so plugin will create test orders and points

If you don’t have Cashback tracker plugin, you must create custom points for Mycred

Go to Points – Settings – Point type and create Custom points for cashback. Once you save your new point type, you will have new option in admin panel for new point system where you can change labels, capabilities, etc. Here is example from our Redeal demo

How to show approved cashback points in User’s Profiles

There are few possible ways to show Cashback points in Profile. All of them are depending on different scenarios for your site. If you enabled Buddypress, cashback points will be visible in Profile in Left side panels. Also, points will be visible in User dropdown in header

Show Just Approved Cashback which will be main point type for users

Use this way if you don’t need other point system and reputation points on site. So, cashback points will be main points on your site.

For this, copy meta key of cashback points type and add it to Theme option – Affiliate – Cashback options – Set key of Mycred points for cashback

In example above, key is cbtrkr_approved_usd

This will add next part to profile

Only users who are owner of profile can see this block with their available cashback points.

Show approved Cashback Points and Regular User points

Use this way if you want to show both points: regular and Cashback points.

For this, add cashback point key to Theme option – Affiliate – Cashback options – Set key of Mycred points for cashback

And add your regular Point key in Theme option – Buddypress Option – MyCred option – Show custom point type instead default

Show approved, pending, declined cashbacks and Regular User Points

Difference between Regular points and Cashback points is that Regular points will be visible for all users, guests. Cashback points are visible only for owner of Profile

Use this if you want to have next

For this, fill approved, pending and declined fields in Theme option – Affiliate – Cashback options. If you use Cashback tracker plugin (or any other for points), you can find all keys for your points in Point – Settings – Point Types

If you want to show just cashback block and hide regular point block, don’t add custom point to Theme option – Buddypress option, so, only regular cashback points will be visible

How to show Cashback History and levels

Mycred plugin has several shortcode which you can use for User profiles. Most useful is

[mycred_history]

And again, there are few possible scenarios how to show Point History on site.

Show History inside Buddypress Profile

You can insert mycred shortcode (or any other) in Theme option – Buddypress option – Add custom message or html in profile of User

Here is example of simple shortcode which will show History for Cashback

[mycred_history type=cbtrkr_pending_usd user_id=current]

You must also add own point type to shortcode. Here is also more advanced example of shortcode which we use on Demo

https://gist.github.com/wpsoul/9d9e70186886db07c6a751444cd58b64

You can see from code that we used cbtkr_approved_usd and cbtkrk_pending_usd types, because these are point types (meta keys) where we store cashback points on our site. Also, code has RH_ELEMENTOR shortcode. This is template which we created in Elementor for next part

If you didn’t import demo, you can import this template for Elementor. For this, go to Templates – Saved templates and click on Import templates button

Then, import next file

Now, you must edit this template and add some changes. We created 4 Levels and each level has point range. Once user reached this range, Check icon will be added on this level.

Edit each shortcode module and change to your balance range (add balance which will show icon and your cashback point key).

We also used Conditional shortcode of Mycred and button which will trigger Popup with payment request button (see below how to make submit form for payment request in Contact form 7 plugin)

Show History as Separate Page on site

Alternative will be to create custom page and add there shortcode with Mycred History and add link to this page in your menu or in User dropdown menu

First of all, create page, place there next shortcodes

https://gist.github.com/wpsoul/e3496c07e25b43cd24914f6857debe02

Here we show Elementor Template with ID 1016 for logged users and we show message to guests that they must login on site. Of course, you can use shortcode

[mycred_history type=cbtrkr_pending_usd user_id=current]

Instead RH_ELEMENTOR template. But if you want to have such cool Levels and more advanced layout, you can copy our Template to your site. You must replace ID 1016 with ID of Elementor template

We created template for you. Download it Then, Go to Templates and Import it, copy shortcode for your template and place it on your Cashback History page

How to adjust cashback point amount

And again, if you use Cashback tracker plugin, it will add/change points automatically. And you need to change points of user only after you pay him cashback. If you don’t use plugin, you must make point adjustment manually

For this, search user on your site, go to Users – all user and search by name

Then, you can adjust Points to this user

I always recommend to add something in Log entry, in this case, you will have History of points and can always track changes if something will be wrong

When you do payment for user, you can also deduct points. Just make adjusting of points, but add negative value to deduct them.

It’s not required to make payments for cashbacks. You can also use another approach and give users special roles and capabilities once they get special amount of points. You can give users ranks, you can set special pages with bonuses which are available only for users with special amount of points. You can give users roles or member types once they reach special point balance. You can change real products of your site to user’s points. Possibilities are really endless. Please, read our tutorial about Community and Point features for Rehub

How to add withdrawal cashback Form for users

In previous steps we added notices, tracking subid, point system. Now, it’s time to add contact form for users where they can submit their cashback payment request.

As on previous step, we will add this form inside User Profile.

For this, we have special place in theme. You can find it in  theme option – Buddypress – Add custom message or html in profile of User. Everything which you add in this place will be rendered in User Profile page inside Profile tab. Make sure that Profile tab is the first tab of profile. It will be the second tab if you enabled Activity for Profiles. You can disable activity module in Settings – Buddypress.

You can also add this code in widget instead of profile description. Widget is visible on all Profile pages. For this, go to Appearance – widgets and add code to Custom HTML widget in Buddypress Profile Sidebar area.

Of course, you can use our magic shortcode and show private data for user. For this, use

[rh_is_bpmember_profile]Private content here[/rh_is_bpmember_profile]

Instead of word “private content here”, we will add special shortcode. From second version of Mycred plugin, you can enable their addon cashcred

Enable it and configure according to documentation

Now, you can use shortcode to place request form in profile like

[rh_is_bpmember_profile][mycred_cashcred][/rh_is_bpmember_profile]

You can also place form inside popup and button which will trigger it. Code will be next in this case

[rh_is_bpmember_profile]
[wpsm_button_popup btn_text="Request cashback"] [mycred_cashcred] [/wpsm_button_popup] 
[/rh_is_bpmember_profile]

You can also wrap code with conditional shortcode of Mycred. In this way, you can show button only if user reaches some limit of approved cashback

Example of such code

[mycred_show_if balance=1 ctype="cbtrkr_approved_usd"]
[wpsm_button_popup btn_text="Request cashback"] [mycred_cashcred] [/wpsm_button_popup]  
[/mycred_show_if]

This will show button only if user has minimum 1 point of cbtkr_approved_usd

Other ways for users to use their cashback points

Another way which you can use your Mycred points is to change/sell something by points. Check documentation of Sell Content of Mycred. So, you can create special products on your site and allow users to change their points on these products. Also you can use Show, Hide shortcodes of Mycred and add access to your users who reaches special level of points to some parts of site. Check all Mycred shortcodes

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