Setup Guide

When you install the app you will be presented with a "setup guide" which must be completed in order to start using CashUp Rewards.

It only takes a few seconds if you follow the steps. Below are the detailed descriptions of each step.

This step will automatically create a basic task and assign it to all existing customers. After you click "create rewards" button, you will see a new task appear in your dashboard. It will initially be inactive, meaning that customers won't be able to complete it.

When you activate rewards, customers will be able to complete the task to get rewards - even if the app embed is not yet active. It's a good idea to finish setting up your rewards before activating them.

You can also manually activate the task by clicking "Edit" and "Activate" in the top-right corner.

Customers interact with rewards (claim, view, etc.) through a launcher. After activating it, the launcher will be visible at the bottom right of your store, looking like this:

Click "Go to theme settings" or follow these steps to find the app embed:

1. Click "Online Store" in the sidebar
2. Click "Themes"
3. Click "Customize" on the card with "Current theme"
4. In the sidebar on the left with 3 icons, click the 3rd one called "App embeds"
5. Search for "CashUp" and toggle it ON
6. Click "Save" button in the top-right

To learn more about the launcher, read our "CashUp Rewards Guide".

If you struggle to set up your app, or have questions or suggestions, reach out to us via support widget at the bottom-left of the dashboard, or via email: [email protected]