Umbrella AI

Store Credit Rebates

Store Credit Rebates in Umbrella bring the classic mail-in rebate model into the digital age. Instead of filling out paper forms and mailing receipts, customers can now claim their rebate online — and receive store credit or cashback for qualifying purchases.

This feature gives merchants a flexible, brand-controlled way to drive sales, move inventory, and reward customers after the sale without relying on coupons or discounts at checkout.

What Is a Rebate?

A rebate is a post-purchase reward issued to a customer who buys a specific product (or product type) during a defined promotional period. Rebates are not applied automatically — the customer must actively submit their claim after purchase.

This approach replicates the traditional rebate system:

Customer buys the product at full price
They go online to file a rebate (instead of mailing in paperwork)
After claim approval, the customer receives store credit or a refund

This creates urgency and incentivizes purchases without devaluing your brand or cutting into margins at the point of sale.

How It Works

Step 1: Create a Rebate Campaign

To create a rebate, go to:Warranties > Create Plan > Store Credit Rebate

Set:

Rebate name and customer-facing description
Eligible products (by tag, vendor, SKU, collection)
Promotion window (start and end date)
Rebate value (fixed $ amount or % of product price)
Resolution method: Store credit (recommended) or refund to original payment

Step 2: Define Claim Window and Requirements

You control how long customers have to file a claim and what they must submit. Options include:

Proof of purchase (automatically verified if using Shopify)
Order number or email address
Manual receipt upload (optional for external orders)
Deadline (e.g., “File within 30 days of purchase”)

You can also choose whether to auto-approve low-value rebates or manually review all submissions.

Step 3: Publish the Campaign

Once published, rebate-eligible products will display messaging during the promotion window. You can also promote via:

Banner on PDP
Post-purchase email
Social media or ads

Customer Experience

Customer buys a rebate-eligible product
They receive a branded email or notification telling them how to claim
Customer visits your rebate portal and submits their claim
Claim is validated (automatically or manually)
Customer receives:
- A gift card/store credit to use on a future purchase
- Or a cashback refund if configured that way

The entire experience is digital, self-serve, and fully branded to your store.

Claim Resolution Options

Store Credit
Issued via Shopify Gift Card or third-party credit system
(recommended for maximizing retention and lifetime value)
Refund to Payment Method
Optional for higher-ticket campaigns or first-time buyer incentives
Future Purchase Coupon
Generate and issue a unique discount code tied to specific SKUs or categories

Analytics & Tracking

Monitor each rebate campaign with:

Total redemptions vs. eligible orders
Redemption rate (%)
Breakage (unclaimed rebate margin)
Average time to submit
Revenue uplift from follow-up purchases using credit

Use this data to decide whether to repeat or expand a campaign.

Best Practices

Match rebates to seasonal inventory or slow-moving products
Set an expiration on rebate credits to drive urgency
Promote rebates after checkout to avoid hurting perceived product value
Use the rebate experience as a retention tool, not just a marketing gimmick
Run A/B campaigns comparing up-front discount vs. post-purchase rebate

Why Use Rebates Instead of Discounts?

Preserve Product Value
No visible discount at checkout — customers pay full price
Create Engagement After the Sale
Bring customers back to your site post-purchase
Control Profit Margins
Only pay out rebates to customers who actually follow through
Leverage Psychological Anchoring
The promise of value after the sale drives conversion and loyalty

Let me know if you'd like a visual example (screenshot or flow diagram), or a version designed for Webflow CMS or email onboarding.

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