Lookback Credits
Lookback Credits is a feature that allows you to reward customers for purchases made before they became members. This helps drive conversions by showing non-members the value they missed and offering a limited-time opportunity to earn credits retroactively.
How It Works
Customer Experience
A non-member places an order
They receive an email showing how many credits they would have earned as a member
The email explains they can still receive those credits if they join within a set timeframe
If they join within that window, credits are automatically awarded
Credits are applied for qualifying orders placed before enrollment
Example
A customer places a $200 order while not enrolled. Your program offers 10% cashback. They receive an email letting them know they could have earned $20 in credits. If they sign up within 7 days, they receive those $20 in credits after joining.
Configuration
To enable Lookback Credits, navigate to Membership Program → Select membership tier → Benefits → Credits for Orders benefit
Enable Lookback Credits
Turn this setting on to activate the feature.
Days to Look Back
Set how many days prior to enrollment to consider for eligible orders.
Example: If set to 7 days, customers will receive credits for orders placed up to 7 days before they join.
Max Orders
Set the maximum number of orders eligible for credit.
Orders are processed from most recent to oldest
Only the most recent orders up to this limit will be included
Example: If set to 1, only the most recent order will qualify.
Multi-Tier Programs
If you have multiple tiers with different cashback rates, you can select which tier is used for credit calculations and customer messaging.
Customer Notifications
Native Email
Inveterate automatically sends an email after a qualifying order is placed. This email includes:
The credits the customer would have earned
The number of days they have to join
A link to your membership page
A summary of the offer
Note: The credit amount is based on the order subtotal and may differ from the total paid.
Klaviyo Integration
If you are using Klaviyo, you can send custom emails using available properties, including:
Credit amount the customer would have earned
For additional properties, a full list can be found here: Klaviyo Member Notification Metrics and Their Template Variables
Credit Award Logic
When Credits Are Awarded
Credits are awarded when the customer enrolls in a membership with Lookback Credits enabled.
How Credits Are Calculated
Orders within the lookback window are identified
Orders are selected from most recent to oldest
Credits are calculated per order based on your cashback rate
Each order generates its own credit entry
Customers will see separate entries in their credit ledger for each qualifying order.
Eligible Orders
Only orders placed before the membership purchase are included. Orders placed at the same time as enrollment follow your standard Credits for Orders settings.
Important Considerations
FAQ
What happens if a customer has multiple orders? They receive credits for eligible orders up to your Max Orders setting.
Can customers game the system? No. The lookback window is calculated from enrollment, not from the email.
Does this work with free trials? Yes. Credits are awarded upon enrollment, including during free trials.
How do multi-tier programs work? You can choose which tier’s benefit is used for calculations and messaging.
Are membership purchases included? No. Only orders placed before enrollment are considered.
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