# Creating Comeback Cash Events

This guide walks you through creating and managing Comeback Cash promotional events -- from choosing the event type to configuring rewards, scheduling dates, and monitoring performance through the Kanban board.

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## Before You Start

To create and manage events, you need:

- **Admin access** with the `uri_store_settings` permission
- Access to the Comeback Cash admin page at **Admin** > **Comeback Cash Management**

> **Tip:** Events can also be created from the Workspace if you have the `uri_comeback_cash_manage` permission. The workspace event form works the same way.

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## The Event Creation Wizard

Click `Create Event` to open the step-by-step event wizard. The wizard walks you through four steps:

### Step 1: Choose Event Type

Select whether customers will earn coupons on the **Buy Side** or **Sales Side**.

| Type | When to Use | Setup Complexity |
|------|-------------|-----------------|
| **Buy Side** | Reward customers who sell items to your store | Simple -- just set a flat coupon value |
| **Sales Side** | Reward customers who purchase from your store | Advanced -- flat rate, percentage, or tiered options |

Click the card for your chosen type, then click `Next`.

### Step 2: Event Details

#### Event Name
Give your event a descriptive name (up to 100 characters). This name appears on coupon receipts, in reports, and in the admin dashboard.

**Good examples:** "Holiday Comeback Cash 2025", "Summer Sales Event", "Back to School Promo"

#### Buy Side Configuration

For buy-side events, configure two fields:

| Field | Description | Example |
|-------|-------------|---------|
| `Coupon Value` | The dollar amount of the coupon | $30.00 |
| `Minimum Purchase to Redeem` | How much the customer must spend when using the coupon (0 for no minimum) | $60.00 |

> **Tip:** A common setup is "$30 off a $60 purchase" -- this encourages customers to come back and spend at least double the coupon value.

#### Sales Side Configuration

Sales-side events offer three earning types:

**Flat Rate** -- Every qualifying transaction earns the same coupon value.
- Set the `Coupon Value` and optional `Min Purchase to Redeem`
- Example: Every purchase earns a $10 coupon

**Percentage** -- Coupon value is calculated as a percentage of the transaction total.
- Set the `Percentage` (1-100%) and optional `Min Purchase to Redeem`
- Example: 10% back on all purchases

**Tiered** -- Different coupon values based on how much the customer spends.
- Click `Add Tier` to define each spending level
- Each tier has three fields: minimum spend threshold, coupon value earned, and minimum purchase to redeem that coupon
- Example tiers:
  - Spend $50+ --> Get $10 off (requires $25+ to redeem)
  - Spend $100+ --> Get $30 off (requires $60+ to redeem)
  - Spend $200+ --> Get $75 off (requires $100+ to redeem)

For sales-side events, you can also set a **Minimum Purchase to Earn** -- the minimum transaction amount before a coupon is generated at all. Leave at $0 if every transaction should earn a coupon.

### Step 3: Schedule and Settings

#### Earning Period
Set the dates when customers can earn coupons:

| Field | Description |
|-------|-------------|
| `First Day to Earn` | Coupons start being issued on this date (at store open) |
| `Last Day to Earn` | Last day coupons are issued (through store close) |

> **Tip:** Dates are inclusive. Setting Aug 1 through Aug 30 means coupons are issued on all transactions from store open on Aug 1 through store close on Aug 30.

#### Redemption Period
Set the dates when customers can use their coupons:

| Field | Description |
|-------|-------------|
| `First Day to Redeem` | Earliest date customers can use coupons (typically the day after earning ends) |
| `Last Day to Redeem` | All coupons expire at store close on this date |

> **Tip:** The wizard auto-suggests the redemption start as the day after earning ends, and defaults to a 30-day redemption window. Adjust as needed for your promotion.

#### Notification Options

| Option | Default | Description |
|--------|---------|-------------|
| `Print coupon at POS` | On | Prints a physical coupon when issued |
| `Send SMS with coupon code` | On | Texts the coupon code to the customer's phone (if phone number is on file) |

### Step 4: Review and Confirm

The final step shows a summary of your entire event configuration. Review each section carefully:

- Event name and type (Buy Side or Sales Side)
- Coupon value/earning configuration
- Earning period dates (inclusive)
- Redemption period dates (inclusive)
- Coupon expiration date (same as last day to redeem)
- Notification settings

You have two save options:

| Button | What It Does |
|--------|-------------|
| `Save as Draft` | Saves the event without activating it. You can edit and activate later. |
| `Save & Activate` | Saves and immediately activates the event (or schedules it if the start date is in the future). |

> **Tip:** If the earning start date is in the future, the button changes to `Save & Schedule` and the event will automatically activate on that date.

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## Managing Events on the Kanban Board

The Events tab in the admin view displays a Kanban-style board with five columns representing the event lifecycle:

| Column | Description | Card Shows |
|--------|-------------|------------|
| **Draft** | Events still being configured | Name, type badge, warnings for missing dates or rewards |
| **Scheduled** | Events set to activate in the future | Name, coupon value, earning/redeem requirements, countdown to start |
| **Active** | Currently issuing coupons | Name, coupon value, stats (Issued/Redeemed/Rate), progress bar with days remaining |
| **Redemption** | Earning ended, coupons being used | Name, stats, redemption progress bar |
| **Completed** | Fully finished events | Name, final stats, end date |

### Available Actions by Status

**Draft events:**
- `Edit` -- Re-open the event wizard to make changes
- `Activate` -- Start the event immediately (disabled if dates or rewards are missing)
- `Delete` -- Permanently remove the draft

**Scheduled events:**
- `Edit` -- Modify the event before it starts
- `Cancel` -- Remove from the schedule

**Active events:**
- `Report` -- View detailed performance data
- `End Event` -- Stop issuing coupons early (coupons already issued remain valid for redemption)

**Redemption and Completed events:**
- `View Report` -- See final performance statistics

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## Filtering Events

Both the admin and workspace event views include filter options:

- **All Events** -- Show everything
- **Buy Side** -- Show only buy-side events
- **Sales Side** -- Show only sales-side events
- **Active Only** -- Show only currently active events (admin card view)

On mobile devices, the Kanban board switches to a tab-based navigation with buttons for each lifecycle phase.

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## Editing Existing Events

Click `Edit` on any Draft or Scheduled event to reopen the creation wizard with the event's current settings pre-filled. Make your changes and save.

> **Warning:** Active events cannot be edited. If you need to change an active event's configuration, end it and create a new one.

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## Troubleshooting

### "Another active event already exists"
Only one event per side (buy/sales) can be active at a time. End the current active event first, or the system will auto-end it when you activate the new one.

### "Event must have a start date to be scheduled"
Events need all four dates configured (earning start/end, redemption start/end) before they can be scheduled or activated.

### Draft event shows warnings
The Kanban card will display warning badges if dates or reward tiers are not yet configured. Complete the setup before activating.

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## Related Articles

- [Comeback Cash Overview](/support/articles/comeback-cash-overview)
- [Comeback Cash Redemption and Reports](/support/articles/comeback-cash-redemption-reports)