After you've installed the Perks app to your Optix dashboard, you can begin creating perks available to your users. Follow the steps below to create and promote your first perk:
Click Perks in the left-hand menu
Click Add perk
Select whether you’d like to have multiple unique promo codes (i.e. each user gets their own unique code), or one single reusable code and/or link (i.e. 10STARBUCKS can be used by multiple users to get 10% off at Starbucks)
Include the details of your perk including what you’d like it to be called and a description of perk. These fields will be displayed to the user
If using multiple unique promo codes, upload your list of codes (Pro tip: Use a promo code generator tool to create your codes)
If using a single reusable code, add the code and if you’d like a website link for users to be directed to to use this code. You can also just include a code (and no website link) or just a website link (and no code)
Set any conditions of who this code gets revealed to (if applicable). You’ll be able to specify that a user must not have an overdue invoice and/or must be on an active plan in order to see the perk
Click Save and your perk will be marked as active and appear in your user app
Note: Perks cannot be used for bookings or purchases in-app at this time. |