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How do I understand how my Perks are performing?
How do I understand how my Perks are performing?

As an admin, understand who and when Perks were redeemed

Sarah L. avatar
Written by Sarah L.
Updated over 6 months ago

After you've installed the Perks app to your Optix dashboard and created your first Perk, you may want to understand how that perk is performing. Follow the steps below to download a report:

  1. Navigate to the Perk you’d like to edit

  2. Click the three dot menu on the right hand side

  3. Click ‘Download report’

This will download a CSV file with the following columns:

  • Code - Shows the contents of the row that was added e.g. ABC123

  • User name - E.g. Bob Smith

  • User ID - E.g. 12345

  • Date/time viewed - E.g. Mar 4, 2022, 3:14pm

Note: The perks feature is only available when subscribed to a Pro, Grow or Scale plan. For more detailed information, visit our pricing page.

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