Guides v1.0 4 min read

Creating Perks

Learn how to create and manage perks for your business in 2perks

Creating Perks

Learn how to create compelling perks that will attract and retain customers for your business.

What is a Perk?

A perk is a special offer, discount, or benefit that you provide to your customers. Perks can include discounts, free trials, credits, or gifts that help you stand out from competitors and build customer loyalty.

Creating Your First Perk

  1. Access Perk Builder

    • Log in to your 2perks dashboard
    • Navigate to PerksCreate New Perk
    • Give your perk a descriptive title
  2. Define Basic Information

    • Title: Choose a clear, compelling title
    • Type: Select the type of perk (discount, free trial, credits, gift)
    • Description: Explain what the perk offers
    • Value: Specify the value (e.g., "20%", "$50", "3 months free")
  3. Configure Redemption

    • Choose how customers will redeem your perk:
      • Promo Code: Provide a code for customers to enter
      • Direct Link: Share a URL for direct access
      • Manual Process: Handle redemption manually

Perk Types

Discount

Offer a percentage or fixed amount off your products or services.

Example:

  • Title: "20% Off for New Users"
  • Value: "20%"
  • Redemption: Promo code "WELCOME20"

Free Trial

Provide free access to your service for a limited time.

Example:

  • Title: "30-Day Free Trial"
  • Value: "30 days free"
  • Redemption: Direct link to signup

Credits

Give customers credits to use on your platform.

Example:

  • Title: "$50 Platform Credits"
  • Value: "$50"
  • Redemption: Manual process

Gift

Offer a free product or service.

Example:

  • Title: "Free Consultation"
  • Value: "Free consultation"
  • Redemption: Manual booking

Redemption Methods

Promo Code

Customers enter a code during checkout or signup.

Best Practices:

  • Use clear, memorable codes
  • Make codes case-insensitive
  • Include expiration dates if applicable

Direct Link

Provide a URL that customers can click to access the offer.

Best Practices:

  • Use tracking parameters
  • Ensure the link works immediately
  • Test the link before publishing

Manual Process

Handle redemption through customer service or manual verification.

Best Practices:

  • Provide clear instructions
  • Set up a process for verification
  • Respond quickly to requests

Additional Settings

Tags

Add relevant tags to help customers find your perk.

Example tags:

  • SaaS, Marketing, Productivity
  • Travel, Accommodation, Discount
  • Health, Wellness, Fitness

CTA Button Label

Customize the call-to-action button text.

Examples:

  • "Claim Perk"
  • "Get Code"
  • "Try Now"
  • "Book Consultation"

Best Practices

  1. Keep it Simple

    • Use clear, concise titles
    • Explain the value clearly
    • Make redemption straightforward
  2. Be Specific

    • Include exact values and terms
    • Specify any limitations or conditions
    • Provide clear instructions
  3. Test Your Perk

    • Verify redemption methods work
    • Test promo codes and links
    • Ensure instructions are clear
  4. Monitor Performance

    • Track redemption rates
    • Gather customer feedback
    • Optimize based on results

Perk Status

After creating a perk, it goes through a verification process:

  1. Pending: Your perk is under review
  2. Verified: Approved and available to customers
  3. Rejected: Needs changes before approval

Tips for Success

  1. Start with Simple Offers

    • Begin with straightforward discounts
    • Test the process before complex offers
  2. Focus on Value

    • Ensure your perk provides real value
    • Make it relevant to your target audience
  3. Clear Communication

    • Write clear descriptions
    • Provide step-by-step instructions
  4. Regular Updates

    • Keep perks current and relevant
    • Update based on customer feedback
  5. Track Performance

    • Monitor which perks perform best
    • Optimize based on data

Common Mistakes to Avoid

  1. Vague Descriptions

    • Be specific about what's included
    • Clarify any limitations
  2. Complex Redemption

    • Keep the process simple
    • Avoid multiple steps
  3. Unrealistic Offers

    • Ensure offers are sustainable
    • Consider your profit margins
  4. Poor Instructions

    • Test instructions with real users
    • Provide multiple contact methods

Getting Help

If you need assistance creating perks:

  • Check our API documentation for programmatic creation
  • Contact support for complex requirements
  • Review successful perks from other businesses for inspiration

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