Partner Help Center
Complete guide to setting up and managing your loyalty programs on PerkHit.
First-Time Setup Checklist
Creating Your Partner Account
- 1 Visit the Partner registration page
- 2 Enter your business name and email
- 3 Create a password (minimum 6 characters)
- 4 Verify your email address
Your Dashboard
Your dashboard shows key metrics at a glance. Use the sidebar menu to navigate between sections.
What Are Clubs?
Clubs help you organize your business. Use them for:
Creating a Club
- 1 Go to "Clubs" in the sidebar
- 2 Click "Add Club"
- 3 Enter a name (internal use only, customers don't see this)
- 4 Set to Active and click "Save"
Tip: Staff members are assigned to clubs, so they can only process transactions for cards in their assigned club.
Points cards let customers earn points based on purchases. For example: Spend $1 = Earn 1 point, 100 points = $5 reward.
Creating a Loyalty Card
Go to "Loyalty Cards" and click "Add Loyalty Card." The form has 4 tabs:
Club assignment, internal name, issue/expiration dates, linked rewards, active status
Points per currency unit, transaction currency, minimum purchase amount
Customer-facing title and description
Colors, background image, logo, website, phone, directions link
Best Practices
- Keep point values simple (1 point per $1 is easy to understand)
- Set reasonable reward thresholds
- Use attractive images that represent your brand
What is Instant Access?
Instant Access (also called Anonymous Members) allows customers to start earning rewards immediately without creating an account. When they scan your QR code, they receive a unique member code (like ABC123) and can start collecting points or stamps right away.
Why This Feature Benefits Your Business
- Higher participation - Removes the biggest barrier to joining loyalty programs
- Faster checkout - Customers start earning immediately instead of filling out forms
- Convert later - Many customers add their email once they see value in the program
- Still counts - Instant access members count toward your total member statistics
Looking Up Instant Access Customers
Every instant access customer receives a unique 6-digit member code. Your staff can look them up in three ways:
Customer shows QR code on their phone - same as regular members
Search by their code (ABC123) if they don't have their phone
Search by customer name if they provided one during signup
Understanding Member Codes
Format: 6-Digit Alphanumeric
Examples: ABC123, XYZ789, QWE456
- Easy for customers to remember
- Easy for staff to enter manually
- Displayed at top of loyalty cards
- Automatically assigned by system
Can I Market to Instant Access Members?
No - without an email address, you cannot send marketing campaigns to instant access members. However:
- They can see in-app offers and rewards when they open their loyalty card
- Many will add their email once they see value in your program
- Once they add email, they automatically become marketable members
Do They Count in My Statistics?
Yes! Instant access members are full members of your loyalty program.
They count toward your total members, active cards, points issued, and rewards redeemed. The only difference is they haven't added an email address yet. From a business perspective, they're engaging with your program just like any other member.
Stamp cards are digital versions of punch cards. Customers collect stamps with each qualifying purchase and earn a reward when the card is full.
Creating a Stamp Card
Go to "Stamp Cards" and click "Add Stamp Card." Configure these settings:
Rules Settings
- Stamps Required: How many to complete (e.g., 10)
- Stamps Per Visit: Usually 1
- Allow Multiple: Give multiple stamps at once?
Design Settings
- Stamp Icon: Coffee cup, star, heart, etc.
- Filled/Empty Colors: Earned vs remaining
- Background & Logo: Brand imagery
Tips
- 10 stamps is the most common configuration
- Use icons that match your business (coffee cup for cafes)
- Make the reward valuable enough to motivate completion
Create rewards once and link them to multiple loyalty cards. You can have multiple reward tiers (50 points = Free cookie, 100 points = Free drink, etc.).
Creating a Reward
Go to "Rewards" and click "Add Reward":
- Club: Which club this reward belongs to
- Name: Internal reference name
- Title & Description: What customers see
- Points Required: How many points to redeem
Reward Ideas
Vouchers are one-time rewards for specific customers. Use them for birthday rewards, apologies, referral bonuses, welcome gifts, or special promotions.
Creating Voucher Batches
Go to "Vouchers" and click "Create Batch":
- Set batch name (internal reference)
- Choose the club
- Set voucher value/title/description
- Set quantity and expiration date
- Choose claim method
Distributing Vouchers
Claim Links
Unique URLs to send via email
Assign to Members
Select existing members
Import
Upload CSV with codes
Adding Staff Members
Go to "Staff" and click "Add Staff":
- Club: Which location they work at
- Name & Email: Their login credentials
- Password: Generate or create manually
- Send Email: Automatically email credentials
Staff CAN:
- Search for members
- Add points and stamps
- Process redemptions
- View transaction history
Staff CANNOT:
- Create or edit cards
- Access other clubs
- View analytics
- Manage other staff
Impersonate: You can log in AS any staff member for training or troubleshooting without knowing their password.
Loyalty Card Analytics
Members, points issued, redemption rate, popular rewards
Stamp Card Analytics
Enrollments, stamps issued, completion rate, avg time to complete
Voucher Analytics
Distributed, claim rate, redemption rate
Activity Logs
See a detailed audit trail of all actions: card changes, staff changes, settings updates, who made changes and when.
Creating a Campaign
Go to "Email Campaigns" in your partner dashboard:
- Subject: Eye-catching email subject line
- Content: Use the rich text editor for formatting
- Audience: Filter by card, tier, points, or language
- Personalization: Insert member name with placeholders
Target Options
- All members
- Specific loyalty card holders
- By points balance range
- By membership tier
- By language preference
Campaign Ideas
- "Double points this weekend!"
- "Your reward expires soon"
- "VIP early access sale"
- "Welcome bonus reminder"
Setting Up Referrals
Enable referrals in your loyalty card settings:
- Referrer Reward: Points for the member who shares
- Welcome Bonus: Points for the new member
- Reward Card: Which card receives the points
How It Works
Member shares their unique link
Friend signs up and makes first purchase
Both get bonus points automatically
Tracking: View referral statistics in your analytics to see shares, signups, completed purchases, and total points awarded.
Staff can't log in
- Verify the email address is correct
- Reset their password from Staff management
- Check if the account is set to Active
- Suggest trying the "Magic Link" option
QR code won't scan
- Ensure good lighting at the counter
- Check print quality (reprint if blurry)
- Make sure the code isn't damaged or creased
- Try printing at a larger size
Points not appearing
- Check the transaction history
- Verify the card is set to Active
- Confirm minimum purchase requirement is met
- Check if the card has expired
Member not found
- Have them spell their email carefully
- Check for typos
- Search by name instead
- They may need to register first