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 7-character member code 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 7-character 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 7-character member code if they don't have their phone
Search by customer name if they provided one during signup
Understanding Member Codes
Format: 7-Character Alphanumeric
Automatically assigned when a customer joins
- 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
Limit: 1 campaign per month per loyalty card, sent only to members who have opted in to receive emails.
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
Targeting depends on your plan. Stamp Card Only partners can send email campaigns, but points and member tier filters only appear on the Full Rewards Program. Stamp-progress and voucher-ownership targeting still work.
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"
Enter Code is a fallback method for crediting points when QR scanning isn't possible. Your staff generates a short code from their terminal and reads it to the customer, who enters it directly on their loyalty card.
How Staff Uses It
- Complete the purchase as normal
- On your staff terminal, tap "Generate Code"
- A short code appears on your screen
- Read the code aloud to the customer
What Happens on the Customer Side
- Customer opens their loyalty card
- Taps "Enter Code"
- Types in the code you gave them
- Points are added instantly
Codes expire after a short time and are single-use. Make sure the customer enters it before they leave.
Request Points lets the customer initiate the points transaction from their phone. Instead of showing their card QR for staff to scan, the customer generates a special Request Points QR and staff scans it. The points flow is identical - just initiated from the customer side.
Customer Steps
- Opens their loyalty card
- Taps "Request Points"
- Shows the QR code to staff
Staff Steps
- Scan the customer's Request Points QR
- Enter the purchase amount
- Confirm - points added automatically
This is the same as scanning their regular card QR - your staff terminal processes it identically. It's just a different QR type that the customer generates themselves.
Tiers are part of the Full Rewards Program
Tiers work with your points card. Tiers are optional - your program runs fine without them. Add them when you are ready to recognize your most loyal customers with bonus points and VIP perks.
How Tiers Work
- Club-level, not per-card. Each business has one tier system, and a member's tier applies across every loyalty card in your club.
- Based on lifetime points. Total points a member has ever earned, not their current balance. Redeeming rewards does not drop a tier.
- Automatic. After every transaction, members are evaluated and moved to the highest tier they qualify for. They get an email when they level up.
- Lowest-level tier is the default. Whichever active tier has the lowest level number becomes the starting tier for new members automatically - no need to mark one as default.
Creating a Tier
Go to Tiers in your partner sidebar (under Campaigns) and click Create New Tier. Fill in four tabs:
1. Details
Name, display name, description, which club, and level number (must be unique per club - 0 for base, higher numbers for higher tiers).
2. Qualification
Set thresholds for points earned, total spend, or number of transactions. Use "Any" or "All" mode to control how they combine.
3. Benefits
Points multiplier (0.1 to 10.0 - so 1.5 = 50% more points), reward discount percentage, and custom benefit descriptions.
4. Appearance
Pick an emoji (🥉🥈🥇💎) and a color. This is what members see on their card badges.
Classic Tier Structure
| Tier | Level | Lifetime Points | Multiplier |
|---|---|---|---|
| 🥉 Bronze | 0 | 0 | 1.0× |
| 🥈 Silver | 1 | 1,000 | 1.25× |
| 🥇 Gold | 2 | 5,000 | 1.5× |
| 💎 Platinum | 3 | 15,000 | 2.0× |
Start with 3 to 4 tiers. More than that creates confusion. You can rename tiers to anything: Regular / Loyal / Devotee / Legend, Guest / Member / VIP / Insider, whatever fits your brand.
What members see: Tier badges appear on their cards once earned. Multiplier badges show next to cards (like "🥇 1.5×") so members know they get bonus points. Tiers only display once a member has earned points with you, so new members don't see a tier until they actually participate.
Requires an active points card
Referral rewards are awarded as points, so a points card must be set as the reward card. Referrals are not available on the Stamp Card Only plan. This feature is part of the Full Rewards Program.
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.
Every PerkHit loyalty card automatically works with Google Wallet. There is nothing for you to configure. Android phone users see a Save to Google Wallet button whenever they view one of your loyalty cards.
What your members see
- A Save to Google Wallet button on their card
- Their card in the Google Wallet app with current balance
- A QR code they can tap at the register without opening a browser
- Balance updates as they earn
What you need to do
Nothing. It works automatically for all cards on all plans.
Google Wallet is Android only. iPhone users can install PerkHit as a home-screen app for a similar experience.
Tell your Android customers about this. Having the card in their native wallet removes friction at the register and keeps your business top-of-mind.
PerkHit works with standard barcode scanners out of the box. Hardware scanners read QR codes faster and more reliably than phone cameras - especially useful at busy counters when your hands are full or lighting is poor.
What scanners work
- Any USB scanner in HID keyboard mode
- Bluetooth scanners paired to any device
- 2D scanners that read QR codes
- 1D barcode-only scanners will NOT work (QR codes are 2D)
Setup
- Plug in the USB scanner or pair Bluetooth
- Make sure it is in HID mode (usually the default)
- Open the staff terminal and click into the scan field
- Scan a member QR code - it reads immediately
No drivers or configuration required. If HID mode is not the default on your scanner, check the manufacturer manual for a setup barcode to switch it.
Popular budget-friendly options: Inateck or Symcode 2D USB barcode scanners from Amazon typically cost under $30 and work immediately. Look for models that explicitly say "2D" or "QR code support."
The AI Writing Assistant is built into your card editor and helps you write better, more engaging copy for your loyalty program. It is included free with every plan.
What it helps write
- Card name and description
- Reward names and descriptions
- Program terms and conditions
- Welcome messages for new members
- Email campaign subject lines and body
How to use it
- Open your card editor or email editor
- Click into any text field
- Look for the AI sparkle button next to the field
- Tap it and describe what you want
- Review the suggestions and pick one, edit it, or regenerate
The AI uses your business type and card details to tailor its suggestions. The more context you give it, the better the output.
All AI output is a starting point. Read it, edit it to match your voice, and make it yours. Good loyalty program copy is specific to your business - the AI gives you a draft, not the final word.
Data Export is in your partner dashboard under Analytics. Download your complete member list as a CSV file at any time. This feature is included with every plan.
What is included in the export
- Member name and email (where provided)
- Join date and last active date
- Current points balance per card
- Membership tier (if tiers are enabled)
- Email opt-in status
- Total lifetime points earned
How to export
- Go to your partner dashboard
- Click Analytics in the menu
- Look for the Export or Download button
- Choose to export by card or all members
- Download the CSV file
The CSV opens in Excel, Google Sheets, or any spreadsheet app.
Your member data always belongs to you. We never sell or share it with third parties. Note that instant access members who never added an email will appear in the export with a member code but no email address.
Every email PerkHit sends to your members shows your business name - not PerkHit. When members get a login code, a campaign email, or a birthday reward notification, the sender and subject line show your business name. This builds familiarity and keeps your brand front and center.
Emails that are branded
- Login codes and magic links
- Email campaign messages (add-on)
- Birthday reward notifications (add-on)
- Tier upgrade notifications
- Referral confirmations
How to set it up
- Go to your partner dashboard
- Click Club Settings or Profile
- Set your Business Name exactly as you want it to appear
- Save - all future emails will use this name
Your business name is already set from when you created your account. If it needs updating, just edit it in settings.
Members who have loyalty cards from multiple businesses can use Wallet Search to instantly find a specific card. They press Command-K on a desktop keyboard, or tap the search icon in the wallet on mobile. They type the business name and the card appears immediately.
Partner side
Nothing to configure. Your card is automatically searchable by your business name.
Member side
- Desktop: Press Cmd-K (Mac) or Ctrl-K (Windows)
- Mobile: Tap the search icon in the wallet
- Type the business name - card shows instantly
Shopify integration lets you connect your Shopify store to PerkHit so customer data can sync between both platforms. Shopify customers can be recognized as PerkHit members and vice versa.
How to connect
- Go to your partner dashboard
- Click Settings then Integrations
- Find the Shopify section
- Enter your Shopify store URL and follow the authorization steps
- Configure which data syncs between platforms
Beta add-on · $120/yr per key. The Agent API is designed for technical users and developers. It provides programmatic access to your loyalty program to build custom integrations.
The Agent API lets you trigger loyalty actions from any external system that can make an HTTP request. Instead of requiring your customers to visit a page and scan a QR code, your backend can add points, create member records, or trigger vouchers directly through the API.
What you can do with it
- Award points from a third-party POS or online store
- Sync member data to your own CRM or database
- Automate voucher distribution based on external events
- Look up member balances from another system
- Build custom dashboards pulling loyalty data
How to access it
- Enable the Agent API add-on for your account
- Go to your partner dashboard then Settings then API
- Generate your API key
- Use the key in your HTTP requests to authenticate
- Refer to the API documentation for available endpoints
Keep your API key private. Anyone with the key can interact with your loyalty account. Rotate it in Settings if you suspect it has been compromised.
The PerkHit homepage has a Rewards Near You section that shows participating local businesses and their loyalty cards. Members browsing the homepage can discover your business, see your program details, and join directly from there. This is a free visibility feature included with every plan.
How to be listed
- Go to your loyalty card settings
- Find the Visibility option
- Set it to Public
- Save - your card becomes eligible to appear on the homepage
Free. Included with every plan. No request needed.
What members see
- Your business name and loyalty card
- Program type (stamps or points)
- A Join button to enroll directly
- Your card design and branding
The homepage listing is particularly useful for attracting new customers who have not visited your business before. PerkHit targets the Central Valley area so the audience is local. Keep your card name and description clear so prospects understand what your program offers at a glance.
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
Still need help?
Check our FAQ for quick answers. Our support page has a built-in assistant that handles most partner questions instantly.