Category: Acquisition and Activation

Obtain valuable first-party data with instant rewards

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ACQUIRE & ACTIVATE

Obtain valuable first-party data with instant rewards

At Perx, we revolutionize customer engagement by empowering brands to unlock the power of data-driven personalization

Amrith G, SVP | Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

Incentivizing users to share their preferences and utilizing that data for personalized targeted offers and subscriptions creates a win-win situation for both brands and customers. By gathering detailed insights into customer preferences, brands can tailor their offerings to align with individual needs and desires, enhancing the overall customer experience which fosters stronger brand-consumer connections

The Benefits

Delivering personalized offers and subscriptions based on individual preferences allows brands to provide customers with relevant, timely, and tailored experiences. This increases customer satisfaction and engagement, as users feel understood and valued by the brand. This also allows/enables brands to allocate resources more effectively

Ideally Suited For

Industry: Telecom, Travel & Hospitality, Media & Entertainment, Financial Services
Customer base: >100k users
Mobile app: Not Required

Key Performance Indicators

Conversion rate, customer acquisition cost, incremental revenue, attribution analysis

(Video title) “Visualizing User Success: A Journey Through Interaction” or “The Evolution of User Experience: From Interaction to Impact”

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Incentive-led First-Party Data Collection

Peter sees a Facebook ad requesting him to answer a few questions in exchange for an instant reward

1

ACTION 1: Perx Powered Survey

Enticed by the reward, Peter completes the survey, answering preferential and behavioral questions

2

Instant Gratification

Upon submitting the survey, Peter instantly receives an SMS with a unique link to access his reward

3

Perx Powered New Customer Acquisition

A Facebook ad is served to Peter, with a personalized offer based on his preferential data captured in the survey. The personalized offer lures him to sign up for the app

4

ACTION 2: Download and Install

Motivated by the tailored offering, Peter downloads the app and signs up for an account

5

ACTION 3: Phone Number Verification

Peter is prompted by an instant reward campaign to verify his contact details

CUSTOMER ACQUIRED

6

Instantly Rewarding Customer Action

Upon verification, Peter is presented an instant reward for completing the action

7

Activate Customer Through Gamification

To encourage Peter to transact often, a quest-based campaign carrying multiple actions and rewards is launched from the Perx platform

8

ACTION 4: Transact

Peter completes the first action in the quest series - A prepaid mobile phone top-up through the app

CUSTOMER ACTIVATED

9

Instantly Rewarding Customer Action

Peter is instantly rewarded with loyalty points for completing his first milestone

10

Milestone Completed

Peter is excited about being rewarded instantly for the action he completes. Peter is all set to complete his next milestone

11

Success With Another Peter

Insights from the survey are leveraged to target and engage thousands more with tailored messaging and relevant content

12

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  1. Incentive-led First-Party Data Collection

    Peter sees a Facebook ad requesting him to answer a few questions in exchange for an instant reward

  2. ACTION 1: Perx Powered Survey

    Enticed by the reward, Peter completes the survey, answering preferential and behavioral questions

  3. Instant Gratification

    Upon submitting the survey, Peter instantly receives an SMS with a unique link to access his reward

  4. Perx Powered New Customer Acquisition

    A Facebook ad is served to Peter, with a personalized offer based on his preferential data captured in the survey. The personalized offer lures him to sign up for the app

  5. ACTION 2: Download and Install

    Motivated by the tailored offering, Peter downloads the app and signs up for an account

  6. ACTION 3: Phone Number Verification

    Peter is prompted by an instant reward campaign to verify his contact details

    CUSTOMER ACQUIRED

  7. Instantly Rewarding Customer Action

    Upon verification, Peter is presented an instant reward for completing the action

  8. Activate Customer Through Gamification

    To encourage Peter to transact often, a quest-based campaign carrying multiple actions and rewards is launched from the Perx platform

  9. ACTION 4: Transact

    Peter completes the first action in the quest series - A prepaid mobile phone top-up through the app

    CUSTOMER ACTIVATED

  10. Instantly Rewarding Customer Action

    Peter is instantly rewarded with loyalty points for completing his first milestone

  11. Milestone Completed

    Peter is excited about being rewarded instantly for the action he completes. Peter is all set to complete his next milestone

  12. Success With Another Peter

    Insights from the survey are leveraged to target and engage thousands more with tailored messaging and relevant content

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Implement Collaborative Gamification Strategies to Drive Referrals

Implement Collaborative Gamification Strategies to Drive Referrals

ACQUIRE & ACTIVATE

Implement Collaborative Gamification Strategies to Drive Referrals

Collaborative gamification cultivates communities around brands, driving referral rates that enables zero-cost customer acquisition and better retention.

Elia Wagner, CX Architect

Journey Popularity Index: 

The Rationale

Collaborative gamification leverages the power of social connections to motivate existing customers to refer their friends and family. It provides a structured framework for tracking and rewarding referrals, creating a win-win situation where customers are incentivized to share their positive experiences.

The Benefits

Collaborative gamification fosters a sense of community around the brand. This network effect then ultimately leads to increased customer acquisition, engagement, and overall brand loyalty.

Ideally Suited For

Industry: Insurance, Banking, Large-Retail
Mobile app: Yes
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Heightened Referral Rates, Acquisitions, and Customer Loyalty

SMS Notification

Chenda received a push notification from Umbrelife inviting her to participate in a new team challenge.

1

Team-based Challenge

Chenda invited her friends and formed a team of three.

2

Milestone Campaign

Chenda’s team is eagerly striving to accomplish all the milestones for the rewards.

CUSTOMER ACQUIRED

3

Leaderboard

Chenda checks the leaderboard to understand other teams' performance.

4

Instant Gratification

Chenda's team receives the reward for successfully completing all the milestones.

CUSTOMER ACTIVATED

5

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Gamify Customer Onboarding Processes to Boost New User Engagement Rates

Gamify Customer Onboarding Processes to Boost New User Engagement Rates

ACQUIRE & ACTIVATE

Gamify Customer Onboarding Processes to Boost New User Engagement Rates

By tapping into innate human desires for achievement, competition, and rewards, continuous gamification is the key to encourage new customers to actively engage with the brand.

Amrith G, SVP, Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

Incorporating ongoing game elements, such as challenges, stamp cards, and rewards, businesses create a dynamic experience that sustains customer interest over time. It offers them a more memorable and fun way to continuously engage with the brand.

The Benefits

Continuous gamification fosters a sense of community and loyalty as customers strive to achieve new goals or compete with others. Ultimately, this helps to build long-term relationships, leading to higher customer retention and brand advocacy.

Ideally Suited For

Industry: Remittance, Banking, Large-Retail
Mobile app: No
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Elevates Customer Engagement, Loyalty, and Retention

First Customer Touchpoint & Data Collection

Su Myat fills up a digital remittance form at Cashwave outlet in Yangon. Agent adds unique agent code to the form and registers the remittance.

1

Integration

Native integration between Perx and Cashwave, allows Perx to send a gamified campaign via a secure, unique user ID through SMS.

2

Instant Gratification

Customer receives SMS about transaction and the begins the reward redemption journey by collecting her first stamp on her Cashwave stamp card.

CUSTOMER ACQUIRED

3

Instant Gratification

Customer receives SMS about transaction and the begins the reward redemption journey by collecting her first stamp on her Cashwave stamp card.

4

Reward Qualification & Unveil

On 3rd transaction, customer receives sms for the 3rd stamp and reward

CUSTOMER ACTIVATED

5

Reward Qualification & Unveil

On 3rd transaction, customer receives sms for the 3rd stamp and reward

6

Reward Redemption

Su redeems her voucher over the counter at the Merchant outlet and shows it at a KFC counter.

7

Continuous Engagement

While she enjoys her meal reward at the table, she receives another SMS notification from Cashwave about an exciting Raffle campaign from Cashwave.

8

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Customize experiences to engage and ignite customer passion.

Customize experiences to engage and ignite customer passion

ACQUIRE & ACTIVATE

Personalize to Better Attract, Engage, and Inspire Customers

Gillian CX Consultant

Allowing customers to pick their own tasks motivates them to engage with the brand more regularly. As we customize experiences to fit their individual preferences, customers are more likely to see their chosen missions to completion.

Gillian Setiawan, CX Consultant

Journey Popularity Index: 

The Rationale

Personalization creates a sense of relevance that allows for customers to feel more understood and valued. In a world inundated with a plethora of information and choices, personalization cuts through the noise, building stronger emotional bonds between firms and its customers.

The Benefits

By tailoring experiences to each customer’s individual interests, businesses can significantly enhance customer engagement and satisfaction. This, in turn, fosters their loyalty and trust, ultimately leading to brand advocacy and increased sales and revenue.

Ideally Suited For

Industry: Fashion, Retail, E-Commerce
Mobile app: Yes
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Heightened User Acquisition, Customer Engagement, and Brand Awareness

Perx-Powered Social Media Ad

Ellie stumbles upon an exciting rewards-led Instagram ad inviting her to embark on an intriguing ESG adventure. This prompts her to click on the link to learn more

1

Action 1: Learning More & Downloading App

Upon clicking the ad, Ellie is taken to StyleHive’s website where she sees more information regarding the ESG Adventure. There, Ellie becomes interested in the challenge and clicks on the link to download the StyleHive app

2

Perx-Powered Nudge for Next Customer Action

As Ellie downloads the app, she receives a text notification encouraging her to start her ESG Adventure process to earn her first reward

CUSTOMER ACQUIRED

3

Action 2: App Engagement

Intrigued by the offer, Ellie interacts with the app. She reads StyleHive’s ESG blogs, digests their infographics, and takes their sustainability interests questionnaire to help her decide which tasks she would like to do for her customized ESG Adventure

4

Action 3: Earning ESG Points

Ellie chooses her daily tasks and starts completing her sustainable shopping missions. She collects StyleHive ESG points as she completes each task

CUSTOMER ACTIVATED

5

Gratification for Customer Action

Upon reaching her first ESG point milestone, Ellie unlocks an exclusive reward. With this, she is motivated to continue her ESG Adventure journey

6

Action 4: Purchase

Keen on using her reward, Ellie goes online to make her first StyleHive purchase

7

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Unify Engagement Channels for a Smooth Customer Experience

Design customer centric campaigns for enhanced Loyalty

ACQUIRE & ACTIVATE

Offer Seamless Engagement via Omnichannel Approaches

Being available in an omnichannel approach provides a seamless experience across multiple touchpoints, allowing for customers to engage with a brand in a way that is most convenient and comfortable for them.

Amrith G, SVP, Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

Omnichannel approaches acknowledge and respect customer preferences, empowering them to choose how and when they want to engage with a brand. By ensuring accessibility and seamlessness, businesses increase the likelihood of customer initiation and engagement, ultimately driving activation.

The Benefits

An omnichannel approach ensures that potential customers can discover and interact with the brand through various channels, providing them with a unified experience that builds trust and reliability. It increases accessibility, making it more likely that they will initiate contact and take the desired actions that drive activation.

Ideally Suited For

Industry: Telecom, Banking, Large-Retail
Customer Base: > 50k user base
Mobile app: Yes
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Heightened accessibility, trust, and acquisitions

Discovery

Benjamin aims to grow his business online and is currently searching for loan options

1

Lead-Generation

He discovers the Prospera Bank app, downloads it, and explores further details about the loan

2

Sign up

After checking all the offers, he identifies a suitable one and applies for it

CUSTOMER ACQUIRED

3

Acquisition

Benjamin considers the invitation and promptly registers to become part of the community

4

In-App Notification

Benjamin clicks on the notification to participate

CUSTOMER ACTIVATED

5

Gamified Reward

Playing the spin the wheel contest he earns exclusive access to community offers

6

Instant Gratification

Benjamin is thrilled by business-related offers, picks a delivery service deal, and looks to connect with Prospera Bank

CUSTOMER ACTIVATED

7

Referral Campaign

Benjamin feels happy about the community services and wants to invite his other business friends to join

8

New Acquisition

His referral joins the community and enjoys the community benefits

NEW USER GROWTH

9

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Target and Acquire How Geo-Location Technology Drives Customer Growth

Design customer centric campaigns for enhanced Loyalty

ACQUIRE & ACTIVATE

Boost Acquisition Efforts with Geo-Location Technology

By enabling businesses to deliver highly targeted and contextually relevant experiences, geo-location technology helps to attract new customers into stores. This eases the overall customer acquisition process.

Elia Wagner, Principal Solution Consultant

Journey Popularity Index: 

The Rationale

The relevance attained via geo-location boosts the likelihood of customers taking specific actions that drive activation. Such technology leverages real-world contexts to provide more personalized, convenient, and appealing experiences for potential customers, thus facilitating their acquisition and activation.

The Benefits

By utilizing geo-location technology, companies can send location-specific promotions, offers, and information, effectively capturing customer attention and driving their initial engagement. When used effectively, this establishes a strong foundation for ongoing engagement.

Ideally Suited For

Industry: Telecom, Banking, Large-Retail
Mobile app: Yes
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Enhanced messaging relevance, customer acquisition, and customer engagement

Push Notification

As Elena returned from her office on Friday, she passed by the Basket Grocer store. Elena receives a notification about the offer.

1

Quest Campaign

With the personalized recommended offer, Elena immediately rushes to the store to avail the offer.

CUSTOMER ACQUIRED

2

Geo-Tagging

Elena enters Basket Grocer and checks-in

3

Loyalty-Points Reward

As a reward, she receives 1.5x points on the purchase.

4

Points-Based Purchase

On her next visit to Basket Grocer, Elena is prompted to use/burn points at checkout to partially offset the purchase.

CUSTOMER ACTIVATED

5

Points-Based Discount

She uses her points and feels satisfied with the discount

6

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Design customer centric campaigns for enhanced Loyalty

ACQUIRE & ACTIVATE

Combine Gamification and Personalization to Better Attract New Customers

By combining gamified elements, such as quizzes, with personalized rewards, brands can better attract consumer attention and interest. This then offers them the opportunity to create a connection that eventually encourages repeat purchases.

Amrith G, SVP, Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

Gamification and personalization are two effective tools in customer acquisition. Gamification adds a fun element into customer engagement opportunities, motivating user action, and personalization allows consumers to feel special and appreciated, piquing user interest.

The Benefits

By joining together these 2 tools, brands can better differentiate themselves from the crowd. Not only can they show a genuine understanding of consumer needs, brands can also showcase their fun side, resonating more with potential consumers.

Ideally Suited For

Industry: Fashion, Retail, and E-Commerce
Mobile app: Not Required
Existing Loyalty program: Not a must

Key Performance Indicators

Elevated User Acquisition, Brand Awareness, and Customer Engagement.

Perx-Powered Social Media Post

Emily stumbles upon an exciting rewards-led Instagram ad posted by an up-and-coming clothing brand. This prompts her to click on the link

1

Action 1: Quiz Taking

Intrigued by the potential reward and result, Emily clicks on the link on the post, is taken to the StyleHive website, and takes the quiz

2

Instant Gratification for Customer Action

Upon completing the quiz, Emily gets a new summer color combination result and a reward

CUSTOMER ACQUIRED

3

Perx-Powered Nudge to Activate the Customer

Seeing that she has yet to use her reward, Emily receives a Perx-powered SMS notification reminding her that she still has it

4

Action 2: Reward Redemption & Item(s) Purchase

Upon seeing the notification, Emily hops onto the StyleHive website and purchases a new outfit. She receives 15% off her order

CUSTOMER ACTIVATED

5

Surprise Gratification for Customer Action

After her purchase, Emily receives a surprise SMS notification rewarding her for making her first transaction

6

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Attain Customers by Completing Revenue-Boosting Actions

ACQUIRE & ACTIVATE

Reward Users for Completing

Revenue-Boosting Actions

Optimize customer acquisition to its fullest potential by harnessing the transformative

Dharsh Kannan, Marketing Executive

Journey Popularity Index:

The Rationale

Optimize customer acquisition to its fullest potential by harnessing the transformative power of gamification and personalization. Captivate users with tailor-made incentives that drive them to accomplish crucial tasks, ultimately driving monetization.

The Benefits

By leveraging gamification and personalization, businesses can enhance the effectiveness of customer acquisition strategies, leading to increased monetization opportunities and overall business growth.

Ideally Suited For

Industry: Fitness, Health & Wellness
Customer base: > 50k user base
Mobile app: Yes
Existing Loyalty program: Not a must
Drive multi-actions: Yes

Key Performance Indicators

Supercharge customer acquisition
Drive customer behavior
Increase monetization

User Search

Rishi is interested in joining a new gym and searches for the best fitness facilities in his area

1

In-market Audience Targeting

As Rishi is actively looking for a gym, he comes across a Perx-Powered targeted advertisement from FitZone that offers a one-week trial membership in exchange for answering a quick survey

2

Customer Action 1: Survey Completion

Intrigued by the free fitness assessment, Rishi decides to complete the survey, providing details about his fitness goals, exercise preferences, and current fitness level

3

Instant Reward for Customer Action

Upon completing the survey, Rishi receives an SMS from FitZone containing a link to claim his reward, which is a complimentary one-week trial membership

4

Personalized Offer Presented to User

FitZone pleasantly surprises Rishi with a scratch card reward after he claims his free trial. Upon scratching it, he uncovers a special offer for a discounted monthly membership. Impressed with the customer experience, Jason signs up for a monthly membership.

CUSTOMER ACQUIRED

5

Nudge for Starting Fitness Journey

After Rishi completes his registration, he receives an SMS from FitZone encouraging him to start his fitness journey by booking his first personal training session at a discounted rate

6

Customer Action 2: First Personal Training Session

Motivated by the discounted rate and the personalized guidance, Rishi books his first personal training session at FitZone

7

Instant Gratification through Gamified Reward Experience

After the transaction, Rishi receives an SMS notification with a link to a gamified reward experience through a spin-the-wheel game. He spins the wheel and saves the reward in his digital wallet

CUSTOMER ACTIVATED

8

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Design customer centric campaigns for enhanced Loyalty

ACQUIRE & ACTIVATE

Immerse new audiences

into an interactive experience

Adopting a gamified rewards loyalty program helps insurers differentiate themselves and gain an edge in an industry rife with competition

Amrith G, SVP | Marketing & Customer Analytics

Journey Popularity Index:

The Rationale

Adopting a gamified rewards loyalty program helps insurers differentiate themselves and gain an edge in an industry rife with competition. It helps in influencing customer behavior for personalized marketing and boosting consumer engagement.

The Benefits

Gamified experiences, such as quizzes, awakens user excitement and competitive spirit. This helps to drive engagement, satisfaction, and eventually word-of-mouth & acquisitions via referrals.

Ideally Suited For

Industry: Insurance
Customer base: > 50k user base
Mobile app: Yes
Existing Loyalty program: Not a must
Drive multi-actions: Yes

Key Performance Indicators

No. of New Users
User Engagement Rate
User Acquisition Cost

Targeted First-Party Data Collection

Edgar sees an enticing personalized Facebook ad promising an instant reward upon completion of a survey

1

Action 1: Umbrelife Microsite

Intrigued, Edgar clicks on the link in the ad and is directed to the Umbrelife microsite where he sees the carefully designed Perx survey

2

Action 2: Perx Powered Survey

Enticed by the reward, Edgar fills in the survey, providing valuable customer data, including his lifestyle details, which will aid Reluze in targeting and appealing to his with a custom policy and thereby increasing the chances of his conversion to a customer

CUSTOMER ACQUIRED

3

Instant Gratification

Upon completion, Edgar is immediately informed via an SMS notification to undergo an interactive experience to claim his reward

4

Gamified Reward Redemption

Edgar is thoroughly engaged with a gamified mechanic to unlock and gain access to his reward

CUSTOMER ENGAGED

5

Pleasant Surprise

Edgar is pleased and satisfied to see a Starbucks voucher for a free drink awaiting him and looks forward to other future offerings

6

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Secure customers and influence actions through dynamic experiences

ACQUIRE & ACTIVATE

Present personalized offers by understanding customer needs

At Perx, we revolutionize the digital banking experience by seamlessly integrating personalized rewards into our app, thereby enticing users with exclusive offers tailored to their financial goals and spending patterns

Amrith G, SVP | Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

By tailoring offers to individual preferences and needs, businesses can establish stronger connections with their customers, fostering a sense of exclusivity and personalization.

The Benefits

This approach not only improves customer satisfaction but also increases the likelihood of repeat purchases, brand loyalty, and positive word-of-mouth recommendation

Ideally Suited For

Industry: Industry: Banking, Telecom
Customer base: > 100k customer base
Mobile app: Not Required
Existing Loyalty program: Not a must

Key Performance Indicators

Acquire and onboard customers

User Search

Jolene is in need of a new credit card and searches for best offers

1

In-market Audience Targeting

As Jolene is in-market for buying a credit card, she sees a Perx-powered ad for a quick survey to collect details on her spending habits in return for a reward

2

Customer Action 1: Survey Completion

Enticed by the reward, Jolene proceeds to fill up the survey and shares details like her annual income, spending habits etc

3

Instant Reward for Customer Action

After filling the survey, Jolene receives a Perx-powered SMS with a link for her reward

4

Personalized Offer Presented to User

Because of preferences captured in the survey, Jolene is now part of an audience that receives a new personalized credit card offer from Prospera Bank

5

Customer Action 2: Credit Card Application

As the offer is tailored to Jolene's preferences, she immediately sees value in the credit card offer and proceeds to apply for the same

CUSTOMER ACQUIRED

6

Nudge for Using New Card

Once her application has been approved and she receives her card, Jolene also receives a Perx-powered SMS nudging her to use her card for a purchase

7

Customer Action:
First Transaction on Card

Excited by a reward, Jolene makes her next online payment using her new Prospera card

8

Instant Gratification through Gamified Reward Experience

After the transaction, Jolene receives an SMS with her reward. On clicking the link, Jolene lands on a gamified reward tailored via a digital pinata. By tapping on the screen and breaking the pinata, she saves the reward in her digital wallet

CUSTOMER ACTIVATED

9

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