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New Final pre-launch checklist

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Final Pre-Launch

Checklist

Make sure everything’s in place before you launch your first campaign.

1. Platform Setup & Access

Note: Refer to the Platform Access & Setup section for the full API documentation.

2. Data Inflow & API Configuration

3. Data Outflow & Communication Channels

4. Microsite Setup

5. Merchant Microsite (if subscribed

6. Campaign Planning & Launch Prep

You're All Set

Congratulations on completing your onboarding! We’re thrilled to officially welcome you to the Perx family – a growing community of bold brands transforming everyday customer interactions into rewarding, engaging experiences.

You’re now ready to start creating dynamic campaigns, loyalty programs, enticing rewards, and drive measurable growth, and unlock the full power of personalized engagement.

But this is just the beginning

Explore how-to guides, feature tutorials, and best practices on the Perx Knowledge Base.

Go to Perx Learning Hub

New Data outflow

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Step 07 - Data Outflow

Sending real-time event data from Perx to your systems or marketing tools.
As part of your integration, Data Outflow refers to how Perx sends customer actions and event data from our platform to your backend systems or third-party tools in real time.
Our onboarding teamYour Perx Technical Project Manager (TPM) and our support team will help set up one or more of the following communication channels based on your subscribed configuration:

Supported Data Inflow Methods

1. Webhook Integration (Recommended for real-time triggers)

  • Webhooks allow Perx to push real-time event notifications when a user takes a specific action (e.g., campaign participation, reward redemption).
  • This requires a Webhook API setup in your backend. You’ll need to provide:
    • Webhook API URL
    • API Key / Authentication credentials
  • Once the Webhook is set up, when the customer takes any action which triggers specific events, a push event will be sent in a standard payload format.
  • Perx will send event payloads to your endpoint in a standard format. [View standard event formats]
Note: Refer to the Platform Access & Setup section for the full API documentation.

2. Kafka Consumer Setup

  • Ideal for high-throughput, real-time data streaming for automated communications and notifications.
  • Perx will send customer events and transaction data through Kafka topics to your system.
  • Our Technical and DevOps team will guide setup and configuration. [View Kafka Consumer setup guide]

3. Other Marketing Communication Channels (e.g., MoEngage)

  • If you’re using a Marcom platform like MoEngage or others, Perx can integrate push events into that tool.
  • This integration depends on your contracted subscription and setup scope.
  • You’ll need to provide:
    • Your Marcom platform’s API URL
    • API documentation
    • API credentials

What we require you to send

Email: Send the below email to Perx Onboarding Team for Marcom integration:

If you’re using SFTP to receive batch files from Perx (e.g., redemption logs or reward reports), the TPM will send an email with the following format:

Sender: support@perxtech.com

Subject: [Perx/Tenant Name] SFTP Details

Hi,

We are pleased to share that the SFTP setup has been successfully completed. Please use the following credentials to access the SFTP location for data exchange.

SFTP Details:

  • Hostname
  • Port Number
  • Username
  • Password / SSH Key
  • Upload Directory
  • File Format
  • Access Control
Send An Email

What You’ll Receive From Us

Email: Send the below email to Perx Support for Marcom integration:

If you’re using SFTP to receive batch files from Perx (e.g., redemption logs or reward reports), the TPM will send an email with the following format:

If you’re using SFTP to receive batch files from Perx (e.g., redemption logs or reward reports), the TPM will send an email with the following format:

Sender: support@perxtech.com

Subject: [Perx/Tenant Name] SFTP Details

Hi,

We are pleased to share that the SFTP setup has been successfully completed. Please use the following credentials to access the SFTP location for data exchange.

SFTP Details:

  • Hostname
  • Port Number
  • Username
  • Password / SSH Key
  • Upload Directory
  • File Format
  • Access Control
Send An Email

Estimated Timeline

It typically takes 20 working days to complete the setup for:
  • Customer Microsite
  • Merchant Microsite
  • Marketing Communication Channel / Data Outflow
Timelines may vary depending on your setup and requirements.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)
  • Data Outflow setup and support (Webhook or API Kafka, Other marcom channel)
  • Customer Data Mapping and migration support
Your Team
  • Data Outflow setup (Webhook or API, 3rd Party Notification channel, SFTP, Kafka) to receive data from Perx
  • Complete setup of sending the push/email notification to end customers based on received push event from Perx
  • Customer Data Migration to Perx dashboard and system

What’s Next?

With all infrastructure, integrations, and access channels set up, you’re almost ready to launch. But first, let’s go through a final checklist to make sure everything is in place before you start creating campaigns and rewards.
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New Data Inflow

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Step 06 - Data Inflow

Sending customer and transaction data to Perx.
One of the critical aspects of your setup is establishing a reliable data communication channel between your system and Perx. This ensures that both historical and real-time customer data flows smoothly into the Perx platform – powering accurate targeting, segmentation, rewards, and reporting.
Your assigned Technical Project Manager (TPM) will assist in setting up the most suitable inflow method based on your systems and data needs.

Supported Data Inflow Methods

1. Supported Data Inflow Methods

  • This is the most common and efficient method for sending data to Perx.
  • Use Perx’s public APIs to push user, transaction, and loyalty data, among others, in real time.
  • Common API events include:
  • This is the most common and efficient method for sending data to Perx.
Note: Refer to the Platform Access & Setup section for the full API documentation.

2. SFTP Setup ( Recommended for batch uploads )

  • Ideal for processing large volumes of data in scheduled batches, not in real-time (e.g., bulk user creation or transaction logs).
  • The Perx team will help configure a secure SFTP folder, where you can upload CSV files for Perx to process.

3. Kafka Consumer Setup (For enterprise-grade streaming needs)

  • Enables high-throughput, real-time data ingestion using Kafka Consumers.
  • Best suited for scalable, automated data streams — such as event-driven transaction or user data.
  • The Perx Technical & DevOps Team will assist with the configuration

4. Bulk Action via Dashboard (For manual uploads)

  • Use the Bulk Action feature within the dashboard to manually upload or update:
    • Users
    • Transactions
    • Rewards Loyalty Points
This method is useful for quick testing, minor updates, or ad-hoc campaigns.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)
  • teamYour assigned Technical Project Manager (TPM)
  • Share API documentation
  • Set up SFTP folders or Kafka Consumers
  • Support Bulk Action configuration
Your Team
  • Choose preferred inflow method
  • Completed Data Inflow setup (API, Bulk Action, Kafka, SFTP) to send the data to Perx
  • Integrate with APIs or upload via SFTP/Bulk Action
  • Test data submission and validation

What’s Next?

Now that we’ve set up how your data flows into Perx, let’s look at how we send data out — including reports, webhooks, and third-party integration points.
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New Merchant Microsite

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Step 05 - Merchant Microsite

Empowering your merchants with easy reward redemption and tracking.
The Perx Merchant Microsite is a web-based platform that enables your merchant partners to manage reward transactions and redemptions — without the need for any system integration on their end.

Merchants can:

  • Create reward transactions
  • Redeem rewards using QR codes
  • Track redemption history in real time
This microsite is not dependent on your app integration method — it’s configured based on your reward redemption user journey.

Merchant User Access Setup

To provide merchants with access:
  1. Your team or Perx TPM creates a merchant user via the Merchant Module.
  2. Once a user email is added, the merchant receives an invitation email to complete their account setup.
Note: Access to the Merchant Microsite requires a separate subscription and will only be enabled if it has been included in your agreement.

What You’ll Receive From Us

Email: Merchant Microsite User Access

Sender: noreply@perxtech.com

Subject: Perx Merchant: Invitation instructions

Hi,

Hello xxx@xxx.xxx,

You have been added to the Perx’s merchant platform. Please click here to complete the setup of your account.

Cheers

– Team Perx

Action Summary

Owner

Action

Perx
Setup OOTB Merchant Microsite (If applicable)
Your Team
Complete Merchant Microsite Test Account

What’s Next?

With both the Customer and Merchant Microsites in place, it’s time to explore how data flows into and out of the Perx platform — covering inflow and outflow channels for a seamless integration experience.
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New Customer Microsite

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Step 04 - Customer Microsite

Start engaging your customers through a seamless digital experience.
Based on your chosen integration method, the Perx Microsite team will begin work on setting up your Customer Microsite (and Merchant Microsite, if applicable). Below are the supported integration options:

Integration Methods Supported

1. Native Implementation (API-based Integration)

  • Your technical team integrates directly with whitelisted Perx public APIs.
  • Based on the desired user journey, relevant APIs must be called within your native mobile app.
  • Data from Perx is displayed natively to end users within your app.

2. Hybrid Implementation (Webview)

  • The Perx Microsite is embedded as a webview within your mobile app.
  • Perx will set up the microsite across UAT, Pre-Prod, and Production environments.
  • A CTA within your app will redirect users to the microsite via webview.
  • Authentication Requirement: Before launching the microsite in webview, the user must be authenticated and an access token generated. This token must be passed to the microsite via the URL as a query parameter.
  • To authenticate the customer, please follow this process: CLICK HERE
  • To view detailed authentication flow: CLICK HERE

3. Standalone Microsite Implementation

  • A separate Customer Microsite is accessed via a browser using a URL.
  • Users can register via the Sign-Up screen.
  • ● The Perx Microsite team will configure this site and adjust the URL if needed.

Microsite Design Customization

  • In both Hybrid and Standalone implementations, Perx can customize the microsite UI to match your brand using the No-Code Builder (Lite version).
  • If you've subscribed to the No-Code Builder Pro, your team will have full control over microsite design and logic.
  • Regardless of version, Perx is responsible for the initial microsite setup.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)
  • Setup OOTB Customer Microsite
  • Perx API Integration Support (Native, Hybrid)
Your Team
  • Complete Customer Merchant Microsite Test Account

What’s Next?

Now that you’ve reviewed the Customer Microsite setup options and integration methods, we’ll move on to the Merchant Microsite Setup (if applicable) — where we configure how your merchant partners interact with Perx for product promotions, rewards, and performance tracking.

If you are not subscribed to a Merchant Microsite, click on skip-ahead.

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New Platform Login & Role Setup

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Step 03

Platform Login & Role Setup

Set up your team, assign roles, and start exploring Perx Connect+.
Once your dashboard account is live and the Tenant Admin role has been created, it’s time to set up access for your internal teams.
The Tenant Admin (your main admin user) will have full access to the platform and can create additional user roles and access groups as needed. These permissions allow you to define what different users — such as marketers, analysts, or IT team members — can view and manage within the dashboard.

After the dashboard setup is complete, your Perx Technical Project Manager (TPM) will:

  • Confirm the dashboard is configured
  • Share login credentials for the Tenant Admin user
  • Support your team in initial role configuration, if required
Note: Role and access setup is managed under the Settings > Roles & Access Groups section in your dashboard. Explore more here.

Action Summary

Owner

Action

Perx Technical Project Manager
  • Share Perx Connect+ dashboard login credentials
  • Confirm Perx Connect+ dashboard setup
  • Support role configuration setup if needed
Your Team
  • Log in using Tenant Admin credentials
  • Create internal user roles and access groups
  • Begin exploring the Perx Connect+ dashboard

This completes your start-up with Perx. Before You Proceed

Make sure the following tasks have been completed:
  • The dashboard account with the default Tenant Admin role has been created by your dedicated Perx Technical Project Manager (TPM), and the account setup has been completed via the email invitation.
  • Internal role permissions and access groups have been created for your dashboard users under Settings > Roles & Access Groups.
  • Your technical team has configured the relevant APIs using the credentials and host details provided by Perx.

Estimated Timeline

It typically takes 10 working days to complete the full setup — including infrastructure, dashboard account, and login access. This may vary depending on your contract and project scope.

This completes your start-up with Perx. Before You Proceed

Make sure the following tasks have been completed:
* Please select all checkboxes to proceed.

Estimated Timeline

It typically takes 10 working days to complete the full setup — including infrastructure, dashboard account, and login access. This may vary depending on your contract and project scope.

What’s Next?

Once you’ve confirmed that all of the above steps are complete, click below to continue to the next section, Microsite Setup.
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New Platform Access

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Step 02

Platform Access

Let’s get you logged in and ready to explore!
Once the infrastructure set upis complete the next step is to configure your Connect+ Platform accounts for each environment — UAT, Pre-Production, and Production.
Your dedicated Perx Technical Project Manager (TPM) will handle the dashboard setup and share access details with your team.

Here's what to expect in each environment:

UAT (User Acceptance Testing)

  • All features — including Out-of-the-Box (OOTB), Advanced, and Add-on modules — will be enabled.
  • This includes both subscribed (contracted) and non-subscribed features. You can freely test and explore the platform’s full capabilities, including new feature releases.

Pre-Production

  • Mirrors UAT in terms of feature access: full access to OOTB, Advanced, and Add-on features (both subscribed and non-subscribed). in your contract (subscribed) will be enabled.
  • Use this environment to test how your use cases and journeys will appear to end users before going live.

Production:

  • Only features included in your contract (subscribed) will be enabled.
  • Any advanced or add-on modules not subscribed will be disabled.
  • This is your live environment — visible to your end users.
As part of the access setup, a default “Tenant Admin” user will be created for your team, giving full administrative access. Additional users and roles can be configured later via the Roles & Access Groups sectionunder the platform’s Settings module. More on this in the next section.

Your TPM will also share the following:

  • API Credentials
  • API Host Details
  • API Documentation (CLICK HERE)
Once received, your technical team will need to configure the APIs in tools like Postman. To refer API setup in Postman CLICK HERE.
Note: A walkthrough of the API documentation would have already been completed at your technical and product kick-off workshops. In case you need any technical assistance, please reach out to our onboarding team at onboarding@perxtech.com. still have any queries, please reach out to your TPM.

What You’ll Receive From Us

Email 1: Platform Account Access
Sender: noreply@perxtech.com
Subject: Perx: Invitation Instructions
Hi [Client Name],
We are delighted to have you onboard.
Your administrator has invited you to access the Perx Customer Engagement & Loyalty Platform.
  • User email: xxx@xxx.xxx
  • Dashboard URL: https://dashboard.perxtech.net/dashboard
What can you do with the Perx Platform?
  • Build dynamic and gamified customer journeys
  • Reward revenue-generating actions instantly
  • Personalize every step of your customer journey
Watch this short video to learn more about Perx.
Your login email address is krunal@perxtech.com. Click below to activate your account:
[Confirm & Activate]
For any assistance, contact us at support@perxtech.com.
Cheers,
– Perx Team
Send An Email

Email 2: API Credentials

Sender: support@perxtech.com

Subject: Perx: [Perx / Tenant Name] API Credentials

Hi,

We’re pleased to share that your API host setup is complete. Please find attached the API credentials for each environment.

  • UAT Host URL: https://api.perxtech.io
  • Pre-Prod & Prod Host URL: https://api.perxtech.io

Regards,

The Perx Team

Send An Email

Action Summary

Owner

Action

Perx Technical Project Manager
  • Dashboard Setup for UAT, Prod Setup API Host
  • Create API Credentials
  • Set up Tenant Admin user role
  • API Document Walkthrough
Your Team
  • Complete Platform account setup
  • Set up API Credentials and map with Perx platforms
  • Set up API in your internal environments/Postman
Note: In case you need any technical assistance, please reach out to our onboarding team at onboarding@perxtech.com

What’s Next?

Now that you’ve accessed the Connect+ platform, let’s help you define your team’s roles and permissions in the next step.
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New Perx Adventure Begins Here

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Step 01

Infrastructure Setup

Setting the foundation for your Perx Connect+ experience.
Perx Connect+ is a cloud-native SaaS platform hosted on AWS, built to scale and evolve with your business needs. Once you’re onboarded, your dedicated Perx Technical Project Manager (TPM) at Perx will work with our Infrastructure and DevOps teams to provision your platform in the AWS Singapore region – unless another region is specified in your contract.

During onboarding, you'll receive access to three environments:

UAT (User Acceptance Testing):

For your internal admin testing and platform exploration. All campaigns, user journey testing, and other platform exploration can be done in this UAT environment. This can be mapped to your internal QA/testing environment.

Production:

Your live environment, where all configurations are visible to end customers. This should be mapped to your internal Production setup.

During onboarding, you'll receive access to two environments:

UAT (User Acceptance Testing)

For your internal admin testing and platform exploration. All campaigns, user journey testing, and other platform exploration can be done in this UAT environment. This can be mapped to your internal QA/testing environment.

Pre-Production:

Mirrors your Production environment but uses a separate database. It allows you to test real use cases before going live. Any bug fixes applied here are reflected in Production. This environment can be mapped with your UAT and/or Production Testing environment to test all use cases before going live.

Production:

Your live environment, where all configurations are visible to end customers. This should be mapped to your internal Production setup.
Note: If you’ve requested a different hosting region, our DevOps team will configure the infrastructure accordingly – always ensuring enterprise-grade security and compliance. This may require additional working days. Our team will work closely with you to complete the setup and keep you informed throughout the process.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)
AWS Infrastructure setup with UAT, and Production environments
Your Team
None at this step.

What You’ll Receive From Us

Email: Platform Infrastructure Setup Initiated

Subject: [Perx] Your Platform Environments Are Being Set Up Hi [Client Name],
We’ve started setting up your Perx Connect+ platform in the AWS [Region] region. This includes UAT, Pre-Production, and Production environments. You’ll receive environment access details shortly. In the meantime, feel free to reach out with any specific configuration needs.
– Perx Onboarding Team
Note: If you haven’t received the environment access, please reach out to us at onboarding@perxtech.com.
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What’s Next?

Once you’ve confirmed the completion of this step, click below to proceed to the next one. We’ll then proceed to give you access to the platform, including login details and role permissions.
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New Onboarding-welcome page

Welcome - Your Perx Adventure Begins Here!

Welcome to Perx – Your Partner in Engagement & Loyalty Success. We’re thrilled to have you on board
At Perx, we’re here to help you turn everyday customer interactions into meaningful, rewarding moments. With a powerful mix of gamification, behavioral science, and AI, Perx enables brands like yours to deliver data-driven, hyper-personalized experiences that boost loyalty and business growth.

What is Perx Connect+?

Perx Connect+ is a future-ready SaaS platform that helps businesses like yours engage your customers through personalized campaigns, gamified experiences, and rewards. Whether you’re launching loyalty programs, gamified campaigns, or personalized rewards, our platform helps you acquire, activate, and grow your customer base — all in one seamless experience.

What to Expect From This Onboarding Portal

This portal is your step-by-step guide to getting started with Perx Connect+. You’ll find everything you need – from platform access instructions to setting up your first campaign. We’ll walk you through:
  • How to access the Perx Connect+ platform
  • API integration and authentication flows
  • Setting up campaigns, loyalty program, and rewards
  • Rules, notifications, and standard workflows

Each step is designed to be Simple, Actionable, and Easy to follow.

Let’s dive in – your Perx journey starts now!
Get Started
Get Started

onboard-login page

Welcome

Let’s start creating delightful journeys!



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An ISO/IEC27001:2013 and ISO 27018:2019 compliant cloud solution

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SAY HELLO

contact@perxtech.com
(65) 6631 8533

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Facebook Twitter Linkedin Instagram

An ISO/IEC27001:2013 and
ISO 27018:2019 certified cloud solution
gdpr compliant perx
SAY HELLO

contact@perxtech.com
(65) 6631 8533

PRODUCTS
RESOURCES
COMPARE
COMPANY
COMPARE

An ISO/IEC27001:2013 and ISO 27018:2019 certified cloud solution
gdpr compliant perx

© 2025 Perx Technologies. All rights reserved.

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