Category: Rewards

Discover Perx’s Maker-Checker Workflow | Streamline Operations & Ensure Compliance

Perx Maker-Checker: Bringing the
4-Eyes Principle to You

Shriram Venugopal

Sr Product Manager| Jan 29, 2025


When every decision your organization makes carries weight—accuracy, compliance, and security aren’t just nice-to-haves; they’re critical. That’s why we designed the Maker-Checker Workflow, a robust feature that ensures every action is reviewed, verified, and executed with precision.
Imagine being able to prevent errors, minimize fraud, and stay compliant—all while maintaining seamless operations. Whether you’re issuing rewards, creating campaigns, or managing bulk actions, our Maker-Checker Workflow empowers your team with the tools they need to work smarter, not harder.
Curious to see it in action? We’ve created a short demo video that walks you through how it works and why it’s a game-changer for your business. In under a few minutes, you’ll see how this simple yet powerful feature can enhance collaboration, reduce risks, and ensure everything runs like clockwork.


Don’t wait—unlock the power of Maker-Checker today and take the first step towards better control and peace of mind.

Sign me up

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Discover Perx’s Maker-Checker Workflow | Streamline Operations & Ensure Compliance

Perx Maker-Checker: Bringing the 4-Eyes Principle to You

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


When every decision your organization makes carries weight—accuracy, compliance, and security aren’t just nice-to-haves; they’re critical. That’s why we designed the Maker-Checker Workflow, a robust feature that ensures every action is reviewed, verified, and executed with precision.

Imagine being able to prevent errors, minimize fraud, and stay compliant—all while maintaining seamless operations. Whether you’re issuing rewards, creating campaigns, or managing bulk actions, our Maker-Checker Workflow empowers your team with the tools they need to work smarter, not harder.

Curious to see it in action? We’ve created a short demo video that walks you through how it works and why it’s a game-changer for your business. In under a few minutes, you’ll see how this simple yet powerful feature can enhance collaboration, reduce risks, and ensure everything runs like clockwork.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Watch the Demo Now

Don’t wait—unlock the power of Maker-Checker today and take the first step towards better control and peace of mind.

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


Webinar Recap: Unveiling Perx Orion™

On May 30th, Perx unveiled the much-anticipated Perx Orion™, an autonomous loyalty framework designed to revolutionize customer engagement. This webinar provided an in-depth introduction to Perx Orion™ and its groundbreaking features, offering attendees a glimpse into the future of loyalty engagement powered by AI and advanced analytics.

Introduction to Perx Orion™

The webinar kicked-off with a comprehensive introduction to Perx Orion™, highlighting its unique approach to transforming traditional loyalty frameworks. The platform integrates AI, data-driven insights, and creative strategies to deliver personalized and impactful customer experiences. This new framework aims to address the challenges brands face in engaging customers and driving loyalty in today’s fast-paced digital landscape.


Perx eMind™ at a Glance

The session delved into the six core features of Perx eMind™, each designed to enhance different aspects of customer engagement and loyalty management:

  1. Impact Dashboard: This feature offers real-time analytics and insights, enabling brands to maximize campaign success, track ROI, and benchmark performance. The dashboard provides a comprehensive view of customer engagement and loyalty, helping brands make data-driven decisions to improve their strategies.
  2. Conversational Insights: Leveraging natural language processing (NLP), this tool allows users to interact with their data using plain language, simplifying data analysis and enhancing decision-making capabilities. This feature makes it easy for users to fetch insights and analytics without needing technical expertise.
  3. Connect+ Expert: Designed as a comprehensive knowledge resource, Connect+ Expert assists users with product questions, feature explanations, and idea generation. It empowers users to achieve product mastery and better adoption through continuous learning and minimal support intervention.
  4. Spark Ideas: This AI-powered tool automates the generation of campaign concepts and contextual details, significantly reducing the time and effort required for campaign planning and execution. Spark Ideas helps brands streamline their campaign creation process and boost operational efficiency
  5. No-Code CX Builder: An interactive tool within the Connect+ platform, the No-Code CX Builder enables users to create customizable in-app experiences and launch microsites with full Perx loyalty engagement functionalities, all without writing a single line of code. This feature empowers users to design and deploy solutions quickly and efficiently.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Sign me up

for eMind™ Early Adopters Program

Live Webinar Interactions 

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Unveiling the Future of Loyalty Engagement with Perx Orion™

Unveiling the Future of Loyalty Engagement with Perx Orion

Amrith G.

SVP, Marketing & Customer Analytics | May 31, 2024


Webinar Recap: Unveiling Perx Orion™

On May 30th, Perx unveiled the much-anticipated Perx Orion™, an autonomous loyalty framework designed to revolutionize customer engagement. This webinar provided an in-depth introduction to Perx Orion™ and its groundbreaking features, offering attendees a glimpse into the future of loyalty engagement powered by AI and advanced analytics.

Introduction to Perx Orion™

The webinar kicked-off with a comprehensive introduction to Perx Orion™, highlighting its unique approach to transforming traditional loyalty frameworks. The platform integrates AI, data-driven insights, and creative strategies to deliver personalized and impactful customer experiences. This new framework aims to address the challenges brands face in engaging customers and driving loyalty in today’s fast-paced digital landscape.

Key Features of Perx Orion™

The session delved into the six core features of Perx Orion™, each designed to enhance different aspects of customer engagement and loyalty management:

  1. Impact Dashboard: This feature offers real-time analytics and insights, enabling brands to maximize campaign success, track ROI, and benchmark performance. The dashboard provides a comprehensive view of customer engagement and loyalty, helping brands make data-driven decisions to improve their strategies.
  2. Conversational Insights: Leveraging natural language processing (NLP), this tool allows users to interact with their data using plain language, simplifying data analysis and enhancing decision-making capabilities. This feature makes it easy for users to fetch insights and analytics without needing technical expertise.
  3. Connect+ Expert: Designed as a comprehensive knowledge resource, Connect+ Expert assists users with product questions, feature explanations, and idea generation. It empowers users to achieve product mastery and better adoption through continuous learning and minimal support intervention.
  4. Spark Ideas: This AI-powered tool automates the generation of campaign concepts and contextual details, significantly reducing the time and effort required for campaign planning and execution. Spark Ideas helps brands streamline their campaign creation process and boost operational efficiency
  5. No-Code CX Builder: An interactive tool within the Connect+ platform, the No-Code CX Builder enables users to create customizable in-app experiences and launch microsites with full Perx loyalty engagement functionalities, all without writing a single line of code. This feature empowers users to design and deploy solutions quickly and efficiently.
  6. Perx eMind™: A GenAI-driven analytics and creative copilot, Perx eMind™ offers smart engagement solutions that enhance customer experience and loyalty. This feature provides actionable insights and recommendations, helping brands optimize their engagement strategies and achieve sustainable growth.

Data Security and Privacy

The webinar also addressed concerns about data security and privacy. Perx Technologies assured attendees that the AI-driven insights and recommendations are generated using collective performance data, not personally identifiable information (PII). This approach ensures that customer data remains secure while providing valuable insights to improve engagement and loyalty.

Call to Action

Attendees were encouraged to sign up for the Early Adopters Program, offering 30 days of access to the new features showcased during the webinar. This program allows participants to experience the benefits of Perx Orion™ firsthand and provide feedback to help prioritize future feature launches.

In conclusion, the webinar successfully highlighted the innovative features and benefits of Perx Orion™, demonstrating how it can transform customer loyalty and engagement strategies. The integration of AI, data analytics, and creative solutions positions Perx Orion™ as a game-changer in the loyalty engagement landscape.

Sign me up

for eMind™ Early Adopters Program

Live Webinar Interactions 

Can the Impact Dashboard be customized based on our individual requirements?

Yes, it can. As a super user, you can slice and dice your data by date, time, and other parameters to suit your needs

Yes, you can set custom date ranges for your reports.

Our benchmarks cover all industries relevant to Perx, including large B2C enterprises such as banking, telecom, large retail, FMCG, insurance, fintechs, and B2C apps. If your industry falls outside these categories, we can source specific benchmarks for you.

Yes, you can break down reports by merchants, audience segments, or even white label Perx to give merchants access to their own performance metrics through their login.

Conversational insights are based on your performance data, presented in an easily understood and visually appealing manner. For predictive insights, accuracy improves with more engagement campaigns. Currently, we observe about 90% accuracy.

ROI and Gross Profits are calculated by assigning a dollar value to customer actions driven by engagements and attributing costs to rewards. This allows you to view real-time revenue, costs, and ROI at the campaign level. You can define your own KPIs.

Yes, you can have ongoing conversations, similar to a threaded discussion, for idea generation or strategy brainstorming, much like interacting with a GPT model but tailored to the loyalty engagement ecosystem.

Absolutely. The model is continuously learning and evolving. The range of conversations and preloaded question suggestions will expand over time.

We do not hold any personally identifiable information (PII). No other customer has access to your data. Each customer operates in their own tenancy. Benchmarks are generated by aggregating anonymized performance data across industries.

We support all languages that OpenAI supports.

Yes, you can save and use your own templates.

Absolutely. You can import your brand elements, color themes, design elements, and pre-build custom templates for future use.

You would need to recreate the site in our builder because it needs to use our widgets, particularly for dynamically loaded data.

We provide pre-created templates for your use, but you can also start with a blank canvas and build from scratch.

Yes, prompts entered by one user can be shared and saved within the organization, creating a repository for future use.

Please contact your sales representative to discuss your requirements.

Yes, you can replace the template with your custom-built app, provided it integrates with our system and uses the required widgets.

No, each answer is unique and customized, similar to ChatGPT prompts, ensuring personalized responses.

Yes, the data on the Impact Dashboard is updated in real-time, ensuring you have the most current insights and metrics.

Yes, our templates can be adapted for mobile app use, allowing you to offer a seamless experience without the need for a custom-built native app.


Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


Marketer's Cape

Revolutionize Your Marketing with AI: The Creative Content Stack

The Marketing Cape

From a Stick Transmission to Dual Clutch to All-electric in Under 8 Months – AI in Marketing

Amrith G.

SVP, Marketing & Customer Analytics | Feb 19, 2024


The Intro

With GPT, Gemini, Sora, and a few others the typical Marketing Tech stack – the staple that manages, measures, and helps improve marketing a product is now taking the pillion seat – giving way to a new stack.

The Driver’s seat previously held by creative thinking, content-led strategic GTMs powered by our grey matter is now getting a boost in the form of an all-new stack.

For now, let’s call it the Creative Content Stack.

The creative content stack has grown from 1 to 4 already and will grow into a dozen services by the end of the year. GPT 4 + Bard + Sora + Gemini Pro 1.5 enables marketers to jab and nudge their target audience ‘every few days’ with creative, fresh, compelling content – driving outcomes, collectively impacting brands and their top lines. For those who are wondering what I am talking about watch this video on Sora from Marques Brownlee

The Impact

AI in Marketing

The growing timeline vs the shrinking – and it’s all good for marketing.

Marketers typically aim to set the perception of what a product can do, 6 months ahead of the product’s functional reality. We see this happen especially with startups and large enterprises with a startup culture. Simply put it’s the art of building anticipation and buzz about something that will eventually hit the market a few months down the line. With this new stack, that timeline is bound to grow to even 40% of the product’s envisioned road map.

This growth is a consequence of something else shrinking

On the other side of the GTM spectrum, something else at the top of the funnel is shrinking. Thanks to this stack the campaign-to-market timelines are and will continue to shrink further. The speed, and variety of content delivered from ideation to launch is shrinking – and let me tell you, as a marketer, it’s as satisfying to watch it as it is to see hard drives clear up temporary internet files. Your entire team feels like they just borrowed a superhero’s cape – waiting only for some guidance and nips and tucks along the way.

From Time and effort estimations to near-instant

This stack unshackles marketers from time-bound and resource-bound GTMs into the era of near-instant ‘value prop-to-market.

From whiteboarding – to creating – to coding – to packaging – to hitting the market – everything has just shrunk so much in the last 8 months thanks to OpenAI, Google DeepMind, NVIDIA AI

From whiteboarding - to creating - to coding - to packaging

Calling it something cool

It’s so good, that I am compelled to coin something around it.

In the 1970s we were introduced to JIT (Just In Time) a Japanese management philosophy used in accelerated efficiencies in manufacturing. I think we are on the cusp of the Just In Time Marketing era. But for marketing’s sake let’s just coin it something cooler: The Marketer’s cape

The Marketing Cape

As a petrohead myself, to all those who are still on the wall about What’s so great about AI in marketing, allow me to leave you with a comparison.

With GPT-4, Midjourney and Bard(Gemini) marketing went from a 6-speed manual (a stick) to a Dual clutch DSG* or PDK*.

With the addition of Sora and Gemini 1.5 Pro to the creative marketing stack, we are going gearless (or all-electric)

The next leap is yet to come, but I am hoping for pure jet propulsion.

My Wishlist for what’s next

  1. Shift from converting multiple text prompts = multiple video clips to 1 detailed storyline prompt = a fully edited 60-second video ready for post.
  2. Shift from just cartooning visuals to realistic visualizations across a broad spectrum from low fidelity to high fidelity. (we can do this now on Midjourney but it is quite cumbersome)
  3. Enable listening prompts based on Voice recording dumps
  4. Build the ability to research current affairs or what’s hot on the pan at present for more contextual outputs
  5. Shift from being super obedient and well-mannered to a bit humorous and sarcastic when reviewing something – grow a personality.

* PDK – Porsche Doppelkupplungsgetriebe or Porsche Dual-Clutch Transmission

*DSG – Direct Shift Gearbox

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?


How Gamification Drives Customer Engagement Perxtech gamification-jagriti-anim

How Gamification Drives Customer Engagement?

gamification-jagriti-anim

How Gamification Drives Customer Engagement

Jagriti Shreya

Business Strategy Lead | Sept 30, 2022


Gamification? Sounds familiar? Is it like that spin-the-wheel thing? Yeah, but there’s more. What if I told you that gamification is so much more than just that spin-the-wheel?

Before we jump into some interesting facts about gamification, let’s look at what gamification actually is and what it has to do with customer engagement?

What is Gamification?

To be put simply, gamification means applying game mechanics into non-game environments, say, for example, games you can play in your mobile banking app to win a reward, or games you can play in an LMS tool to learn new things or take a quiz. The possibilities are limitless and the market is quickly catching up to them.

Do you know the global gamification market is currently valued at 11.69 billion USD and is expected to grow at a compound annual growth rate of 12.9%? It’s getting bigger than ever.

So why is gamification so popular and is it really that effective a tool?

Yes. Gamification is designed on the canvas of human behavior. We all like to play and love to win. It brings a sense of achievement, challenge, and motivation.

How Gamification Drives Customer Engagement Perxtech gamification-motivators

What Gamification leverages human motivators to drive customer engagement.

There are two types of human motivators – Intrinsic which is the sense of autonomy, mastery, learning, love,and meaning, and Extrinsic which is money, badges, rewards, accolades, competition, fear of failure, etc. Gamification is the convergence of the two driving customer engagement, increased productivity and satisfaction.

How gamification leverages behavioural science to drive customer engagement?

So now that you know how gamification leverages behavioral science to drive customer engagement, let’s explore the many ways it does so.

New Customer Acquisition

Attract new customers through contests and rewards. Setting up rewards for user acquisition milestones is a great way to apply game mechanics, for example, first-time buyer rewards, etc. Or banks can use it to attract new customers through sweepstakes that require entrants to provide their name and email address in order to play.

How Gamification Drives Customer Engagement Perxtech customer-acquisition
Cross Sell/ Up Sell or Promote A Product

Gamification is an excellent augment to marketing tools. For example, a health and fitness center can launch a stamp card campaign to promote its new Nutrition and Diet Plan services. For example, log in 10K steps in the gym app every day for 7 days and collect 7 stamps to win a free diet plan or consultation.

Retain And Engage Customers

Loyalty feels dead because customers are actively disengaging with the brand. They get your emails but they don’t read them, why? A lot of times because it’s not personalized and also a lot of times because they don’t know what to do next with your loyalty program. Gamification is what should be the next best step. Game and reward-based campaigns help to keep your audience engaged and excited. This again goes back to your intrinsic and extrinsic motivators. It’s all about how well you can tap into their motivators.

How Gamification Drives Customer Engagement Perxtech gamification-engage
Drive Brand Awareness

When we win, we like to flaunt it, don’t we? The same holds true for our customer engagement. Gamification-powered campaigns mixed with social media shareability are your recipe for free branding. Let users share their accolades on social media, make game-based campaigns mobile and social media friendly, or just reward them for following your social media handles.

How Gamification Drives Customer Engagement perx-mobile-games
Conclusion

Gamification is the present and future of customer engagement and is rapidly creating its mark across industries be it banking, retail, healthcare, or education. The future of customer engagement will be driven by game theory and behavioral science. Today’s consumers expect more than just a vanilla earn & burn loyalty program. They want to be engaged, excited, and involved.

Perx uses mobile-first, next-generation game elements to maximize client engagement. Using engaging game mechanics like stamps, leaderboards, quests, quizzes, and more, you can create a range of dynamic loyalty programmes! Request a free demo from our solution expert today!

Recommended for you


Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?