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Final Pre-Launch

Checklist

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

1. Platform Setup & Access

  • Complete the Tenant Admin account setup via the email from Perx’s Technical Project Manager (TPM).
  • Create user roles and access groups for internal business users through the dashboard.
  • Log in to the dashboard and begin exploring modules like Campaigns, Rewards, Rules, and Audiences.
Note: Refer to the Platform Access & Setup section for the full API documentation.

2. Data Inflow & API Configuration

  • Decide your preferred method of sending customer data to Perx (API, SFTP, Kafka, Bulk Upload).
  • Ensure your technical team has configured APIs or set up SFTP/Kafka as per Perx’s shared credentials and documentation.

3. Data Outflow & Communication Channels

  • Confirm the marketing communication channel (e.g., Webhook, MoEngage) with your Perx TPM.
  • Share the required API credentials, documentation, and access URLs for the selected Marcom channel.

4. Microsite Setup

  • If using Microsite Webview, confirm the UI design with the Perx team so it matches your mobile app.
  • Once UI is approved, ensure your technical team starts integrating the microsite as a webview in your mobile app.
  • If using Native implementation, begin integrating Perx APIs within your app as per the user journey.

5. Merchant Microsite (if subscribed

  • Connect with your Perx TPM to complete the Merchant Microsite setup.
  • Confirm the merchant microsite UI meets your brand requirements.
  • Perx TPM will guide you through creating merchant users and completing their access setup.

6. Campaign Planning & Launch Prep

  • Define your campaign objectives (e.g., acquisition, retention, engagement, rewards).
  • Upload customer data (if applicable) to personalize journeys.
  • Use the dashboard to preview, test, and QA your first campaign before launch.

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, 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
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Perx Technologies Pte Ltd

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contact@perxtech.com

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

Perx-Logo-2024
Facebook Twitter Linkedin Instagram
SAY HELLO

contact@perxtech.com
(65) 6631 8533

Perx-Logo-2024
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
COMPANY

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

© 2025 Perx Technologies. All rights reserved.

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