75%

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:

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:

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:

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.

Step 07 - Data Outflow

What This Step Covers

Methods for sending event data from Perx to your backend or external platforms

Webhook, Kafka, and Marcom integration

API Reports

Required information for setup

Example communication templates

Supported Data Inflow Methods

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

2. Kafka Consumer Setup

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

What we require you to send

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

What You’ll Receive From Us

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

Estimated Timeline

Action Summary

Owner

Action

What’s Next?

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