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

* Please select all checkboxes to proceed.

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

* Please select all checkboxes to proceed.

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

* Please select all checkboxes to proceed.

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

* Please select all checkboxes to proceed.

If using Microsite Webview, confirm the Microsite URL. 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

* Please select all checkboxes to proceed.

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

* Please select all checkboxes to proceed.

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, 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

Go to Perx Learning Hub

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

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contact@perxtech.com

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

Facebook Twitter Linkedin Instagram

SAY HELLO

contact@perxtech.com
(65) 6631 8533

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

AI Powered Campaigns
Adaptive Rewards
Autonomous Loyalty
Merchants
Intelligent Rules Engine
Gamification
Augmented Analytics
Rewards Marketplace
Perx Orion^TM
Mobile-1st
Integrations

RESOURCES

Blogs
Newsroom
Success Stories
Press Kit
Mobile-1st
Integrations

COMPARE

vs Antavo
vs Talon
vs Comarch
vs Evolving Sys.

COMPANY

Careers
Connect
Events
Technology
Partners

RESOURCES

AI Powered Campaigns
Adaptive Rewards
Autonomous Loyalty
Merchants
Intelligent Rules Engine
Gamification
Augmented Analytics
Rewards Marketplace
Perx Orion^TM

COMPARE

vs Antavo
vs Talon
vs Comarch
vs Evolving Sys.

PRODUCTS

Blogs
Newsroom
Success Stories
Press Kit

COMPANY

Careers
Connect
Events
Technology
Partners

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

gdpr compliant perx

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