Knowledge Base
Perkville Integration / Setup
This article will guide you through the Perkville Integration/Setup process


Requirements 

- A Master Admin login or an staff type that has access to Setup> Can access integrations setup.

Perkville Integration by ClubReady


What Is Perkville?

  • http://www.Perkville.com
  • Perkville is a web service based around customer rewards.
  • The idea is your members earn points for the things they do at your club and for promoting your club either to others or on social media.
  • Points can be awarded for almost anything that happens in your club(s) check-in, booked sessions, purchases etc.
  • You decide what earns points and how many.
  • You can run special offers directly through Perkville.
  • Points earned are redeemed for things you decide.
  • The outcome is greater retention, more engagement and increased sales.
  • You can read more at https://www.perkville.com/learn/#signin


How Much Does Perkville Cost?

  • Perkville charges their customers based on how many transactions occur each month.
  • A transaction is an event like a club check-in they count any event where a customer earns or redeems points as a transaction.
  • Perkville is 100% free for your club members.
  • Perkville pricing can be found on their website click here.
  • The cost when your members redeem points at your club is an additional cost.


How Does ClubReady Connect With Perkville?

  • ClubReady can connect directly with your Perkville account.
  • You decide what activities you want to reward your members for You tie these rewards to events that can occur in ClubReady ClubReady automatically sends events as they occur to Perkville.
  • You can decide what membership types participate Your members then get an email asking them to join your rewards program they can decline if they so choose If they accept and join then they will continue to earn points as ClubReady sends their actions to Perkville automatically as they occur.
  • They also can earn points by referring people to your club, or by making a Tweet or a Facebook post promoting your club to their circle of follower.



How to Setup the Perkville Integration


Section 1 - Setting up Account Authentication




  • Enter in the username & password you used to signup for Perkville.
  • ClubReady will connect to Perkville and find your Business ID in Perkville.
  • The 1sttime you authenticate ClubReady will also create your club as a new location in your Perkville login area tied to your Business ID.
  • ClubReady will import any rewards currently defined in Perkville this always occurs whenever you visit the setup page.
  • If you have multiple clubs you have the option to create separate Perkville accounts or to use the same account. If you use the same account then each club will be created as a location tied to the same Perkville Business ID. Each location will use the same rewards list.


Section 2 - Perkville Rewards - Connections To ClubReady Events






  • Rewards and their points value can be added via ClubReady or from Perkville. You can also edit and disable Perkville rewards from ClubReady
  • Some rewards are standard Perkville rewards and ClubReady will list these but they cannot be changed these are things like rewards for a Tweet or Facebook post.
    • Any reward defined in Perkville can be tied to any of the following events that occur in ClubReady
    • New prospect added
    • A club check-in
    • A member referral in ClubReady
    • A completed booking
    • Either any booking
    • Or only for a specific class or service type
    • A specific new agreement for any sales package
    • A specific product purchase
    • A purchase of any product category (1$ = 1 award)
  • When events occur the relevant Perkville award will automatically be sent to Perkville by ClubReady in real time as it happens. The member will either receive the points or if they have not joined Perkville then they will get an email request to join
  • You can add new rewards either from ClubReady or from your Perkville login area if you add them from your Perkville login area then they will automatically show when you next visit the ClubReady setup page
  • Note to tie in rewards to ClubReady events this can only be done via the ClubReady setup page.
  • If ClubReady does not know what events tie to a reward then no points will be awarded a reward name & points alone will not allow ClubReady to send thru points when the event occurs


 

Section 3 - Membership Types




  • You have the option to only give certain membership types access to your Perkville rewards program, or of course you can open it up to all your membership types.
  • This might be useful if you want to initially start with just a subset of your members.
  • For the maximum benefit you should open up Perkville rewards to all your member
 
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