Support Center

Reward by Payment Type or Product Category

Last Updated: Oct 05, 2016 02:39PM PDT
With our Integration with MindBody, businesses have the option to give customers 1 point per dollar spent. There are two ways in which to set up this connection: Payment Type (i.e. Visa, Cash, Mastercard, etc.) or Product Category ( i.e. Clothing, Accessories, etc.).

The benefit to awarding customers based on Product Categories is that you can offer different point values for each category (i.e. $1 Spent on Clothing = 1 point, and $1 Spent on Accessories = 2 points). Additionally, when you use the Product Categories option, all points are awarded pre-tax!

Here are the steps on how to set up one of the above two options.

 

1. Create an earning activity

To connect these options, you first need to create a Custom earning activity on your rewards program page. To do so, click My Business => Rewards Program.



Then, click the + sign next to the Earning Activities, and select Custom. 



Once there, you may create the earning rule. Please note that you may offer 1 or more points per each dollar that customers spend. Therefore, your rule should look like "$1 Spent on X = 1 point, 2 points, etc.



When you've created your earning activity, you may then connect it to MindBody through the Integration page.


2. Navigate to your Perkville Integration page

 

3. Click Edit next to your location



 

4. Click the name of the earning activity located under Step 3



 

5. Select either "Dollar Spent by Category" or "Dollar Spent by Payment Type"

 

 

6. Finally, check off each payment type or category you'd like to receive points, and click Connect!

Contact Us

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