5 minute read

Your first Perk Studio campaign

Start with one clear offer. Design it, choose how customers claim, then test the complete experience before publishing.

Currently in preview. Contact us to discuss early access; public installation and pricing are not yet available.

1. Start with the experience

Create a draft campaign and choose a reveal format. For a first campaign, use a simple card or wheel template. Edit the headline, description and button text so the offer is easy to understand. Use your own images where they add meaning.

2. Define a reward you can honour

Choose percentage, fixed-amount or shipping discounts. Set the chance for each reward, eligibility, expiry and any minimum spend. Use discount-combination settings deliberately: an existing store discount is not automatically replaced or combined. Shopify decides whether the discount applies at checkout.

3. Decide whether subscription is required

Choose a claim mode: no email subscription required, subscribe to claim, or subscribe to improve the discount. Marketing consent must be clear to the customer. Optional login requirements are a separate setting. Subscription does not, by itself, send an email.

4. Preview, then publish

Try the full experience in the editor. Set the campaign’s schedule and publish it when the offer is ready. In Storefront setup, select the campaign. In the Shopify theme editor, enable the Perk reward activity app embed and save. A saved draft is not a live storefront campaign.

5. Check it as a customer

Use a test email you control. Check the mobile layout, each claim requirement, reward expiry and the cart link. Add an eligible product and confirm the discount at checkout. Also try an ineligible cart, such as one below the minimum spend. Preview mode does not issue a real discount.

6. Add email only if you need it

For official Shopify email automations, install and configure Shopify Messaging and Flow. Prepare the message, check its trigger and test delivery to your own address. These services have their own availability and sending conditions. Do not promise an email until the automation has been verified.

Need a hand?

Tell us the product, your store domain, and the step you are on. We can help you find the right next step.

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