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Migrate your perks program

Bring the deals you already offer — your own partnerships, in-house discounts, member benefits — into Paylode as perks that only your customers see.

If you run a perks or benefits program today, you don't have to rebuild it or throw it away to adopt Paylode. Your existing deals come in as client-exclusive perks: perks visible only to your account, sitting alongside the marketplace perks you choose. Your customers get one consistent perks page; you keep the deals you've negotiated. Once they're in, exclusive perks behave like any other perk — they render on your perks page, carry a tracked Redeem link, and appear in your reports.

How it works​

Setting up exclusive perks is a concierge step: you send us the deals and the assets, and we create them as exclusive to your account. We handle the tracking link for each perk — you don't provide or manage a redemption URL yourself. After setup, you arrange them into your collection like any other perk, no code required (see Choose and rank perks).

Before you begin​

Gather your program into a simple list — a spreadsheet works. For each deal, you'll need a little, and it helps to have more.

Required, per perk​

  • Brand name — the partner or brand the perk is for ("HelloFresh").
  • Banner image — the hero image shown on the perk card.

That's the minimum to create a perk. You do not need to supply a separate logo, a thumbnail, or a redemption/click URL — we generate the tracked Redeem link for you.

The more of these you provide, the more complete the perk looks to your customer:

  • Title — what the customer gets ("Get 16 free meals").
  • Callout — the short value line ("up to 70% off").
  • Description — a sentence or two of body copy.
  • Redemption note — how the customer redeems ("Use code EXAMPLE20 at checkout", or "Applied automatically").
  • Where the deal lives — the page or landing URL the customer should end up on, so we can wire the tracked link to the right destination.

Steps​

1. Assemble your list​

Put your deals into one list with the fields above. Flag any that are time-limited so we can set start and end dates.

2. Send it to your Paylode contact​

Hand off the list and the banner images. We'll create each deal as a perk exclusive to your account. We'll confirm the perk ids back to you.

3. Arrange them on your page​

Once the perks exist, add them to your collection and order them the way you want (see Choose and rank perks). They render on your perks page immediately — no redeployment.

Once you're live​

Your migrated perks appear only to your customers, mixed in with the marketplace perks you've chosen. To bring in more later, send another list — the process is the same. To see how they're performing, they show up in your reporting like any other perk (see Analytics & Reporting).

Troubleshooting​

note

If a migrated perk shows up on your page without a title or callout, it was created with the required fields only. Send the recommended fields for that brand and we'll fill it in — nothing needs to be recreated.

caution

Don't send a redemption or tracking URL of your own for a migrated perk. Paylode issues the tracked Redeem link so that clicks and conversions are attributed correctly; a hand-supplied URL would bypass that tracking. Send us the destination where the deal lives and we'll wire the link to it.