Perklist: Perk Sharing

How do you group customers and choose which guests receive benefits and perks? This article outlines these steps and guides you through the process.

Sharing options: Perklist allows you to share perks with all guests, specific categories, or a specific selection. When adding or editing a perk, you can see the sharing option and choose your desired setting.



If you share these perks with guests who are already invited to your Perklist account, guests receive a notification and automatically see these benefits in their Perklist. Visit here for more information on inviting guests to your account.

Guest categories: Several categories are defaulted in your account to help with guest groupings, but these options are fully customizable. Guest groupings can be used to customize perk sharing, guest notifications, and personalized communications.



To view guest categories, go to your Profile > Status Options. From here, you can enable / disable options, create new categories, or make any other changes.

Categories are assigned to guests during email invitations, or afterwards by editing guest accounts and choosing the assigned category.

Visit here for more information on other perk settings and configuration and please contact our team at support@perklist.com for any support-related questions.