There are now 2 ways you can promote your custom shop categories across your Patient Rewards app.
Promote your custom category along with a special offer or discount
This doc will review the steps to achieve number 1 and provide relevant use cases and examples throughout!
💡 You can create a custom shop category without promoting it.
💡 At this time, you can only create and promote one custom shop category at a time.
Click here to skip to a video walkthrough and practice FAQs.
Create a sitewide promotion with a special offer
1. Once your custom shop category is created, click 'View and edit custom category' on the browse tab in your App builder
💡 You can also click into your newly created category from the new tab created at the top of your screen.
2. Click 'Create a sitewide promotion' in the top right of your screen
3. Fill out the promotional content including:
Applicable locations
Title & description of promotion
Run date - how long this promotion should be live for (end date is optional)
(Optional) Send an text message
3A. Click 'Yes, I am promoting a sale' to apply a special offer or discount to this custom shop category
💡Creating a sitewide promotion and not including a discount could be used to create more awareness around a specific set of services you offer at your practice.
Examples include:
Employee favorites of the week
Promoting services you can perform on a new device
Promoting services many of your clients might not know you offer
Categorizing services (like tox & filler) so they are easier to find
4. Apply the % or $ amount discount
5. Create a promo code
6. Once you've filled out the necessary fields, click 'Create your promotion assets' in the bottom right of your screen
Creating promotion assets
7. (Optional) Include a Promotion Pop-up
💡 The toggle for a Promotion Pop-up is automatically turned on. You must click the toggle if you do not want a pop-up to appear as a part of this sitewide promo.
7A. Upload a main promotion pop-up image
Recommend file size is 1122 x 1722 px max. 2MB
8. Title and description will be pre-populated from the previous steps. To edit, simply click the left arrow next to 'Create your promotion assets'
9. Set a call-to-action or CTA
This will be the button that links out to the custom category.
Examples include:
Shop now
Check it out
Next
8. (Optional) Add disclaimer text
9. (Optional) Turn off promotional banner
💡 The toggle for a Promotion banner is automatically turned on.
You must click the toggle if you do not want a banner to appear as a part of this sitewide promo.
💡This is a banner that will promote the category at the top of the app screen rotating with the Affirm banner.
10. Set banner color
💡Use a contrast checker to ensure that your copy is legible to your app users
11. Once you've uploaded your assets, click 'Save & create your promo assets' in the bottom right of your screen
Examples
(Optional) Main promotion image: pop-up | (Optional) Promotion banner | Main promotion image: Home & Browse hero |
Shows up once every 24 hours for users. | Rotates with Affirm banner every 5 seconds. | Rotates with other hero image every 5 seconds. |
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Feature header image | Category thumbnail |
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Video walkthrough
FAQS:
If both the Affirm banner and the Promotional Banner are live, which one shows up at the top of my app?
If both banners are turned on, they will rotate every 5 seconds.
If you have the promotional banner on, but are not using Affirm, the promotional banner will stay at the top of your app for the duration of the promotion
If a client is in dunning status, they will only see the failed payment attempt banner.
How often do the hero images rotate?
Every 5 seconds.
Additionally, this can not be edited at this time.
How often do pop-ups show up to a user?
The pop-up will show up for the user once, and then will not pop-up again for 24 hours.
Can I add memberships to a Sitewide Promotion?
You cannot add specific memberships with or without a discount at this time.