There are now 2 ways you can promote your custom shop categories across your Patient Rewards app:
Promote your custom category to drive traffic and awareness to a custom curation of services
This doc will review the steps to achieve number 2 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 without 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 SMS
3A. Click 'No, I'm just promoting services' to drive awareness and traffic to this custom category.
💡Creating a sitewide promotion that promotes a sale is simply going to tie a special offer to your custom shop category. In other words, any services in your custom category will be included in this special offer.
Examples include:
eCommerce holiday sales
Launch party exclusives
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
In-app 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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Full video walkthrough:
Coming soon!
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.