Q: Had a few questions: 1) Regarding rewards, do we assign different points for different actions we choose that they must perform?
2) Can we embed the form/ campaign on our website?
3) Do you plan of adding a wordpress plugin as many people still use WP?
4) Can we really remove ALL indication of Prefinary and COMPLETELY use our own branding? For example, no indication of your platform in our emails, links, share links, etc???
5) Can we run campaigns for our marketing clients with our own branding? If so please allow us to create folders or tags to be able to segment different campaigns
6) I see we are limited to only 10k subscribers. Is this overall or per campaign?
7) What if appsumolings need more than 10K?
8) When creating a campaign, you start by asking us what are we promoting. I do not see the following: website, social media channel(s) or book. Most people are trying to promote their website
9) on the REFERRAL page please are we able to use merge fields/tokens? For example I want to merge the person's first name
10) when a reward is earned, is there a way to send an email notification to more than one person and to different people depending on the campaign (at a campaign level) Use case............if i am running a promotion for a client then I want that client to get notification as well
11) does your platform only do rewards based on points / actions where everyone gets the reward when they hit the specified number of reward points OR can we also set up like a sweepstakes with just one winner where people who enter can earn more entries (chances to win) by performing certain actions???
12) can we embed a leader board onto a website? Use case............I want everyone to see who has been referring a my website the most and trying to get top spot
13) Regarding proving someone actually earned a reward. Can you guys provide an internal tracking code by Prefinery that we can place on our "thank you" page and once for example someone makes a purchase then we send them to that thank you page and presto, Prefinery now knows that the person completed their action
14) In addition to follow up emails, any plans to add sms follow up for people who opt in for it when they sign up? (for example....adding our own twilio account)
15) Is there a way to auto delete a subscriber or at least change them to INACTIVE so we do not use up our subscriber limit. USE CASE would be when a campaign is completed, or if a subscriber is inactive after a certain amount of time has passed by
16) You have an AMAZING analytics dashboard however I did not see where we could filter based on individual campaign / email. Looking at all campaign/email stats together is nice but not optimal vs each campaign
17) When we click on the USERS page and then click a specific user. Is there a way to make the platform open up that user info in a NEW tab?
18) Can we create a analytics report per campaign and have it auto sent to a certain email?
Justin_Prefinery
May 15, 2024A: Hey MakeMyDay!
Thanks for checking out Prefinery!
These are great questions. My answer is too long for AppSumo, so I'll have to spit into multiple responses.
1.) Regarding rewards, do we assign different points for different actions we choose that they must perform?
Currently, Prefinery rewards are referral-based in that they can only be triggered by the user reaching the reward's required number of referrals. You do have the option to reward users points when they trigger the reward.
You can find more information about how Prefinery rewards work here: https://help.prefinery.com/article/71-what-triggers-a-reward
Triggering rewards with non-referral actions is something we don't have yet but are considering, so we'll add a +1 for you on that feature request.
2.) Can we embed the form/ campaign on our website?
Yes! You can check out our guide here: https://help.prefinery.com/article/7-embedding-the-signup-form-on-a-page
3.) Do you plan of adding a wordpress plugin as many people still use WP?
Installing Prefinery on WordPress is pretty straightforward and we have a guide you can follow along here: https://help.prefinery.com/article/8-how-to-install-the-signup-form-on-wordpress
That said, you can also head over to our roadmap page (https://www.prefinery.com/roadmap) and upvote that WordPress plugin feature request under the Ideas tab.
4.) Can we really remove ALL indication of Prefinary and COMPLETELY use our own branding? For example, no indication of your platform in our emails, links, share links, etc???
Yes. Everything can be customized to match your brand, and your domain is used for the referral link. Prefinery doesn't add any of our own branding to anything your users see.
5.) Can we run campaigns for our marketing clients with our own branding? If so please allow us to create folders or tags to be able to segment different campaigns
The Prefinery admin portal/dashboard (where you login to manage your campaigns/projects) is Prefinery-branded and can't be whitelabeled. The logo and colors cannot be customized, for example, if you're looking to repackage Prefinery accounts under your agency's brand. However, the campaign's themselves, and what your participants see, uses your own (or your client's) branding.
6.) I see we are limited to only 10k subscribers. Is this overall or per campaign?
It's overall (total of all subscribers on all campaigns/projects in your account). Please note that these are total users managed in the account - not a monthly limit which resets.
The rest of your questions answered in the next post ...
7.) What if appsumolings need more than 10K?
If you exceed your lifetime deal's user limit, then you can subscribe to the AppSumo Scale add-on from inside your account on the Billing page. This add-on will allow you to scale your campaign to as many users as needed. See: https://help.prefinery.com/article/155-appsumo-faq#exceed-limit
8.) When creating a campaign, you start by asking us what are we promoting. I do not see the following: website, social media channel(s) or book. Most people are trying to promote their website
You can choose "Physical product" for book, while "Other" for website and social media channels.
9.) on the REFERRAL page please are we able to use merge fields/tokens? For example I want to merge the person's first name
Yes, you can use personalization variables to insert dynamic values like the user's first name.
We have a guide and full list of variables you can use here: https://help.prefinery.com/article/197-how-to-personalize-the-referral-page
10.) when a reward is earned, is there a way to send an email notification to more than one person and to different people depending on the campaign (at a campaign level) Use case............if i am running a promotion for a client then I want that client to get notification as well
Yes. You can customize a reward email that's sent to users to include multiple CC and/or BCC addresses.
11.) does your platform only do rewards based on points / actions where everyone gets the reward when they hit the specified number of reward points OR can we also set up like a sweepstakes with just one winner where people who enter can earn more entries (chances to win) by performing certain actions???
As answered in #1, currently rewards can only be triggered by the user reaching the reward's required number of referrals.
Prefinery can still be used for contests and giveaways though. We don't yet have "contest" specific features, like the ability to close the contest on a set date (and prevent more signups) or the ability to randomly select a winner, but this just means that you'll have to end it yourself manually (on the Settings > General page toggle ON the Disable Signups option).
You'll also have to pick your own winner from the Users page either by their waitlist/leaderboard rank, or exporting your users and using a list of their email addresses and # of referrals with a randomizer app or spreadsheet formula to pick a random winner where more referrals = more chances.
12.) can we embed a leader board onto a website? Use case, I want everyone to see who has been referring a my website the most and trying to get top spot
Yes, you can check out our guide here on how to:
https://help.prefinery.com/article/256-embed-the-leaderboard-on-my-site
13.) Regarding proving someone actually earned a reward. Can you guys provide an internal tracking code by Prefinery that we can place on our "thank you" page and once for example someone makes a purchase then we send them to that thank you page and presto, Prefinery now knows that the person completed their action
Yes, we do have that using our JavaScript Web API's triggerRewards method as documented here:
https://www.prefinery.com/api/docs/js#trigger_rewards
14.) In addition to follow up emails, any plans to add sms follow up for people who opt in for it when they sign up? (for example....adding our own twilio account)
We don't offer direct integration with any SMS service yet, but you can already integrate Prefinery with any of them through integration tools like Zapier as listed here:
https://help.prefinery.com/article/180-integrating-prefinery-with-other-apps
Prefinery already provides the "user created" and "user applied" triggers/webhooks you can use with those tools with all information you need about the user to setup the integration.
15.) Is there a way to auto delete a subscriber or at least change them to INACTIVE so we do not use up our subscriber limit. USE CASE would be when a campaign is completed, or if a subscriber is inactive after a certain amount of time has passed by
Yes, you can delete users as described here (there's no auto-delete option):
https://help.prefinery.com/article/202-how-to-reset-project-analytics#users
Please note that deleting a user removes all of their data, including email history and share and referral performance. Also, their referral link will be deactivated.
If you must, you do have the option to delete the entire project itself:
https://help.prefinery.com/article/28-delete-a-prefinery-project
16.) You have an AMAZING analytics dashboard however I did not see where we could filter based on individual campaign / email. Looking at all campaign/email stats together is nice but not optimal vs each campaign
Prefinery analytics are isolated to each individual campaign. You can drill down into each through the project's Analytics menu (Engagement, Email, Demographics). In the Email analytics board, you can drill down further in each email's stats.
17.) When we click on the USERS page and then click a specific user. Is there a way to make the platform open up that user info in a NEW tab?
You can hold the Ctrl (if using a Windows computer) or Cmd (if using a Mac) button on your keyboard while click on each user to open their profiles in new tabs.
18.) Can we create a analytics report per campaign and have it auto sent to a certain email?
Auto-creating an analytics report and have it sent to a specific email (like what Google Analytics have) isn't something we have yet, but would love for you to add it to our roadmap here, see what other Prefinery users think: https://www.prefinery.com/roadmap
Right now, we do support integration with analytics tools including Google Analytics which would provide you that functionality:
https://help.prefinery.com/article/89-how-to-integrate-with-google-analytics
We'd be happy to answer more questions from you - just email us at support@prefinery.com
Best regards,
Justin