Quick Start Guide to PerkZilla

In this article: 

Set Up Autoresponders

Set Up New Campaign

  • Campaign Settings
  • Form Settings
  • On Screen Messages
  • Emails
  • Save&Update - Get code

Set Up Trigger Reward Email Notifications

Turn On Social Network


When you first log in to PerkZilla you will be on your campaign dashboard with the main menu on the left where you can

  1. Show/Hide the main menu
  2. See your PerkZilla stats


1
 Set Up Autoresponders

If you have no autoresponders set up you will see this screen:

Click on the big blue PLUS and choose from the list of integrated autoresponders

Click the one you want - it will be added in a new block. You can connect to all the shown autoresponders if you like!

  1. Click the ? for step by step instructions for this specific autoresponder
  2. When you have entered the required information Connect your PerkZilla account to your autoresponder
  3. You can delete the integration any time you want

2
 Set Up New Campaign

Click on "My Campaigns" then click Add New.  Everything is set to a "default" which is pretty much universal to make it quick and easy for you.

Campaign

  1. Choose a name for this campaign - so you can identify it in your dashboard
  2. Choose which set of emails you would like to use

    There are 6 "sets" of emails you can choose from.  You can familiarize yourself with what is provided in the EMAILS tab which we will cover later in this article

  3. Choose your Site Title - it will be used in your emails, etc!
  4. Choose the root domain were you will be putting this form
  5. Click NEXT to move on to the Form Settings
  6. If you have to leave the page and want to continue later - be sure to save & update
  7. If you need any assistance, click the beacon and search the FAQ or contact support

Form Settings

The default settings have been carefully chosen to be acceptable in a large majority of cases, however everything is customizable too!

  1. Name label and placeholder text
  2. Email label and place holder text
  3. Button Text
  4. If you want to track your opt ins, you can place tracking pixel/code/etc on a separate page - and put the URL of that page here
  5. Your opt-ins are stored in PerkZilla but if you wish to also collect them in your own autoresponder you can do so by selecting YES and choosing the Autoresponder from those you already set up in the previous step
  6. Form alignment can be left, right or center
  7. The form can be "stacked" or horizontal
  8. Autoscrolling - If set to YES, when your page is displayed, it will automatically scroll so the form is displayed
  9. Set this to Yes if you want double opt-in to your list here in PerkZilla.
  10. You can completely customize the colors used on the form to match your branding

  11. When you're all set - click NEXT

On Screen Messages

These are the messages that will be shown to your prospects/sign-ups as they access your campaign

  1. There are 4 Messages your viewers will see - we have provided very acceptable defaults but you can customize them to suit your own business and voice.
  2. Full WYSIWYG editor or you can view/code in HTML should you prefer
  3. You can view work in full-page mode if you find that easier
  4. These are "shortcodes" that will be replaced by the relevant values for your account and this campaign

    Clicking on the one you want will insert it at the cursor in your message

  5. Click NEXT when you are ready

Emails

These are the emails that will be sent to your prospects/sign-ups.

  1. There are 2 emails that will be sent to your sign-ups - we have provided very acceptable defaults but you can customize them to suit your own business and voice.
  2. Full WYSIWYG editor or you can view/code in HTML should you prefer
  3. You can view work in full-page mode if you find that easier
  4. These are "shortcodes" that will be replaced by the relevant values for your account and this campaign

  5. Click NEXT when you're all done

Save & Update

Your campaign has been created!  This is the code you need to copy and paste on the page where you want your campaign to be seen. 

Your campaign will now show in your Campaign Management dashboard - from where you can access the statistics, etc for this campaign and also clone, delete or edit it.


3
 Set Up Trigger Reward Email Notifications

These are the emails you can queue up to be sent to your sign-ups as they reach specific levels of referrals.  This enables you to deliver premium content, extra coupons, etc. You can have as many "steps" as you like - and send an email each time to encourage your users to keep sharing their link.

When you first set up a campaign, there will be none - all  you have to do is click ADD NEW

A standard email format has already been created for you but you can customize it to your own requirements:

  1. Email Subject
  2. Number of referrals to reach before trigger email is sent
  3. WYSIWYG editor including the facility to use HTML and to expand the edit area to full screen
  4. These are "shortcodes" that will be replaced by the relevant values for your account and this campaign
  5. Don't forget to SAVE

4
 Turn On Social Network

To turn on Social Sharing, click on Triggered Rewards then on Additional Settings

Here you can create a Social Sharing Message and choose which networks to share to

  1. Write your captivating message
  2. Choose your channels - These are the easy share buttons that will show up for the emails and on-site messages
  3. Click Submit to save your settings

5
 Congratulations!

Now you're all ready to drive traffic to the page on which you pasted the code you got in SAVE&UPDATE