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Marketing Features

Perfex Shop includes a comprehensive set of marketing tools. Each feature can be enabled or disabled in Setup โ†’ Settings โ†’ Products under Marketing Features.

Product Reviewsโ€‹

Let customers rate and review products.

Flowโ€‹

  1. Customer purchases a product.
  2. On the product detail page, they can submit a review (rating + text).
  3. Admin approves or rejects reviews in Products โ†’ Product Reviews.
  4. Approved reviews appear on the product page.

Configurationโ€‹

  • Enable Product reviews in Settings.
  • Reviews require the customer to have purchased the product.
  • One review per product per customer.

Referral Programโ€‹

Customers earn commission by referring new buyers.

Flowโ€‹

  1. Customer gets a unique referral code and shareable link.
  2. They share the link (e.g., yoursite.com/products/client?ref=ABC123).
  3. When someone visits with ?ref=, the code is stored in the session.
  4. If that visitor places an order, the referrer earns commission.
  5. Commission is recorded and visible in Products โ†’ Referral Program.

Configurationโ€‹

  • Enable Referral program in Settings.
  • Set Commission % and Commission fixed amount in Settings (or on the Referral Program page).
  • Commission is calculated when the order is placed.

Back-in-Stock Notificationsโ€‹

Notify subscribers when out-of-stock products return.

Flowโ€‹

  1. Product is out of stock.
  2. Customer enters email in the "Notify me when back in stock" form.
  3. When stock is restored, a cron job sends emails to subscribers.
  4. Subscribers are marked as notified so they are not emailed again.

Configurationโ€‹

  • Enable Back in stock in Settings.
  • Add the back-in-stock cron to your server. See Cron Jobs.

Price Drop Alertsโ€‹

Notify subscribers when product prices drop.

Flowโ€‹

  1. Customer subscribes on the product page (optionally with a target price).
  2. When the price drops below the target (or current price at signup), a cron job sends an email.
  3. Subscribers are marked as notified.

Configurationโ€‹

  • Enable Price drop alerts in Settings.
  • Add the price drop cron to your server. See Cron Jobs.

Newsletter / Marketing Consentโ€‹

Collect marketing opt-in at checkout.

Flowโ€‹

  1. At checkout, a checkbox appears: "Send me promotional emails and updates."
  2. If checked, the primary contact's product_marketing_consent is set to 1.
  3. You can use this for email campaigns and segmentation.

Configurationโ€‹

  • Enable Newsletter in Settings.
  • Checkbox is shown only to logged-in customers.

Urgency / Low Stockโ€‹

Show urgency cues to encourage purchase.

Flowโ€‹

  • When product quantity is at or below the low quantity threshold (Settings), a "Low stock" badge is shown on product cards.
  • Optional: sale price and countdown (if sale_price_end is used).

Configurationโ€‹

  • Enable Urgency in Settings.
  • Set Low quantity in Settings (Shipping & Tax section).

Gift Cardsโ€‹

Sell and redeem gift cards.

Purchase Flowโ€‹

  1. Customer goes to Buy Gift Card (from customer menu).
  2. Enters amount, recipient email, optional message.
  3. Pays via invoice.
  4. When paid, a gift card is created and an email is sent to the recipient (or purchaser if no recipient).

Redemption Flowโ€‹

  1. At checkout, customer enters gift card code.
  2. Clicks Apply.
  3. Balance is applied to the order total.
  4. Remaining balance stays on the card for future use.

Configurationโ€‹

  • Enable Gift cards in Settings.
  • Set Gift card minimum amount in Settings.
  • Create Gift Card Templates in Products โ†’ Gift Cards โ†’ Templates (design, merge fields).
  • Manage gift cards in Products โ†’ Gift Cards.

Post-Purchase Upsellโ€‹

Show related products after a purchase.

Flowโ€‹

  1. Customer completes an order.
  2. On the thank-you page, a "See special offers" button may appear.
  3. A modal shows upsell products based on Upsell Rules.
  4. Customer can click to view or add products to cart.

Configurationโ€‹

  • Enable Upsell in Settings.
  • Go to Products โ†’ Upsell Rules.
  • Create rules: Trigger products (what they bought) โ†’ Upsell products (what to show).
  • Leave trigger empty to show for any purchase.

Social Proofโ€‹

Show purchase activity to build trust.

Flowโ€‹

  • On product detail pages, when enabled:
    • "X customers bought this product" - Total sold count from order history.
    • "X just purchased this" - Recent purchase message (e.g., "Someone just purchased this" or "John D. just purchased this"), based on recent paid orders within the configured time window.

Configurationโ€‹

  • Enable Social proof in Settings.
  • Recent purchase (hours) - How long to show "X just purchased" (default 24, max 168).
  • Show "Someone" instead of names - When Yes, displays "Someone just purchased this". When No, displays the buyer's first name (e.g., "John D. just purchased this").

Product Recommendationsโ€‹

"Customers who bought X also bought Y."

Flowโ€‹

  • On product detail pages, a "You might also like" section shows related products.
  • Logic: products bought together in the same orders, or same category.

Configurationโ€‹

  • Enable Product recommendations in Settings.

A/B Testing & Segmentationโ€‹

These features have database tables and toggles. Full logic (traffic split, segment targeting) may be extended in future versions.

Email Templatesโ€‹

Marketing-related email templates are registered with Perfex's email system. Manage them in Setup โ†’ Email Templates - look for the Products type.

TemplateMerge fieldsUsed by
Abandoned Cart Reminder{client_name}, {cart_total}, {cart_link}, {companyname}Abandoned cart cron
Product Review Request{client_name}, {order_id}, {product_link}, {companyname}Review requests
Product Back In Stock{product_name}, {product_link}, {companyname}, {store_link}Back-in-stock cron
Product Price Drop Alert{product_name}, {product_price}, {product_link}, {companyname}, {store_link}Price drop cron
Newsletter Welcome{client_name}, {store_link}, {companyname}Newsletter signup
Gift Card{recipient_name}, {gift_card_amount}, {currency}, {gift_card_code}, {gift_card_expiry}, {store_link}, {companyname}Gift card delivery
Referral Invite{referrer_name}, {referral_code}, {store_link}, {companyname}Referral program
Order Placed (Before Payment){client_name}, {order_id}, {total}, {currency}, {invoice_link}, {companyname}Order placed
warning

The Abandoned Cart Reminder template is disabled by default. You must activate it in Setup โ†’ Email Templates for abandoned cart emails to be sent.