This is the beta version of the Merchant Portal, so we'll be adding more features along the way. If you'd like to provide us with any feedback, please let us know at info@kickitpoints.com.

 

Sections:

  1. Overview

  2. Creating a Kick-it Points Merchant Account

  3. Logging In

  4. Merchant Dashboard

  5. Creating Deals

  6. Settings & Editing Your Profile

Overview

 

The Kick-it Points Merchant Portal allows merchants exclusive access to a personalized hub for tracking and managing all your business promotions. It’s where you can track key metrics like deal redemptions, create and deactivate deals, edit your profile, and much more! In a word, the Kick-it Points Merchant Portal is your base of operations for all things Kick-it Points.

Creating a Kick-it Points Merchant Account

If you have not yet created a Merchant Portal Account, you can click on the "Become A Kick-it Points Partner" button on the Log In Screen. This will take you through a series of steps to get your business properly represented on the Kick-it Points mobile app. The first step consists of merchants submitting the name, email, and password for their account, as seen in the User Information Screen. Following this, there are two routes that can be taken:

  1. If your business is already an existing business on the Kick-it Points app, you can skip adding your business information and click the button titled "My Business Is Already On The Platform", as seen at the top of the Create Account - Business Information Screen. Once clicked, our team will be notified and we'll sync your business with your newly created merchant account. We will send you an email notifying you when your account is accessible through the portal and you can log in thereafter.

  2. If your business is not currently a merchant, then you can fill in your business information on the Create Account - Business Information Screen and send it our way for verification. We ask you questions about your business in order to properly represent you on our platform. Once you're done filling out the form, click the "Promote on Kick-it Points" button and your account will be sent to our team for review. We will send you an email about whether or not we accepted or rejected your business account using the email you provided us  with when creating your account.

 
 
 
 
 
 

Logging In

The Log In screen is the first screen you see when you access the portal. If you have already gone through the steps in the Creating a Kick-it Points Merchant Account section then you can continue forward to your account by submitting your email and password to gain access. If you forgot your password, you can reset it by clicking the "Forgot Your Password" button on the Log In Screen. This will allow you to reset your password by using the email you initially logged in with, as seen on the Forgot Password Screen.

 
 
 

Merchant Dashboard

Once you are logged into the Portal, you will see the Merchant Dashboard Screen. This is your main control center and it's divided into four sections.

 

1

2

3

4

Section 1

In "Section 1" of the Merchant Dashboard Screen, you will see your account Analytics. This section allows merchants to visualize their data in real time, and includes information about:

  1. Deal Clicks: The number of times users click on your deal

  2. Profile Clicks: The number of time users visit your profile page

  3. Website Clicks: The number of times users click on the link to your website through your profile page

  4. Deals Claimed: The number of times users claim your deals around town

  5. Deals Redeemed: The number of times users redeem your deal

It's important to note that the Analytics section combines the data from every deal that you've created, and can be filtered by daily, weekly, monthly, and yearly increments - going back as far as January 1st, 2020. If you'd rather know how an individual deal is performing on the platform, you can do so by browsing "Section 3" of the Merchant Dashboard. This is a great way to use data to drive changes in your deal promotions - whether that means you create a more competitive deal or change its respective geolocation.

Section 2

In "Section 2" of the Merchant Dashboard, you will see a real time view of your active and inactive deals that are being promoted on the Kick-it Points app for users to see. Each map pin represents one of your deals paired with an activity or location in town. Green map pins denote that it is currently active on the platform, and gray map pins denote that the deal is currently inactive. In order to deactivate or activate existing deals, you can do so in section 3 of the Merchant Dashboard. This section is also where you'll be creating new deals, which we've covered in the Deal Creation section below

Section 3

In "Section 3" of the Merchant Dashboard, you will be able to see information related to each of your Exclusive Deal promotions. The deal specific information you will see includes the following:

 

  1. Active Toggle: Click the activation toggle to activate or deactivate deals that have already been approved for promotion. As of now, merchants are only allowed to have a maximum of 2 deals active at any given time, and choosing to activate a 3rd deal will ask you to deactivate one of your existing deals to satisfy this requirement.

  2. Date Created: The date that your deal was created on the app.

  3. Deal Offered: The deal you're offering to users on the app.

  4. Deal Activity: The activity users need to partake in or the location that users need to go to in order to get your deal on the app.

  5. Allotted: The set amount of any deal that you allow to be claimed. If you see "0" or "Unlimited" then that means you haven't set any limits on how many times a deal can be claimed. It's important to note that no user can claim each of your deals more than once, but if 100 people claimed your deal that didn't have a maximum allotment set, then they will all get the discount. This is usually the standard for deals that aren't super large discounts. If you want to create something special or a one-time boost, we suggest you set a maximum amount so that the deal is unable to be claimed more than your set aside amount.

  6. Redeem Before: Since users need to claim your deal before they redeem it in-store or online, they will need a timeframe in which they can actually use the discount. The "redeem before" title shows how long a user will be able to use their deal after it's claimed. Adjusting the timeframe may incentivize people to come in sooner rather than later.

  7. Deactivate On: This is the date that your deal is set to deactivate on. You will get an email notification once the deal is deactivated. Keep in mind that your deal may deactivate before your deactivation date if you've set a maximum allotment that was reached before the date that the deal was set to deactivate.

  8. Success Metrics: For realtime information about individual deals, you can browse their success metrics. We include deal clicks, deal claims, and deal redemptions to provide you with some insight as to how your promotion is performing on the app.

  9. Approved: After you create deals, they will be sent to us for verification. During that time, the approved icon will be yellow denoting that we're processing your request. Once a deal is approved, it will turn from yellow to green allowing you to activate it using the activation toggle. If we noticed an error in your deal submission, the approved icon will turn red, and we'll notify you with our reasons for rejecting the deal.

Section 4

In "Section 4" of the Merchant Dashboard, you will be able to see information related to each of your General Deal promotions. The deal specific information you will see includes the following:

 

  1. Active Toggle: Click the activation toggle to activate or deactivate deals that have already been approved for promotion. As of now, merchants are only allowed to have a maximum of 2 deals active at any given time, and choosing to activate a 3rd deal will ask you to deactivate one of your existing deals to satisfy this requirement.

  2. Date Created: The date that your deal was created on the app.

  3. Deal Offered: The deal you're offering to users on the app.

  4. Deal Activity: The activity in this column is left empty because users are the ones who come up with custom activities. See more in the General Deals section.

  5. Allotted: The set amount of any deal that you allow to be claimed. If you see "0" or "Unlimited" then that means you haven't set any limits on how many times a deal can be claimed. It's important to note that no user can claim each of your deals more than once, but if 100 people claimed your deal that didn't have a maximum allotment set, then they will all get the discount. This is usually the standard for deals that aren't super large discounts. If you want to create something special or a one-time boost, we suggest you set a maximum amount so that the deal is unable to be claimed more than your set aside amount.

  6. Redeem Before: Once users claim your General Deal, they have a fixed amount of 3 days to redeem is before it expires.

  7. Deactivate On: This is the date that your deal is set to deactivate on. You will get an email notification once the deal is deactivated. Keep in mind that your deal may deactivate before your deactivation date if you've set a maximum allotment that was reached before the date that the deal was set to deactivate.

  8. Success Metrics: For realtime information about individual deals, you can browse their success metrics. We include deal creations (i.e., how many people used your deal with their own custom activity), deal claims, and deal redemptions to provide you with some insight as to how your promotion is performing on the app.

  9. Approved: After you create deals, they will be sent to us for verification. During that time, the approved icon will be yellow denoting that we're processing your request. Once a deal is approved, it will turn from yellow to green allowing you to activate it using the activation toggle. If we noticed an error in your deal submission, the approved icon will turn red, and we'll notify you with our reasons for rejecting the deal.

 

Creating Deals

 

There are two categories of deals you can create as a Kick-it Points Merchant:

  • Exclusive Deals: These are deals that merchants can choose the location of around town. For instance, if you want to offer a deal for people who attend an event at your business, you can create a deal and geolocate it at the location of your storefront. If you want to create a deal for local consumers that maintain healthy and active lifestyles, you can geolocate your deal at a nearby hiking trail. Exclusive Deals are essentially your custom way to create a deal that local consumers can claim only by partaking in an activity that you create as a business. The world is your oyster when it comes to where you can locate deals, and it's all about getting creative and having fun with it.

  • General Deals: As a merchant, you can also create General Deals, which are deals that locals claim by partaking in any activity of their choice. Contrary to Exclusive Deals, local consumers are the ones who get to create the activity for this deal, and Merchants need only create a deal that can be claimed for those respective activities that they partake in. Our goal is for users to create activities that they actually enjoy doing, like hiking, going on dates to watch the sunset,  and whatever else gets their blood pumping. We recommend that you make these "General" Deals a lesser discount/offering than your Exclusive Deal offerings, because these deals are able to be claimed however the user chooses, whereas you can offer a larger discount by asking a lot more from the customers through your Exclusive Deals entry.

Exclusive Deal Creation 

 

Exclusive Deal Creation 

In order to create an Exclusive Deal, all you need to do is scroll on the map in "Section 2" of the Merchant Dashboard and click once on the location that you wish to geolocate your respective deal at. You can also use the search bar to refine where exactly you'd like to locate your deal at. Once you click on the map, you will be asked a few questions that we'll need to know in order to represent your deal accordingly. This will open up a prompt as follows:

  1. Deal Location: This is the location that was selected when you clicked on the map to add a new deal. Be sure to select an exact location, not just a region. For instance, instead of placing your deal "in the city of San Luis Obispo", locate your deal at an exact location in the city - like the downtown core or a college campus.  

  2. Deal Offered: This represents the actual deal you are looking to offer our users.

  3. Deal Activity: The activity users need to partake in or the location that users need to go to in order to get your deal on the app.

  4. Claim Radius: You can select how large the radius around your deal is in order for it to be claimed. We have a minimum requirement of 100 feet for liability purposes. We recommend a larger radius on locations like hiking destinations or anywhere that the terrain may be deceiving. This will allow users to safely claim your deals.

  5. Campaign End Date: This is the date at which your deal is set to automatically deactivate from the Kick-it Points map.

  6. Maximum Allotment: This is the maximum amount of a deal that you are offering before it automatically deactivates or you manually deactivate it yourself.

  7. Deal Expiration: This is not to be confused with your campaign end date. It denotes how many days a user has to redeem your deal after they've claimed it. So it's particular to a user, whereas your campaign end date is the last day anyone can claim the respective deal you offer.

  8. Redemption Method: Deals can be redeemed either in-store or online using a promo code. This setting allows you to say whether or not you will be offering a deal that needs to be redeemed by a server/cashier at your business or through your website for an online purchase. If you select "Online", another prompt will appear asking you to insert promo code details.

 

Once you've filled out all of the deal information, you can press submit and it'll go through our deal verification process. At this point in time, your deal will show up in "Section 3" of the Merchant Dashboard, but it'll have a yellow icon notifying you that the deal is pending approval. Once the deal is approved, the approval icon it will turn from yellow to green allowing you to now activate and deactivate this deal at your own leisure. Make sure to set the deal to Active or else the deal won't show up on the app. If we reject the deal, you'll see the approval icon change from yellow to red and we'll follow up with you about why it wasn't approved. As of now, merchants can have a maximum of 2 Exclusive Deals active at the same time. If you try and activate a third, it will force you to remove one of your previously activated deals before doing so.

General Deal Creation 

 

General Deal Creation 

General Deals are created without the need to select a location on the map to place your deal at. This is because, as mentioned above, users will select the location of these deals. All you need to do is click on the "Create New" button in the General Deals section and you'll be presented a Prompt to create a General Deal with. These details include:

  1. Deal Offered: The deal you're offering to users on the app.

  2. Deal Activity: The user will create this when they use the mobile app. You do not select this location for them like you would otherwise be doing with Exclusive Deals.

  3. Campaign End Date: This is the date at which your deal is set to automatically deactivate from the Kick-it Points map.

  4. Maximum Allotment: This is the maximum amount of a deal that you are offering before it automatically deactivates or you manually deactivate it yourself.

  5. Deal Expiration: This is not to be confused with your campaign end date. It denotes how many days a user has to redeem your deal after they've claimed it somewhere around town. So it's particular to a user, whereas your campaign end date is the last day anyone can claim the respective deal.

  6. Redemption Method: Deals can be redeemed either in-store or online using a promo code. This setting allows you to say whether or not you will be offering a deal that needs to be redeemed by a server/cashier at your business or through your website for an online purchase. If you select "Online", another prompt will appear asking you to insert promo code details.

 

Once you've filled out all of the deal information, you can press submit and it'll go through our deal verification process. At this point in time, your deal will show up in "Section 3" of the Merchant Dashboard, but it'll have a yellow icon notifying you that the deal is pending approval. Once the deal is approved, the approval icon it will turn from yellow to green allowing you to now activate and deactivate this deal at your own leisure. If we reject the deal, you'll see the approval icon change from yellow to red and we'll follow up with you about why it wasn't approved. As of now, merchants can only have a maximum of 2 separate deals activated at the same time. If you try and activate a third, it will force you to remove one of your previously activated deals when doing so.

 

Settings

 

The settings button at the top right of the Merchant Dashboard allows you to update your profile information. You can add announcements, change your business description, switch your business category, and much more. We've also allowed you to add up to 5 additional tags to enhance your search-ability by users, so if you know of trendy tags (words, events, deals, activities) that you think people might be searching, you can use those keywords to help you show up in front of more users.