📢Marketing Features
Perfex Shop includes a comprehensive set of marketing tools. Each feature can be enabled or disabled in Setup → Settings → Products under Marketing Features.
⭐ Product Reviews
Let customers rate and review products.
Flow
Customer purchases a product.
On the product detail page, they can submit a review (rating + text).
Admin approves or rejects reviews in Products → Product Reviews.
Approved reviews appear on the product page.
Configuration
Enable Product reviews in Settings.
Reviews require the customer to have purchased the product.
One review per product per customer.
🤝 Referral Program
Customers earn commission by referring new buyers.
Flow
Customer gets a unique referral code and shareable link.
They share the link (e.g.,
yoursite.com/products/client?ref=ABC123).When someone visits with
?ref=, the code is stored in the session.If that visitor places an order, the referrer earns commission.
Commission is recorded and visible in Products → Referral Program.
Configuration
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 Notifications
Notify subscribers when out-of-stock products return.
Flow
Product is out of stock.
Customer enters email in the "Notify me when back in stock" form.
When stock is restored, a cron job sends emails to subscribers.
Subscribers are marked as notified so they are not emailed again.
Configuration
Enable Back in stock in Settings.
Add the back-in-stock cron to your server. See Cron Jobs.
💰 Price Drop Alerts
Notify subscribers when product prices drop.
Flow
Customer subscribes on the product page (optionally with a target price).
When the price drops below the target (or current price at signup), a cron job sends an email.
Subscribers are marked as notified.
Configuration
Enable Price drop alerts in Settings.
Add the price drop cron to your server. See Cron Jobs.
📧 Newsletter / Marketing Consent
Collect marketing opt-in at checkout.
Flow
At checkout, a checkbox appears: "Send me promotional emails and updates."
If checked, the primary contact's
product_marketing_consentis set to 1.You can use this for email campaigns and segmentation.
Configuration
Enable Newsletter in Settings.
Checkbox is shown only to logged-in customers.
⚡ Urgency / Low Stock
Show urgency cues to encourage purchase.
Flow
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).
Configuration
Enable Urgency in Settings.
Set Low quantity in Settings (Shipping & Tax section).
🎁 Gift Cards
Sell and redeem gift cards.
Flow
Purchase:
Customer goes to Buy Gift Card (from customer menu).
Enters amount, recipient email, optional message.
Pays via invoice.
When paid, a gift card is created and an email is sent to the recipient (or purchaser if no recipient).
Redemption:
At checkout, customer enters gift card code.
Clicks Apply.
Balance is applied to the order total.
Remaining balance stays on the card for future use.
Configuration
Enable Gift cards in Settings.
Set Gift card minimum amount in Settings.
Create Gift Card Templates in Products → Gift Cards → Templates (design, merge fields).
Manage gift cards in Products → Gift Cards.
🚀 Post-Purchase Upsell
Show related products after a purchase.
Flow
Customer completes an order.
On the thank-you page, a "See special offers" button may appear.
A modal shows upsell products based on Upsell Rules.
Customer can click to view or add products to cart.
Configuration
Enable Upsell in Settings.
Go to Products → Upsell Rules.
Create rules: Trigger products (what they bought) → Upsell products (what to show).
Leave trigger empty to show for any purchase.
👥 Social Proof
Show purchase activity to build trust.
Flow
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.
Configuration
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 Recommendations
"Customers who bought X also bought Y."
Flow
On product detail pages, a "You might also like" section shows related products.
Logic: products bought together in the same orders, or same category.
Configuration
Enable Product recommendations in Settings.
🧪 A/B Testing & Segmentation
These features have database tables and toggles. Full logic (traffic split, segment targeting) may be extended in future versions.
📧 Email Templates
Marketing-related email templates are registered with Perfex's email system. Manage them in Setup → Email Templates — look for the Products type.
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
Note: The Abandoned Cart Reminder template is disabled by default. You must activate it in Setup → Email Templates for abandoned cart emails to be sent.
Last updated