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Create a reward that customers can spend their points on.

How to create a reward

Instructions to configure a referral program.

How to set up a referral program

Making rewards, deals and discounts available just for special groups of customers such as employees or local customers.

How to make deals for specific groups or segments

How to Use Visibility Filters to Customise Who Sees Your Rewards and When

How to show Rewards Only to Certain Customers: Using Visibility Filters

Miles Zunker

Rewards

Create a custom design with text, images, and links

Business Dashboard

Website

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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