Mariana Tek

Review the Mariana Tek partner page

Integration Steps

Sending Referral Leads to Mariana Tek + Xplor Growth

Perkville can automatically send referral leads directly into Mariana Tek when a referred friend claims a referral offer. This means your sales and marketing teams can seamlessly follow up with referred prospects using Mariana Tek’s tools, including Xplor Growth for marketing automation.

Below is an overview of the flow from referral to prospcect creation in Mariana Tek:

1

Friend is referred

One of your customers refers a friend via email or a referral link.

2

The friend claims the referral

3

The new prospect is created in Mariana Tek

If a user does not already exist for the new lead, Perkville creates a new record for the lead with the following fields: first name, last name, email, phone (if provided), date of birth (if provided).

How to get this setup

1. Make sure you have a referral earning activity and offer set up

2. Reach out to [email protected] and let them know you'd like this setup

3. Add the following language to your referral offer fine print: "An account will be created for you. To sign into your new account at {your business name} go to https://{your-tenant-subdomain}.marianatek.com/auth/login/ and click to reset your password."

Automated reward redemptions

Rewards can be setup to automatically distribute dollar and service credits to your customers in Mariana Tek upon redemption.

Voucher status

When creating these rewards, please make sure to set the initial voucher status as Pending further processing. This status triggers the integration to process the redemption and apply the credit in Mariana Tek.

Finding service credit IDs

To automate the redemption of Mariana Tek credits Perkville's implementation team will need the credit IDs you'd like distributed for each reward. To find these follow the below steps:

1. Log into your Mariana Tek dashboard

2. Click Products in the left-hand menu

3. Click Credits in the sub-menu

4. Click to edit the credit type you'd like automatically redeemed

5. The credit ID is at the end of the URL of this page. Here is an example where the credit ID is 2324: https://yourbusiness.marianatek.com/admin/products/credits/credit-types/edit/2324

6. Give this ID along with any other credits your want automated to your Perkville rep.