How to offer secret deals on your plans and packs

Create a private credit pack or membership when an offer should be visible only to selected clients. You can grant and manage access from Clovo Dashboard.

Step 1: Creating the Private Plan/Pack

1. Log In to Clovo Dashboard:

   • Use your admin credentials to log in to Clovo Dashboard.

2. Navigate to Membership/Plans:

   • In the dashboard, go to the Membership or Plans section.

3. Create a New Membership/Credit Pack:

   • Click on ‘Create New’ and fill in details like name, pricing, and benefits.

4. Toggle the ‘Secret deal’ Switch On:

   • In the plan settings, turn on the ‘Secret deal’ switch to make it exclusive.

Step 2: Giving Access

1. Find the Client(s):

   • Navigate to the Clients or Users section.

2. Add the Plan to Their ‘Secret deals’ Tab:

   • In the client’s details, go to the ‘Private Plans’ tab and add the plan.
   • Your client will now be able to see the private plan when they tap on their ‘You’ tab in app.
   • Clients will be notified that they have been given private access.

Step 3: For Clients, View and Purchase Private Plans

1. Access the Private Plan in Clovo Client Apps:

   • Clients can view and purchase private plans under the ‘You’ tab in their Clovo client apps.
   • Only the clients you gave access to in Section 2 can view or purchase the plan in this way.
   • The clients with access can purchase as per any other plan or pack in Clovo.

Quick Tips

• Personalise Your Offerings: Tailor private plans to specific client preferences for a personalised experience.
• Communicate Clearly: Inform selected clients about their access to private plans and how to purchase them. Clients will be notified automatically when given private access.
• Review and Update: Regularly review and update private plans to keep them relevant and ensure the right clients have access.