PerkUp

Cameron Soregaroli

Thomas Mirmotahari

Claiming rewards, what your balance can be spent on, and what happens when rewards expire.

Rewards & Your Balance

Step-by-step instructions for claiming a PerkUp reward, from opening the claim link to what happens if it goes unclaimed.

How to claim your reward

Explains why the 'not listed as a recipient' error appears and how to fix it by signing in with the correct email or asking an admin to add one.

My reward link says I'm not listed as a recipient

Covers the swag store, gift cards, Amazon, and the Perk Card as spending options, and why availability varies by organization and reward category.

What can I spend my PerkUp balance on?

Explains how to swap a claimed gift for a different product or convert it to spendable PerkUp balance when the sender has enabled that option, and clarifies that the choice…

Swapping your gift or converting it to PerkUp balance

Learn how lunch rewards work, and how you can use them.

How do I use a lunch reward?

Opening your claim link, choosing a gift, and swapping or converting it.

Claiming rewards

Explains that a PerkUp balance is the sum of active reward budgets, why parts of it may be restricted to specific merchant categories, and the $1,000/month Perk Card spending limit.

How balances work: rewards, categories, and spending limits

Explains that most PerkUp rewards carry an employer-set expiration date shown in the reward email, and that unused budget stops being spendable once it passes.

Do my rewards expire?

A troubleshooting checklist for a zero or low PerkUp balance, covering expired rewards, wrong sign-in email, pending card holds, and organization deactivation.

My balance is zero or lower than expected

Clarifies that PerkUp balances cannot be withdrawn or cashed out to a bank account, and lists the in-platform ways members can spend their balance instead.

Can I transfer my balance to my bank account?

Explains that leaving your company un-enrolls you from programs, deletes scheduled rewards, and cancels your Perk Card.

What happens to my balance if I leave my company?

Explains how to shop Amazon's catalog inside PerkUp using your reward balance and the exact return policy for those orders.

Shopping on Amazon with your PerkUp balance

Explains how members can add their own money via card payment to afford a pricier reward item, the $300/month gift card cap, and how refunds work.

Adding personal funds to cover a larger purchase

Can I move a purchase to a different reward?

How balances, categories, and spending limits work — and what happens if you leave your company.

Your balance

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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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.

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

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

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

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