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1 | 1 | --- |
2 | | -title: "How to share links to customers after purchase automatically" |
| 2 | +title: "How to automatically share links to customers after purchase" |
3 | 3 | sidebarTitle: "Custom Benefit" |
4 | | -description: "In this guide, we will walk you through how to use markdown in a Custom Benefit to share links with customers after purchase automatically." |
5 | | ---- |
| 4 | +description: "Learn how to use markdown in a Custom Benefit to automatically share links with customers after purchase." |
| 5 | +--- |
6 | 6 |
|
7 | 7 | ## Create a Custom Benefit |
8 | 8 | <Steps> |
9 | | -<Step title = "Go to Benefits"> |
10 | | - In the Polar dashboard sidebar, click on **Benefits**. |
| 9 | + <Step title = "Go to Benefits"> |
| 10 | + In the Polar dashboard sidebar, click on **Benefits**. |
| 11 | + You can also go directly to: |
| 12 | + `https://polar.sh/dashboard/${org_slug}/benefits` |
| 13 | + <img height="200" src="/assets/guides/custom-benefit/benefits-page.png" /> |
| 14 | + </Step> |
| 15 | + <Step title = "Click on Create Benefit"> |
| 16 | + Click on **Create Benefit**. You’ll see three configuration fields as shown in the image below: **Description**, **Type**, and **Private note**. |
| 17 | + <img height="200" src="/assets/guides/custom-benefit/create-benefit.png" /> |
| 18 | + The **Type** field is set to Custom by default, which is what we need for sharing links, so you don’t need to change it. |
| 19 | + <Info> |
| 20 | + The **Private note** field is specific to the Custom **Type**. If you select a different **Type**, you’ll see configuration options specific to that type instead. |
| 21 | + </Info> |
| 22 | + </Step> |
| 23 | + <Step title = "Fill the configuration fields"> |
| 24 | + <a id="configuration-fill"></a> |
| 25 | + Fill the **Description** and **Private note** fields. |
| 26 | + - **Description** accepts regular text. |
| 27 | + - **Private note** requires Markdown format so you can format text, add links, or lists. |
| 28 | + |
| 29 | + Add your link inside the **Private note** section, formatted in Markdown, as shown in the image below. |
| 30 | + <img height="200" src="/assets/guides/custom-benefit/create-benefit-with-details.png" /> |
| 31 | + Click on **Create**. |
| 32 | + </Step> |
| 33 | + <Step title = "Benefit created"> |
| 34 | + The benefit is created successfully. |
| 35 | + <img height="200" src="/assets/guides/custom-benefit/benefit-created.png" /> |
| 36 | + </Step> |
| 37 | +</Steps> |
| 38 | + |
| 39 | +## Create a product adding Custom Benefit |
| 40 | +<Steps> |
| 41 | + <Step title="Go to Products Catalogue"> |
| 42 | + In the Polar dashboard sidebar, navigate to **Products** > **Catalogue** for your organization. |
11 | 43 | You can also go directly to: |
12 | | - `https://polar.sh/dashboard/${org_slug}/benefits` |
13 | | - <img height="200" src="/assets/guides/custom-benefit/benefits-page.png" /> |
14 | | -</Step> |
15 | | -<Step title = "Click on Create Benefit"> |
16 | | - Click on **Create Benefit**. You’ll see three configuration fields as shown in the image below: **Description**, **Type**, and **Private note**. |
17 | | - <img height="200" src="/assets/guides/custom-benefit/create-benefit.png" /> |
18 | | - The **Type** field is set to Custom by default, which is what we need for sharing links, so you don’t need to change it. |
| 44 | + `https://polar.sh/dashboard/${org_slug}/products` |
| 45 | + <img height="200" src="/assets/guides/custom-benefit/product-catalogue.png" /> |
| 46 | + |
| 47 | + </Step> |
| 48 | + <Step title = "Fill new Product information"> |
| 49 | + Click on **New Product**. Fill out the Product information. |
| 50 | + <img height="200" src="/assets/guides/custom-benefit/create-product-1.png" /> |
| 51 | + </Step> |
| 52 | + <Step title = "Scroll to Automated Benefits"> |
| 53 | + On the Product information page, scroll to the bottom to find the **Automated Benefits** section. |
| 54 | + <img height="200" src="/assets/guides/custom-benefit/create-product2.png" /> |
| 55 | + </Step> |
| 56 | + <Step title = "Select your Custom Benefit"> |
| 57 | + Click on Custom to see all the custom benefits you’ve created, then toggle ON the one you want to enable. |
| 58 | + <img height="200" src="/assets/guides/custom-benefit/create-product3.png" /> |
19 | 59 | <Info> |
20 | | - The **Private note** field is specific to the Custom **Type**. If you select a different **Type**, you’ll see configuration options specific to that type instead. |
| 60 | + If you don’t want to use an existing Custom benefit, you can create a new one by clicking **Create new**. |
| 61 | + Enter the configuration details, following the [Step 3](#configuration-fill) of [Create a Custom Benefit](#create-a-custom-benefit) section. |
| 62 | + <img height="200" src="/assets/guides/custom-benefit/create-product4.png" /> |
21 | 63 | </Info> |
22 | | -</Step> |
23 | | -<Step title = "Fill the configuration fields"> |
24 | | - <a id="configuration-fill"></a> |
25 | | - Fill the **Description** and **Private note** fields. |
26 | | - - **Description** accepts regular text. |
27 | | - - **Private note** requires Markdown format so you can format text, add links, or lists. |
28 | | - |
29 | | - Add your link inside the **Private note** section, formatted in Markdown, as shown in the image below. |
30 | | - <img height="200" src="/assets/guides/custom-benefit/create-benefit-with-details.png" /> |
31 | | - Click on **Create**. |
32 | | -</Step> |
33 | | -<Step title = "Benefit created"> |
34 | | - The benefit is created successfully. |
35 | | - <img height="200" src="/assets/guides/custom-benefit/benefit-created.png" /> |
36 | | -</Step> |
| 64 | + </Step> |
| 65 | + <Step title = "Product Setup complete"> |
| 66 | + Click on **Create Product**. |
| 67 | + <img height="200" src="/assets/guides/custom-benefit/product-created.png" /> |
| 68 | + Your product is successfully created along with the Custom benefit that allows you to share the links automatically to customers after purchase. |
| 69 | + </Step> |
37 | 70 | </Steps> |
38 | 71 |
|
39 | | -## Create a product adding Custom Benefit |
40 | | -<Steps> |
41 | | -<Step title="Go to Products Catalogue"> |
42 | | - In the Polar dashboard sidebar, navigate to **Products** > **Catalogue** for your organization. |
43 | | - You can also go directly to: |
44 | | - `https://polar.sh/dashboard/${org_slug}/products` |
45 | | - <img height="200" src="/assets/guides/custom-benefit/product-catalogue.png" /> |
46 | | - |
47 | | -</Step> |
48 | | -<Step title = "Fill new Product information"> |
49 | | - Click on **New Product**. Fill out the Product information. |
50 | | - <img height="200" src="/assets/guides/custom-benefit/create-product-1.png" /> |
51 | | -</Step> |
52 | | -<Step title = "Scroll to Automated Benefits"> |
53 | | - On the Product information page, scroll to the bottom to find the **Automated Benefits** section. |
54 | | - <img height="200" src="/assets/guides/custom-benefit/create-product2.png" /> |
55 | | -</Step> |
56 | | -<Step title = "Select your Custom Benefit"> |
57 | | - Click on Custom to see all the custom benefits you’ve created, then toggle ON the one you want to enable. |
58 | | - <img height="200" src="/assets/guides/custom-benefit/create-product3.png" /> |
59 | | -<Info> |
60 | | - If you don’t want to use an existing Custom benefit, you can create a new one by clicking **Create new**. |
61 | | - Enter the configuration details, following the [Step 3](#configuration-fill) of [Create a Custom Benefit](#create-a-custom-benefit) section. |
62 | | - <img height="200" src="/assets/guides/custom-benefit/create-product4.png" /> |
63 | | -</Info> |
64 | | -</Step> |
65 | | -<Step title = "Product Setup complete"> |
66 | | - Click on **Create Product**. |
67 | | - <img height="200" src="/assets/guides/custom-benefit/product-created.png" /> |
68 | | - Your product is successfully created along with the Custom benefit that allows you to share the links automatically to customers after purchase. |
69 | | -</Step> |
70 | | -</Steps> |
| 72 | +## How the Custom Benefit Appears During Checkout |
| 73 | +Your Custom Benefit is visible to customers at multiple stages of their purchase journey: |
| 74 | +- **Checkout Page** |
| 75 | +When a customer opens the checkout session, they’ll see the **Description of your Custom Benefit** listed under **Included**. |
| 76 | +<img height="200" src="/assets/guides/custom-benefit/checkout.png" /> |
| 77 | + |
| 78 | +- **After Purchase** |
| 79 | +Once the customer completes their purchase, the **Description**, the **Benefit Type** (in this case, **Custom**), and the **rendered Markdown content** from the **Private note** of the **Custom Benefit** are displayed, allowing them to access any links or formatted text you’ve added. |
| 80 | +<img height="200" src="/assets/guides/custom-benefit/purchased.png" /> |
| 81 | + |
| 82 | +- **Purchase Confirmation Email** |
| 83 | +The **Description** and the rendered Markdown content of the **Custom Benefit** also appear in the purchase confirmation email sent to the customer, as shown below. |
| 84 | +<img height="200" src="/assets/guides/custom-benefit/email.png" /> |
| 85 | + |
| 86 | +- **Customer Portal** |
| 87 | +When the customer opens the Customer Portal through the link in their confirmation email, the **Custom Benefit** is displayed there as well. |
| 88 | +<img height="200" src="/assets/guides/custom-benefit/customer-portal.png" /> |
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