Dashboard
Corridor state at a glance
Right Now
Action Queue
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All caught up! Nothing needs your attention right now.
Dashboard
Action Required
Recent Activity
Quick Actions
Community
Connect with your audience through announcements and stories
No announcements yet
Share updates, notices, and important information with your audience
No stories yet
Share merchant spotlights, neighborhood features, and editorial content
Activity Feed
Auto-generated activity stream showing recent happenings in your district
Offers
Create and manage special offers for your customers
No offers
Create your first offer to attract more customers
Embed Offers Widget
Display your offers on your website
<script src="https://preffin.com/embed/offers.js"></script>
<div data-preffin-offers data-style=""></div>
Direct Link
Widget Preview
Offers widget preview
Default Offer Settings
Notifications
Offer Stats
Offer Details
Status
Schedule
Start
End
Min Purchase
Total Limit
Per User
Redemption Method
Terms & Conditions
Performance
Redemptions
Views
Conversion
Redemption Methods
Choose how customers will redeem offers at your location
Team Member Verification
Slide to Redeem
Customer opens the offer in the District App and shows it to your team member. They slide to redeem while your team member watches to confirm.
How it works:
Best for: Quick transactions, high-trust environments
QR Code / Manual Code
Scan or Enter Code
Customer shows a QR code or provides a unique code. Your team scans it with the Partner Hub app or enters it manually in the app or web portal.
How it works:
Best for: Busy locations, multiple team members
Offer Preview
Terms & Conditions
Content
Manage inventory, review merchant offers, and run promotional campaigns.
Manage your inventory and submit offers to be promoted by your district.
Your Inventory
Products, promotions, and events you manage. These can be tied to district offers.
District Offers
Offer Campaigns
Categories
Organize your inventory with custom categories for better discovery.
Start by building your inventory
Before submitting an offer, add at least one product, promotion, or event in . Once you have inventory, head to to submit it for the district to promote.
No products yet
Add the products you sell so they can be promoted by the district.
No promotions yet
Bundle products together as a promotion to give shoppers a deal.
No events yet
Add events you're hosting and the district can help promote them.
No offers in this view
No offers match this status yet. Submit an offer from your inventory to get started.
What is this offer tied to?
Select an existing or create a new one.
Offer Campaigns
Themed groupings of approved offers shoppers see together.
No campaigns yet
Create a campaign and link offers to feature them together. No campaigns are running in your community right now.
→
New campaign
Offers in this campaign
No offers linked yet.
Add more offers Add offer Add your offer
No more approved offers available to link. You have no approved offers available to link.
Categories
Manage categories for products, promotions, and events
No categories yet
The Reef
Your corridor's spatial foundation and living map
Reef Map
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Map Legend
Base Layers
Active Waves
No active waves
Live Currents
No live currents
Corridor Timeline (Next 90 Days)
Timeline view powered by ScheduleHandler API
Reef Trotline - Evergreen Offers
No offers on the Reef Trotline yet
Add evergreen offers that run continuously
Reef Base Map Configuration
Parking Layer
Configure parking structures, lots, and street parking
Transit Layer
Metro stops, bus routes, bike share stations
Accessibility Layer
Accessible entrances, elevators, curb cuts
Key Venues
Landmarks, theaters, parks, major destinations
Your vault of things you're proud of — raw materials for Hooks
Loading products...
| Product | Category | Price | Status | Actions |
|---|---|---|---|---|
|
|
||||
| No products found. Add your first hard asset. | ||||
Loading soft assets...
Examples:
Delete Soft Asset
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What is this?
When to Use
Examples
- •
Industry-Specific Examples
Conversion Impact
Best Practices
- ✓
Common Mistakes to Avoid
- ✗
Measuring Success
Related Categories
Integration Tips
Tips for Success
Examples:
Waves
Themed time-boxed windows for your corridor
Loading waves...
No waves found. Create your first wave.
Schedule Details
The schedule will be created automatically when you save the wave.
Use the ScheduleHandler API for recurring events or complex timing.
Currents in this Wave
No currents yet
Wave participants will appear here
Wave Schedule
Schedule ID:
Hooks deployed to Wave Trotline will appear here
Currents
Activities running in your corridor
Loading currents...
Offers forged from your Assets
Loading hooks...
No hooks found. Forge your first hook.
Hard Assets
About Hard Assets
Hard assets are the products you want to showcase on this hook. This is a product display feature - it tells the public what you have available, separate from any promotional discounts or offers.
Best Practices:
- Showcase products that are in stock and readily available
- Highlight new arrivals or featured products
- Display seasonal or trending items
- Keep the selection focused (5-10 items max for better visibility)
Examples:
- New product launches: "Just arrived - check out our latest collection"
- Seasonal showcases: "Summer essentials now in stock"
- Featured categories: "Our top-selling electronics"
- Inventory highlights: "Popular items back in stock"
Common Mistakes:
- Showing out-of-stock items frustrates customers
- Too many items dilutes the showcase impact
- Not updating showcases regularly leads to stale content
- Mixing unrelated products confuses the message
Soft Assets
Examples:
About Promotion Groups
Promotion groups are containers that hold specific promotion configurations. Each group can have its own set of products and promotion type, allowing you to create complex, multi-faceted offers within a single hook.
Best Practices:
- Use groups to target different product categories with different promotion types
- Keep related products in the same group for easier management
- Test different promotion types across groups to find what works best
- Limit to 3-5 groups per hook to avoid overwhelming customers
Examples:
- Group 1: Electronics with BOGO, Group 2: Accessories with 20% off
- Group 1: New products with tiered discount, Group 2: Clearance with simple discount
- Group 1: High-margin items with bundle pricing, Group 2: Low-margin items with spend threshold
Common Mistakes:
- Creating too many groups makes the offer confusing
- Putting unrelated products in the same group
- Using the same promotion type across all groups (defeats the purpose)
Promotion Group
Promotion Types Guide
Examples:
Best Practices:
Common Mistakes:
Basic percentage or fixed amount discount
Buy X quantity of a product, get Y quantity of the same product free/discounted
Buy X quantity of one product, get Y quantity of a different product free/discounted
Spend a minimum amount, get a specific product free/discounted
Progressive discounts based on quantity thresholds (buy more, save more)
Special fixed price when buying a specific bundle of products together
Discount available only to members with membership status
Special price when buying a minimum quantity of a product
Special price when buying multiple units of the same product
Buy a specific product, receive another product as a free gift
Buy X quantity from a group of eligible products, get Y quantity free/discounted
or drag & drop files here
Fulfillment Links
About Fulfillment Links
Fulfillment links direct customers to where they can claim or use your offer. These can be website URLs, app deep links, phone numbers, or email addresses.
Link Types:
- Web Link: Standard URL to a website or landing page
- Deep Link: Opens a specific page within your mobile app
- Phone: Click-to-call phone number
- Email: Opens email client with pre-filled address
Best Practices:
- Use clear, descriptive labels for each link
- Set a primary link for main call-to-action
- Include fulfillment text explaining what happens when clicked
- Set start/end dates for time-sensitive offers
Common Mistakes:
- Broken or outdated URLs
- Unclear link labels confuse customers
- No expiration dates on limited-time offers
- Missing UTM parameters for tracking
Scheduling your fulfillment link:
- Start Date: The link becomes active and clickable from this date/time. Leave blank to activate immediately.
- End Date: The link expires and stops working after this date/time. Leave blank for no expiry.
Use scheduling for flash sales, limited-time promotions, or seasonal offers. Dates are stored in your local timezone.
UTM parameters are tags added to your URL that analytics tools (Google Analytics, etc.) use to track where traffic comes from.
- Source: Where your traffic originates — e.g., google, facebook, newsletter
- Medium: The marketing channel — e.g., cpc, email, social
- Campaign: The specific campaign name — e.g., summer_sale, launch2025
- Term: Paid keyword (used for paid search) — e.g., running+shoes
- Content: Differentiates links in the same campaign — e.g., topbanner, sidebar
Enable Auto-append to automatically add these parameters to your link URL when customers click it.
Control who can see and use this link:
- Geo Restriction: Limit the link to specific countries using ISO 3166-1 alpha-2 codes (e.g., US, CA, GB). Use Include to whitelist countries, or Exclude to block them. Leave as "No Restriction" to show to everyone.
- Device Targeting: Show this link only on specific device types. Useful if your destination (e.g., an app deep link) only works on mobile, or you want desktop-only web promotions.
Targeting is evaluated at click time — customers outside your rules will not see the link.
Track conversions from this link:
- Tracking Pixel URL: A 1x1 image URL fired when a customer clicks the link. Used to notify third-party ad platforms (Facebook Pixel, Google Ads, etc.) that a conversion occurred. Must be a full HTTPS URL returning an image.
- Cookie Name: A cookie dropped in the customer's browser when they click. Use this to track attribution across sessions — e.g., if they buy later you can tie it back to this link.
- Cookie Duration: How many days the attribution cookie persists. Industry standard is 30 days for most campaigns, 7 days for time-sensitive offers.
A/B testing lets you compare two versions of your fulfillment link to see which performs better:
- Test Group: Assign this link to Variant A or Variant B. Create two links (one A, one B) pointing to different destinations or with different UTM parameters to test which drives more conversions.
- Test Weight (%): The percentage of traffic that should see this variant. For a 50/50 split set both A and B to 50. For a 70/30 test set A to 70 and B to 30. Weights should add up to 100 across all variants.
Run A/B tests for at least 2 weeks to get statistically significant results.
Open Graph (OG) tags control how your link appears when shared on social media (Facebook, WhatsApp, iMessage, Slack, etc.):
- OG Title: The headline shown in the link preview card — e.g., "50% Off Summer Sale". Keep it under 60 characters for best display.
- OG Description: A short summary shown below the title — e.g., "Limited time offer, ends Sunday". Keep under 155 characters.
- OG Image URL: The preview thumbnail image. Must be a publicly accessible HTTPS URL. Recommended size: 1200×630 pixels (1.91:1 ratio). JPG or PNG format.
These tags only affect how the link looks when shared — they don't change your destination page content.
Hook Preview
Delete Hook
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Are you sure you want to delete ?
What is this?
When to Use
Examples
- •
Industry-Specific Examples
Conversion Impact
Best Practices
- ✓
Common Mistakes to Avoid
- ✗
Measuring Success
Related Categories
Integration Tips
Tips for Success
Media Preview
Hook Bundles
Group related hooks together for bulk deployment
No bundles created yet. Create your first bundle to group related hooks.
Deployments
Where your Hooks are placed
| Hook | Placement | Type | Dates | Status | Actions |
|---|---|---|---|---|---|
|
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| No deployments match your filters. | |||||
Deployment Preview
Remove Deployment
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Placements
Pick where your hook rides. Exclusive reefs, currents & waves drive the highest ROI.
Book a call with our team
Audience
Good for
Location
Communities
Target areas
What's included
No subscription required
Unlocks access to all exclusive placements
Your monthly subscription credit applied
Still have doubts?
Talk to our team about this placement and see if it's the right fit.
Approvals Queue
Review and approve public-facing content
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Approval Details
Reject Approval
Blog
Publish news and updates for your district
No posts yet
Create your first blog post to share news with your community
Embed Blog Widget
Display your blog posts on your website
<script src="https://preffin.com/embed/blog.js"></script>
<div data-preffin-blog data-style="" data-count="5"></div>
Widget Preview
SEO Settings
Appears in search results and browser tabs
AI & Bot Access
Make your content accessible to AI assistants and search bots
Blog Stats
Click to upload or drag and drop
Supports Markdown formatting. Use ## for headings, **bold**, *italic*, [links](url), etc.
Create New Collab
Basic Information
Start by telling us about your collab
Timeline & Dates
When will this collab take place?
When merchants must respond by
When all tasks must be completed
Participation Structure
How will merchants participate?
Build Your Tracks
Create participation options for merchants
No tracks yet. Add your first track to get started.
Select Merchants
Choose who to invite to this collab
Settings & Launch
Configure reminders, visibility, and publishing options
Automated Reminders
Send automatic reminders to merchants about deadlines
Visibility Settings
Control what participants can see
Group Progress Display
Control how merchant progress is shown to other participants
Merchants will see each other's names and progress in the Group Progress section. This encourages friendly competition. Merchants will see anonymous progress (e.g., "A merchant completed..."). Names will be hidden for privacy.
Publishing Options
Choose where this collab will be visible
Custom Invitation Message
Personalize the invitation sent to merchants (optional)
Available variables: {{merchant_name}},
{{collab_title}},
{{event_date}},
{{response_deadline}}
Ready to Launch
Create Business Collab
Partner with other merchants for mutual success
Basics & Collab Type
Invite Partner Merchants
Suggested Partners
All Merchants
Define Details
Review & Send
Collab Details
Partners
Package Details
What Happens Next
- Your partners will receive an invitation to join this collab
- Partners can accept, decline, or propose changes
- Once all partners accept, the collab becomes active
- You'll be able to chat and coordinate with your partners
Overall Progress
Needs Your Attention
Task Completion Matrix
| Merchant | Total | |
|---|---|---|
|
|
/ |
No merchants have accepted yet
Task completion will appear once merchants accept and start submitting
Task Completion by Track
| Merchant | Total | |
|---|---|---|
|
|
No merchants have selected this track yet
Merchant Progress ( participants)
No merchants found
Try adjusting your filters
Participation Tracks
No tracks have been defined yet
Adventure Route
Configure the stops and route for this adventure
No stops configured yet
Add stops to create the adventure route for participants
Route Map
Completion Reward
What participants get for completing all stops
No completion reward configured
Add a reward to incentivize participants
Important Dates
Resources
Share resources with participating merchants
No files or links yet
Add resources for merchants to access
No messages yet
Start a conversation with merchants about this collab
Press Ctrl+Enter or Cmd+Enter to send
Message History & Engagement
Track all automated and manual communications
Current Settings
Message History
No messages sent yet
Message history will appear here once you send invitations
Collab Preview
See how this collab will appear to consumers in the Preffin app
Consumer View
See how customers will discover and view this collab in the Preffin app
Merchant Cards
See how participating merchants will appear to customers
What's Included in the Preview
Note: The preview shows a simulation of the Preffin mobile app. Actual appearance may vary slightly based on device settings and app version.
Mobile Preview
Participating Merchants
This is a preview of how your collab will appear in the Preffin app. Actual appearance may vary slightly.
Add Task
Merchants must complete this task
Paste the full URL to the resource (Google Drive, YouTube, Canva, Dropbox, etc.)
Loading...
Response Needed
You've been invited to participate in this collab. Review the tracks and decide which ones you'd like to join.
Response deadline:
Your Progress
Accept the invitation to see your tasks
Your Tasks
No tasks yet. Select tracks to get started.
Group Progress
Recent Activity
No recent activity
Select Your Tracks Your Selected Tracks All Tracks
Choose which tracks you want to participate in. Required tracks are automatically selected.
No tracks available.
- (required)
Route & Stops
View the adventure route and stop locations
Route Map
Stops on this Route
Resources
Resources shared by the collab organizer
No files or links shared yet
The organizer hasn't added any resources to this collab.
Chat
Loading messages...
No messages yet
Start a conversation with your collab partners
Group Progress
See how other merchants are progressing in this collab
Merchant Leaderboard
No merchants yet
Be the first to make progress!
No activity yet
Activity will appear here as merchants make progress
Complete your tasks to catch up with the group.
Collab Preview
See how this collab will appear to consumers in the Preffin app
Consumer View
See how customers will discover and view this collab in the Preffin app
Your Merchant Card
See how your business will appear to customers within this collab
What's Included in the Preview
Mobile Preview
Participating Merchants
This is a preview of how your collab will appear in the Preffin app. Actual appearance may vary slightly.
Task Details
Click to upload or drag and drop
PNG, JPG up to 10MB
By submitting, you confirm that you have completed this task.
Suggestions
Frequently Asked Questions
Collabs
No collabs
Sponsors
Manage sponsorship opportunities and relationships
No active sponsors yet
No pending inquiries
Interested in:
Proposed:
Create Sponsorship Opportunity
Prizes
Manage prizes for your sponsored adventures
No prizes yet
Add prizes to your inventory to allocate them to your sponsored adventures.
No allocations yet
Allocate prizes from your inventory to adventures you're sponsoring.
No winners yet
Winners will appear here as users complete adventures and win prizes.
| Winner | Prize | Adventure | Won | Status | Actions |
|---|---|---|---|---|---|
|
|
Completed |
Add New Prize
Paste codes one per line, or leave blank and we'll notify you when winners need codes.
We'll coordinate scheduling with winners and send you their contact info.
Click to upload or drag and drop
PNG, JPG up to 5MB
Allocate Prize to Adventure
Distribution
Manage billboard placements and push notifications
Billboard Surfaces
| Time | |
|---|---|
|
|
Click any available slot to schedule a notification. Each time window has slots available per day.
Scheduled Notifications
Create your first push notification
Book Billboard Slot
Schedule Notification
Campaigns
Manage your sponsorship campaigns and track performance
No campaigns yet
Create your first sponsorship campaign to start reaching local customers
Create Campaign
Click to upload image or video
PNG, JPG, MP4 up to 15MB
Passive tier shows your logo only—no additional content needed.
Your logo will appear automatically with cashback notifications.
Based on your targeting criteria
Opportunities
Discover sponsorship opportunities across districts
Express Interest
Cashback
Your Cashback Rate
Adjust Your Add-On Rate
Increase your cashback rate to attract more customers. You fund the add-on portion.
Cashback Campaigns
Boost your cashback rate for special promotions
Create a campaign to boost your cashback rate
Product Cashback Boosts
Set extra cashback rates for specific products or categories
Connect Your Point of Sale
To set cashback rates for specific products, we need to connect to your POS system to access your product catalog.
We support Square, Toast, Clover, Lightspeed, Shopify POS, and more
Add extra cashback to specific products or categories to drive sales
Set extra cashback for specific products or categories
Cashback Pool
District Base Rate
Set the base cashback rate for all merchants in your district.
District Cashback Campaigns
Boost cashback rates district-wide for special promotions
Create a campaign to boost cashback rates district-wide
Recent Cashback Transactions
Latest transactions across all merchants in your district
Transactions will appear here as they occur
Recent Cashback Transactions
See What Customers Are Buying
Connect your POS to view item-level purchase details and set product-specific cashback rates.
Payments
Track your earnings and manage payouts
| Date | Description | Amount |
|---|---|---|
Request a payout when your balance reaches $50
Payout Method
Bank Account Details
Analytics
Track your performance and insights
Revenue Over Time
Transactions
Peak Hours
Customer Insights
Top Performing Offers
Popular Events
Top Adventures
Feature Usage
Generate Reports
Merchants
Manage merchants in your district
| Merchant | Status | Actions |
|---|---|---|
|
|
|
Try adjusting your search or filter
Invite Merchant
Send an invitation to join your district
This Month
Collab Response Rate
District Maps
Create interactive, embeddable maps for your district
No maps yet
Create your first map to showcase your district
Quick Start Templates
Start with a pre-configured template
Create New Map
No spots in this category
No categories yet
Categories help organize your spots into groups
Trail Recorder
Create walking routes and curated trails
Powered by Google
Stops
Miles
Est. Time
Trail Stops
Drag to reorderClick on the map to add stops
or use GPS recording
Export Map Animation
Create animated videos for social media
Animation preview
Pages
Build and manage your district website
Public Documents
Manage budgets, reports, meeting agendas, and other public records
Upcoming Board Meetings
Public Documents Page
All documents are publicly accessible at this URL for transparency compliance
Welcome to Central West End
St. Louis's premier destination for dining, shopping & entertainment
Featured Businesses
Upcoming Events
Business Directory
Events
This is a preview of the page content.
Header Navigation
Footer Links
Social Media Links
Brand Colors
Typography
Header & Footer
Live Preview
Global SEO Settings
AI & Bot Accessibility
Make your content easily discoverable by AI assistants and search engines
API Endpoints
AI Discovery Score
Your site is well-optimized for AI assistants and search engines.
Create New Page
Start with a template or blank page
Files
Organize documents into collections with embeddable viewers
No collections yet
Sub-collections
Files
No files in this collection
Embed Collection
Choose a collection to embed on your website
Public Files Page
Widget Preview
Default Settings
Allowed File Types
Create Collection
Add Sub-collection
Upload Files
Drag and drop files here, or
PDF, DOC, XLS, PPT up to 25MB
Edit File
Document preview would render here
Widget Library
All embeddable widgets in one place — configure and copy embed codes
No widgets found matching your search
Messages
Communicate with districts and partners
Start a new message to connect with districts
Select a conversation to view messages
New Message
Billing
Manage payment methods and view invoices
Payment Methods
Add a payment method to fund your campaigns
Invoices
| Invoice | Date | Amount | Status | |
|---|---|---|---|---|
Add Payment Method
Reports
Campaign performance and analytics
Impressions Over Time
Engagement by Campaign
Campaign Performance
| Campaign | Impressions | Engagements | CTR | Spend | CPE |
|---|---|---|---|---|---|
Top Performing Merchants
Redemptions
Process customer payments and offer redemptions
0
Redemptions Today
$0.00
Total Value
$0.00
Your Earnings (2%)
Recent Redemptions
No redemptions yet today
Scan a customer's code to get started
$
0
Offers Redeemed Today
$0.00
Total Discount Value
0
Unique Customers
Recent Offer Redemptions
No offer redemptions yet today
Scan or enter a customer's offer code to get started
Enter Offer Code
Enter the customer's numerical redemption code
6-digit code from customer's phone
Code:
Offer Value
Customer
Offer Redeemed!
Scan Offer QR
Position offer QR code in frame
The code will scan automatically
Enter Payment Code
Ask the customer for their Preffin code
Code:
Amount to Redeem
$
Customer balance after: $
This amount will be deducted from the customer's bill. You'll receive the full amount in your next payout.
Redemption Complete!
$ has been applied
Scan Code
Position QR code in frame
The code will scan automatically
Pop-Up Trial
ACTIVECherokee Street District • 2847 Cherokee St
45
Days Left
82%
vs. Target
$8,420
Total Revenue
342
Transactions
187
Unique Customers
4.8
Avg Rating
Rent & Subsidy
Path to Permanent
Trial Started
Jan 15, 2026
First Month Complete
Hit 75% of target revenue
Performance Review
In progress - 82% of target
Conversion Offer
Pending trial completion
Permanent Lease
Sign long-term agreement
On Track for Conversion
You're exceeding performance targets!
Weekly Performance
Cherokee Street District
Your program coordinator
Try adjusting your filters
No requests yet
Post a request to find talent for your needs
Check back later for new requests
No applications yet
Browse opportunities and apply to get started
About
About
Skills
Availability
Post a Request
Join the Talent Pool
Create your profile to be discovered by districts and businesses
Profile
Manage your organization profile and settings
Basic Information
Business Hours
Change Password
Team Management
Manage team members, roles, and permissions
No members found matching your search
No pending invitations
All invitations have been accepted or expired
Define roles and permissions for your team members
System Roles
Custom Roles
No custom roles yet
Create custom roles for specific team needs
Invite Team Member
Change Role
Update role for
Beneficiary Programs
Manage cashback programs for your employees and members
No beneficiary programs yet
Create a program to offer targeted cashback rewards to your employees, members, or customers.
Manage beneficiaries
| Beneficiary | Status | Tier | Earned | Tags | Actions | |
|---|---|---|---|---|---|---|
|
|
— |
|
|
Add Beneficiary
Batch Upload Beneficiaries
Upload a CSV file with beneficiary information. Maximum 5,000 records per upload.
Drag and drop your CSV file here, or
Processing your file...
Validating email addresses and checking for duplicates
Errors Found:
Preview (first 5 records)
| Name | Tags | |
|---|---|---|
Upload Complete!
beneficiaries have been added and invitations sent.
Create Beneficiary Program
Beneficiary Details
Earnings Summary
Activity (Aggregate)
Timeline
Actions
February 2026
Program Overview
Financial Summary
Economic Impact
Top Merchant Categories
Neighborhood Distribution
Activation Funnel
Configure program settings and preferences
Cashback Settings
Duration
Geographic Scope
Program Status
Settings
Configure your organization preferences
Notifications
Developer
Current mode:
Cashback Settings
This is added on top of the district base rate
Integrations
Danger Zone
Prefs
Manage citywide initiatives and campaigns
No Prefs Found
Create your first citywide initiative to get started.
Create New Pref
Merchant Enrollment
Description
City Manager
Merchant Enrollment
Sponsor Tiers
Enrolled Sponsors
Enrollment by District
Enrollment Settings
Requirements
Public Landing Page
Marketing Assets
Districts Management
Coming soon - Manage all districts across cities
Merchant Onboarding
Conduct intakes, manage game plans, and export merchant data
Pipeline by Status
Stage Conversion
Avg. Time in Stage
Onboarding Pipeline
| Merchant | District | Status | Intake Date | Actions | |
|---|---|---|---|---|---|
|
Change Status
|
|||||
|
No merchants in pipeline Add a merchant to get started No results found Try adjusting your filters |
|||||
Completed Merchants
| Merchant | Category | Intake Date | Actions |
|---|---|---|---|
|
|
|||
| No completed merchants yet. Start an intake to begin. | |||
Business Information
The public-facing listing. What consumers see.
Core Identity
Location
Category & Type
Social Media
External Platforms
No external platforms added
Add platforms like Google Business, Yelp, DoorDash, or custom platforms
Business Assets
No brand assets added
Add logos, brand guides, Google Drive folders, media kits, etc.
Brand & Positioning
Amenities & Features
Hours of Operation
Operational Information
Internal context. Not consumer-facing.
Primary Contact
Secondary Contact (optional)
Business Structure
District & Location
Technology & Systems
Staffing
Financials (confidential)
Customer Data
Diversity & Social Impact
Business Ownership Diversity
Social Values & Causes
Which causes or values does your business support or align with?
Business Certifications
Does your business have any of these certifications?
Business Understanding
The intake conversation. These answers shape the game plan.
Tip: These questions should feel like a conversation, not a survey. Capture the merchant's answers in their own words.
Goals & Challenges
What does the merchant want to achieve? Add 2-3 specific goals.
Business Rhythm
Customer Profile
Marketing & Brand
Competition
Community & Events
Readiness Assessment (internal)
Product Recommendations
Based on what you've heard, which 2-3 products make sense to start?
Remember: Don't pitch more than 3 products in the intake. The goal is to start with credible, specific recommendations.
Game Plan
Goals This Quarter
- (Target: %)
Recommended Actions
/ completedInternal Notes
No notes yet. Add a note above.
No activity recorded yet.
- Trading Name
- Legal Name
- Category
- Phone
- Website
- Primary Contact
- POS System
- Revenue Range
- Staff Count
- Years in Operation
Preffin Product Explorer
Understand what's included and what's available
Base Access — Included Free
District FundedEvery merchant in a Preffin-enabled district gets these at no cost:
- Merchant Portal (web & mobile)
- Listing in corridor directory
- Visible in Preffin app, AI maps, widgets
- Post deals, events, and offers
- Participate in district-wide adventures
- Basic analytics dashboard
Product Bundles
Pref AI Subscriptions
Pref is the AI layer across the entire platform. Credits fund AI actions and managed work.
Add Merchant to Pipeline
Add a merchant to schedule intake later
Spaces
12
5
Available Spaces
4
Active Pop-Ups
8
Recent Applications
Juan Martinez
Taqueria El Sol - Mexican Restaurant
Sarah Kim
Bloom Boutique - Vintage Clothing
David Wilson
Craft Coffee Co. - Specialty Coffee
Active Pop-Ups
Artisan Bakery
2847 Cherokee St
45 days left
Ends Mar 28
Vinyl Records Shop
2901 Cherokee St
12 days left
Ends Feb 23
Program Performance
68%
Conversion Rate
$24K
Subsidy Invested
$180K
Economic Activity
7.5x
ROI
Income Summary
$3,600
Monthly Rent Income
$1,850
District Subsidy
$5,450
Total Monthly
3
Successful Conversions
My Properties
2847 Cherokee St
1,200 sq ft • Retail
Artisan Bakery
2915 Cherokee St
800 sq ft • Retail
Vinyl Records Shop
2901 Cherokee St
1,500 sq ft • Restaurant
2 applications
Upcoming Payments
February 2026 Rent
Due Feb 28, 2026
$5,450
Includes $1,850 subsidy
Manage available commercial spaces
2847 Cherokee Street
1,200 sq ft • Turnkey
$1,800/mo
Pop-up: $1,200/mo
2901 Cherokee Street
800 sq ft • Partial Buildout
$1,400/mo
Pop-up: Vinyl Records
2915 Cherokee Street
1,500 sq ft • Shell
$2,200/mo
2 applications pending
2823 Cherokee Street
950 sq ft • Turnkey
$1,600/mo
Pop-up: $1,000/mo
Add New Property
Basic Information
Lease Terms
Photos
Drag and drop photos here, or browse
PNG, JPG up to 10MB each
Applications
Submitted
3Ana Morales
Panaderia Luna
Submitted 2 hours ago
Tyler Johnson
Sneaker Resale Shop
Submitted 1 day ago
Under Review
2Juan Martinez
Taqueria El Sol
Interview
1Sarah Kim
Bloom Boutique
Approved
2David Wilson
Craft Coffee Co.
Lisa Rodriguez
Artisan Jewelry
| Applicant | Business | Property | Status | Submitted |
|---|---|---|---|---|
|
JM
Juan Martinez
|
Taqueria El Sol | 2847 Cherokee St | Under Review | Feb 8, 2026 |
|
SK
Sarah Kim
|
Bloom Boutique | 2915 Cherokee St | Interview | Feb 5, 2026 |
Business Details
Business Name
Business Type
Description
Applicant Information
Full Name
Phone
Submitted
Space Preferences
Preferred Size
Budget Range
Preferred Start
Duration
Application Score
Actions
Scheduled Interview
Join Video CallActive Pop-Ups
Track and manage ongoing pop-up trials
4
Active Pop-Ups
2
Ending Soon
68%
Avg Performance
$4,800
Monthly Subsidy
Artisan Bakery
Maria Santos • 2847 Cherokee St
82%
vs. Projections
Vinyl Records Shop
Ending SoonMarcus Thompson • 2901 Cherokee St
94%
vs. Projections
Craft Coffee Co.
David Wilson • 2823 Cherokee St
—
Too early
Trial Timeline
days remaining
Performance
vs. Projections
Transactions
Financials
Landlords
Manage property owners in your district
8
Total Landlords
12
Properties Listed
5
Available Spaces
4
Active Pop-Ups
| Landlord | Properties | Available | Active Pop-Ups | Conversions | Status | Actions |
|---|---|---|---|---|---|---|
|
MR
Maria Rodriguez Cherokee Street Properties LLC |
3 | 2 | 1 | 3 | Active | |
|
JC
James Chen Chen Family Holdings |
4 | 1 | 2 | 5 | Active | |
|
RW
Robert Williams Individual Owner |
2 | 1 | 1 | 1 | Active | |
|
LP
Linda Park Park Commercial Group |
— | — | — | — | Pending |
Pref Pass
Digital wallet passes with stamp-based loyalty
Your Pass
Recent Activity
Top Stamp-Issuing Merchants
Pass Branding
Stamp Settings
Live Preview
Stamp Rules
Rewards
This Month
Stamp Collection Methods
| Pass Holder | Stamps | Bucks Balance | Last Activity | Status | |
|---|---|---|---|---|---|
|
SM
Sarah Mitchell
sarah.m@email.com
|
8
/10
|
$15.00 | 2 hours ago | Active | |
|
MT
Mike Thompson
mike.t@email.com
|
10
/10
🎉
|
$25.00 | Yesterday | Reward Ready | |
|
JL
Jessica Lee
jess.lee@email.com
|
3
/10
|
$0.00 | 3 days ago | Active | |
|
DK
David Kim
david.k@email.com
|
1
/10
|
$0.00 | 2 weeks ago | Inactive |
NFC Readers
Phone-to-Phone NFC (Partner App)
Merchants using the Partner App on their personal devices to issue stamps
VTAP100 PRO
- Apple VAS certified
- Google Smart Tap certified
- WiFi connected
- USB powered
- Custom LED feedback
Embed Pass Widget
Add a "Get Pass" button or widget to your website
Direct Link
Share this link directly with customers
QR Code
Download QR code for print materials
Widget Preview
Embed Performance
General Settings
Branding
PNG or SVG, max 2MB
Notifications
Advanced Settings
Prevent stamp farming by limiting how often users can earn stamps
What happens to stamps after a reward is earned
Pass Status
Danger Zone
These actions cannot be undone. Please be certain.
API Access
Get Your Pass
Scan this QR code to add the pass to your Apple or Google Wallet
District Bucks
Closed-loop currency for your district
Recent Transactions
Issue Methods
Top Redemption Spots
Issuance Rules
Amount issued when a user completes their stamp card
Notifications
Currency Stats
Merchant Access
34 merchants can accept District Bucks
Issue District Bucks
Send bucks to pass holders
SMS Blast
Send targeted messages to your community
Recent Blasts
Segments
Message Settings
Appears as the sender on recipient devices
Notifications
Plan Details
New SMS Blast
Issue Reporter
Track and resolve community-reported issues
Issue Categories
Notifications
Authorized Reporters
Who can submit issues to this board
Issue Stats
Update Status
Report New Issue
Click to upload or drag and drop
Vacancy Board
Commercial space listings in your district
Embed Vacancy Board
Add the vacancy board to your district website
<script src="https://preffin.com/embed/vacancies.js"></script>
<div data-preffin-vacancies data-style=""></div>
Public Page Link
Widget Preview
Listing Settings
Notifications
Board Stats
Add New Listing
Click to upload or drag and drop
Sponsor Marketplace
Connect with sponsors to fund district initiatives
Embed Sponsorship Opportunities
Showcase available sponsorship opportunities to attract sponsors
<script src="https://preffin.com/embed/sponsorships.js"></script>
<div data-preffin-sponsorships data-style=""></div>
Public Sponsorship Page
Direct link for potential sponsors to view all opportunities
Widget Preview
Be the headline sponsor for our biggest event of the year. Includes logo placement, booth space, and VIP access.
Marketplace Settings
Notifications
Marketplace Stats
Create Sponsorship Opportunity
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What type of partner are you?
Merchant / Business
Merchants are invited by their district. If you received an invitation, click "I Have an Invite" below.
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