Overview
The Secret Menu feature allows you to reserve a portion of your online ordering menu for specific guests, based on a perk set on their loyalty account or assigned through a targeted campaign. It is an excellent way to build guest loyalty and drive engagement without relying on discounts.
Secret Menus are integrated into the Paytronix Perks feature and managed through the Order Experience Builder in the Client Portal. Through this feature, clients can:
Provide exclusive, rotating experiences that keep guests engaged.
Incentivize desired guest behaviors and motivate guests to take specific actions.
Target customer segments through personalized marketing efforts.
How Can Secret Menus Drive Loyalty?
Unlike traditional discount programs, Secret Menus create personalized experiences that make guests feel valued. Some practical examples of how you can leverage this feature include:
Rewarding top loyalty guests with access to exclusive items without offering a discount.
Promoting a subscription service by reserving a portion of the menu only for subscribers.
Offering a larger menu to established guests without overwhelming new guests.
Reserving specials for guests in a specific loyalty tier or segment.
Requirements
To use the Secret Menu feature, your account must have:
Online Ordering
Loyalty
Order Experience Builder
Important: This feature works best for clients who are not already using Perks for another purpose. If Perks are currently in use for a different workflow, please contact your Paytronix representative to discuss whether Secret Menus are a viable option for your business.
What Needs to Be Configured First?
The following steps must be completed by Paytronix Support before you can configure Secret Menus. Once these steps are complete, you can set up and manage Secret Menus independently.
Create a new perk within the PXS Merchant Client Portal and choose a name for it. Note that some default attributes will already be populated and should not be modified.
Add Secret Menu to the available perks for the loyalty card template. Perks is multi-select — hold Ctrl or Shift to select multiple options. If you are setting up multiple Secret Menu perks for different purposes, consider increasing the number of perks a user can have.
Setting Up Secret Menus
1. To turn on Secret Menus for the guests at the merchant level, go to the General Settings.
2. From there, navigate to Online Ordering > Menu > Menu Tags.
3. You will need to enable Menu Tagging if it is not already being used.
4. Create a new tag.
5. Check the box for Secret Menu, and choose the appropriate perk.
6. Finally, save your changes.
Tagging Menu Items
1. Navigate to the base menu if you are using Enterprise Marketing Management (EMM). For non-EMM users, this section will need repeated for each site.
2. Scroll to the tags section, and click on Manage.
3. Choose Configure Items.
4. Tag the items you wish to be hidden or shown based on whether guests have the associated perk on their account.
How Do I Assign Perks to Users?
While this will vary based on the client use case, perks can be set by a guest during registration or through recent work that allows them to be set through the campaign tool. Some examples are below. Please see the Set or Remove Perks articles for additional information.
1. View a menu as a guest or a user who does not have the perk set on their account. Please note that the pizza category only contains two items.
2. Assign a perk to a user. Typically, this will be done with a campaign but specific users can also be verified using Account Lookup.
3. Login as the user with Perks, and note whether the item tagged for Secret Menu shows up.
For assistance with set up or other questions, please contact Paytronix Support.