Merchant Guide

How to Use OPEX for Your Store Step by Step

Start by installing OPEX through Salla, choose the right plan, then use the dashboard to configure rewards, games, engagement, and performance tracking.

Start on Salla Create OPEX Account Open OPEX Dashboard

Merchant Setup Flow

Install OPEX from Salla

Start from Salla, find OPEX in the app marketplace, then begin installation and connect your store.

Choose the Plan That Fits Your Store

Pick a plan based on customer volume, campaign needs, and automation level.

After installation, create an account or log in to start configuring your loyalty program from the dashboard.

Connect Your Store and Enable Sync

From the Settings page, connect the store, review connection status, and trigger sync to import customers and refresh data.

Arabic + EnglishSalla IntegrationFast SetupFull Dashboard

Setup Steps

Start in Salla, Finish Setup in OPEX

Following the right order saves time and avoids rework. Complete these steps in sequence.

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Install OPEX from Salla

Start from Salla, find OPEX in the app marketplace, then begin installation and connect your store.

Make sure you are using the correct merchant account.
Review app permissions before confirming installation.

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Choose the Plan That Fits Your Store

Pick a plan based on customer volume, campaign needs, and automation level.

Start with a smaller plan and scale later as you grow.
Match the plan to expected rewards, notifications, and games usage.

View Pricingarrow_forward

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Sign Up and Access the OPEX Dashboard

After installation, create an account or log in to start configuring your loyalty program from the dashboard.

You can start from the sign-up page, then proceed to the dashboard.
Use the direct OPEX dashboard URL for quick access later.

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Connect Your Store and Enable Sync

From the Settings page, connect the store, review connection status, and trigger sync to import customers and refresh data.

Check connection status and last sync time.
Run sync again after major store updates.

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Configure Rewards, Points, and Tiers

Create rewards, configure redemption rules, monitor points, and build customer tiers to drive repeat purchases.

Start with simple and clear rewards for customers.
Set a sensible minimum redemption threshold and conversion rate.

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Enable Engagement and Automation Tools

Activate games, special offers, notifications, social follow rewards, and punch cards to increase engagement.

Launch one campaign first, then scale gradually.
Link games to realistic reward outcomes.

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Customize the Widget and Track Results

Customize widget colors and texts, then monitor analytics, reviews, referrals, and redemptions to improve performance.

Keep widget colors aligned with your store branding.
Review the dashboard weekly to make better decisions.

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Smart Choice

How to Choose the Right Plan?

Choosing the right plan from the start saves time later. Focus on customer volume, campaign frequency, and the number of features you plan to enable in month one.

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Early-Stage Store

Start with a basic plan if this is your first loyalty program launch.

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Growing Store

Choose a plan that supports notifications, games, and richer reporting.

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Larger Operations

Move to a higher tier when you need more integrations and advanced campaigns.

Go to Pricing

Dashboard Features

Everything You Can Do from the OPEX Dashboard

These capabilities are based on actual merchant pages in the system, and each card includes a direct route.

Core Management

The core pages used to connect your store, launch loyalty, and manage customers.

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Dashboard

KPIs, loyalty growth, points distribution, and overall performance tracking.

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Settings & Integrations

Connect Salla, review connection status, sync data, and disconnect if needed.

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Customers

Manage your customer base with search, filters, and import/export tools.

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Segments

Create manual or dynamic segments, preview results, and manage members.

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Loyalty Engine

Manage rewards, points, redemptions, tiers, and related loyalty operations.

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Rewards

Create and edit rewards and configure redemption settings like minimum points and conversion rate.

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Points

Adjust customer points individually or in bulk and review transaction history.

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Tiers

Create loyalty tiers and recalculate customer assignments based on points.

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Redemptions

Track reward redemptions, coupon status, and cancel/redo redemptions with point refunds.

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Referrals

Referral program stats, conversion rate, and distributed points.

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Engagement & Retention

Engagement tools including notifications, reviews, games, and advanced offers.

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Notifications

Bilingual templates, delivery logs, and channel settings for email/SMS/WhatsApp.

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Reviews

Moderate customer reviews with approve/reject/delete actions and stats.

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Punch Cards

Configure a digital punch card program with required punches and reward type.

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Games

Create games like Spin Wheel and Matching Cards, and set prizes/probabilities.

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Social Follow Rewards

Enable follow rewards and configure points and links for each social platform.

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Special Offers

Create and sync Salla special offers with status control and webhook setup.

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Experience Customization

Customize the customer-facing widget experience and align it with your brand.

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Widget Customization

Adjust colors and texts with live preview before saving.

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Before Launch

Pre-Launch Checklist

Complete these steps before launching to customers to reduce errors and improve day-one experience.

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Confirm Salla connection and sync status in Settings.

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Create 2-3 clear rewards with simple redemption terms.

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Test a point adjustment for a sample customer from Points.

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Review the Redemptions page to ensure status flow looks correct.

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Enable at least one notification template (welcome or points earned).

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Customize the widget to match store branding before launch.

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Review the dashboard after day one to evaluate performance.

FAQ

Quick Questions Before You Start

Do I need technical experience to start with OPEX?

No. Most setup is handled directly from the dashboard. Start with the basics, then expand gradually.

Which pages should I start with after connecting the store?

Start with Settings, then Rewards, Points, and Dashboard. Enable Games/Notifications afterward based on your plan.

Can I change the program after launch?

Yes. You can update rewards, points, tiers, and engagement tools at any time from the dashboard.

Ready to launch?

Install OPEX, then come back to this guide while setting up

This guide is designed as a practical reference for merchants during setup and rollout.

Create Account Log in Open OPEX Dashboard