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Create a Custom Benefit

1

Go to Benefits

In the Polar dashboard sidebar, click on Benefits.You can also go directly to https://polar.sh/dashboard/${org_slug}/benefits.
2

Click on Create Benefit

Click on Create Benefit. You’ll see three configuration fields as shown in the image below: Description, Type, and Private note.The Type field is set to Custom by default (which is what we need).
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.
3

Fill the configuration fields

Fill the Description and Private note fields where:
  • Description accepts regular text and is the title of the link that you want to share with the customer.
  • Private note uses the Markdown format so you can format text, add links, or lists.
Make sure to add your link inside the Private note section so that it’s only accessible post a payment. Then, click the Create button to save the configuration.
4

You've successfully created your own Link Benefit!

Create a product using the Custom Benefit

1

Go to Products Catalogue

In the Polar dashboard sidebar, navigate to Products > Catalogue for your organization.You can also go directly to https://polar.sh/dashboard/${org_slug}/products.
2

Fill new Product information

Click on New Product. Fill out the Product information.
3

Scroll to Automated Benefits

On the product creation page, scroll to the bottom to find the Automated Benefits section.
4

Select your Custom Benefit

Click on Custom to see all the custom benefits you’ve created, and then toggle ON the one you want to enable.
If you don’t want to use an existing Custom benefit, you can create a new one by clicking Create new. Enter the configuration details, following the Step 3 of Create a Custom Benefit section.
5

Save the Product

Click on Create Product button in the product creation form.Your product is successfully created along with the Custom benefit that allows you to share the links automatically to customers after purchase.

How the Custom Benefit Appears During Checkout

Your Custom Benefit is visible to customers at multiple stages of their purchase journey:

Checkout Page

When a customer opens the checkout session, they’ll see the Description of your Custom Benefit listed under Included.

After Purchase

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.

Purchase Confirmation Email

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.

Customer Portal

When the customer opens the Customer Portal through the link in their confirmation email, the Custom Benefit is displayed there as well.