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Extending
Ecosystem Services
Jun 2022

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UPI Customer Referral GTM Refresher…(I)

UPI Customer Referral Construct UPI Communication to Boost Customers

Customer Type for Referral Referral Gratification to Partners per customer

1. To entire Partner
New/ React Customer UPI Activation ₹ 30 + ₹ 70 = ₹ 100 base post whitelisting

Customer Activation will be on any UPI Transaction on Paytm for min Rs. 15 in 7 days of Referral

FSE Incentives: Every Partner activated on >= 2 UPI gets counted in Customer Campaign Active Partners 2. To all those Partners,
>=2 in Points Model
who have Referred
Customer

Customer Flows

1. Partner pitches UPI 4. Customer get SMS with

Customer Referral to 2. Customer reads the
communication at Partner
3. Customer scans the QR
Code to enter Referral Flow
link to be clicked for 3. To all those Partners,
Customer further processing
who have registered but
not Referred Customer

Partner receives instant 5. Inactive Customer with App is

referral money in his 6. Customer does a redirected to Paytm app
transaction to get Active
Paytm Wallet Homepage or Sign up

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UPI Customer Referral GTM Refresher…(II)

Referral Flow for Partners where poster deployment is yet Referral Flow for Partners where QR Code Posters are
to be done deployed

1. Partner pitches 2. Partner shares his 1. Partner pitches UPI 2. Customer reads the 3. Customer scans the
unique referral link 3. Customer needs
UPI Customer to click on the link Customer Referral to communication at QR Code to enter
Referral to Customer with Customers Customer Partner Referral Flow

4. Inactive/new
6. Customer needs 5. Inactive/new
Customer with App is 5. Customer needs to do Rs 15
redirected to Paytm to link his bank with 4. Customer get SMS Customer with App is 6. . Customer needs to
app Homepage or transaction to get with link to be clicked redirected to Paytm do Rs 15 transaction to
Paytm UPI Active
Sign up for further processing app Homepage or Sign get Active
up

Partner receives
referral money in his Partner receives
Paytm Wallet referral money in his
Paytm Wallet

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CUSTOMER ACQUISITION PROGRAM & OTHER REFERRAL POSTER DEPLOYMENT

Poster Dispatch & Deployment Update: New Creative Poster

1. We are targeting to cover 50k+ Customer Acquisition Poster Deployment PAN India.

2. First round (Sep’21 – Oct’21) 28,200 UPI posters have been dispatched to all
locations, out of which- 27,782 posters have been delivered
3. Second round (Jan’22) 62,448 UPI Posters have been dispatched to all locations, out
of which- 59,655 posters have been delivered
4. Third round (May’22 - Jun’22) 85k Referral Posters with new creative have planed to
dispatch & out of that 27k have already dispatched to North, East & West HUBs.
5. FSEs to deploy posters post checking the Partner Details very carefully. Wrong
Poster deployment will lead to payout to wrong Partner.

Below is the HUB wise update of Old posters deployment

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MS Form – New Creative Segment Update

We have introduced one New Addition “4. Type of
Poster Creative“ in the jot form of Referral Poster
Deployment.

4. Type of Poster Creative*:

Old
New

Please discuss with all the sales team to fill the form
carefully now so that we may track how many posters
with new creative are deployed in the market.

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Paytm Money – Trading Account + Poster Deployment
Phase I – Pilot Assisted Onboarding on Paytm App Poster Deployment

Outlet Objective
Sell Paytm Money Trading Accounts to customers at Outlet Points

OCL-PML Integration Flow

Target Group OCL to integrate Paytm Outlet to click PML assisted flow
2000+ Posters Dispatched
Outlets in Gujarat Money assisted flow link link on Paytm app and open PML in Gujarat
in Paytm app Trading Accounts for customers
Time Critical Sales Action:
Approach Deployment to be
• Outlets to be sell trading account using customer referral flow. completed at the earliest
• Segmented Outlets to be targeted in Gujarat.
• PML assisted flow link that is currently live for PML Referral program to be linked
on Paytm app
• To open a trading account, Outlet will navigate to Paytm App, copy his referral link,
and share the same with customer to be acquired.
T&Cs
• Outlet can track its performance using the assisted flow link.
• Paytm Money will have RPMs for Outlet/Sales Team training and offline support,
besides their Tele-support team.
• PML to incentivise Sales Team and process incentive* through OCL to be credited
• Payout to be processed on Outlet’s Paytm Wallet
COMING SOON
Outlet Payout Stages Outlet Payout per Customer (in Rs.)
in
Account Opening (KYC
Completion)
200 Maharashtra & Rajasthan!!
Activation 200

50% of Total Revenue

Lifetime Revenue Sharing
(*Rs. 10 per order applicable for intra-day trading only)
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Paytm Soundbox | Go Live in June 1 Week
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Partner Model: Objectives

Sell Soundbox to existing or new Paytm merchants via P4B App. Only applicable in selected Preferred Partners.

• All FSE to be converted into a PSA. FSE will be given one

FSE to Partner Partner to Merchant sample device that will be mapped to him as a PSA.
• FSE will sell Soundbox to Partner (using mapped promocode)
1 2 FSE to sell SB to 3 at Rs. 299. Rental of Rs. 125 to be applicable to Partner. If
Partner to sell
FSE to be given 1 Partner: Partner does >=50 transactions, rental of Rs. 125 will be
SB to merchants:
sample device Order to be credited to Partner as cashback (for first 6 months).
Order to be
mapped to him placed through Note: Each FSE will be given a promocode that he will use
placed through •
as PSA. DIY P4B app. DIY P4B app. while placing Soundbox order at his mapped 3P Partners or
FSE to be given a Partner to use for onboarding Partner as new merchant.. This promocode
this as a demo Promocode to
code for will be used to track his attribution and performance.
device at his be used for
attribution. Partners to order SoundBox through P4B app to existing
outlet. attribution •
merchants using DIY flow.
• Onboarding of new merchants to be done via P4B App DIY
flow.
• Partner Promocode to be used for attribution of SB sale &
Only Applicable for 3Ps new merchant acquisition to Partners.
• Partner to sell device to merchant at same pricing: Rs. 299 for
device + Rental of Rs. 125

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Thank you!

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