Skip to main content

⚡ Business Quick Start Guide

Get your business set up on Incentise in 10 minutes or less!

This quick start guide will walk you through the essential steps to get your business up and running on Incentise, from account creation to managing your first incentive programs.

🚀 Step 1: Create Your Account (2 minutes)​

📝 Registration Process​

  1. Visit Incentise: Go to incentise.com

  2. Click Register: Navigate to the registration page

  3. Fill Required Information:

    • Email: Your business email address
    • Username: Choose a unique username (minimum 3 characters)
    • Password: Create a secure password (minimum 6 characters)
    • User Type: Select "SaaS Provider" for business accounts

  4. Email Verification:

    • Check your inbox for verification email
    • Click the verification link to activate your account
    • You'll be redirected to complete the verification process

✅ Account Setup Checklist​

  • Email address provided
  • Username created (3+ characters)
  • Secure password set (6+ characters)
  • User type selected as "SaaS Provider"
  • Email verified
  • Account activated

🏢 Step 2: Complete Your Profile (3 minutes)​

📋 Profile Information​

After logging in, navigate to Settings > Profile to complete your business profile:

  1. Personal Details:

    • First name
    • Last name
    • Phone number
    • Profile picture (optional - JPG, PNG, GIF, WEBP, JPEG files, max 5MB)

  2. Account Settings:

    • Update username if needed
    • Update email if necessary
    • View account status

🎯 Profile Optimization Tips​

  • Complete Information: Fill all required fields for better credibility
  • Professional Photo: Upload a business logo or professional headshot
  • Accurate Contact: Ensure phone number is current for customer communication

💳 Step 3: Set Up Funding Accounts (3 minutes)​

🏦 Payment Setup​

Navigate to Settings > Funding Accounts to set up payment methods:

  1. Add Funding Account:

    • Enter bank account details
    • Complete verification process
    • Set as primary payment method

  2. Billing Information (Optional):

    • Go to Settings > Billing Information
    • Add company details for invoicing
    • Include contact information and address

🔐 Security Notes​

  • Complete account verification as required
  • Ensure all payment information is accurate
  • Keep funding account details updated

🎯 Step 4: Explore Incentive Programs (2 minutes)​

📊 Dashboard Overview​

Visit your Dashboard to see:

  • Total Incentive Requests: All-time customer requests
  • Today's Requests: Current day activity
  • Customer Analytics: Existing vs prospect customer breakdown
  • Incentive Metrics: Total incentives provided

📝 Program Management​

Navigate to Incentive Request Programs to:

  • View existing programs
  • Monitor program performance
  • Track customer engagement

📊 Step 5: Monitor Performance (Ongoing)​

📈 Key Metrics Available​

Your dashboard provides insights on:

  • Request Volume: Number of incentive requests received
  • Customer Segmentation: Existing vs prospective customers
  • Daily Activity: Today's request trends
  • Total Incentives: Overall incentive distribution

🔄 Regular Management Tasks​

  • Check Dashboard: Monitor daily request activity
  • Review Programs: Assess program performance
  • Customer Responses: Handle incoming incentive requests
  • Settings Updates: Keep profile and payment info current

🛠️ Available Business Features​

💼 Core Features​

  • Dashboard: Real-time business metrics and analytics
  • Incentive Request Programs: Manage your incentive offerings
  • Cashback Payouts: Handle customer cashback requests
  • Claims Management: Process customer claims
  • Discount Codes: Manage discount program offerings

⚙️ Settings & Management​

  • Profile Management: Update personal and business information
  • Account Settings: Manage username, email, and account status
  • Funding Accounts: Set up and manage payment methods
  • Password Management: Update account security
  • Billing Information: Configure invoicing details

🎯 Best Practices for Success​

💡 Getting Started Tips​

  • Complete Profile: Fill out all profile information for credibility
  • Monitor Dashboard: Check metrics regularly to track performance
  • Respond Promptly: Handle customer requests in a timely manner
  • Keep Info Updated: Ensure contact and payment details are current

📢 Customer Engagement​

  • Program Visibility: Ensure your incentive programs are attractive
  • Quick Response: Process customer requests efficiently
  • Clear Communication: Provide clear program terms and conditions

🛠️ Common Setup Issues & Solutions​

❓ Troubleshooting​

  • Email Verification: Check spam folder for verification emails
  • Login Issues: Ensure correct username/password combination
  • Profile Updates: Allow time for profile changes to save
  • Payment Setup: Double-check all funding account details

📞 Getting Help​

  • Help Documentation: Access detailed guides within the platform
  • Support Contact: Reach out to customer support for assistance
  • Settings Review: Double-check all configuration settings

🎉 What's Next?​

📚 Continue Learning​

  • Dashboard Analytics: Learn to interpret performance metrics
  • Program Optimization: Understand customer request patterns
  • Customer Management: Develop efficient request handling workflows

🚀 Growth Opportunities​

  • Program Expansion: Consider additional incentive offerings
  • Customer Analysis: Use dashboard data to understand your audience
  • Process Optimization: Streamline your customer response workflow

📋 Quick Start Checklist​

✅ Account Setup​

  • Business account created with "SaaS Provider" user type
  • Email verified and account activated
  • Profile completed with contact information
  • Funding account added and verified

✅ Platform Familiarization​

  • Dashboard reviewed and understood
  • Incentive Request Programs section explored
  • Settings configured and updated
  • Performance metrics monitored

✅ Ready for Business​

  • All account information verified
  • Payment methods configured
  • Dashboard monitoring established
  • Customer request handling process understood

Congratulations! Your business account is now set up and ready to handle customer incentive requests. Monitor your dashboard regularly and respond to customer requests promptly to build a successful presence on Incentise.

Need help? Contact our support team or explore the detailed business guides for more information about specific features and advanced functionality.