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⚡ Customer Quick Start Guide

Start earning cashback on Incentise in 5 minutes or less!

This quick start guide will get you up and running on Incentise, from account creation to your first cashback earnings. Follow these simple steps to start saving money on your purchases.

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

📝 Quick Registration​

  1. Visit Incentise: Go to incentise.com

  2. Go to Registration: Click "Register" or visit https://incentise.com/auth/register

  3. Fill Required Information:

    • Email address: Your valid email address
    • Username: Choose a unique username (minimum 3 characters)
    • Password: Create a secure password (minimum 6 characters)
    • User Type: Select "As a customer" from the dropdown

  4. Submit Registration: Click "Register" button

  5. Verify Email: Check your inbox and follow the verification link

✅ Account Setup Checklist​

  • Valid email address provided
  • Username created (3+ characters)
  • Strong password set (6+ characters)
  • "As a customer" selected as user type
  • Email verified through verification link

🔍 Step 2: Explore Available Programs (1 minute)​

🛍️ Browse Incentive Programs​

  1. Browse Available Programs: Explore available incentive programs
  2. Search Functionality: Use the search dialog to find specific products or services
  3. Browse Programs: Review available incentive request programs
  4. Program Details: Click on programs to see terms and conditions

📊 Program Information​

  • Program Types: Various cashback and discount opportunities
  • Search Features: Find programs by keywords
  • Pagination: Browse through multiple pages of programs
  • Program Details: Each program shows specific terms and requirements

📝 Step 3: Submit Your First Incentive Request (1 minute)​

🎯 Request Process​

  1. Select Program: Choose an incentive program from available programs
  2. Review Requirements: Understand the program terms and conditions
  3. Submit Request: Follow the program's request process
  4. Track Status: Monitor your request in the incentive requests page

📋 Request Management​

  • Request Tracking: View all requests at /incentive-requests
  • Status Monitoring: Track approval progress of your requests
  • Request History: Access complete history of all submitted requests

⚙️ Step 4: Set Up Your Payout Account (2 minutes)​

💳 Configure Payment Settings​

  1. Access Settings: Go to /settings/payout-account
  2. Add Payment Method: Enter your preferred payout account details
  3. Verification: Complete any required verification steps
  4. Set as Primary: Confirm your primary payout method

🔐 Security Requirements​

  • Account Verification: Ensure payment accounts are in your name
  • Secure Information: All financial data is securely processed
  • Primary Account: Set your preferred payout method

📊 Step 5: Track Your Progress (Ongoing)​

📈 Monitor Your Activity​

  1. Incentives Earned: Visit /incentives-earned to see approved incentives
  2. Cashback Payouts: Check /cashback-payouts for payout history
  3. Request Status: Monitor pending requests at /incentive-requests
  4. Account Settings: Manage your profile at /settings

💰 Earnings Dashboard Features​

  • Earnings History: Complete record of all earned incentives
  • Payout Tracking: Monitor all cashback payments received
  • Request Management: Track status of all incentive requests
  • Account Management: Update profile and account settings

⚙️ Step 6: Manage Your Account Settings​

🛠️ Available Settings​

  1. Profile Settings: Update personal information at /settings/profile
  2. Account Settings: Manage account details at /settings/account
  3. Payout Account: Update payment methods at /settings/payout-account
  4. Change Password: Update security at /settings/change-password
  5. Display Settings: Customize interface at /settings/display

🔧 Account Management​

  • Profile Updates: Keep your information current
  • Security Management: Regular password updates
  • Payment Methods: Maintain current payout accounts
  • Account Deletion: Option available at /settings/delete-account

🎯 Best Practices for Success​

💡 Smart Usage​

  • Regular Browsing: Check available programs frequently for new opportunities
  • Quick Submissions: Submit requests promptly after purchases
  • Complete Requests: Ensure all required information is provided
  • Track Progress: Regularly monitor your earnings and requests

📱 Platform Navigation​

  • Browse Programs: Primary source for finding new opportunities
  • Dashboard Access: Use the main navigation to access key sections
  • Settings Management: Keep account information up to date
  • Request Tracking: Monitor all submissions through the requests page

🔄 Request Management​

  • Organized Tracking: Use the incentive requests page to monitor status
  • Follow Requirements: Adhere to all program-specific terms
  • Timely Submissions: Submit requests within program timeframes
  • Documentation: Keep records of purchases and submissions

🛠️ Common Issues & Solutions​

❓ Registration Issues​

  • Email Verification: Check spam folder for verification emails
  • Username Requirements: Ensure username is at least 3 characters
  • Password Security: Use minimum 6 characters for password
  • User Type: Make sure "As a customer" is selected

💳 Payment Setup Issues​

  • Account Verification: Ensure payment account details are accurate
  • Name Matching: Payment accounts must be in your registered name
  • Settings Access: Use /settings/payout-account for payment setup

📝 Request Issues​

  • Program Requirements: Review all terms before submitting
  • Request Tracking: Use /incentive-requests to monitor status
  • Documentation: Ensure all required information is provided

🎉 What's Next?​

📚 Continue Learning​

  • Platform Exploration: Familiarize yourself with all features
  • Program Discovery: Regularly check for new incentive programs
  • Earnings Optimization: Learn to maximize your cashback opportunities

🚀 Growth Opportunities​

  • Program Diversity: Participate in various types of programs
  • Regular Activity: Maintain consistent platform usage
  • Account Optimization: Keep all settings and information current

📋 Quick Start Checklist​

✅ Account Setup​

  • Customer account created with email, username, password
  • Email verified through verification link
  • Payout account configured in settings
  • Account settings reviewed and updated

✅ First Activity​

  • Explored available programs
  • Submitted first incentive request
  • Configured tracking preferences
  • Familiarized with dashboard navigation

✅ Ongoing Management​

  • Regular program browsing
  • Active request monitoring via incentive requests page
  • Earnings tracking through incentives earned page
  • Account settings kept current

💡 Pro Tips​

🎯 Maximize Opportunities​

  1. Frequent Browsing: Check available programs regularly for new opportunities
  2. Quick Action: Submit requests promptly after making purchases
  3. Program Compliance: Always follow specific program requirements
  4. Status Monitoring: Regularly check request status for updates

🔍 Platform Navigation​

  1. Key Pages: Bookmark /incentive-requests and /incentives-earned
  2. Settings Management: Use /settings for all account management needs
  3. Search Usage: Utilize search functionality for targeted program discovery
  4. Regular Updates: Keep profile and payout information current

💰 Earnings Optimization​

  1. Diversified Participation: Engage with various program types
  2. Timely Submissions: Don't delay request submissions
  3. Record Keeping: Track your activity using the platform's built-in tools
  4. Requirement Adherence: Always meet program-specific criteria

Congratulations! You're now ready to start earning cashback on Incentise. Your account is set up and you can begin exploring incentive programs and submitting requests right away!

Ready to start earning? Start exploring available incentive programs and submit your first incentive request today!

Need help? Contact our support team or check out the full customer guide for detailed information on every feature.