Skip to main content

Getting Started as an Incentive Provider

Welcome to Incentise. This guide walks you through setup in plain language, even if you are not technical.

What is an Incentive Provider?​

An incentive provider is a business or person who delivers value to customers or partners—think cashback, discounts, credits, rewards, free trials, or gifts. You usually deliver those incentives through your own tools (store, billing, CRM, events, manual fulfillment, and so on).

Incentise does not replace how you create or deliver incentives. It helps you after delivery: you ask recipients to acknowledge that they received the incentive, then you turn those acknowledgments into public social proof (widgets, feeds, and profiles) that build trust.

Why use Incentise?​

  • Trust at scale: Visible, verified acknowledgments show real value delivered—not only marketing claims.
  • Value that lasts: Proof stays on your public presence instead of disappearing after the transaction.
  • You stay in control: You decide who qualifies, what you deliver, and how you fulfill—Incentise captures confirmation and presentation.
  • Clear records: Track acknowledgment outreach and confirmations alongside your catalog and programs.

How Incentise fits your workflow​

  1. Deliver the incentive using your existing process.
  2. Request acknowledgment in Incentise (email or shareable link) so the recipient confirms receipt.
  3. Review and publish proof so acknowledgments can appear on your site and public pages where they support growth.

Recipients are not using Incentise to “request deals” from you, and you are not using Incentise as the primary place to “push offers” or run a request inbox. The product is centered on acknowledgment and social proof after real delivery.

Your first steps: a simple roadmap​

Step 1: Create your account​

You can register in three ways:

Option 1: Email
Enter your email, choose a username, and create a password. Verify with the code sent to your email.

Option 2: Magic link
Enter your email and name. Click the link in the email to sign in—no password to remember.

Option 3: Google
Use “Continue with Google” for the fastest path if you already use Google for work.

Tip: Google sign-in is often the quickest if you use it day to day.

📖 More detail: Registration

Step 2: Complete your account setup​

Set up your provider profile so your brand shows correctly on public proof:

  1. Open Provider Profile from the sidebar.
  2. Add business name, contact email, phone, description, website, and optional social links.
  3. Add a profile image if you can—it helps people recognize your brand on acknowledgments and widgets.

Important: Finish provider setup before relying on catalog or acknowledgment features. The product may prompt you if something is still incomplete.

📖 More detail: Account setup

Step 3: Understand your dashboard​

The Dashboard is your overview of acknowledgment activity:

  • Total acknowledgments from recipients (all time)
  • This month
  • Today

Where to open it: Sidebar → Dashboard, or go to /provider/dashboard.

📖 More detail: Dashboard

Step 4: Add your products or services​

Your catalog describes what you offer. Acknowledgments and public pages tie back to these items so proof is specific and credible.

For each item you typically add:

  • Name (unique)
  • Category
  • Type — product vs service
  • Purchase type — one-time vs subscription (if applicable)
  • Website URL, contact email, description
  • Image (optional but recommended)

Steps:

  1. Sidebar → Product or Services.
  2. Add Product & Service.
  3. Fill the form and Save.

Tip: Start with one or two items while you learn the flow.

📖 More detail: Products & services

Step 5: Create an incentive program (ties proof to an offering)​

In Incentise, an incentive program is a structured link between your catalog and acknowledgment activity—used when you create acknowledgment requests, link templates, and embeds. It is not a marketplace where recipients browse or “request incentives” inside the app.

You need:

  • At least one product or service
  • A clear program name (for example “Q2 customer rewards — acknowledgment”)

Steps:

  1. Open Incentive Programs at /provider/incentive-programs (some accounts hide this in the sidebar; you can go there directly from your browser).
  2. Add Incentive Program.
  3. Choose the product or service and enter a name.
  4. Create the program.
  5. If your workspace uses Active / Inactive, set the program to Active when you are ready to use it for acknowledgments and reporting.

📖 More detail: Incentive programs

Step 6: Collect acknowledgments after you deliver​

Once someone has already received an incentive through your normal channels, record and prove it in Incentise:

Single invitations (email or one-off link)

  1. Sidebar → Acknowledgements, then open the requests area (for example /provider/incentive-acknowledgements/requests).
  2. Create an acknowledgment request.
  3. Choose the incentive program (and thus the related product/service), add the recipient email, describe what was delivered, and send via email or generate a link for them to confirm.

Reusable link templates

  1. In the same acknowledgments area, open Link templates.
  2. Create a template tied to a program; share the link where you need repeated confirmations (events, campaigns, etc.).

Fulfillment of the incentive itself (payout, code, gift, etc.) still happens outside Incentise. Incentise tracks the request, the confirmation, and the public proof you choose to show.

📖 More detail: Incentive acknowledgements

Understanding your subscription plan​

Plans differ mainly by how many incentive programs, acknowledgment-related monthly allowances, team seats, and related limits your workspace can use. Exact numbers change over time—always check the in-app Pricing page and the guide below.

📖 Full comparison: Pricing & plans

Tip: Start on Free if available; upgrade when you outgrow limits.

Other important features​

Social proof widget (embed)​

Show verified acknowledgment activity on your own site.

  1. Open Acknowledgements (/provider/incentive-acknowledgements) and find the acknowledgment you want to feature.
  2. Use the row actions to open embed (iframe code for your site).

📖 More detail: Widget configuration

Billing and invoices​

  1. Sidebar → Billing & Invoices.
  2. Use Manage your billing, subscription, refund and invoices to open the customer portal (admins only).
  3. There you can update payment methods, download invoices, and manage the subscription.

After a successful paid upgrade you may land on /provider/success with a short confirmation and next steps.

📖 More detail: Billing & invoices

Settings​

Update profile, username, email, password, team members, social links, or account deletion from Settings.

📖 More detail: Account setup · Account settings

Common questions​

Do I need technical skills?​

No. Day-to-day work is forms, buttons, and copy-paste embed code. You do not need to write software.

How much does it cost?​

You can usually start on a free tier without a card; paid plans add higher limits and team features. See Pricing.

How fast can I go live?​

Rough guide: account (minutes) → profile → one product → one program → first acknowledgment request. Many teams reach that in well under half an hour.

What if I forget my password?​

Use email reset or a magic link from the sign-in page.

📖 More detail: Forgot password

Can I change plans later?​

Yes—upgrade or downgrade according to the billing rules shown in the portal.

Can multiple people manage the account?​

Yes, where your plan allows team access—invite people from Settings.

How do I know when someone acknowledges?​

Check the Dashboard and Incentive Acknowledgements areas; use email notifications if your workspace offers them.

What if I need help?​

  1. Follow the guides linked in this document.
  2. Use in-app help or tours where available.
  3. Email [email protected].

Real-world examples​

Retail brand​

  1. Sign in and complete the provider profile.
  2. Add a flagship product to Product or Services.
  3. Create one incentive program linked to that product.
  4. After each cashback or discount is delivered in your store stack, send an acknowledgment request (or share your template link at checkout).
  5. Embed the widget on the product page so visitors see real confirmations.

SaaS company​

  1. Add the main subscription as a service in the catalog.
  2. Create a program for “annual renewal / upgrade credits.”
  3. When credits hit customer accounts in your billing tool, trigger (manually or later via automation) acknowledgment requests so confirmations roll into your public proof.

Tips for success​

  • Start small — one product, one program, a handful of acknowledgments until the rhythm feels natural.
  • Ask soon after delivery — confirmations are easier when the incentive is fresh in mind.
  • Keep messages clear — say what was delivered and what you are asking them to confirm.
  • Use templates when the same flow repeats (events, campaigns, segments).
  • Put proof where buyers look — homepage, pricing, or product pages via the embed.

📖 More ideas: Best practices

Troubleshooting​

“I can’t add a product or service”​

Complete Provider Profile first, then retry.

“I don’t see acknowledgments yet”​

New accounts start at zero until recipients complete confirmations. Send requests only after real delivery.

“I hit a monthly limit”​

Check Pricing and your plan; limits reset on the schedule shown there, or upgrade if you need more capacity.

“I can’t find a page”​

Use the sidebar; URLs for provider tools usually start with /provider/.

“I can’t open the billing portal”​

Only account administrators can open the customer portal. Ask an owner to grant access or manage billing.

“Something looks wrong in the app”​

Refresh, check your connection, sign out and back in, then contact support if it persists.

Your next steps​

  1. Register
  2. Finish account setup
  3. Explore the dashboard
  4. Add a product or service
  5. Create an incentive program
  6. Send your first acknowledgment request
  7. Configure the embed widget when you are ready for your site
  8. Billing & invoices when you subscribe or change plans

Getting help​

  • Bookmark this guide and the linked feature guides.
  • Use in-app tours where you see them.
  • Contact [email protected] when you are stuck.

You are set up to turn delivered incentives into durable social proof. Start with one clear delivery path, one program, and a small batch of acknowledgment requests—then expand as you see value.

For feature-specific steps, use the guides linked above or contact support.