🎁 Incentive Offers (My Offers)
Overview
The Incentive Offers feature allows you as an Incentive Provider to proactively create and send incentive offers to recipients. Unlike Incentive Requests (where recipients request incentives from you), Incentive Offers let you take the initiative to offer incentives directly to potential or existing customers.
Key Capabilities
| Feature | Description |
|---|---|
| Create Offers | Send personalized incentive offers via email or shareable links |
| Manage Offers | Edit, track, and update your incentive offers |
| Communicate | Exchange messages with recipients about your offers |
| Track Groups | Manage group offers and monitor member participation |
| Record Distributions | Document incentive fulfillment for accounting |
| Embed Widgets | Create embeddable acknowledgement widgets for your website |
| Link Templates | Create reusable shareable link templates for marketing |
Prerequisites
Before creating incentive offers, ensure you have:
- ✅ Registered as an Incentive Provider - Complete setup at
Settings > Provider Profile - ✅ At Least One Active Incentive Program - Offers are linked to programs
- ✅ Logged In - Access your provider dashboard
- ✅ Vendor Account - Your user account must be associated with a vendor
Accessing Incentive Offers
| Page | URL | Description |
|---|---|---|
| My Offers | /provider/incentive-offers | Main dashboard for all offers |
| Link Templates | /provider/incentive-offers/link-templates | Manage shareable link templates |
Understanding Offer Types
Single Offers
Single offers are for individual recipients:
- One recipient receives one incentive
- Straightforward management
- Can be sent via email or shared link
Group Offers
Group offers require multiple recipients to participate:
- Set a maximum number of required members
- Track member participation
- View all group members and their status
- Ideal for group discounts or collaborative incentives
Understanding Delivery Methods
| Method | Description | Best For |
|---|---|---|
| Sent directly to recipient's email with a claim link | Known recipients, personalized offers | |
| Shared Link (Link) | Creates a shareable URL that can be distributed anywhere | Marketing campaigns, social media, QR codes |
Offer Status Reference
| Status | Description | Set By |
|---|---|---|
| Draft | Offer is being prepared | Provider |
| Offered | Offer has been sent to recipient | Provider |
| Needs Info | Additional information is needed | Provider/Recipient |
| Info Provided | Recipient has provided requested info | Recipient |
| Counter | Recipient proposes different terms | Recipient |
| Approved | Recipient agrees to accept | Recipient |
| Partial Granted | Partial amount confirmed | Provider |
| Approved Confirmed | Fully approved and confirmed | Provider |
| Pre Claimed | Recipient claimed, awaiting confirmation | Recipient |
| Claimed | Incentive successfully claimed | Recipient |
| Requires Revision | Offer needs revision | Provider/Recipient |
| Completed | Process fully finished | Provider |
| Rejected | Offer was rejected | Recipient |
| Cancelled | Offer was cancelled | Provider |
| Expired | Offer token has expired | System |
| No Response | No response received | System |
| Acknowledged | Offer acknowledged | Provider |
Quick Start Guide
Creating Your First Offer
- Navigate to Incentive Offers in your dashboard
- Click Create Incentive Offer
- Select your Incentive Program
- Choose Entity Type and Stage
- Select Incentive Type (Cashback, Discount, etc.)
- Choose Delivery Method (Email or Link)
- Enter recipient details (for Email) or configure sharing options
- Write your offer message
- Click Send Incentive Offer or Save Incentive Offer
Managing Your Offers
- Search: Use the search bar to find specific offers
- Actions: Click the three-dot menu (⋮) for available actions
- Details: Click an Offer ID to view full details
- Messages: Communicate with recipients through the messaging feature
Available Actions
From the three-dot action menu on each offer, you can:
| Action | Description | Availability |
|---|---|---|
| View Messages with Recipient | Open conversation thread | Always |
| Copy Link and Share | Copy shareable claim link | Link delivery, unclaimed offers |
| Edit Incentive Offer | Modify offer details | Link delivery, "Offered" status |
| View Group Members | See group participants | Group offers only |
| View Incentive Distribution | See distribution records | Always |
| View Incentive Program | Open associated program | Always |
| Embed Acknowledgement Widget | Generate embed code | "Acknowledged" status only |
| View Incentive Offer Details | See full offer information | Always |
Next Steps
Explore the detailed guides for each feature:
- Create Incentive Offers
- Edit Incentive Offer
- View Messages with Recipient
- View Incentive Offer Detail
- View Incentive Distribution
- View Group Members
- Embed Acknowledgement Widget
- Create Incentive Offer Link Template
- View Incentive Offer Link Template
- Edit Incentive Offer Link Template
Best Practices
Creating Effective Offers
- ✅ Write clear, compelling offer messages
- ✅ Be specific about incentive value and terms
- ✅ Set appropriate expiration dates
- ✅ Use Link Templates for marketing campaigns
Managing Offers Efficiently
- ✅ Review new offers and responses daily
- ✅ Respond promptly to recipient messages (within 24-48 hours)
- ✅ Keep offer statuses up-to-date
- ✅ Record distributions after fulfilling incentives
Communication Tips
- ✅ Maintain a professional, helpful tone
- ✅ Provide clear answers to recipient questions
- ✅ Use status updates appropriately when messaging
- ✅ Handle rejections professionally and learn from feedback
Need Help?
If you encounter issues:
- Check the specific feature guide for detailed instructions
- Review the troubleshooting section in each guide
- Contact support at [email protected]