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Incentive Programs

What is an Incentive Program?​

An Incentive Program is a structured system that allows you to manage and track incentive requests and offers for your products or services on the Incentise platform. Each incentive program is associated with a specific product or service and enables you to:

  • Create a public-facing page where customers can request incentives
  • Track all incentive requests and offers related to your product/service
  • Manage the program's visibility (Active/Inactive status)
  • Embed social proof widgets on your website
  • Monitor statistics and engagement metrics

When you create an incentive program, it becomes the central hub for all incentive-related activities for that specific product or service.

Prerequisites​

Before you can create an incentive program, you must:

  1. Be registered as an Incentive Provider: Complete your provider setup at https://incentise.com/provider/settings
  2. Have at least one Product/Service: You need to have created a product or service that you want to create an incentive program for
  3. Product/Service must not already have an incentive program: Each product/service can only have one incentive program

Where to Find Incentive Programs​

  • Location:
    Navigate to: https://incentise.com/provider/incentive-programs in your provider dashboard

  • Access:
    The Incentive Programs dashboard is accessible from your provider dashboard navigation menu

Understanding the Incentive Programs Dashboard​

When you access the Incentive Programs page, you'll see:

Dashboard Components​

  1. Search Bar: Located at the top-left, allows you to search incentive programs by:

    • Incentive Program ID
    • Product/Service Name
    • Vendor Name

  2. Pagination Controls:

    • Rows per page selector (5, 10, 20, or 50)
    • Page navigation buttons (Previous/Next)
    • Page number buttons for direct navigation
    • Display showing "Showing X to Y of Z entries"

  3. Add Incentive Program Button: Located at the top-right, opens the form to create a new incentive program

  4. Incentive Programs Table: Displays all your incentive programs with the following columns:

    • Incentive Program ID: Unique identifier for the program
    • Incentive Program Name: Name of the incentive program
    • Product/Service Name: Name of the associated product or service
    • Provider Name: Your vendor/business name
    • Status: Current status (Active/Inactive) with color-coded badges
    • Created At: Date and time when the program was created
    • Updated At: Date and time when the program was last updated
    • Actions: Dropdown menu with available actions (Visit, Edit, Copy Link, Embed Widget)

Incentive Program Statuses​

Understanding program statuses is crucial for managing your incentive programs:

StatusDescriptionWhat It Means
ActiveThe incentive program is live and visible to customersCustomers can view and interact with the program. The program appears in public listings.
InactiveThe incentive program is hidden from customersCustomers cannot see or interact with the program. The program is not shown in public listings.

Note: You can change the status at any time by editing the incentive program.

Step-by-Step Guide​

Step 1: Creating a New Incentive Program​

  1. Navigate to Incentive Programs: Go to https://incentise.com/provider/incentive-programs in your dashboard

  2. Click "Add Incentive Program": The button is located at the top-right of the incentive programs table

  3. Fill Out the Form:

    • Select Product/Service:

      • Click the dropdown to search and select a product or service
      • You can search by typing the product/service name
      • Only products/services that don't already have an incentive program will be shown
      • This field is required

    • Incentive Program Name:

      • Enter a descriptive name for your incentive program
      • Must be at least 2 characters long
      • Example: "Incentise Incentive Program"
      • This field is required

  4. Submit the Program:

    • Click the "Create Incentive Program" button
    • If successful, you'll see a success message
    • You'll be redirected back to the incentive programs list
    • The new program will have status "Inactive" by default

  5. Quota Limits:

    • If you've reached your quota limit, you'll see an error message
    • Free plan users have a maximum number of incentive programs
    • Paid plan users have limits based on their subscription tier
    • To create more programs, you may need to upgrade your plan

Step 2: Editing an Incentive Program​

You can edit any incentive program you own to update its name or status.

  1. Find the Program: Locate the incentive program you want to edit in the programs table

  2. Open Actions Menu: Click the three-dot menu (⋮) in the Actions column

  3. Click "Edit Incentive Program": This opens the edit form

  4. Update Information:

    • Incentive Program Name:

      • Modify the name if needed
      • Must be at least 3 characters long

    • Product/Service Name:

      • This field displays the associated product/service name
      • It's read-only and cannot be changed

    • Status:

      • Select "Active" to make the program visible to customers
      • Select "Inactive" to hide the program from customers
      • This field is required

  5. Save Changes:

    • Click "Update Incentive Program"
    • You'll see a success message
    • You'll be redirected back to the incentive programs list

Step 3: Viewing Your Incentive Program​

  1. Find the Program: Locate the incentive program in the programs table

  2. Open Actions Menu: Click the three-dot menu (⋮) in the Actions column

  3. Click "Visit Incentive Program": This opens the public-facing page in a new tab

  4. Public Page Features:

    • View product/service details
    • See program statistics (total incentive requests, offers, etc.)
    • View recipient avatars and social proof
    • Access the incentive request/offer functionality

  1. Find the Program: Locate the incentive program in the programs table

  2. Open Actions Menu: Click the three-dot menu (⋮) in the Actions column

  3. Click "Copy Link": The program's public URL is copied to your clipboard

  4. Use the Link:

    • Share the link with customers
    • Use it in marketing materials
    • Add it to your website or social media

Step 5: Embedding Social Proof Widget​

The embed widget allows you to display customer statistics and social proof on your website, helping build trust and increase conversions.

  1. Find the Program: Locate the incentive program in the programs table

  2. Open Actions Menu: Click the three-dot menu (⋮) in the Actions column

  3. Click "Embed Incentive Social Proof Widget": This opens the embed configuration page

  4. Configure the Widget:

    • Number of recipient avatars to show:
      • Set how many customer avatars to display (1-20)
      • Default is 10
      • The widget will randomly select and display recipient avatars

  5. Copy the Embed Code:

    • The embed code is automatically generated
    • Click the "Copy" button to copy the iframe code to your clipboard
    • The code includes the program ID and avatar count

  6. Preview the Widget:

    • Click "Preview Widget" to see how it will look
    • The preview shows the widget with recipient avatars and statistics

  7. Install on Your Website:

    • Paste the embed code into your website's HTML where you want the widget to appear
    • The widget works on any website that supports HTML/iframe
    • The widget will automatically update to show the latest statistics

  8. Widget Features:

    • Displays recipient avatars (randomly selected)
    • Shows total number of recipients
    • Shows total acknowledged incentives
    • Updates automatically as new incentives are acknowledged
    • Responsive design that works on all devices

Important Rules and Limitations​

Quota Limits​

  • Free Plan: Has a maximum number of incentive programs you can create
  • Paid Plans: Limits vary based on your subscription tier
  • Quota Checking: The system checks your quota before allowing you to create a new program
  • Error Messages:
    • If you've reached the free plan limit, you'll see: "You has reached the maximum limit of X incentive programs. Upgrade to a paid plan to create more incentive programs."
    • If you've reached a paid plan limit, you'll see: "You has reached the maximum limit of X incentive programs. Please contact [email protected] for more information."

One Program Per Product/Service​

  • Each product or service can only have one incentive program
  • If you try to create a second program for the same product/service, you'll see: "Incentive request program header already exist"
  • If you need a new program, you must either:
    • Delete the existing program (if you own it)
    • Create a new product/service first

Status Management​

  • Programs start as "Inactive" by default
  • You must manually set a program to "Active" for customers to see it
  • Only Active programs appear in public listings
  • You can change status at any time by editing the program

Ownership​

  • You can only edit/delete incentive programs that you own
  • Programs are associated with your vendor account
  • If you've claimed a product/service, you'll see programs for claimed products
  • If you're a vendor user, you'll see programs for your vendor's products

Best Practices​

  1. Choose Descriptive Names:

    • Use clear, descriptive names for your incentive programs
    • Include the product/service name in the program name if helpful
    • Example: "Incentise Premium Incentive Program"

  2. Activate Programs When Ready:

    • Keep programs Inactive while setting them up
    • Set to Active only when ready for customers to use
    • This prevents incomplete programs from being visible

  3. Use the Embed Widget:

    • Add social proof widgets to your product pages
    • Show customer engagement and build trust
    • Update the avatar count based on your needs (5-10 is usually optimal)

  4. Monitor Your Quota:

    • Keep track of how many programs you've created
    • Upgrade your plan if you need more programs
    • Consider consolidating similar products/services if approaching limits

  5. Regular Updates:

    • Review and update program names as needed
    • Change status based on product/service availability
    • Keep programs active for products/services you're actively promoting

  6. Link Sharing:

    • Share program links in marketing materials
    • Include links in email campaigns
    • Add links to your website or social media profiles

Troubleshooting​

Common Issues and Solutions​

Issue: "Product service id not found that added by you"​

Solution:

  • Ensure you've created the product/service first
  • Verify you're logged in as the correct user
  • Check that the product/service exists in your account

Issue: "Incentive request program header already exist"​

Solution:

  • This product/service already has an incentive program
  • You can only have one program per product/service
  • If you need a new program, create a new product/service first
  • Or edit the existing program instead of creating a new one

Issue: "You has reached the maximum limit of X incentive programs"​

Solution:

  • You've reached your quota limit
  • Free Plan: Upgrade to a paid plan to create more programs
  • Paid Plan: Contact [email protected] to discuss increasing your limit
  • Consider if you can consolidate or remove unused programs

Issue: Cannot find product/service in the dropdown​

Solution:

  • The product/service may already have an incentive program
  • Only products/services without programs are shown
  • Verify the product/service exists in your account
  • Check that you're logged in as the correct user

Issue: Program not visible to customers​

Solution:

  • Check that the program status is set to "Active"
  • Only Active programs are visible to customers
  • Edit the program and change status to Active
  • Verify the program is associated with the correct product/service

Issue: Embed widget not showing​

Solution:

  • Verify the embed code was copied correctly
  • Check that your website supports iframes
  • Ensure the program ID in the embed code is correct
  • Try the preview function to verify the widget works
  • Check browser console for any errors

Issue: Cannot edit incentive program​

Solution:

  • Verify you own the incentive program
  • Check that you're logged in as the correct user
  • Ensure you have vendor permissions
  • Contact support if you believe you should have access

Understanding Program Statistics​

Your incentive programs track various statistics:

  • Total Incentive Requests: Number of incentive requests made for this program
  • Total Incentive Offers: Number of incentive offers made for this program
  • Total Incentive Received: Number of acknowledged/completed incentives
  • Total Recipients: Number of unique users who have received incentives
  • Recipient Avatars: Profile pictures of users who have received incentives (for social proof)

These statistics help you understand:

  • Program engagement and popularity
  • Customer participation rates
  • Success of your incentive offerings

Embed Widget Details​

The embed widget provides social proof by showing:

  1. Recipient Avatars:

    • Randomly selected from users who have acknowledged incentives
    • Maximum 20 avatars can be displayed
    • Updates automatically as new incentives are acknowledged

  2. Statistics Display:

    • Total number of recipients
    • Total acknowledged incentives
    • Product/service name

  3. Widget Features:

    • Responsive design (works on mobile and desktop)
    • Automatic updates (no manual refresh needed)
    • Customizable avatar count
    • Lightweight and fast loading

  4. Installation:

    • Works on any website that supports HTML
    • Simple iframe embed code
    • No JavaScript required
    • No additional dependencies

Support and Additional Resources​

If you need help with incentive programs:

  1. Check This Guide: Review the relevant section above
  2. Contact Support: Reach out to the Incentise support team at [email protected]
  3. Provider Settings: Ensure your provider profile is complete at https://incentise.com/provider/settings
  4. Product/Services: Manage your products/services at https://incentise.com/provider/product-services

Summary​

Incentive Programs are the foundation for managing customer incentives on Incentise. By creating and managing incentive programs:

  • ✅ You establish a structured system for incentive requests and offers
  • ✅ You provide customers with an easy way to request incentives
  • ✅ You can track engagement and statistics
  • ✅ You can build trust with social proof widgets
  • ✅ You maintain control over program visibility and settings

Follow the steps outlined in this guide to successfully create, manage, and promote your incentive programs.

Quick Reference:

  • View Programs: https://incentise.com/provider/incentive-programs
  • Create Program: https://incentise.com/provider/incentive-programs/add
  • Edit Program: https://incentise.com/provider/incentive-programs/edit/[incentive_program_id]
  • Embed Widget: https://incentise.com/provider/incentive-programs/embed/[incentive_program_id]
  • Provider Settings: https://incentise.com/provider/settings (required before creating programs)
  • Product/Services: https://incentise.com/provider/product-services (required before creating programs)