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➕ Create Incentive Offers

Learn how to create and send incentive offers to recipients via email or shareable links.

Accessing the Create Page​

URL: /provider/incentive-offers/add

Navigation:

  1. Go to Incentive Offers in your dashboard
  2. Click the Create Incentive Offer button

Step-by-Step Guide​

Step 1: Select Incentive Program​

Choose the incentive program this offer belongs to:

  • Only Active programs are available
  • The program determines available products/services and incentive types
  • Use the search field to find programs quickly

Step 2: Select Entity Type​

Choose who you're offering the incentive to:

Entity TypeDescription
IndividualA single person
CompanyA business organization
OrganizationNon-profit or other organization type

Step 3: Select Entity Stage​

Specify the recipient's relationship stage:

StageDescription
Prospect CustomerPotential new customer
Existing CustomerCurrent customer
PartnerBusiness partner
LeadEarly-stage prospect

Step 4: Select Incentive Type​

Choose what type of incentive you're offering:

TypeDescription
CashbackMoney back after purchase
DiscountReduced price or discount code
Gift CardPrepaid gift card
OtherCustom incentive type

Step 5: Select Offer Type​

Choose between:

Offer TypeDescriptionAdditional Fields
SingleIndividual offer for one recipientNone
GroupRequires multiple participantsMaximum Required Members

Note: For Group offers, you must specify the maximum number of required members.

Step 6: Select Delivery Method​

Choose how to deliver your offer:

Email Delivery​

  • Sends offer directly to recipient's email
  • Requires recipient's email address
  • Recipient receives a claim link in their inbox
  • Best for personalized, targeted offers
  • Creates a shareable URL
  • No email required upfront
  • Can be shared anywhere (social media, QR codes, SMS)
  • Best for marketing campaigns and broad distribution

Step 7: Enter Recipient Information​

For Email Delivery:

  • Email Address (required): Recipient's email
  • Website URL (optional): Recipient's website

For Link Delivery:

  • No recipient information needed upfront

Step 8: Write Your Offer Message​

Compose your offer message:

  • Maximum: 1024 characters
  • Be specific: Include incentive value and terms
  • Be clear: Explain any requirements or conditions
  • Use templates: Click template suggestions to auto-fill common messages

Message Tips​

✅ Good Example:

"We'd like to offer you a 15% cashback on your first purchase! Complete your order by December 31st and receive your cashback within 7 business days. Simply click the claim link to get started."

❌ Poor Example:

"Get discount now click here"

Step 9: Set Message Masking (Optional)​

Toggle Mask Offer Message to hide sensitive information until the recipient claims the offer:

  • Useful for protecting specific terms
  • Creates intrigue and encourages claims
  • Information revealed after claim

Step 10: Review and Submit​

  1. Review all information for accuracy
  2. Click Send Incentive Offer (Email) or Save Incentive Offer (Link)
  3. Confirm in the dialog that appears
  4. Wait for success message

After Creating an Offer​

Email Delivery​

  • Recipient receives an email with a claim link
  • If registered, offer appears in their dashboard
  • If not registered, they can claim via the link
  • You can track the offer status in your dashboard
  • A unique shareable URL is generated
  • Copy the link from the action menu
  • Share anywhere you want
  • Track usage in your dashboard

Understanding Quotas​

PlanMonthly Limit
FreeLimited offers per month
StarterIncreased limit
ProfessionalHigher limit
EnterpriseUnlimited or custom

If you reach your limit:

  • Free users: An upgrade modal will appear
  • Paid users: Contact support to increase your limit

Troubleshooting​

Can't Find Incentive Program​

Causes:

  • No active programs exist
  • Programs are in draft or inactive status

Solutions:

  1. Create a new incentive program first
  2. Activate an existing program

Validation Errors​

Common Issues:

  • Missing required fields
  • Invalid email format
  • Message exceeds 1024 characters
  • Group offer missing max members

Solutions:

  1. Check all required fields are filled
  2. Verify email format is correct
  3. Shorten your message
  4. For Group offers, set max required members

Offer Not Sending​

Causes:

  • Network connection issues
  • Server error
  • Quota limit reached

Solutions:

  1. Check your internet connection
  2. Try again in a few minutes
  3. Check if you've reached your monthly limit
  4. Contact support if issue persists

Next Steps​

After creating an offer:

  1. View Messages with Recipient - Communicate about the offer
  2. View Incentive Offer Detail - See full offer information
  3. Edit Incentive Offer - Make changes if needed