Skip to main content

🔗 Create Incentive Offer Link Template

Learn how to create reusable link templates for sharing incentive offers through various channels.

Link Templates (also called Incentive Offer Invitations) are reusable, shareable links that allow you to:

  • Create once, share many times
  • Distribute through multiple channels
  • Track usage and claims
  • Reach audiences without knowing their email addresses
Use CaseDescription
Social MediaShare on Facebook, Twitter, LinkedIn, etc.
QR CodesPrint on flyers, posters, business cards
SMS/TextSend via text message
Email MarketingInclude in marketing newsletters
Website ButtonsAdd "Get Offer" buttons to your site
Print MaterialsInclude in brochures, receipts

Accessing the Create Page​

URL: /provider/incentive-offers/link-templates/add

Navigation:

  1. Go to Incentive Offers in your dashboard
  2. Click List Incentive Offer Link Templates
  3. Click Create Incentive Offer Link Template

Step-by-Step Guide​

Step 1: Select Incentive Program​

Choose the incentive program for this template:

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

Step 2: Select Entity Type​

Choose who can use this template:

Entity TypeDescription
IndividualSingle persons
CompanyBusiness organizations
OrganizationNon-profits, other organizations

Step 3: Select Entity Stage​

Specify the relationship stage:

StageDescription
Prospect CustomerPotential new customers
Existing CustomerCurrent customers
PartnerBusiness partners
LeadEarly-stage prospects

Step 4: Select Incentive Type​

Choose the type of incentive:

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

Step 5: Configure Template Settings​

Offer Type​

OptionDescriptionAdditional Field
SingleIndividual offer per useNone
GroupRequires multiple participantsMax Required Members

Maximum Number of Uses (Optional)​

  • Set a limit on how many times the link can be used
  • Leave empty for unlimited uses
  • Useful for limited-time promotions

Step 6: Write Template Message​

Compose the offer message:

  • Maximum: 1024 characters
  • This message appears to everyone who clicks the link
  • Use templates for common messages
  • Be clear about incentive terms and conditions

Message Templates​

Click template suggestions to auto-fill common messages. Navigate through templates using the arrow buttons.

Step 7: Set Message Masking (Optional)​

Toggle Mask Offer Message to hide sensitive information:

  • Useful for protecting specific terms
  • Information revealed after claim
  • Creates engagement and curiosity

Step 8: Review and Submit​

  1. Review all information for accuracy
  2. Click Create Incentive Offer Link Template
  3. Wait for success message
  4. Template is created and ready to share

After Creating a Template​

What Happens​

  1. A unique shareable URL is generated
  2. Template appears in your Link Templates list
  3. Status is set to "Active" by default
  4. You can start sharing immediately

Next Steps​

  1. Navigate to the Link Templates list
  2. Find your new template
  3. Click the three-dot menu (⋮)
  4. Select Copy Incentive Offer Link Template
  5. Share the copied link anywhere

Template Fields Summary​

FieldRequiredDescription
Incentive Program✅ YesAssociated program
Entity Type✅ YesRecipient classification
Entity Stage✅ YesRelationship stage
Incentive Type✅ YesType of incentive
Offer Type✅ YesSingle or Group
Max Required MembersGroup onlyNumber needed for group
Maximum Uses❌ NoUsage limit (optional)
Message✅ YesOffer description
Message Masking❌ NoHide sensitive info

Sharing Options​

Once created, share your link through:

ChannelHow
Social MediaPost the link directly
QR CodeConvert link to QR code
SMSSend via text message
EmailInclude in marketing emails
WebsiteAdd as button or link
PrintInclude on physical materials

Tracking Usage​

Monitor your template performance:

MetricDescription
Number of UsesHow many times claimed
Maximum UsesYour set limit
StatusActive or Inactive

Best Practices​

Creating Effective Templates​

✅ Do:

  • Write clear, compelling messages
  • Include specific incentive details
  • Set appropriate usage limits
  • Use for marketing campaigns

❌ Don't:

  • Create too many similar templates
  • Leave messages vague
  • Forget to set limits for promotions
  • Ignore usage tracking

Message Tips​

Good Example:

"🎁 Special Offer: Get 20% cashback on your first purchase! Valid for new customers only. Complete your purchase within 30 days to qualify. Click to claim your exclusive offer now!"

Poor Example:

"Get discount here"

Usage Limits​

  • Limited Promotions: Set max uses (e.g., "First 100 customers")
  • Ongoing Offers: Leave unlimited
  • Campaign Tracking: Create separate templates for each campaign

Troubleshooting​

Can't Find Incentive Program​

Causes:

  • No active programs exist
  • Programs are inactive

Solutions:

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

Validation Errors​

Common Issues:

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

Solutions:

  1. Fill all required fields
  2. Shorten your message
  3. For Group, set max required members

Template Not Creating​

Causes:

  • Network issues
  • Server error
  • Validation failed

Solutions:

  1. Check internet connection
  2. Verify all fields are correct
  3. Try again in a few moments
  4. Contact support if persists

Next Steps​

After creating a link template:

  1. View Incentive Offer Link Template - See and share your template
  2. Edit Incentive Offer Link Template - Modify if needed
  3. Track usage in the Link Templates list