📊 View Incentive Distribution
Learn how to view and manage incentive distribution records for your offers.
What Are Incentive Distributions?
Incentive Distributions are records that document the fulfillment of incentives to recipients. The distribution of incentives on the Incentise platform is a form of record that reflects reality—it documents what has actually been delivered, whether through third-party applications or directly within the platform.
Important Concepts
| Concept | Description |
|---|---|
| Record Keeping | Distributions track what you've fulfilled, whether delivered through third-party applications or within Incentise |
| Not Payment Processing | Incentise doesn't process actual payments for most incentive types |
| Documentation | Creates an audit trail of incentive fulfillment |
| Third-Party Delivery | Actual incentives can be delivered through third-party applications (e.g., bank transfers for cashback) |
| Platform Delivery | Some incentives (like discount codes) can be given directly within the Incentise platform |
How Incentives Are Delivered
The actual incentives provided by the provider can be delivered through different methods:
| Delivery Method | Examples | Platform Role |
|---|---|---|
| Third-Party Application | Cashback transferred directly to recipient's bank account, payment processors | Incentise records the distribution only |
| Incentise Platform | Discount codes provided directly within the platform | Incentise both delivers and records the distribution |
| External System | Gift cards sent via email, rewards through partner systems | Incentise records the distribution for tracking |
Important: For cashback incentives, funds are typically transferred directly to the recipient's account through your payment system or a third-party service. The incentive distribution in Incentise serves as a record of this transaction.
For discount codes, they can be provided directly within the Incentise platform, making the distribution both a delivery mechanism and a record.
When Distributions Are Created
Distributions become available when an offer reaches "Approved Confirmed" status. Before this, there won't be distribution records to manage.
Accessing Distributions
URL: /provider/incentive-offers/incentive-distributions/[incentive_offer_id]
Navigation:
- Go to Incentive Offers in your dashboard
- Find the offer
- Click the three-dot menu (⋮)
- Select View Incentive Distribution
Alternative: Use the FAB menu on any offer-related page and select View Incentive Distribution.
Understanding the Distribution Page
Page Header
- Title: "Incentive Distributions"
- Description: Shows the associated incentive offer ID
- Back Button: Return to the offers list
Search and Controls
| Control | Function |
|---|---|
| Search | Filter distributions by keyword |
| Rows per page | Choose 5, 10, 20, or 50 per page |
| Update Selected | Batch update selected distributions |
Distribution Table
The table displays all distribution records:
| Column | Description |
|---|---|
| Checkbox | Select for batch update |
| Distribution ID | Unique identifier |
| Recipient's email (click to view profile) | |
| Incentive Value | Amount or value of the incentive |
| Incentive Value Description | Details about the value |
| Status | Current distribution status |
| Created At | When the record was created |
| Updated At | When last modified |
Distribution Statuses
| Status | Badge Color | Description |
|---|---|---|
| Pending | Gray | Distribution created but not yet processed |
| Success | Green | Incentive successfully delivered |
| Failed | Red | Distribution failed or couldn't be completed |
Managing Distributions
Selecting Distributions
-
Individual Selection:
- Click the checkbox next to any distribution
-
Select All:
- Click the checkbox in the table header
-
Visual Indicator:
- Selected rows have a blue background
Editing Selected Distributions
When you select a distribution, editable fields appear:
| Field | Edit Type | Notes |
|---|---|---|
| Incentive Value | Text input | Enter the actual value given |
| Incentive Value Description | Text input | Describe how it was fulfilled |
| Status | Dropdown | Pending, Success, or Failed |
Updating Distributions
- Select one or more distributions
- Edit the values in the inline fields
- Review your changes
- Click "Update Selected (X)" button
- Wait for confirmation
Update Results
After updating:
- ✅ Success message shows updated count
- ❌ Error message if any failed
- Table refreshes automatically
- Selections are cleared
Recording a Distribution
The Distribution Workflow
-
Offer is Approved
- Status reaches "Approved Confirmed"
- Distribution records are created
-
Fulfill the Incentive (Outside Incentise)
- Process through your payment system
- Send discount codes
- Deliver the incentive
-
Record in Incentise
- Open the distribution page
- Select the distribution(s)
- Update value and description
- Change status to "Success"
-
Complete the Offer
- Once all distributions are recorded
- Update offer status to "Completed"
What to Record
| Field | What to Enter |
|---|---|
| Incentive Value | Actual amount given (e.g., "$50", "15%", "CODE123") |
| Description | How it was fulfilled (e.g., "Bank transfer on 2024-01-15", "Email sent with discount code") |
| Status | "Success" if delivered, "Failed" if couldn't complete |
Why Record Distributions?
Recording distributions helps you:
| Purpose | Benefit |
|---|---|
| Track Fulfillment | Know which incentives have been delivered |
| Accounting | Maintain financial records |
| Audit Trail | Clear history of all distributions |
| Reporting | Generate fulfillment reports |
| Compliance | Document obligation fulfillment |
Pagination
The distribution page includes pagination controls:
| Control | Function |
|---|---|
| Previous | Go to previous page |
| Page Numbers | Jump to specific page |
| Next | Go to next page |
| Showing X to Y of Z | Current view position |
Interactive Tour
A guided tour is available:
- Click the Take Tour button in the top-right corner
- Follow the highlighted areas
- The tour starts automatically on first visit
Best Practices
Recording Distributions
✅ Do:
- Record distributions promptly after fulfillment
- Include specific details in descriptions
- Update status accurately
- Include dates and reference numbers
❌ Don't:
- Leave distributions in "Pending" indefinitely
- Use vague descriptions
- Forget to update the status
- Mix up distribution records
Description Examples
Good Examples:
- "Bank transfer $50 on 2024-01-15, Reference: TXN-12345"
- "Discount code SAVE20 sent via email on 2024-01-15"
- "Gift card #GC-456 delivered to [email protected]"
Poor Examples:
- "Done"
- "Sent"
- "Paid"
Troubleshooting
No Distributions Found
Causes:
- Offer hasn't reached "Approved Confirmed" status
- No recipients have been approved
- Wrong offer ID
Solutions:
- Check the offer status
- Approve the offer first
- Verify you're viewing the correct offer
Can't Update Distribution
Causes:
- No distribution selected
- Network error
- Session expired
Solutions:
- Ensure at least one row is selected
- Check your internet connection
- Refresh the page and log in again
Update Failed
Causes:
- Validation error
- Server issue
- Invalid data
Solutions:
- Check the values entered are valid
- Try updating one at a time
- Contact support if issue persists
Floating Action Button (FAB)
The FAB provides quick navigation:
- View Incentive Offer Details - See full offer information
- View Messages with Recipient - Open conversation
- View Group Members - (Group offers) See participants
- Embed Acknowledgement Widget - (Acknowledged status) Generate embed code
- View Incentive Program - Open associated program
The current page is highlighted when on the distribution page.