✏️ Edit Incentive Offer

Learn how to modify existing incentive offers.

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Accessing the Edit Page

URL: /provider/incentive-offers/edit/[incentive_offer_id]

Navigation:

1. Go to Incentive Offers in your dashboard
2. Find the offer you want to edit
3. Click the three-dot menu (⋮)
4. Select Edit Incentive Offer

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Edit Availability

Not all offers can be edited. Edit availability depends on:

Condition	Can Edit?
Delivery Method: Link	✅ Yes
Delivery Method: Email	❌ No
Status: Offered	✅ Yes
Status: Draft	✅ Yes
Status: Other (Claimed, Approved, etc.)	❌ No
Offer is claimed	❌ No
Recipient has already claimed via email	❌ No

Note: The Edit option only appears in the action menu when the offer meets all editable criteria.

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Editable Fields

When editing an offer, you can modify:

Field	Editable	Notes
Incentive Program	✅ Yes	Select from active programs
Entity Type	✅ Yes	Individual, Company, Organization
Entity Stage	✅ Yes	Prospect, Existing Customer, etc.
Incentive Type	✅ Yes	Cashback, Discount, etc.
Offer Type	✅ Yes	Single or Group
Delivery Method	✅ Yes	Email or Link
Recipient Email	✅ Yes	For Link delivery with claimed user
Offer Message	✅ Yes	Maximum 1024 characters
Message Masking	✅ Yes	Toggle on/off

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Step-by-Step Guide

Step 1: Navigate to Edit Page

1. Find the offer in your Incentive Offers list
2. Click the three-dot menu (⋮)
3. Select Edit Incentive Offer

Step 2: Review Current Information

The edit form displays:

• Product/Service Information - Shows the associated product in a highlighted blue box
• Current Values - All fields are pre-filled with existing data

Step 3: Make Changes

Update any of the editable fields:

1. Incentive Program - Use the dropdown to select a different program
2. Entity Type - Change the recipient classification
3. Entity Stage - Update the relationship stage
4. Incentive Type - Modify the incentive type
5. Offer Type - Switch between Single and Group
6. Delivery Method - Change how the offer is delivered
7. Message - Edit your offer message
8. Message Masking - Toggle visibility settings

Step 4: Save Changes

1. Review all changes for accuracy
2. Click Update Incentive Offer
3. Wait for the success message
4. You'll be redirected to the offers list

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Important Considerations

Status Restrictions

The Update button is disabled when:

• Status is not "Offered"
• The offer has already been claimed
• Delivery method doesn't allow editing

Recipient Notifications

When you edit an offer:

• Email Delivery: Changes may not reach recipients who already have the link
• Link Delivery: Recipients using the link will see updated information

Best Practices

✅ Do:

• Double-check changes before saving
• Update messages to be clearer if needed
• Change incentive terms only if necessary

❌ Don't:

• Make major changes after recipient engagement
• Change incentive value significantly without communication
• Edit offers that are in active negotiation

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Form Validation

The edit form validates:

Field	Validation
Incentive Program	Required
Entity Type	Required
Entity Stage	Required
Incentive Type	Required
Offer Type	Required
Message	Required, max 1024 characters
Max Required Members	Required if Group offer

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Troubleshooting

Edit Button Not Appearing

Causes:

• Offer status is not "Offered"
• Delivery method is Email (not Link)
• Offer has been claimed

Solutions:

1. Check the offer status
2. For Email offers, create a new offer instead
3. Contact support if you need to modify a claimed offer

Can't Save Changes

Causes:

• Validation errors
• Network issues
• Session expired

Solutions:

1. Check all required fields are filled
2. Ensure message is under 1024 characters
3. Refresh the page and try again
4. Log in again if session expired

Changes Not Reflected

Causes:

• Page cache
• API delay

Solutions:

1. Refresh the offers list
2. Wait a few seconds and check again
3. Clear browser cache if needed

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Related Actions

After editing an offer, you may want to:

1. View Incentive Offer Detail - Verify your changes
2. View Messages with Recipient - Communicate about updates
3. Copy Link and Share - Re-share the updated link