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✏️ Edit Incentive Offer Link Template

Learn how to modify existing incentive offer link templates.

Accessing the Edit Page​

URL: /provider/incentive-offers/link-templates/edit/[incentive_offer_invitation_id]

Navigation:

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

Editable Fields​

When editing a link template, you can modify:

FieldEditableNotes
Incentive Program✅ YesSelect from active programs
Entity Type✅ YesIndividual, Company, Organization
Entity Stage✅ YesProspect, Existing Customer, etc.
Incentive Type✅ YesCashback, Discount, etc.
Offer Type✅ YesSingle or Group
Max Required Members✅ YesFor Group offers only
Maximum Number of Uses✅ YesUsage limit (optional)
Message✅ YesTemplate message content
Message Masking✅ YesToggle on/off
Status✅ YesActive or Inactive

Step-by-Step Guide​

Step 1: Navigate to Edit Page​

  1. Open the Link Templates list
  2. Find the template to edit
  3. Click the three-dot menu (⋮)
  4. Select Edit Incentive Offer Link Template

Step 2: Review Current Settings​

The edit form displays:

  • Current Values - All fields pre-filled with existing data
  • Product/Service Info - Shows associated product (if applicable)

Step 3: Make Changes​

Update any of the editable fields:

Incentive Program​

  • Use the dropdown to select a different program
  • Only active programs are available

Entity Type​

Change recipient classification:

  • Individual
  • Company
  • Organization

Entity Stage​

Update relationship stage:

  • Prospect Customer
  • Existing Customer
  • Partner
  • Lead

Incentive Type​

Modify incentive type:

  • Cashback
  • Discount
  • Gift Card
  • Other

Offer Type​

Switch between:

  • Single - Individual offers
  • Group - Multiple participants required

If switching to Group, you must set Max Required Members.

Maximum Number of Uses​

  • Enter a number to limit usage
  • Leave empty for unlimited
  • Useful for limited-time promotions

Message​

Edit your template message:

  • Maximum 1024 characters
  • Use clear, compelling language
  • Include incentive details and terms

Message Masking​

Toggle to hide/show sensitive information:

  • On: Hides details until claim
  • Off: Shows full message

Status​

Change template availability:

  • Active - Template is live and usable
  • Inactive - Template is disabled

Step 4: Save Changes​

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

Important Considerations​

Changing Status​

Status ChangeEffect
Active → InactiveLink stops working for new claims
Inactive → ActiveLink becomes usable again

Impact on Existing Users​

When you edit a template:

  • New visitors see updated information
  • Previously generated links still point to the same template
  • Claimed offers are not affected by template changes

URL Behavior​

  • The shareable URL remains the same after editing
  • No need to re-share links after making changes
  • All existing links will show updated content

Best Practices​

When to Edit​

✅ Good reasons to edit:

  • Fix typos or errors
  • Update outdated information
  • Change incentive terms
  • Adjust usage limits
  • Deactivate expired promotions

❌ Consider creating new instead:

  • Major campaign changes
  • Different target audience
  • Significantly different incentive

Before Editing​

  1. Check current usage - See how many times used
  2. Consider impact - Think about existing links
  3. Plan changes - Know what you want to update
  4. Communicate if needed - Inform if major changes

After Editing​

  1. Test the link - Verify changes appear
  2. Update tracking - Note what was changed
  3. Monitor usage - Watch for impact

Status Management​

When to Deactivate​

ScenarioAction
Promotion endedSet to Inactive
Usage limit reachedConsider deactivating
Replacing with newDeactivate old
Temporary pauseSet to Inactive

When to Reactivate​

ScenarioAction
Extending promotionSet to Active
Resuming campaignSet to Active
Increasing limitUpdate max uses + Activate

Form Validation​

The edit form validates:

FieldValidation
Incentive ProgramRequired
Entity TypeRequired
Entity StageRequired
Incentive TypeRequired
Offer TypeRequired
Max Required MembersRequired if Group
Maximum UsesOptional, must be positive
MessageRequired, max 1024 characters

Troubleshooting​

Can't Find Template to Edit​

Causes:

  • Template was deleted
  • Search filter applied
  • Wrong page

Solutions:

  1. Clear search filters
  2. Check all pages
  3. Verify template exists

Edit Button Not Working​

Causes:

  • Network issue
  • Session expired
  • Permission issue

Solutions:

  1. Refresh the page
  2. Log in again
  3. Check your permissions

Can't Save Changes​

Causes:

  • Validation errors
  • Required fields missing
  • Network issue

Solutions:

  1. Check all required fields
  2. Ensure message is under 1024 characters
  3. For Group, set max members
  4. Check internet connection

Changes Not Reflecting​

Causes:

  • Browser cache
  • API delay
  • Save didn't complete

Solutions:

  1. Clear browser cache
  2. Refresh the page
  3. Try editing again
  4. Check for error messages

Quick Reference​

Edit Page Elements​

ElementPurpose
Form FieldsUpdate template settings
Template SuggestionsQuick message ideas
Update ButtonSave changes
Cancel ButtonDiscard and go back
FromToHow
Templates ListEdit PageMenu → Edit
Edit PageTemplates ListCancel or Save