👁️ View Incentive Offer Link Template
Learn how to view, share, and manage your incentive offer link templates.
Accessing Link Templates
URL: /provider/incentive-offers/link-templates
Navigation:
- Go to Incentive Offers in your dashboard
- Click List Incentive Offer Link Templates
Understanding the Link Templates Dashboard
Page Header
| Element | Description |
|---|---|
| Back Button | Return to Incentive Offers |
| Search Bar | Filter templates by keyword |
| Rows per Page | Choose 5, 10, 20, or 50 |
| Create Button | Create new link template |
Link Templates Table
The table displays all your link templates:
| Column | Description |
|---|---|
| Template ID | Unique identifier (hover for full ID) |
| Incentive Type Name | Type of incentive (Cashback, Discount, etc.) |
| Product/Service Name | Associated product or service |
| Message | Template offer message (truncated) |
| Recipient Type | Entity type (Individual, Company, etc.) |
| Stage Name | Entity stage (Prospect, Customer, etc.) |
| Incentive Offer Types | Single or Group |
| Maximum of Uses | Usage limit (if set) |
| Uses | Current usage count |
| Status | Active or Inactive |
| Created | Creation date |
| Action | Available actions menu |
Available Actions
Click the three-dot menu (⋮) on any template to access:
| Action | Description |
|---|---|
| View Incentive Offer Link Template | Open template in new tab |
| Copy Incentive Offer Link Template | Copy shareable URL to clipboard |
| Edit Incentive Offer Link Template | Modify template settings |
Viewing a Template
In New Tab
- Click the three-dot menu (⋮)
- Select View Incentive Offer Link Template
- Template page opens in a new browser tab
- See exactly what recipients will see
Preview URL Format
https://incentise.com/incentive-offer-link/[template_id]
Copying and Sharing
How to Copy the Link
- Find your template in the list
- Click the three-dot menu (⋮)
- Select Copy Incentive Offer Link Template
- Toast notification: "Incentive offer link copied to clipboard!"
- Paste anywhere you want to share
Where to Share
| Channel | How to Use |
|---|---|
| Social Media | Paste in Facebook, Twitter, LinkedIn posts |
| Add to bio or stories (link sticker) | |
| Include in marketing campaigns | |
| SMS | Send via text message |
| Share in chats or groups | |
| QR Code | Convert URL to QR code using online tools |
| Website | Add as button or hyperlink |
| Include URL or QR on flyers, cards |
Understanding Template Information
Template ID
- Unique identifier for the template
- Truncated in table view
- Hover to see full ID
- Used in the shareable URL
Status Indicators
| Status | Badge Color | Meaning |
|---|---|---|
| Active | Green | Template is live and usable |
| Inactive | Gray | Template is disabled |
Usage Tracking
| Field | Description |
|---|---|
| Maximum of Uses | Limit you set (or blank for unlimited) |
| Uses | Number of times template has been used |
Type Badges
| Badge | Meaning |
|---|---|
| Single | One recipient per use |
| Group | Multiple participants required |
Filtering and Searching
Using the Search Bar
Search templates by:
- Template ID
- Incentive type name
- Product/service name
- Message content
- Status
- Any visible field
Pagination
| Control | Function |
|---|---|
| Rows per page | 5, 10, 20, or 50 |
| Previous | Go to previous page |
| Page Numbers | Jump to specific page |
| Next | Go to next page |
| Showing X to Y of Z | Current position |
Tracking Template Performance
Key Metrics
| Metric | What It Tells You |
|---|---|
| Uses vs Max | How close to limit |
| Status | Whether still active |
| Created Date | Age of template |
Monitoring Tips
- Check regularly - Monitor usage counts
- Compare templates - See which perform best
- Update inactive - Reactivate or archive old templates
- Track campaigns - Create separate templates per campaign
Best Practices
Organization
✅ Do:
- Give templates meaningful names/messages
- Track which templates go where
- Deactivate unused templates
- Create separate templates for campaigns
❌ Don't:
- Create duplicate templates
- Leave inactive templates cluttering the list
- Forget to check usage metrics
Sharing
✅ Do:
- Test links before sharing
- Use appropriate channels for your audience
- Include context when sharing
- Monitor performance
❌ Don't:
- Share on inappropriate platforms
- Spam the same link repeatedly
- Share expired or inactive templates
Troubleshooting
Template Not Showing
Causes:
- Search filter applied
- Wrong pagination page
- Template was deleted
Solutions:
- Clear search field
- Check all pages
- Verify template exists
Link Not Working
Causes:
- Template is inactive
- Template was deleted
- URL is incorrect
Solutions:
- Check template status
- Verify URL is complete
- Re-copy the link
Copy Not Working
Causes:
- Browser permissions
- Clipboard access denied
- Browser not supported
Solutions:
- Allow clipboard permissions
- Try different browser
- Manually select and copy URL
Can't See Full Template ID
Causes:
- ID is truncated for display
Solutions:
- Hover over the truncated ID
- Tooltip shows full ID
Quick Actions Reference
| Action | Steps |
|---|---|
| View Template | Menu → View Incentive Offer Link Template |
| Copy Link | Menu → Copy Incentive Offer Link Template |
| Edit Template | Menu → Edit Incentive Offer Link Template |
| Create New | Click "Create Incentive Offer Link Template" |
| Search | Type in search bar |
| Navigate Back | Click "Back to Incentive Offers" |
Related Guides
- Create Incentive Offer Link Template - Create new templates
- Edit Incentive Offer Link Template - Modify existing templates