View Incentive Distribution
Manage and record incentive distribution fulfillment
Overview
The Incentive Distribution page allows you to track and document incentive fulfillment for 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: The actual incentives provided by the provider can be delivered through different methods:
- Third-party applications: For example, cashback funds could be transferred directly to the recipient's account through your payment system, and the incentive would only be recorded in Incentise.
- Incentise platform: For discount codes, for example, they could be given directly within the Incentise platform.
The distribution feature serves as a record-keeping system that reflects the actual fulfillment of incentives.
How to Access
- Go to Incentive Requests page (
/provider/incentive-requests) - Click the action menu (⋮) on a request
- Select "View Incentive Distribution"
Direct URL: /provider/incentive-requests/incentive-distributions/<incentive_request_id>
Key Concepts
Record Keeping and Delivery
- Distributions in Incentise are records that reflect reality
- They document what has been delivered, whether through third-party applications or within Incentise
- For cashback: Funds are typically transferred directly to the recipient's account through your payment system or third-party service, and Incentise records the distribution
- For discount codes: Can be provided directly within the Incentise platform, where the distribution serves both as delivery and record
When Distributions Are Triggered
- Available when request reaches "Approved Confirmed" status
- Cannot record distributions for unapproved requests
Actual Fulfillment Process
Incentives can be fulfilled through different methods:
| Incentive Type | Delivery Method | Platform Role |
|---|---|---|
| Cashback | Bank transfers, payment processors (third-party) | Record keeping only |
| Discount Codes | Can be provided within Incentise platform | Both delivery and record |
| Other | Your system or third-party application | Record keeping |
Page Layout
Header Section
| Element | Description |
|---|---|
| Title | "Incentive Distributions" |
| Description | Shows the Incentive Request ID |
| Back Button | Return to Incentive Requests |
| Take Tour | Interactive guide |
Controls
| Element | Description |
|---|---|
| Search | Filter distributions by keyword |
| Rows Per Page | Select 5, 10, 20, or 50 per page |
| Update Selected | Submit changes for selected items |
Distributions Table
| Column | Description |
|---|---|
| Checkbox | Select for batch update |
| Distribution ID | Unique identifier |
| Recipient's email (links to profile) | |
| Incentive Value | The value of the incentive |
| Incentive Value Description | Description of the value |
| Status | Pending, Success, or Failed |
| Created At | When distribution was created |
| Updated At | When last updated |
Managing Distributions
Selecting Distributions
- Individual: Click checkbox next to a distribution
- All: Click header checkbox to select all visible
- Selected rows highlight in blue
Editing Selected Distributions
When a distribution is selected, fields become editable:
| Field | Options |
|---|---|
| Incentive Value | Enter the actual value given |
| Incentive Value Description | Add notes about fulfillment |
| Status | Pending, Success, or Failed |
Submitting Changes
- Select distributions to update
- Modify the editable fields
- Click "Update Selected (X)" button
- See confirmation toast
- Data refreshes automatically
Distribution Statuses
| Status | Description | When to Use |
|---|---|---|
| Pending | Not yet processed | Initial state, waiting to fulfill |
| Success | Successfully delivered | After you've given the incentive |
| Failed | Delivery failed | If fulfillment couldn't complete |
Distribution Workflow
1. Request reaches "Approved Confirmed"
↓
2. Distributions become available (Pending status)
↓
3. You fulfill incentive OUTSIDE Incentise
(bank transfer, discount code, etc.)
↓
4. Return to Incentise, update distribution
- Set status to "Success"
- Add value and description
↓
5. Record is saved for documentation
Recording a Distribution
Step-by-Step
- Navigate to the distributions page
- Find the distribution to update
- Select by clicking checkbox
- Update fields:
- Enter actual incentive value
- Add description (e.g., "Bank transfer on 2024-01-15")
- Set status to "Success"
- Click "Update Selected"
- Verify success toast appears
Example Notes
Good documentation includes:
- "Cashback of $50 transferred via PayPal on Jan 15, 2024"
- "10% discount code SAVE10 sent via email"
- "Gift card #12345 emailed on 2024-01-20"
Why Record Distributions?
| Purpose | Benefit |
|---|---|
| Track Fulfillment | Know which incentives have been given |
| Accounting | Maintain financial records |
| Audit Trail | Clear history of all distributions |
| Reporting | Generate fulfillment reports |
| Compliance | Document that you've fulfilled obligations |
Best Practices
Timely Recording
✅ Do:
- Record distributions promptly after fulfilling
- Include specific details in descriptions
- Update status accurately
❌ Don't:
- Delay recording for long periods
- Leave descriptions empty
- Mark "Success" before actually fulfilling
Accurate Documentation
- Include amount/value given
- Specify delivery method
- Add date of fulfillment
- Note any reference numbers
Troubleshooting
| Issue | Solution |
|---|---|
| No distributions showing | Request may not be "Approved Confirmed" yet |
| Can't edit fields | Select the distribution first (checkbox) |
| Update button disabled | Select at least one distribution |
| Changes not saving | Check for error messages, retry |