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Create Incentive Request without Existing Incentive Program

Request incentives for any product or service, even if they don't have an incentive program on Incentise yet

Overview​

You can create an incentive request for any product or service, even if it doesn't have an existing incentive program on Incentise. This allows you to reach out to businesses directly and propose incentive opportunities.

How to Access​

  1. Go to Incentive Requests page
  2. Click the "Create Incentive Request" button at the top right
  3. You'll be taken to the creation form

Step-by-Step Guide​

Step 1: Select Entity Type​

Choose what type of entity you are:

  • Individual - Personal use
  • Business - Company or organization
  • Other available options

Step 2: Select Entity Stage​

Choose your current stage:

  • Startup
  • Established
  • Enterprise
  • Other stages

Step 3: Select Incentive Type​

Choose the type of incentive you're requesting:

TypeDescription
CashbackReceive money back after purchase
DiscountGet a reduced price or discount code
OtherOther incentive types available

Step 4: Choose Request Type​

TypeDescriptionWhen to Use
SingleJust for youPersonal purchases, individual needs
GroupMultiple peopleBulk purchases, team deals

For Group Requests:

  • Specify Maximum Required Members
  • Others can join your request
  • Potentially better deals for groups

Step 5: Select Delivery Method​

MethodHow It WorksFlexibility
EmailRequest sent directly to business emailCannot edit after submission
Shared LinkGenerate a link to share with businessCan edit after submission

Email Delivery:

  • Enter the Entity Email Address (the business's email)
  • Confirmation dialog will appear before submission

Shared Link Delivery:

  • More flexible
  • You control when and how to share
  • Can make edits later

Step 6: Enter Product/Service Information​

Product/Service Name​

Enter the exact name of the product or service

Product/Service Website URL​

Enter the website URL:

  • Must start with http:// or https://
  • Example: https://example.com/product

Step 7: Write Your Request Message​

This is your opportunity to make a compelling case. Include:

  • Your Interest - Why you want this product/service
  • Your Use Case - How you plan to use it
  • Incentive Request - What incentive would motivate your purchase
  • Any Relevant Details - Budget, timeline, quantity, etc.

Message Privacy:

  • Check "Masking Request Message" to hide from public view

Template Suggestions:

  • Browse through template suggestions using arrow buttons
  • Click on a template to use it as a starting point
  • Customize the template to fit your needs

Step 8: Submit Your Request​

For Single Requests:

  • Click Submit Request
  • If using Email delivery, confirm in the dialog

For Group Requests:

  • Click Save to Draft to save and invite members later
  • Or submit to make it live immediately

Sharing Your Request​

If you chose Shared Link delivery:

  1. Go to your Incentive Requests page
  2. Find your request in the table
  3. Click the action menu (⋮)
  4. Select "Copy link and share to provider"
  5. Share the link with the business via email, messaging, etc.

What Happens Next​

  1. Request Created - Status shows as "Draft" or "Requested"
  2. Business Receives - They view your request
  3. Review Process - Business reviews and responds
  4. Track Progress - Use Messages with Provider

Tips for Success​

Write a Compelling Message​

✅ Do:

  • Be specific about what you want
  • Explain the value to the business
  • Mention realistic incentive expectations
  • Include relevant background

❌ Don't:

  • Be vague or generic
  • Request unrealistic incentives
  • Omit important details

Choose the Right Delivery Method​

SituationRecommended Method
Know the business emailEmail
Need flexibility to editShared Link
Want to review before sendingShared Link
Direct, immediate contactEmail