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🚀 Getting Started Guide

Your complete guide to earning cashback and rewards on Incentise

Welcome to Incentise! This guide will walk you through everything you need to know to get started earning cashback, discounts, and other rewards. Whether you're completely new to the platform or just need a refresher, we'll make sure you understand how everything works.

📖 What is Incentise?​

Incentise is a platform that helps you save money and get more value from your purchases. Here's how it works:

What You Can Do​

  • Request Incentives: Ask businesses for cashback, discounts, or other rewards when you want to buy something
  • Receive Offers: Get special offers directly from businesses
  • Earn Rewards: Complete purchases and receive your incentives
  • Track Everything: Monitor all your requests, offers, and earnings in one place

How It Works (Simple Version)​

  1. You find a product or service you want to buy
  2. You request an incentive (like cashback or a discount) from the business
  3. The business reviews your request and may approve it
  4. You complete the purchase and any required actions
  5. You receive your reward (cashback, discount code, etc.)

It's that simple! Now let's get you set up.

✅ Before You Start​

Make sure you have:

  • ✅ A valid email address that you can access
  • ✅ A device with internet connection (computer, tablet, or phone)
  • ✅ About 10-15 minutes to complete registration and setup

📝 Step 1: Create Your Account​

The first thing you need to do is create an account. Don't worry - it's quick and easy!

Choose Your Registration Method​

Incentise offers three ways to create your account. Pick the one that's easiest for you:

Option 1: Standard Registration (Most Common)​

This is the traditional way where you create a password.

What to do:

  1. Go to the Incentise website
  2. Click "Register" or "Sign Up" (usually in the top right corner)
  3. Fill out the form with:
    • Your email address
    • A username (choose something unique)
    • A password (make it strong!)
    • Select "As an incentive recipient" from the dropdown
  4. Click "Register"
  5. Check your email for a verification code
  6. Enter the 6-digit code to verify your email
  7. You're done! You can now log in

Tip: Keep your password safe and don't share it with anyone.

Option 2: Sign In with Google (Fastest)​

If you have a Google account, this is the quickest way to get started.

What to do:

  1. Go to the registration page
  2. Click "Continue with Google"
  3. Select your Google account
  4. Allow permissions when asked
  5. That's it! Your account is created automatically

Why this is great: No password to remember, and your email is already verified!

This method sends you a special link via email that logs you in automatically.

What to do:

  1. On the registration page, find "Register with Magic Link"
  2. Fill out your information:
    • Email address
    • First name and last name
    • Username
    • Select "As an incentive recipient"
  3. Click "Send Magic Link"
  4. Check your email and click the magic link
  5. You'll be automatically logged in!

Important: Magic links expire after 15 minutes, so check your email right away.

What If Something Goes Wrong?​

"Email already exists": This means you already have an account. Try logging in instead.

"Username is already taken": Someone else is using that username. Try adding numbers or using a different variation.

Can't find the verification email:

  • Check your Spam or Junk folder
  • Wait 1-2 minutes and refresh your inbox
  • Make sure you're checking the correct email address
  • Click "Resend Verification Code" if needed

🏠 Step 2: Explore the Home Page​

Once you're logged in, you'll see the home page. This is your starting point for everything!

What You'll See​

The home page has:

  1. A Search Box: Find products and services that offer incentives
  2. A "Request Incentive" Button: Create a new incentive request
  3. Helpful Information: Text explaining how Incentise works

Using the Search Feature​

The search box helps you find products and services:

  1. Click on the search box (it says "Search products or services to request and earn incentives...")
  2. Type what you're looking for (e.g., "laptop", "web design", "coffee")
  3. Results will appear automatically
  4. Click on a result to see more details

Tips for Better Searches:

  • Be specific: Instead of "phone", try "iPhone" or "Samsung phone"
  • Use keywords: Think about what you're looking for
  • Check spelling: Make sure words are spelled correctly

What if nothing shows up? Don't worry! You can still request an incentive for that product or service. Just click the link that says "Click here to request incentive for yourself or with your friends, colleagues".

The "Request Incentive" Button​

This button takes you to a form where you can request an incentive for something you want to buy. We'll show you how to use it in the next step!

💡 Step 3: Create Your First Incentive Request​

Now for the fun part - requesting your first incentive! This is how you ask businesses for rewards.

Quick Start: Request from Search Results​

The Easy Way:

  1. Use the search box to find a product or service
  2. Click on a result that interests you
  3. You'll see a page with details about that product/service
  4. Fill out the request form on that page
  5. Submit your request!

Creating a Request from Scratch​

If you want to create a request for something that's not in the search results:

  1. Click the "Request Incentive" button on the home page

    • OR go to the Incentive Requests page and click "Create Incentive Request Without Existing Incentive Program"

  2. Fill out the form with:

    Product/Service Information:

    • Name: What product or service do you want? (e.g., "MacBook Pro", "Website Design Services")
    • Website URL: Where can this be found? (e.g., "https://apple.com")

    About You:

    • Entity Type: Are you an Individual, Business, or Organization?
    • Entity Stage: Are you a Startup, Established, etc.?

    What You Want:

    • Incentive Type: Do you want Cashback (money back) or Discount (reduced price)?
    • Request Type: Is this just for you (Single) or for you and others (Group)?

    Your Message (This is important!):

    • Explain why you're interested in this product/service
    • Mention how you plan to use it
    • Be polite and clear
    • You can use template suggestions if available

    Privacy:

    • Check "Masking Request Message" if you want to keep your message private
    • Leave it unchecked if you're okay with others seeing it

  3. Review everything and click "Submit"

Tips for Writing a Good Request Message​

What to Include:

  • A brief introduction about yourself
  • Why you're interested in the product/service
  • How you plan to use it
  • What incentive would motivate you to make the purchase

Example of a Good Message:

"Hi! I'm a small business owner looking to upgrade my laptop for video editing work. I'm interested in the MacBook Pro because I need a powerful machine that can handle 4K video processing. A cashback incentive would help make this purchase more affordable for my business. Thank you for considering my request!"

What Makes This Good:

  • Clear and specific
  • Shows genuine interest
  • Explains the use case
  • Professional and polite

What Happens After You Submit?​

  1. Your request is created with status "Draft" or "Requested"
  2. The business will see your request
  3. They may respond with questions or approve it
  4. You'll be able to track the status in your Incentive Requests page

Remember: Be patient! Businesses may take some time to respond.

⚙️ Step 4: Set Up Your Account​

Now that you've created your first request, let's make sure your account is set up properly so you can receive your rewards!

Accessing Your Settings​

  1. Log in to your account
  2. Look for "Settings" in the menu (usually in the top right or sidebar)
  3. Click on it to see different setting categories

Essential Settings to Complete​

1. Profile Settings​

Add Your Name:

  • Go to Settings → Profile
  • Enter your first name and last name
  • Click "Save Changes"

Upload a Profile Picture (Optional but Recommended):

  • In the Profile section, click "Choose File"
  • Select an image from your computer
  • Make sure it's less than 5MB and in JPG, PNG, GIF, or WebP format
  • The image will upload automatically

Why this matters: A complete profile helps businesses trust you and may improve your approval rates!

2. Account Settings​

View Your Account Information:

  • Go to Settings → Account
  • You'll see your username, email, and account status
  • You can edit your username or email if needed

Change Your Username:

  • Click "Edit your username"
  • Enter your new username
  • Click "Change Username"

Change Your Email:

  • Click "Edit your email"
  • Enter your current email and new email
  • Click "Save Changes"
  • Check your new email for a verification code
  • Enter the code to complete the change

Add Your Social Media:

  • Go to Settings → Social Media
  • Click "Add Social Media"
  • Select the platform (LinkedIn, Instagram, Facebook, etc.)
  • Enter your profile URL
  • Click "Save Changes"

Why add social media? It helps businesses learn more about you and can improve your chances of approval.

4. Change Password​

Update Your Password:

  • Go to Settings → Change Password
  • Enter your current password
  • Enter your new password
  • Click "Change Password"

Password Requirements:

  • At least 8 characters long
  • Must contain uppercase and lowercase letters
  • Must contain at least one number
  • Maximum 100 characters

Security Tip: Use a strong, unique password that you don't use for other accounts.

Setting Up Payout Accounts (Important!)​

To receive cashback, you need to set up payout accounts. This tells the system where to send your money.

How to Set Up:

  1. Go to Settings → Payout Account (or similar)
  2. Add your payment method (bank account, PayPal, etc.)
  3. Enter all required information accurately
  4. Save your settings

Important: Make sure all information is correct, or you might not receive your cashback!

📊 Step 5: Understanding Your Dashboard​

Now that you're set up, let's learn how to navigate your account and track everything.

Main Pages You'll Use​

1. Home Page

  • Your starting point
  • Search for products/services
  • Create new requests

2. Incentive Requests

  • See all your requests in one place
  • Track their status
  • Edit or manage requests
  • View messages from businesses

3. Incentive Offers

  • See offers businesses have sent you
  • Claim offers you're interested in
  • Track offer status

4. Incentive Acknowledgements

  • Confirm when you've received incentives
  • Acknowledge receipt of rewards

5. Settings

  • Manage your profile
  • Update account information
  • Set up payout accounts

Understanding Request Statuses​

Your requests will have different statuses. Here's what they mean:

Draft: You're still working on it, not submitted yet

Requested: You've submitted it, waiting for business response

Under Review: Business is looking at your request

Needs Info: Business needs more information from you

Approved Pending: Your request was approved! Complete any required actions

Approved Confirmed: Everything is confirmed, you'll receive your incentive

Completed: You've received your incentive! 🎉

Rejected: The business declined your request (don't worry, you can try again!)

Tip: Check your requests regularly to see status updates and respond quickly when businesses need information.

🎯 Your First Week Checklist​

Here's a checklist to help you get started:

Day 1: Account Setup​

  • Create your account
  • Verify your email
  • Complete your profile (name, picture)
  • Explore the home page

Day 2: First Request​

  • Search for a product or service you're interested in
  • Create your first incentive request
  • Write a clear, professional message
  • Submit your request

Day 3: Account Settings​

  • Add social media links (optional)
  • Set up payout accounts (important for cashback!)
  • Review your account settings

Week 1: Stay Active​

  • Check your requests daily for status updates
  • Respond to any messages from businesses
  • Create 2-3 more requests for different products/services
  • Explore incentive programs that interest you

💡 Quick Tips for Success​

Getting Better Approval Rates​

  1. Complete Your Profile: Businesses trust users with complete profiles
  2. Write Genuine Messages: Show real interest, don't copy-paste
  3. Be Specific: Explain exactly what you want and why
  4. Respond Quickly: Answer business questions promptly
  5. Follow Instructions: Complete all required actions carefully

Maximizing Your Earnings​

  1. Request for Things You Actually Want: Don't request randomly
  2. Complete All Requirements: Follow through on approved requests
  3. Be Patient: Some requests take time to process
  4. Stay Active: Regular activity helps build your reputation
  5. Track Everything: Monitor your requests and earnings

Common Mistakes to Avoid​

❌ Don't: Send identical messages to multiple businesses
✅ Do: Write unique, personalized messages for each request

❌ Don't: Submit requests without reading requirements
✅ Do: Read all program requirements carefully first

❌ Don't: Ignore messages from businesses
✅ Do: Respond promptly to all communications

❌ Don't: Forget to complete requirements
✅ Do: Follow through on all approved requests

❌ Don't: Use weak passwords
✅ Do: Create strong, unique passwords

🆘 Need Help?​

If you run into any problems:

Quick Solutions​

Can't log in?

  • Check that you're using the correct email and password
  • Try the "Forgot Password" feature
  • Make sure your email is verified

Can't find your request?

  • Go to the Incentive Requests page
  • Use the search bar to find it
  • Check all pages using the pagination buttons

Don't understand a status?

  • Hover over the status badge for more information
  • Check this guide's status explanations
  • Contact support if you're still confused

Haven't received a response?

  • Be patient - businesses may take time to respond
  • Check your request status regularly
  • Make sure you've completed all required information

Getting More Help​

  1. Check Other Guides: We have detailed guides for everything

  2. Contact Support: Reach out to our support team if you need personalized help

  3. Read FAQs: Check frequently asked questions for common issues

🎉 What's Next?​

Congratulations! You've completed the getting started guide. Here's what to do next:

Immediate Next Steps​

  1. Create Your First Request: If you haven't already, create an incentive request for something you want to buy

  2. Complete Your Profile: Make sure all your account settings are filled out

  3. Set Up Payouts: Add your payout accounts so you can receive cashback

  4. Explore Programs: Browse available incentive programs to see what's available

Learn More​

Your Journey Ahead​

Week 1: Get comfortable with the platform, create a few requests

Week 2-4: Build your profile, get some approvals, complete requirements

Month 2+: Start earning regular cashback and rewards!

📝 Summary​

You've learned:

  • ✅ How to create an account (three different methods)
  • ✅ How to navigate the home page and search for products
  • ✅ How to create your first incentive request
  • ✅ How to set up your account settings
  • ✅ How to understand request statuses
  • ✅ Tips for success and common mistakes to avoid

Remember:

  • Be patient with the process
  • Write genuine, clear messages
  • Complete your profile fully
  • Respond to businesses promptly
  • Follow through on all requirements

Ready to start earning? Create your first incentive request and begin your journey to earning cashback and rewards! 🚀

If you have any questions, don't hesitate to check our other guides or contact support. We're here to help you succeed!