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Incentive Program Guide

Complete guide to using Incentive Programs on Incentise

Welcome to the Incentive Program guide! This page is where you can discover products and services that offer incentives, create requests for rewards, and view offers from businesses. Whether you're looking for cashback, discounts, or other incentives, this guide will help you navigate the system easily.

What Is an Incentive Program?​

An Incentive Program is a dedicated page for a specific product or service where you can:

  • View information about the product or service
  • Create incentive requests to ask for rewards
  • Browse all requests made by other users
  • View offers from businesses
  • Track your own requests and offers in one place

Think of it as a marketplace page where businesses showcase their products/services and you can request or receive incentives for purchasing them.

Finding an Incentive Program​

Using the Search Feature​

Step 1: Access the Search Bar

  • When you visit the Incentive Program section, you'll see a search bar at the top of the page
  • The search bar says: "Search products or services to request and earn incentives..."

Step 2: Search for a Product or Service

  • Click on the search bar
  • A search dialog will open
  • Type the name of the product or service you're looking for
  • Results will appear automatically as you type

Step 3: Select a Program

  • Click on the product or service from the search results
  • You'll be taken to that program's page

What If You Don't Find What You're Looking For?​

If you can't find a product or service:

  • You can still create an incentive request for it
  • Visit the "Incentive Requests" page to create a request without an existing program
  • The system will help you set up a request for any product or service

Understanding the Program Page​

When you open an Incentive Program page, you'll see several sections:

1. Program Header Card​

At the top of the page, you'll see a card with important information:

Product/Service Information:

  • Logo/Image: Visual representation of the product or service
  • Name: The name of the product or service
  • Description: A brief description of what it is
  • Visit Website Button: Click to open the official website in a new tab

Statistics (shown at the bottom of the header card):

  • Acknowledgements: Total number of incentives that have been acknowledged/received
  • Share: Button to share this program page on social media (WhatsApp, Twitter, Facebook, Telegram) or copy the link

What These Numbers Mean:

  • Higher numbers indicate more activity and interest
  • You can see how popular a product/service is
  • This helps you understand if others are also interested in getting incentives

2. Request Form Section​

Below the header, you'll see a form to create a new incentive request. This form allows you to:

  • Select your entity type (Individual, Business, etc.)
  • Choose your entity stage (Startup, Established, etc.)
  • Pick the type of incentive you want (Cashback, Discount, etc.)
  • Write a message to the business
  • Choose whether to make your message public or private

Note: You may need to log in to create a request. If you're not logged in, you'll see a prompt to log in when you try to submit the form.

3. Tabs Section​

The page has four tabs that organize different views:

Tab 1: All Requests​

  • Shows all incentive requests made by everyone for this product/service
  • Public view - anyone can see these
  • Helps you see what others are requesting

Tab 2: All Offers​

  • Shows all incentive offers made by businesses
  • Public view - anyone can see these
  • Helps you see what businesses are offering

Tab 3: My Requests​

  • Shows only your personal incentive requests for this product/service
  • Private view - requires login
  • Helps you track your own requests

Tab 4: Offer to Me​

  • Shows incentive offers specifically directed to you
  • Private view - requires login
  • Helps you see offers meant for you

Creating an Incentive Request​

You can create a new incentive request directly from the program page.

Step-by-Step: Creating Your Request​

Step 1: Fill Out the Request Form

The form appears below the program header. Here's what each section means:

A. Entity Type​

  • Select what type of entity you are
  • Options might include: Individual, Business, Organization, etc.
  • This helps businesses understand who is requesting the incentive

B. Entity Stage​

  • Select the stage that best describes your situation
  • Options might include: Startup, Established, Growing, etc.
  • This provides context about your needs

C. Incentive Type​

  • Choose the type of incentive you want
  • Common options:
    • Cashback: Money back after purchase
    • Discount: Reduced price or discount code
    • Free Trial: Try the product/service for free
    • Gift: Receive a gift with purchase
  • Select the one that interests you most

D. Request Type​

  • Choose whether this is:
    • Single: Just for you
    • Group: For you and others (friends, colleagues, etc.)
  • Group requests can sometimes get better incentives

E. Message​

  • Write a message to the business
  • Explain why you're interested in the product/service
  • Mention what incentive you'd like
  • Be polite and clear
  • You can use template suggestions if available

F. Masking Request Message​

  • Check this box if you want to hide your message from public view
  • Unchecked: Everyone can see your message
  • Checked: Only you and the business can see your message
  • This is about privacy - choose what you're comfortable with

Step 2: Review Your Information

  • Double-check all your selections
  • Make sure your message is clear
  • Verify your entity type and stage

Step 3: Submit Your Request

  • Click the "Submit" or "Send" button
  • If you're not logged in, you'll be prompted to log in first
  • After submission, your request will appear in the "My Requests" tab

What Happens Next?

  • Your request will be visible to the business
  • The business can review and respond to your request
  • You'll be able to track the status in "My Requests"

Viewing All Requests​

The "All Requests" tab shows all incentive requests made by everyone for this product/service.

What You'll See​

Each request card displays:

Request Information:

  • Requester Avatar: Profile picture or initial of the person who made the request
  • Requester Name: Name of the person (may be masked for privacy)
  • Incentive Type: What type of incentive they're requesting (Cashback, Discount, etc.)
  • Request Type: Whether it's "Single" or "Group"
  • Status Badge: Current status of the request (Requested, Under Review, Approved, etc.)
  • Message: The message they wrote to the business (may be masked)
  • Date Created: When the request was made
  • Customer Type: Whether they're a "Prospect Customer" or "Existing Customer"

Understanding Request Cards​

Color-Coded Status Badges:

  • Different colors indicate different statuses
  • Green usually means approved or completed
  • Yellow/orange means pending or under review
  • Red might mean rejected or cancelled
  • Blue might mean in progress

Masked Messages:

  • Some messages may be hidden (masked) for privacy
  • You'll see "[Message is masked]" instead of the actual message
  • This is the requester's choice

Group Requests:

  • If you see a "Group" badge, multiple people are involved
  • Group requests might show member count
  • These often have better incentive opportunities

Using Pagination​

If there are many requests:

  • Use "Previous" and "Next" buttons at the bottom
  • Navigate through pages to see more requests
  • Each page shows up to 10 requests

Why View All Requests?

  • See what others are requesting
  • Get ideas for your own requests
  • Understand the level of interest in the product/service
  • Learn from successful requests

Viewing My Requests​

The "My Requests" tab shows only your personal incentive requests for this product/service.

Accessing My Requests​

Step 1: Click the "My Requests" Tab

  • Located in the tab section
  • You may need to log in to see this tab

Step 2: View Your Requests

  • If you're not logged in, you'll see a message: "Please login to see your requests"
  • After logging in, your requests will appear

What You'll See​

Each of your request cards shows:

Your Request Details:

  • Status Badge: Current status with color coding
  • Incentive Type: What you requested
  • Request Type: Single or Group
  • Message: Your message to the business
  • Date Created: When you created it
  • Action Menu: Three-dot menu (⋮) with options

Request Counter:

  • At the top, you'll see: "X of Y requests"
  • Shows how many requests are displayed vs. total

Managing Your Requests​

Action Menu Options:

Click the three-dot menu (⋮) on any of your requests to see available actions:

Edit Request​

  • Available for: Draft or Requested status (if Shared Link delivery)
  • Allows you to modify your request
  • Change message, entity type, incentive type, etc.

Delete Request​

  • Available for: Draft status only
  • Permanently removes your request
  • Use with caution - this cannot be undone

View Details​

  • See full details of your request
  • View status history
  • See any responses from the business
  • Available for: Requests with Shared Link delivery method
  • Copies a link you can share with the business
  • Useful for direct communication

Understanding Your Request Statuses​

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

Draft

  • You've started but haven't submitted yet
  • You can still edit or delete it
  • Not visible to the business yet

Requested

  • You've submitted your request
  • The business can now see it
  • Waiting for business response

Under Review

  • The business is reviewing your request
  • They're considering whether to approve it
  • Be patient - this may take time

Needs Info

  • The business needs more information from you
  • Check for messages or notifications
  • Provide the requested information

Approved Pending / Approved Confirmed

  • Great news! Your request has been approved
  • The business has agreed to provide the incentive
  • Follow any instructions they provide

Claimed / Pre Claimed

  • You've claimed the incentive
  • The process is moving forward
  • Wait for confirmation or delivery

Completed

  • Everything is finished!
  • You've received your incentive
  • The process is complete

Rejected

  • The business has declined your request
  • Don't worry - you can try again or request something else
  • Consider revising your request

Cancelled

  • You've cancelled your request
  • It's no longer active
  • You can create a new one if needed

Viewing All Offers​

The "All Offers" tab shows all incentive offers made by businesses for this product/service.

What You'll See​

Each offer card displays:

Offer Information:

  • Provider Avatar: Logo or image of the business making the offer
  • Provider Name: Name of the business
  • Incentive Type: What type of incentive is being offered
  • Offer Type: Whether it's "Single" or "Group"
  • Status Badge: Current status of the offer
  • Message: The offer message from the business (may be masked)
  • Date Created: When the offer was made
  • Incentive Amount: The value of the incentive (if specified)

Understanding Offer Cards​

Offer Statuses:

  • Offered: New offer, waiting for response
  • Approved: Offer has been accepted
  • Claimed: Someone has claimed the offer
  • Completed: Offer has been fulfilled
  • Expired: Offer is no longer valid

Masked Messages:

  • Some offer messages may be hidden for privacy
  • You'll see "[Message is masked]" instead
  • This is the business's choice

Group Offers:

  • Group offers require multiple people
  • May show required member count
  • Often have better incentives

Using Pagination​

  • Navigate through pages if there are many offers
  • Use "Previous" and "Next" buttons
  • Each page shows up to 10 offers

Why View All Offers?

  • See what businesses are offering
  • Compare different offers
  • Find opportunities that interest you
  • Understand market incentives

Viewing Offers to Me​

The "Offer to Me" tab shows incentive offers specifically directed to you.

Accessing Offers to Me​

Step 1: Click the "Offer to Me" Tab

  • Located in the tab section
  • Requires login to access

Step 2: View Your Offers

  • If you're not logged in, you'll see: "Please login to see your offers"
  • After logging in, offers directed to you will appear

What You'll See​

Each offer card shows:

Your Offer Details:

  • Provider Information: Business making the offer
  • Incentive Type: What's being offered
  • Offer Type: Single or Group
  • Status: Current status
  • Message: The offer message
  • Incentive Amount: Value of the incentive
  • Action Options: Available actions you can take

Offer Counter:

  • Shows: "X of Y offers"
  • Displays how many offers you're seeing vs. total

Managing Your Offers​

Available Actions:

Depending on the offer status, you may see different options:

View Offer Details​

  • See full information about the offer
  • Read the complete message
  • View terms and conditions

Accept Offer​

  • Available for: New offers
  • Accept the incentive offer
  • Confirm you want to proceed

Claim Offer​

  • Available for: Approved offers
  • Claim your incentive
  • Follow instructions to receive it

Decline Offer​

  • Available for: New offers
  • Decline if you're not interested
  • The offer will be marked as rejected

View Incentive Program​

  • Go back to the program page
  • See other requests and offers

Understanding Offer Statuses​

Offered

  • Business has made you an offer
  • Waiting for your response
  • Review and decide

Approved

  • You've accepted the offer
  • Business has confirmed
  • Ready to claim

Pre Claimed

  • You've started claiming
  • Waiting for business confirmation
  • Process in progress

Claimed

  • You've successfully claimed
  • Incentive is being processed
  • Wait for delivery

Completed

  • Offer is fully completed
  • You've received your incentive
  • Everything is done!

Expired

  • Offer is no longer valid
  • Time limit has passed
  • Cannot be claimed

Rejected

  • You've declined the offer
  • Or business has withdrawn it
  • No longer available

Tips and Best Practices​

Creating Effective Requests​

1. Be Clear and Specific

  • Clearly state what product/service you want
  • Specify the type of incentive you're interested in
  • Explain why you're interested

2. Be Polite and Professional

  • Use respectful language
  • Show genuine interest
  • Be courteous in your message

3. Provide Context

  • Select appropriate entity type and stage
  • Help businesses understand your situation
  • This can lead to better offers

4. Consider Group Requests

  • Group requests often get better incentives
  • Invite friends or colleagues
  • More people = better deals sometimes

Managing Your Requests​

1. Check Regularly

  • Visit "My Requests" tab often
  • Respond to "Needs Info" statuses quickly
  • Don't miss important updates

2. Keep Requests Updated

  • Edit drafts before submitting
  • Update information if needed
  • Keep your requests current

3. Follow Up

  • Be patient but proactive
  • Check status regularly
  • Respond to business inquiries

Understanding Offers​

1. Read Carefully

  • Read the full offer message
  • Understand terms and conditions
  • Check expiration dates

2. Compare Options

  • View "All Offers" to compare
  • See what others are getting
  • Make informed decisions

3. Act Promptly

  • Don't wait too long on offers
  • Some offers expire
  • Claim when ready

Privacy Settings​

1. Message Masking

  • Consider masking sensitive information
  • Balance privacy with transparency
  • Unmask if you want more visibility

2. Profile Information

  • Your name may be visible
  • Consider your privacy preferences
  • Adjust settings as needed

Common Questions​

Do I Need to Log In?​

For Public Views:

  • No login needed to view "All Requests" and "All Offers"
  • Anyone can browse public information

For Personal Views:

  • Yes, login required for "My Requests" and "Offer to Me"
  • You need an account to create requests
  • Login to manage your personal requests and offers

Can I Edit My Request After Submitting?​

Yes, if:

  • Status is "Draft" (not yet submitted)
  • Status is "Requested" AND delivery method is "Shared Link"

No, if:

  • Status has progressed beyond "Requested"
  • Delivery method is "Email"
  • Request has been approved or claimed

What's the Difference Between "Single" and "Group"?​

Single Request/Offer:

  • Just for you
  • Personal incentive
  • Simpler process

Group Request/Offer:

  • For multiple people
  • Often better incentives
  • Requires coordination
  • May need minimum members

How Long Do Requests and Offers Last?​

Requests:

  • Don't expire automatically
  • Can be cancelled by you
  • May be rejected by business
  • Can be marked "No Response" if business doesn't reply

Offers:

  • May have expiration dates
  • Check the offer details
  • Claim before expiration
  • Some offers are time-limited

What If I Don't See Any Requests or Offers?​

If "All Requests" is Empty:

  • No one has made requests yet
  • Be the first to create one!
  • Others may follow

If "All Offers" is Empty:

  • Businesses haven't made offers yet
  • Check back later
  • Create a request to get started

If "My Requests" is Empty:

  • You haven't created any requests yet
  • Use the form to create your first one
  • They'll appear here after creation

If "Offer to Me" is Empty:

  • You haven't received any offers yet
  • Create requests to get businesses' attention
  • Offers will appear here when businesses respond

Can I Delete a Request?​

Yes, but only if:

  • Status is "Draft"
  • You haven't submitted it yet

No, if:

  • Request has been submitted
  • Business has responded
  • Status has changed

Note: Instead of deleting, you can cancel submitted requests if needed.

How Do I Know If a Business Responded?​

Check Your Request Status:

  • Status will change (e.g., "Under Review", "Needs Info", "Approved")
  • Visit "My Requests" tab regularly
  • Look for status updates

Check for Messages:

  • Some responses may include messages
  • Check the request details
  • Look for notifications

What Should I Do If My Request Is Rejected?​

Don't Give Up:

  • Rejection is not permanent
  • You can create a new request
  • Consider revising your approach

Tips:

  • Review why it might have been rejected
  • Adjust your message or request type
  • Try a different incentive type
  • Consider a group request instead

Getting Help​

If you need assistance:

  1. Check This Guide: Review relevant sections
  2. Contact Support: Use the help/support feature in the app
  3. Read Other Guides: Check guides for Incentive Requests and Home Page
  4. Check Status Badges: Hover over status badges for tooltips

Summary​

The Incentive Program page is your central hub for:

✅ Discovering products and services with incentives
✅ Creating requests for rewards
✅ Viewing what others are requesting
✅ Seeing offers from businesses
✅ Managing your personal requests and offers
✅ Tracking the status of everything

Remember:

  • Use the search to find programs
  • Create clear, polite requests
  • Check your requests regularly
  • Respond to offers promptly
  • Be patient with the process

Happy requesting and earning incentives! 🎉