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How it all fits together

IncentIA is built on six pieces: the account and its brands, the loyalty programme, campaigns, members, evidence and communications. This page places each one; every piece has its own concept page.

How it fits together​

Your account
├── Clients ── Brands ── Campaigns ─── (public landing, games, prizes)
│
├── Loyalty programmes ── points · tiers · earning and redemption rules
│ └── Members (with balance, tier and segments)
│
├── Evidence ── receipts and photos uploaded by members and participants
└── Communications ── channels · templates · flows · broadcasts
  • A campaign can belong to a programme or stand alone. If it stands alone, participants don't need to be members.
  • A piece of evidence proves a purchase or action and, once approved, triggers the campaign prize.
  • Communications keep members and participants informed at every step.
  • Roles and permissions decide which part of the menu each person on your team sees, and your edition decides which features your account has.

Concepts​

ConceptWhat it answers
Accounts, clients and brandsHow is my information organised and isolated?
LoyaltyHow are points earned and spent?
CampaignsWhat types are there and what is their lifecycle?
Members and participantsWho takes part and how do they differ?
EvidenceHow is a receipt validated?
CommunicationsHow are messages sent?
Roles and permissionsWho can do what?
Editions and featuresWhat does each edition include?

Looking for a specific term? See the glossary.