Glossary
The key IncentIA terms. The In the interface column gives the exact menu or screen text when it differs from the term; Spanish is the term used in the Spanish help and interface.
| Term | In the interface | Spanish | Definition |
|---|---|---|---|
| Tenant / account | — | Cuenta | Your space in IncentIA, with data isolated from everyone else's. See Accounts. |
| Client | Clients | Cliente | A company you operate for; groups brands. |
| Brand | Brands | Marca | The identity under which campaigns are presented. |
| Partner | — | Partner | An agency that manages several accounts from the partner portal. |
| Edition | — | Edición | The package of features and limits of your account. See Editions. |
| Role | Roles | Rol | A set of permissions assigned to users. |
| Permission | Permissions | Permiso | Authorisation for a specific action. |
| User | Users | Usuario | A person on your team who signs in to the dashboard. |
| Member | Members | Socio | A person who belongs to your programme and earns points. |
| Participant | — | Participante | A person who takes part in a campaign, whether or not they are a member. |
| Programme | Programmes | Programa | The loyalty rules for a group of members. |
| Points | — | Puntos | The unit of value members earn and spend. |
| Tier | Tiers | Nivel | A step of the programme with its own benefits. |
| Earning rule | Earning rules | Regla de acumulación | A rule that grants points for a purchase or action. |
| Burning rule | Burning rules | Regla de canje | A rule that defines what is obtained by spending points. |
| Segment | Segments | Segmento | A group of members who meet a condition. |
| Organisation | Organizations | Organización | A node in the B2B hierarchy (chain, area, shop). |
| Referral | Referrals | Referido | A new member sign-up invited by another member. |
| Stamp card | Stamp cards | Tarjeta de sellos | A card that is completed with stamps until it gives a prize. |
| Campaign | All campaigns | Campaña | An activation with a start and an end. See Campaigns. |
| Standalone campaign | — | Campaña sin programa | A campaign not linked to a programme; people who are not members can take part. |
| Draft | — | Borrador | The state of a campaign that has not been published yet. |
| Landing page | — | Landing | A public page for a campaign or for your programme. |
| Landing builder | Landing Builder | Constructor de landings | A visual editor for composing landing pages. |
| Dynamic link | Dynamic links | Enlace dinámico | A short address whose destination you can change. |
| Game | Games | Juego | A participation mechanic, such as a wheel or scratch card. |
| Instant win | Instant win | Premio instantáneo | A campaign type with a prize on the spot. |
| PIN code | Pin Codes | Código PIN | A code that can be redeemed on a landing page. |
| Challenge | Challenges | Reto | A goal whose completion earns a prize. |
| Badge | Badges | Insignia | A distinction earned by achieving something. |
| Leaderboard | Leaderboards | Clasificación | A ranking of members by score. |
| Streak | Streaks | Racha | Activity repeated on consecutive days. |
| Raffle | — | Sorteo | A random prize draw with verifiable winners. |
| Reward | Catalogue | Recompensa | A prize a member can redeem. |
| Redemption | Redemptions | Canje | Spending points to obtain a reward. |
| Coupon | Coupons | Cupón | A discount code. |
| Gift card | Gift cards | Tarjeta de regalo | A reward in the form of a shop card. |
| Cashback | Cashback | Cashback | Part of a purchase returned in money. |
| Evidence | Evidence Files | Evidencia | Proof, usually a receipt, uploaded by a person. |
| OCR | — | OCR | Automatic reading of the text in a receipt photo. |
| Evidence review | Evidence review | Revisión de evidencias | The queue where doubtful evidence is approved or rejected. |
| Fraud rule | Fraud rules | Regla de fraude | A condition that detects suspicious use. |
| Channel | Channels | Canal | A delivery route: email, SMS, WhatsApp, Telegram, push. |
| Template | Templates | Plantilla | Message text with variable data. |
| Flow | Flows | Flujo | An automatic sequence of messages with conditions. |
| Broadcast | Broadcasts | Difusión | A one-off message sent to many recipients. |
| Consent | — | Consentimiento | A person's permission to receive communications. |
| Member portal | — | Portal del socio | The web and mobile application where members see their points and prizes. |
| Field rep | Field reps | Comercial | A field person who signs up shops. |
| White label | White label | Marca blanca | Customising the look with your brand. |
| Webhook | Webhooks | Webhook | An automatic notice to another system when something happens. |
| Connector | Connectors | Conector | A connection to another system, such as your online shop. |
| GDPR | — | RGPD | European data protection regulation. See GDPR erasure. |
| Audit log | Audit logs | Registro de auditoría | A history of actions taken in the dashboard. |