Task guides
Each guide takes you from zero to a concrete result, using the real IncentIA menus and buttons. If you need the detail of a screen, go to the Reference.
Campaigns
| Guide | What you get |
|---|---|
| Launch an instant win with a receipt | An instant prize when the participant uploads their purchase receipt. |
| Launch cashback with a receipt | Give back a percentage of the receipt and pay it out. |
| Launch a games campaign | A wheel or a scratch card with prizes and a public landing page. |
| Run a raffle and publish the record | An auditable raffle with a record, a certificate and winner notifications. |
| Launch PIN codes with booklets | Unique codes for the print shop, with redemptions by store. |
| Publish the landing page with a short link and QR | The public address of your campaign, ready to share. |
| Design a landing page step by step | Full editor v2 tutorial: brand kit, sections, animations, form and terms. |
Loyalty
| Guide | What you get |
|---|---|
| Set up a points programme | Tiers, earning rules and rewards. |
| Launch a stamp card | A digital "buy ten, get one free" card. |
| Import and invite members | Your customer base inside the programme. |
Daily operations
| Guide | What you get |
|---|---|
| Review evidence | Receipts and photos approved or rejected, in bulk if needed. |
| Deliver prizes to winners | Each prize with its shipping status and tracking. |
| Export data | Participations, participants and members in Excel or CSV. |
| Handle a GDPR request | Data exported or anonymised, with a certificate. |
| Review fraud alerts | Rules in alert mode and a weekly review. |
Team
| Guide | What you get |
|---|---|
| Give your team access | A custom role and a new user. |
| Invite your field reps | Field reps ready to link booklets to stores. |
Communication and integrations
| Guide | What you get |
|---|---|
| Connect WhatsApp | Your WhatsApp Business number registered with Meta. |
| Set up channels and templates | Email, SMS, WhatsApp, Telegram and push ready to send. |
| Build a conversational flow | A branching conversation, tested and published. |
| Send a broadcast or email campaign | A message to all your members or to a segment. |
| Connect Shopify | Every order in your shop earns points. |
| Connect WooCommerce | The same for your WooCommerce shop. |
| JavaScript SDK | Your own landing page connected to a campaign (for developers). |
tip
Before launching any campaign, go through the checklist.