Frequently Asked Questions

Looking for quick answers about Incentivizer™? Our FAQ section covers everything on how our incentive software platform helps you manage incentive programs with ease.

Discover how our incentive platform takes the grind out of running incentives by managing partner registrations, ensuring your T&Cs are accepted, removing the need for tiresome spreadsheets, making prize fulfilment slick, and scaling with you and your channel.

From pricing and onboarding to reporting and security, our FAQs should answer any questions you may have so you can get your incentive up and running in no time. If we’ve missed anything, please let us know (there’s always that one thing that we couldn’t second guess!)

Getting Started

What is Incentivizer™?

Incentivizer™ is a stand-alone incentive platform and a powerful incentive SaaS solution. It allows businesses to quickly design, launch, and manage sales, deal registration or enablement incentive programs online, with no complex setup required.

Key features:

Create incentives: Define rules, goals, duration and rewards.
Invite participants: Invite partner or distributor sales reps.
Stay compliant: Ensure participants accept your T&Cs.
Approve claims: Review and approve/decline submitted activities or achievements.
Issue rewards: Issue prizes to participants directly within the platform.
Track ROI: Monitor your incentive results with the reports dashboard.

Advanced plan options include:

Running multiple incentives at once.
Offering spot prizes for quick recognition.
Automated claim reviews.
Access to deeper analytics and reporting.

In short, Incentivizer™ centralises the entire incentive lifecycle, from setup to reward, into a single, easy-to-use incentive platform.

Why choose Incentivizer™ to run your incentive programs?

Boost participation and performance: Clear, intuitive incentive journeys make it easy for partners to engage. Instant rewards keep momentum high and motivation strong.
Save time with streamlined workflows: Set up once, approve claims fast, and let automated reward delivery do the rest. No more spreadsheets, manual processes or chasing paperwork.
Gain full visibility into performance: Built-in dashboards enable you to track ROI, and data can be exported. Upgrade for cross-incentive analysis and custom reporting.
Scale effortlessly as you grow: Start with a single incentive, then expand to concurrent programs, spot prizes and advanced reporting. No data migration needed, just a config change.
Stay in control of budgets: Pre-fund rewards balances and monitor spending in real-time. Top up reward funds quickly and easily.

Who is Incentivizer™ for?

Vendors, distributors, and software providers who need a simple, scalable way to motivate their sales reps – whether that’s resellers, distributors, MSPs, SIs, or specialist “influencers.”

What are the technical requirements for Incentivizer™?

The platform is fully responsive and works great on phones, tablets, and desktops. We test across modern browsers and devices as part of our QA.

Browsers – Optimised for modern “evergreen” browsers (desktop & mobile). Internet Explorer is not supported.
Access & security – Email verification plus mandatory 2FA for all users. Data is encrypted in transit and at rest.
SSO – If you require SSO (SAML/OIDC), we can scope it as a paid add‑on for the Advanced plan.
Email notifications – Safelist our sender domain (@incentivizer.ai). Users and admins receive email verification and claim/reward notifications.

How quickly can my incentive with Incentivizer™ go live?

Incentivizer™ can be up and running very quickly. The onboarding process begins immediately after you place an order. Here’s how it works:

Information capture – your details and incentive parameters are collected through the website.
E-signing – Agreements, terms of use and billing are handled digitally for speed.
Set up checklist – a short guided checklist ensures the platform is configured to your needs.
T&Cs – you’ll provide these to us digitally, and they’ll be added to your incentive registration process and the platform.
Reward funding – instant prizes are enabled as soon as your reward budget is received.

This streamlined onboarding means you can launch your first incentive program almost immediately after sign-up. Typically, this will take between two and four days.

What is a channel incentive?

A channel incentive, or channel sales incentive, is a reward or motivational program designed to encourage partners, resellers or distributors within your sales channel to achieve specific goals. These goals often include increasing sales, promoting new products, improving customer engagement or strengthening brand loyalty. By offering channel incentives, businesses can align their channel partners’ efforts with their own strategic objectives.

What is an incentive platform?

An incentive platform is a centralised digital solution that simplifies the management and delivery of incentive programs. Instead of juggling spreadsheets, emails and manual processes, businesses use a incentive platform to automate tasks like tracking performance, issuing rewards and analysing results. A robust incentive platform provides:

Real-time visibility into partner performance.
Automated reward distribution, reducing administrative overhead.
Data-driven insights to optimise future campaigns.
Scalability, so programs grow with your business.

Essentially, it’s the backbone of a successful incentive strategy, making it easier to engage partners and drive measurable outcomes.

Incentivizer is a stand-alone, incentive sofftware platform.

Why does an incentive platform matter?

Partners have choices, and if your incentive program is hard to manage or lacks transparency, partners will disengage.

An incentive platform matters because it:

Boosts partner motivation by making rewards clear and accessible.
Improves efficiency through automation and streamlined workflows.
Delivers actionable insights for smarter decision-making.
Enhances partner loyalty, ensuring they prioritise your products and services.

By investing in an incentive software platform, you can transform your partner relationships from transactional to strategic!

What plans does Incentivizer™ offer?

Incentivizer offers several subscription plans designed to scale with your needs:

Starter – ideal for getting started with a single incentive program covering up to three countries.
Pro – run two incentives concurrently, add more participants, increase the number of countries, and save time with automated claim reviews (monthly).
Advanced – supports up to three concurrent incentives, up to 40 countries and up to 500 participants. Includes automated claim reviews (weekly) and deeper analytics.
Enterprise – tailored for organisations with highly bespoke incentive requirements. Contact us for a custom solution. (Price on application).

Can I upgrade or downgrade my plan later?

Yes. You can upgrade at any time to unlock additional capabilities (e.g. multiple concurrent incentives, advanced reporting, additional participants).

Downgrading follows your contract’s notice period and takes effect at the end of your current term. No re‑platforming is required; changes are handled via configuration.

Compare the plans.

How does billing work?

Incentivizer™ subscriptions are billed on a recurring basis.

Starter and Pro: can be billed monthly or annually (with a discount for annual prepayment), with a 3-month notice period.
Advanced: billed annually with a 3-month notice period.

Pricing details are shown on the Pricing page and in your order confirmation.

Payments can be made by credit card or by invoice (subject to credit check).

Is there a setup or onboarding fee?

There is a £450 set up fee, but this is waived for annual plans.

Do you issue VAT invoices?

Yes. Incentivizer™ issues VAT invoices for:

Subscription fees
Rewards budgets and any top-ups (where VAT is applicable)

If your finance team needs VAT details in advance, you can request them during onboarding or through Support. Most customers prefer PO/invoice for larger budgets, though credit card payment is also available.

Features & Configuration

Can I run multiple incentives at the same time?

Starter supports one live incentive at a time. Pro and Advanced support multiple concurrent incentives. See the Pricing page for full details.

What kinds of incentives can I run?

Incentivizer™ supports a wide range of incentive types, including, but not limited to:

Deal registration – reward participants for registering opportunities and building pipeline.
Sales accelerators – incentivise participants for closing deals faster.
New product launches – drive business for a new or specific product line.
Enablement incentives – reward completion of training programs and certifications.
Renewals – encourage retention of existing customer accounts and software and services renewals.
Expansion – incentivise cross-sell and upsell activities within current customers.
New logos – reward closed business with net-new target accounts.
Marketing incentives – recognise participants for executing joint marketing campaigns to drive pipeline.

Can we brand our Incentivizer™ experience?

Yes.

Starter – lets you place your logo on the platform homepage.
Pro and Advanced – support branding with your logo and primary brand colours applied across the platform.

Does Incentivizer™ integrate with our tools?

We don’t currently offer full integration (but we have big plans!)

Pro and Advanced – include options for you to import data from tools such as SharePoint, Google Sheets, HubSpot, Salesforce (SFDC), and other CRMs in predefined templates.
If you are looking to automate approval workflows, ask us about compatibility with your specific stack.

Can we restrict who can sign up (e.g. by email domain)?

Yes.

Pro and Advanced – allow you to restrict sign-ups by permitted email domains, ensuring only invited users can join.
Reporting enables you to view all registered users.

Rewards & Budgets

How are rewards delivered?

Approved claims automatically trigger rewards issued directly to the participant within the platform. Participants (users) receive a secure redemption link inside the platform and are also notified that they have a reward by email. Admins review and approve claims, and can track all issued and redeemed rewards through the reporting dashboard.

What reward types are available?

Starter (all plans): Amazon eGift cards with charitable donation options.
Pro: As per Starter but includes the option for travel eVouchers.
Advanced: Unlocks even broader flexibility, including physical goods of your choice.

Does the platform support team-based rewards?

Incentivizer™ is deliberately designed for individual rewards. Our experience (and research) shows individual incentives drive the right behaviours and deliver higher participation, so the platform issues rewards to individual users only.

That said, you can still include team elements in your incentive (e.g. a quarterly team award) and fulfil those outside the platform while individual rewards continue to flow through Incentivizer™.

How do rewards budgets work?

You pre-fund a rewards budget before go-live. Spend is tracked in real time by incentive, simplifying reconciliation and helping you plan top-ups in advance. For large budgets, staged funding is supported. Rewards will not be fulfilled if your budget runs out.

Can I top up my rewards budget mid-campaign?

Yes. You can request a top-up at any time via ‘Support’, available in the platform.

Security, Privacy & Compliance

How do you keep data and rewards secure?

Every user account is secured by email verification and mandatory two-factor authentication (2FA). All data is encrypted in transit and at rest. This ensures that even if unauthorised access were to occur, all data would remain completely indecipherable.

Encryption in Transit: Data sessions are always protected with TLS 1.2 or higher protocols and 2,048-bit keys.
Encryption at Rest: Data is also encrypted when not being used. Incentivizer™ utilises encrypted storage with AES256 encryption algorithms to further protect your data.

What happens to our data if we cancel?

When a subscription ends or is cancelled:

User and admin access is revoked.
Data is retained for a defined period to meet legal obligations.
Customers (admins) should export required data before the end date (we’ll provide reminders).
Exports can be completed directly through the platform.
Specific data retention details are outlined in your agreement.
Your incentive will be removed from the platform.

Reporting & Analytics

What reporting do we get?

All plans: built-in dashboards covering users, claims/activities, and rewards.
Higher tiers: add cross-incentive analysis and custom reporting.
Admins: can also access support data (e.g. support tickets).

Can we export our data?

Yes. Export of reporting data is included as standard.

Terms, T&Cs & Governance

Where do incentive T&Cs live?

Your incentive Terms & Conditions are stored within the platform. Participants have to accept your T&Cs as part of the registration process and will be able to view them before accepting. They will also be available to participants within the platform to view at all times.

Do you support banked rewards as well as instant rewards?

Yes. Incentivizer™ supports both instant rewards and banked reward models, where participants accumulate rewards and redeem them at the end of an incentive. Availability depends on your plan tier.

Global Availability & Language

Is Incentivizer™ a global incentive software platform?

Yes. Incentivizer™ supports incentives globally. The number of supported countries depends on your plan. See Pricing page for details.

Incentivizer™ UI is currently English-only.

Does Incentivizer™ support multi-currency rewards?

Yes! Incentivizer™ is built to handle multiple currencies. This ensures a better experience for your participants, no matter where they are located.

Access & Support

I’m having trouble logging in – help!

Use the “Forgot password” option to reset your password, then complete two-factor authentication.

If you are not able to reset your account, please contact us.

How do I contact support?

Customers contact the Incentivizer™ team. Support details (based on your plan) will be shared through the onboarding process.

How do participants contact support?

All plans include in-platform support. Support levels vary by plan:

Starter: support via forms.
Pro: adds live chat.
Advanced: includes telephone support and dedicated account management.

Customers provide first-line support to registered participants through the form-based ticketing system.

Incentivizer™ & AI

How does AI fit into Incentivizer™?

At Incentivizer™, we believe AI has the power to make incentives smarter, faster, and even more effective. While our platform is already designed to simplify incentive management, we’re investing in AI to take things to the next level.

What’s coming first?

Our first step is an AI‑powered support assistant built right into the platform. This will give admins and participants instant answers to common questions – without waiting for a human agent. Think of it as your always‑on helpdesk, available 24/7.

What’s next?

We’re exploring AI‑driven analytics and recommendations to help you get more from every incentive.

Our goal is to move beyond reporting and into actionable intelligence, so you’re not just looking at dashboards, you’re getting clear, data‑backed guidance on your channel, helping you identify ways to make it perform even better.

Why does this matter?

Because incentives aren’t static. Markets shift, partner behaviour changes, and budgets need to work harder than ever. AI will help you adapt quickly, make better decisions, and deliver stronger results without adding complexity.

Stay tuned: these capabilities will roll out in phases, starting with AI support and evolving into full performance‑optimisation tools. And if AI isn’t for you, you’ll have the option to use Incentivizer™ without it.