Frequently asked questions

Incentivizer is a standalone channel incentive management platform. It is a multi-tenant SaaS solution that enables vendors, distributors and enterprise organisations to design, launch and manage partner incentive programs online, without spreadsheets, manual processing or operational complexity.

From a single branded platform, you can:

• Create and configure incentive programs, defining rules, rewards, eligibility and duration
• Invite and manage participants: typically partner BDM, sales, pre-sales reps
• Stay compliant: participants accept your T&Cs when enrolling in each incentive
• Process claims: review, approve and reject manually or via CSV in bulk
• Issue rewards: delivered digitally to participants as soon as claims are approved
• Track ROI: real-time reporting dashboard includes claims volume, claims value, reward spend, engagement and geographical coverage

Incentivizer is not an employee engagement platform, a CRM or an MDF management tool. It is a standalone incentive platform built specifically for the vendor-to-partner channel.

Channel incentives have historically been operationally complex and out of reach for all but the largest vendors. Incentivizer changes that.

• Launch in hours not weeks: no technical implementation required. No spreadsheets, no manual reward fulfilment, no currency headaches.
• Real-time reporting: see what your incentive is delivering before the quarter closes.
• Global reach from day one (see plan details).
• Partners love it: a clean, fast claim experience keeps participation high.
• Scales without re-platforming: start with one incentive and grow to a multi-program global deployment on the same platform.

Vendors and distributors that sell through a partner channel and want to motivate partner sales teams and influencers to prioritise their products and solutions, register deals and close business.

Your incentive can be live in 48 hours. Onboarding begins immediately after sign-up and is handled digitally:

• Details and incentive parameters captured online
• Agreements, terms and billing handled through sign up
• Platform configured to your specification via a guided checklist
• Your T&Cs added to each incentive enrolment process
• Rewards enabled the moment your reward wallet is funded

The more detail you have ready at sign-up — your T&Cs, brand assets and an initial reward budget — the faster you’ll go live. Typically, most vendors are fully configured within 2–4 days.

The platform is fully responsive and tested across modern browsers and desktops, tablets and phones. (Internet Explorer is not supported.)

• Access and security: email verification plus mandatory 2FA for all users.
• Data encrypted in transit (TLS 1.2+) and at rest (AES-256).
• Email: safelist the Incentivizer sender domains (@incentivizer.ai and @invites.incentivizer.ai) to ensure all notifications are received.

Incentivizer offers four plans:

• Starter: one live incentive, up to 75 participants, 3 countries. Ideal for getting started.
• Pro: up to 2 concurrent incentives, 250 participants, 20 countries.
• Advanced: up to 3 concurrent incentives, 500 participants, 40 countries.
• Enterprise: bespoke configuration, global scale, dedicated support and a services-led implementation. Price on application.

See the Pricing page for full details.

Yes. Upgrade at any time to unlock additional features. Downgrading is subject to your plan’s notice period and takes effect at the end of your current term. No re-platforming required.

Subscriptions are billed on a recurring basis.

• Starter, Pro and Advanced: monthly or annually, with a discount for annual prepayment. Cancellation/downgrade notice periods apply. See Pricing for full details.
• Enterprise: bespoke payment terms by arrangement.

Payment by credit card or invoice (subject to arrangement and credit check). All prices exclude VAT.

There is a setup fee of £450 / $624 / €499 on monthly plans. The setup fee is waived for annual plans.

Yes. Incentivizer issues VAT invoices for subscription fees and reward budget top-ups (where VAT is applicable).

Starter supports one live incentive at a time. Pro supports up to two concurrent incentives. Advanced supports up to three. See the Pricing page for full details.

Incentivizer provides 3 core incentive design types. These can be configured to drive the right behaviour(s) within your channel. Typically these core types are used for:

Deal Registration type

• Deal Registration: reward partners for registering opportunities and building pipeline
• New Product: drive pipeline by rewarding registration of opportunities for new product or product family
• New Logos: reward deals registered for net-new target accounts/customers

Sales Accelerator type

• Sales Accelerator: reward partners for closing deals and hitting revenue targets
• Expand: incentivise cross-sell into existing accounts
• Renewals: reward closing renewals early

Task-Based type

• Enablement: reward completion of training, assessments and certifications
• Marketing: reward marketing activities and MDF utilisation

Yes. Add your logo for all plans. Pro and Advanced plans add two primary brand colours applied across the platform UI.

SFDC/CRM integration is coming soon. It will allow claim data to be verified against your CRM automatically, enabling you to automate claim approvals.

Currently you can approve claims in bulk using CSV import. This is available on all plans.

Yes, you can manage who has access to your platform and who can enrol in each incentive. You can specify company, country, or invitation-only. You can even set participating in one incentive as a prerequisite for participating in another.

Every deal registration and sales accelerator incentive has a configurable claim form. For each form you can:

• Choose which fields from the standard library to use in your form.
• Set which fields must be completed and which are optional.
• Add fields from your custom field library.

You can create a library of custom fields to use in your claim forms. These can be created as different types:

• Text field – free text input
• Number field – numeric input
• Date field – calendar picker
• Single-select – choose one of fixed options

Each plan supports a set number of custom fields you can create in your library. Visit the pricing page to learn more.

Unlike deal registration and sales accelerator incentives, a task-based incentive does not use a claim form.

You build a collection of tasks which participants complete to earn rewards. These can be any task or activity you need to incentivise, e.g. training, attending an event, taking an assessment, earning a certification, booking a demo or meeting, the list goes on… When completing tasks participants must provide evidence in the form of a file upload (e.g. a PDF of the certificate they earned) or you can verify a task using your data (such as reporting from your LMS).

Tasks can be organised into groups and/or sequences, and you can assign rewards for completing specific tasks, groups or combinations thereof.

Once a claim is approved, the reward is generated instantly. Participants receive an email notification. They return to the platform where they redeem their reward via a secure link. Admins can track all rewards in the reporting dashboard.

• Starter: Amazon e-gift cards and charitable donations
• Pro: Starter + travel and hospitality e-gift cards
• Advanced: complete catalogue of e-gift cards

You issue and manage your reward budget in your chosen currency (GBP, USD or EUR). All rewards are redeemed in participants’ local currency.

You fund a reward wallet before going live and issuing any rewards.

Reward issuance (when you approve claims & tasks) reserves funds from the wallet. Funds are debited from the wallet when participants claim their rewards. This all happens in real time, giving you clear visibility of spend.

The reward wallet is used for all incentives and rewards. Reward budgets are set by incentive, allowing you to accurately manage funds.

You receive email notifications when the budget runs low. Rewards are not issued if the budget runs out.

You can check and top up your reward budget at any time via the platform.

Incentivizer issues rewards to individual participants. Incentives designed to reward individuals consistently drive higher participation and the right commercial behaviours. Team awards should be managed outside the platform while individual rewards continue to flow effortlessly through Incentivizer.

Every account requires email verification and mandatory 2FA. Data is encrypted in transit (TLS 1.2+ with 2048-bit keys) and at rest (AES-256). For full details refer to our DPA and list of sub-processors.

User and admin access is revoked at end of subscription. Data is retained for a defined period to meet legal obligations. Admins should export required data before the end date. Admins can export data from the platform at any time. Data retention terms are outlined in our legal hub.

Incentivizer acts as a data processor; the vendor is the data controller under UK GDPR. Vendors are responsible for appropriate participant consents. Incentivizer provides infrastructure and a Data Processing Agreement. The platform does not make vendors GDPR compliant — it provides the infrastructure for compliant program operation. Full details can be found in our Legal Hub.

Channel incentive programs may have implications under the UK Bribery Act 2010 depending on program design and participant roles. Vendors are responsible for ensuring their program design and program terms & conditions comply with applicable legislation. Verify compliance with your legal team, particularly in regulated industries or geographies. Incentivizer ensures all participants accept the vendor’s terms & conditions when enrolling in each and every incentive.

All plans include an admin reporting dashboard providing an overview and tailored views of claims, rewards, tasks, participants and geography. Data is filterable and exportable.

Yes. Exporting of data is included as standard on all plans.

Yes. Country coverage scales with your plan: 3 countries on Starter, 20 on Pro, 40 on Advanced, and no limits on Enterprise. Reward issuance and fulfilment is handled across all supported geographies.

The platform UI is in the English language.

Yes. Reward values are set in your base/operating currency (USD, EUR and GBP) as part of creating an incentive. Rewards are then issued and redeemed by participants based on their country location.

Vendor/Admin support is by email or phone depending on your plan:

• Starter & Pro: email support
• Advanced: dedicated contact + email support
• Enterprise: dedicated contact + priority support

All plans include in-platform support for participants via a ticketing system. Admins provide first-line support to their participants through this system. The Incentivizer team will respond to technical and platform issues through this system.

Use the ‘Forgot password’ option to reset your password, then complete two-factor authentication. If you’re unable to reset your account, contact us at contact@incentivizer.ai.

Automated claim verification by connecting Incentivizer to your Salesforce and other CRM tenant. Coming soon.

SAML/OIDC single sign-on, enabling your partners to sign in to Incentivizer using the same login they use to access all your partner program tools. Coming soon.

Admin control over notifications: setting when Incentivizer sends notifications to you. Coming soon.

Instant, spot prizes issued through the platform, but outside the standard claim flow. Coming soon.