How Incentivizer™ Works
Launch. Engage. Reward. Your incentive journey made simple!
1. Select your Plan
Incentivizer works by first choosing the Incentivizer plan that best fits your incentive goals. Whether you’re starting small or scaling globally, we have options to match your needs:
- Starter – Ideal for quick, simple campaigns and short-term promotions.
- Pro – Adds more flexibility and control for growing programs.
- Advanced – Perfect for multi-region campaigns with advanced reporting and automation.
- Enterprise – A full-scale solution for global vendors with bespoke configurations and dedicated support.
No matter which plan you choose, Incentivizer makes it easy to launch, manage, and measure incentives that deliver results.
- Deal Registration
- Sales (Closing Deals)
- Enablement
- Marketing Activity
2. Choose your Incentive
After selecting your plan, it’s time to pick the incentive that best supports your goals. Incentivizer offers multiple options; such as Deal Registration, Sales Accelerator, Renewals, and Enablement. Each incentive is designed to drive specific behaviours and outcomes.
Once you’ve chosen your incentive type, simply provide the core details, and from there, Incentivizer handles the rest!
Automating registration, claims, approvals, and instant payouts, so you can launch quickly and start seeing results.
3. Set your Rules
With Incentivizer™, you define the criteria for your incentive. Decide what you want partners to do, when they should do it, and how success will be measured.
- For deal registration or sales incentives, you might focus on a specific product or product family.
- For marketing or enablement incentives, you could require partners to upload proof of activity or certification.
You’re in control! Set the rules that drive the behaviours you want.
- Deal Value > $5,000
- Products X and Y
- Start date: 1st Sept
- End date: 31st Oct
4. Set your Rewards
Decide what reward value participants will earn when they meet your criteria. You can set fixed amounts or create ranges that scale based on deal size, activity value, or level of effort.
Incentivizer works by ensuring your rewards reflect the impact of each action, motivating partners to aim higher and deliver more.
5. Promote the Incentive
Drive excitement and make sure your partners know about your new incentive. Share the details clearly and highlight the rewards so they’re motivated to take part. Use email, partner portals, and social channels to spread the word and maximise engagement.
6. Partners Register
Your partners’ employees register on Incentivizer, review the details for your shiny, new incentive, sign up and accept your T&Cs and they are ready to go!
7. Partners Submit Claims
Once registered, partners can submit claims for the activities or deals that meet your incentive criteria.
Each claim includes the required details; such as deal registration number, deal value, end-user name, or proof of activity (depending on the incentive type).
Claims are submitted directly through Incentivizer, making the process simple and transparent.
You review and approve or decline each claim, and once approved, rewards are triggered instantly.
8. Approve or Decline
You review all submitted claims and decide whether to approve or reject them. If a claim is rejected, you provide a reason so the partner understands why it wasn’t approved.
For approved claims, rewards are generated instantly; keeping the process fast, transparent, and motivating for your partners.
9. Partners are Rewarded
Incentivizer works by notifing reps immediately when their claims are approved. They can redeem rewards directly through the Incentivizer platform and track their progress in real time.
Rejected claims are visible along with the reasons provided, helping reps learn from mistakes, reduce queries, and improve future performance.
10. Track Results
Your Admin Dashboard is your control centre. Track incentive performance, monitor partner engagement, and keep an eye on your reward budget – all in one place!
Real-time insights help you optimise campaigns, adjust rules, and ensure your incentives deliver maximum impact.