IncentIA core concepts

This guide introduces the fundamental concepts of the platform. If you're new, read it in order; if you already know the tool, use it as a quick reference.

The model at a glance

Tenant  (a brand / company)
├── Programs              ─── points rules, tiers
│     ├── Earning rules
│     ├── Burning rules
│     └── Tiers
│
├── Members               ─── the participants (people or businesses)
│     ├── Segments        ─── attribute-based groupings
│     └── Organizations   ─── B2B hierarchies (chains, groups)
│
├── Campaigns             ─── activations with a start and an end
│     ├── Cashback
│     ├── Games
│     ├── Multiplier
│     └── Bonus / PIN
│
├── Rewards               ─── redeemable catalogue
│     ├── Gift cards
│     └── Direct cashback
│
├── Evidence              ─── receipts and proofs of purchase
│
└── Communications        ─── email, SMS, WhatsApp, Telegram, push
      ├── Templates
      ├── Flows
      └── Dynamic Links

Every tenant (client) has their members, programs, campaigns, and data fully isolated from the rest.

Sections in this guide

• Loyalty: points, tiers, and rules
• Campaigns: types and lifecycle
• Members, segments, and organizations
• Evidence and OCR cashback
• Communications and channels

Quick glossary

Term	Definition
Tenant	Platform client (a brand). Has its own domain, branding, members.
Program	The rules of a loyalty program (points, tiers, redemptions).
Member	Who participates in the program (end consumer or B2B entity).
Tier	Level within a program (e.g. Bronze/Silver/Gold) with its own benefits.
Earning rule	A rule that grants points on an action (purchase, check-in, referral).
Burning rule	A redemption rule — what a member can do with their points.
Segment	Dynamic group of members defined by attributes (e.g. "VIP", "active 30d").
Organization	A node in the B2B tree (chain, group, branch) that members belong to.
Campaign	An activation with a start/end (cashback, game, promo, challenge).
Evidence	Proof uploaded by a member (ticket, receipt) validated via OCR.
Reward	Redeemable item (gift card, product, experience).
Channel	Communication channel (email, SMS, WhatsApp, Telegram, push).
Dynamic Link	Managed short URL that redirects to configurable destinations.