Saltar al contenido principal

Setting up a Cashback Campaign (Step by Step)

This tutorial walks you through creating a complete cashback campaign — from tenant creation to a member uploading a receipt and earning cashback. By the end, you'll have a working end-to-end flow.

What you'll build:

  • A tenant (brand) with a loyalty programme
  • Products with cashback amounts
  • OCR-based receipt validation
  • A campaign with a spin-the-wheel game
  • A member who uploads a receipt and earns cashback

Prerequisites: IncentIA running or access to https://app.incentia.app.

Step 1: Create a Tenant​

Tenants represent brands in IncentIA. Each tenant has its own isolated data.

  1. Go to the Admin Panel and log in as host admin:

    • URL: https://app.incentia.app
    • Leave Tenant name empty
    • Username: admin / Password: 123qwe

  2. Navigate to Tenants in the left sidebar

  3. Click Create New Tenant

  4. Fill in the form:

    • Tenancy Name: pharmacare (lowercase, no spaces — used in URLs)
    • Name: PharmaCare Loyalty
    • Admin Email: admin@pharmacare.com
    • Database: Use shared database (default)
    • Edition: Select the appropriate edition
    • Active: Checked

  5. Click Save

Tenants

tip

The tenancy name is used in URLs and API calls. Choose something short and memorable.

Step 2: Switch to the Tenant​

  1. Log out from the host admin panel

  2. Log back in with:

    • Tenant name: pharmacare
    • Username: admin
    • Password: 123qwe

You're now operating within the PharmaCare tenant context.

Admin Login

Step 3: Create a Loyalty Programme​

  1. Navigate to Loyalty > Programmes

  2. Click Create Programme

  3. Configure the programme:

    Basic Info:

    • Name: PharmaCare Rewards
    • Description: Earn cashback on your pharmacy purchases
    • Points Currency Name: points
    • Points Per Monetary Unit: 10 (10 points per £1 spent)

    Features — enable these toggles:

    • ✅ HasPoints — Members earn points
    • ✅ HasCashback — Members earn cashback on products
    • ✅ HasEvidence — Members can upload receipts
    • ✅ HasGames — Campaign games available

    Optional features:

    • HasStamps, HasTiers, HasReferrals — enable as needed

  4. Click Save

Programmes

Step 4: Configure OCR​

OCR (Optical Character Recognition) extracts data from receipt photos automátically.

  1. Navigate to Settings (gear icon)

  2. Click the OCR tab

  3. Configure:

    • Provider: Gemini (recommended — AI-powered, fast)
    • Gemini API Key: Enter your Google AI API key (get one at aistudio.google.com)
    • Confidence Threshold: 70 (receipts scoring below 70% go to manual review)

  4. Click Save

Settings

info

If you don't have a Gemini API key, set the provider to Manual. All evidence will go to the manual review queue.

Step 5: Create Products with Cashback Amounts​

Products define what items earn cashback when detected on receipts via OCR.

  1. Navigate to Loyalty > Products

  2. Click Create Product for each product:

    Product 1:

    • Name: Vitamin D Supplements
    • SKU: VIT-D-001
    • Cashback Amount: 2.00 (£2 cashback when this product appears on a receipt)
    • Programme: Select PharmaCare Rewards

    Product 2:

    • Name: Omega-3 Fish Oil
    • SKU: OMEGA-001
    • Cashback Amount: 1.50
    • Programme: Select PharmaCare Rewards

    Product 3:

    • Name: Multivitamins
    • SKU: MULTI-001
    • Cashback Amount: 1.00
    • Programme: Select PharmaCare Rewards

  3. Click Save for each

Products

Step 6: Create a Campaign​

  1. Navigate to Campaigns > Campaigns

  2. Click Create Campaign

  3. Fill in:

    • Name: Spring Wellness Cashback
    • Slug: spring-wellness (used in the landing page URL: /landing/c/spring-wellness)
    • Description: Upload your pharmacy receipts and earn cashback on wellness products
    • Type: Cashback
    • Programme: Select PharmaCare Rewards
    • Start Date: Today
    • End Date: 30 days from now
    • Status: Active

    Cashback Settings:

    • Cashback Percentage: 10 (10% cashback on total receipt amount, in addition to product-specific cashback)

    Landing Page:

    • Has Landing Page: ✅ Enabled
    • Landing Title: Spring Wellness Cashback
    • Landing Description: Upload your pharmacy receipts to earn cashback and play games!

  4. Click Save

Campaigns

Step 7: Set up Evidence Validation Rules​

  1. Navigate to Loyalty > Programmes > PharmaCare Rewards

  2. Go to the Evidence Rules tab

  3. Add validation rules:

    Rule 1: Minimum Amount

    • Type: MinAmount
    • Value: 5.00
    • Message: Receipt must be at least £5.00

    Rule 2: Maximum Age

    • Type: MaxAgeDays
    • Value: 30
    • Message: Receipt must be from the last 30 days

    Rule 3: Daily Limit

    • Type: MaxClaimsPerDay
    • Value: 3
    • Message: Maximum 3 receipts per day

    Rule 4: Monthly Limit

    • Type: MaxClaimsPerMonth
    • Value: 20
    • Message: Maximum 20 receipts per month

  4. Click Save

Segments

Step 8: Create Rewards​

Members need something to spend their points on.

  1. Navigate to Loyalty > Rewards

  2. Click Create Reward

    Reward 1:

    • Name: £5 Store Voucher
    • Description: Redeem for a £5 voucher at any PharmaCare store
    • Points Cost: 500
    • Stock: 100
    • Programme: PharmaCare Rewards

    Reward 2:

    • Name: Free Vitamin Sample Pack
    • Description: A selection of vitamin samples delivered to your door
    • Points Cost: 200
    • Stock: 50
    • Programme: PharmaCare Rewards

  3. Click Save for each

Rewards

Step 9: Create a Spin-the-Wheel Game​

  1. Navigate to Games > Games

  2. Click Create Game

  3. Configure:

    • Name: Spring Wellness Spin
    • Type: SpinWheel
    • Campaign: Select Spring Wellness Cashback
    • Programme: Select PharmaCare Rewards
    • Max Plays Per Member: 1 (one play per member)

  4. Add Prizes (segments on the wheel):

    Prize NameTypeValueProbabilityColor
    50 PointsPoints5030%#4CAF50
    100 PointsPoints10020%#2196F3
    200 PointsPoints20010%#9C27B0
    £5 VoucherCouponVOUCHER55%#FF9800
    Better luck next timeNone—35%#9E9E9E

  5. Click Save

Games

Step 10: Configure Commúnication Channels (Optional)​

Set up WhatsApp or SMS for OTP delivery and member notifications.

SMS (Twilio)​

  1. Navigate to Settings > Commúnications

  2. Configure Twilio:

    • Account SID: Your Twilio Account SID
    • Auth Token: Your Twilio Auth Token
    • Sender Number: Your Twilio phone number (e.g., +44xxxxxxxxxx)

WhatsApp (Meta)​

  1. In the same settings page, configure WhatsApp:

    • Phone Number ID: Your Meta WhatsApp Business phone number ID
    • Access Token: Your Meta API access token
    • Verify Token: Token for webhook verification

  2. Set up the webhook URL in Meta Business Manager:

    https://api.incentia.app/api/webhooks/whatsapp/{integrationId}

Channels

Step 11: Create a Member​

Option A: Via Admin Panel​

  1. Navigate to Loyalty > Members
  2. Click Create Member
  3. Fill in:
    • First Name: Jane
    • Phone: +447700900001
    • Email: jane@example.com
    • Programme: PharmaCare Rewards
  4. Click Save

Option B: Via API​

curl -X POST https://api.incentia.app/api/member/auth/register \
  -H "Content-Type: application/json" \
  -d '{
    "phone": "+447700900001",
    "programId": 1,
    "firstName": "Jane",
    "email": "jane@example.com"
  }'

Option C: Via Member Portal​

The member can self-register at https://app.incentia.app/member/login.

Dashboard

Step 12: Test the Member Flow​

Now let's walk through the complete member experience.

12a. Member Login​

  1. Open the Member Portal: https://app.incentia.app/member/login

  2. Enter the phone number: +447700900001

  3. Enter the OTP code:

    • In production: received via SMS
    • In dev mode: the API response includes a devCode field

  4. The member dashboard loads showing:

    • Current balance (0 points)
    • Programme name
    • Available campaigns

Member Dashboard

12b. Upload a Receipt​

  1. In the Member Portal, navigate to Upload Receipt (or tap the camera icon)

  2. Take a photo of a receipt or upload an existing image

  3. Submit the evidence

  4. The system processes the receipt:

    • OCR extracts the receipt data (amount, date, store, products)
    • Validation rules are checked (minimum amount, age, limits)
    • If confidence ≥ threshold and all rules pass → auto-approved
    • Points and/or cashback are credited immediately

  5. The member sees a confirmation:

    • Points earned from the receipt total
    • Cashback earned from matched products
    • Updated balance

Upload Receipt

12c. Play the Game​

  1. Navigate to Games in the Member Portal

  2. The Spring Wellness Spin game appears (available because it's linked to the active campaign)

  3. Tap Play to spin the wheel

  4. The wheel spins and lands on a prize

  5. Points or coupon are credited to the member's account

Games

12d. Redeem a Reward​

  1. Navigate to Rewards in the Member Portal

  2. Browse available rewards (filtered by the member's current balance)

  3. Select a reward and tap Redeem

  4. Points are deducted and the reward is confirmed

Step 13: Review Evidence in Admin​

  1. Back in the Admin Panel, navigate to Loyalty > Evidence Review

  2. You'll see a list of all evidence submissions with their status:

    • ✅ Approved — Auto-approved by OCR + rules
    • ⏳ Pending Review — Needs manual review
    • ❌ Rejected — Duplicate or rule failure

  3. For pending evidence, click to expand:

    • View the original receipt image
    • See OCR-extracted data (amount, date, store, line items)
    • See which validation rules passed/failed

  4. Choose to Approve (awards points/cashback) or Reject (with reason)

Evidence Review

Step 14: Check the Partner Portal​

If you have a partner assigned to this tenant:

  1. Open the Partner Portal: https://app.incentia.app/partner/login

  2. Log in with the partner API key (e.g., partner@saviuk.co.uk)

  3. The dashboard shows aggregated metrics:

    • Total members across tenants
    • Points issued/redeemed in the last 30 days
    • Campaign performance
    • Evidence submissions and approval rates

  4. Click on the tenant to see programme-level details

Partner Dashboard

Summary​

You've now set up a complete cashback campaign with:

ComponentWhat you created
Tenantpharmacare — isolated brand environment
ProgrammePharmaCare Rewards — with points, cashback, evidence, and games
OCRGemini provider with 70% confidence threshold
Products3 products with cashback amounts (£1.00 – £2.00)
CampaignSpring Wellness Cashback — 10% cashback + landing page
Evidence RulesMin £5, max 30 days old, 3/day and 20/month limits
RewardsVouchers and samples redeemable with points
GameSpin-the-wheel with point and coupon prizes
CommúnicationsSMS/WhatsApp for OTP and notifications
MemberJane — registered, uploaded receipt, played game

Next Steps​

  • Add tiers to the programme for tiered benefits
  • Create earning rules for additional point accrual
  • Set up Shopify/WooCommerce integration for automatic transaction tracking
  • Build a custom landing page
  • Configure scheduled campaigns with auto-start/end dates