Creating an Incentive Program

To Create an Incentive Program, follow the steps below:

1. From the Left Nav Menu, go to Web Personalization > Incentive Programs.
   Note: If you do not see the Incentive Menu under Web Personalization, contact your Customer Success Manager.
   
   
2. Click on New Incentive Program.  
3. On the Incentive Programs Page, enter Name and Description (both are internal).
    
4.  From a drop-down, scroll through the options to select the Gift Type you wish to use in this program. Note: Hushly is integrated with Tango Card which allows you to choose from a variety of gift card options.
   
   
5. Add your Budget for the entire Program. Enter the Gift Amount which is the value of the individual gift card. (The Gift Amount is automatically pre-populated if the Gift Type selected contains an Amount.)
   Note: The Gift Amount must be less than the Budget.
   
   
6. Select a Form from the drop-down. Click here to learn more about Creating a Custom Form. 
7. Keep the toggle enabled for Email Verification, this will send a 6-digit code to the email address submitted to confirm that the email is legitimate. The visitor will need to enter the code to move further in the process. 
   
   As a best practice, Hushly recommends enabling Email Verification to ensure that only genuine visitors can secure slots on the Account Rep's calendar. If the Toggle is disabled, there is a high potential for fake email addresses to block dates on the calendar.
    
8. Add your Terms and Conditions with regard to the incentive program in the field provided. 
   The Terms and Conditions of the selected Gift card are displayed at the end of the page. 
   

   

   
   
9. Click Save.
   
   
10. A confirmation message is displayed.
    

    
    

    You will then see your Incentive Program with Metrics, Configure, Account Reps, and Registrants Tabs. By default, you will be on the Configure tab. 
11. Go to the Account Reps Tab to assign an Account Representative to this Program. To learn how to set up Account Reps, click here. Note: The Account Rep must have a Calendly account and an Event set up in order to schedule meetings. The Account Rep creates Events on Calendly which show up under Event Types. You can assign one or more Account Reps for an Incentive Program.
    
    
12. Click on Add Account Rep
    
    
13. Select an Account Rep and an Event Type, then click Add. To add more Account Reps, repeat steps 12 and 13. Learn more about Account Reps here. 
14. Click Launch to create your Incentive Program.
     
15. The next step is to design the Incentive Program Widget
    
    Related Articles:
    Incentive Programs
    Account Reps For Incentive Programs
    Designing the Incentive Program Widget
    Pause/Resume/End an Incentive Program
    Incentive Program - Changing Registrant Status
    Editing an Incentive Program
    Deleting an Incentive Program
    Incentive Programs - Metrics