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Unclaimed rewards returned to you
Support | 415-386-8600
Unclaimed rewards returned to you
Support | 415-386-8600
Lead-generation incentives can be structured around defined prospect activities such as event attendance, meetings, surveys, referrals, and consultations. Clear eligibility and measurement help teams assess whether an offer produces qualified engagement beyond what would have occurred without it.
Available reward types may include gift cards, prepaid products, direct payments, merchandise, charitable giving, or optional branded items. Catalog, geographic availability, fees, eligibility, expiration, and tax treatment vary by program and recipient location.
A carefully designed incentive may encourage a prospect to consider a relevant action while helping marketing and sales teams measure audience growth, feedback, and progression through defined qualification stages. Results depend on the audience, offer, message, channel, timing, and measurement method.
Organizations can offer an incentive for a defined prospect action, then evaluate whether the program attracts relevant participants and supports a legitimate business objective. Suitable actions may include event attendance, training, a meeting, a survey, a referral, or an assessment.
Automation may help administer delivery, reminders, eligibility records, and reporting, but it does not establish lead quality or incremental business impact by itself. Document consent, qualification rules, evidence of completion, reward terms, data use, attribution, and the treatment of canceled, expired, or unclaimed value before launch.
Marketing and public-relations teams may use gift cards or other rewards to invite participation in a defined campaign. Automation can support recipient administration, delivery, reminders, and reporting for organizations that choose this approach.
A tactic used by an agency is not automatically effective for another audience. Set a qualification standard, estimate total program cost at the expected response volume, measure incremental outcomes, and review participant-employer rules, disclosures, privacy, tax, anti-bribery, sweepstakes, and marketing-consent requirements.
Offer a presales incentive only for a legitimate, clearly described activity that is valuable enough to justify the program and appropriate for the intended audience. Match reward value to participant effort and keep it modest enough to avoid pressure, indebtedness, or a conflict with the recipient’s employer policy.
Events. A reward may support registration or verified attendance at a webinar, lunch-and-learn, trade show, or other event. Measure attendance quality and incremental response rather than assuming the offer caused additional interest.
Customer acquisition. A modest reward may acknowledge time spent in a relevant call, meeting, or product discussion. Do not condition a reward on a purchase decision, favorable response, or improper influence.
Prospect lists. Build lists with transparent notice, valid consent where required, accurate source records, appropriate suppression handling, and a clear explanation of the value participants will receive.
Email and SMS. An incentive may accompany an opt-in offer for useful information, but the message, consent, disclosure, frequency, opt-out process, and data use must comply with applicable rules and platform policies.
Surveys. Disclose the incentive and eligibility before participation. Keep the reward independent of the content or favorability of responses, protect respondent privacy, and evaluate completion quality rather than assuming an incentive improves the data.
Promotions and contests. Document official rules, eligibility, geography, timing, prize details, winner selection, disclosures, and any alternate entry method required by law or platform policy. Do not describe a sweepstakes as a guaranteed reward.
Referrals. Define a qualified referral, obtain necessary permission before contacting the referred person, disclose the reward, and review employer, industry, anti-kickback, and tax restrictions.
Assessments and consultations. A modest reward may acknowledge time spent sharing information about a prospect’s situation. Separate reward eligibility from purchasing decisions and clearly explain how submitted information will be used.
Giveaways. If participants provide contact information for a chance to win, use plain-language official rules and privacy disclosures. Track lead quality, consent status, total cost, and incremental results; raw entry volume alone does not demonstrate business value.
Match reward value to the effort required for a clearly defined activity such as subscribing, scheduling a relevant meeting, completing a survey, or attending an event. Model the total cost at expected and high participation levels before launch.
Keep the offer modest and avoid creating pressure or an appearance of improper influence. Confirm participant eligibility and employer approval where appropriate, especially for public-sector, healthcare, procurement, or regulated audiences. Review tax, anti-bribery, anti-kickback, privacy, marketing, and industry-specific requirements. A reward should acknowledge eligible participation, not a purchase decision, favorable response, or confidential information.
Define performance before launch. Relevant measures may include incremental qualified leads, attendance or meeting completion, cost per qualified lead, progression between documented funnel stages, pipeline contribution, and attributable revenue. Use an appropriate baseline, holdout, or comparison where practical, and state the attribution window and assumptions.
Include reward value, delivery and platform fees, administration, support, fraud controls, taxes, expiration, cancellations, and unclaimed-value treatment in the cost model. Automation may reduce some manual steps, but actual savings depend on workflow and volume. Current pricing, delivery timing, reminders, reward availability, and treatment of expired or unclaimed value depend on the selected product, supplier, program terms, and recipient location.
Plan an individual or larger send. Available project templates may include configurable branding, messaging, personalization, incentive choices, reminders, and delivery settings. Email, SMS, and landing-page capabilities depend on the selected configuration and current product terms.
Configure a project for your program. Add approved branding and copy, document eligibility and consent, select available incentives, review fees and recipient-location restrictions, and add recipients only when the project is ready for compliance and delivery review.
Build a project in the campaign builder with approved branding, recipient details, eligibility rules, consent records, and incentive selections. Reward availability, fees, delivery timing, expiration, cancellations, unclaimed-value treatment, and tax obligations depend on program terms, reward type, supplier, and recipient location.
Project scope, billing, participant eligibility, and delivery requirements vary.
Confirm current security, privacy, payment, accessibility, tax, employment, anti-bribery, marketing, sweepstakes, and other program-compliance requirements.
