Automated Incentives for Journeys

Quick Overview

Admins can now create and manage incentives directly within journey flows — no manual file preparation, no ops dependency, no cross-team coordination. Eligibility criteria, offer logic, and outcomes are all configurable in a single interface, with real-time evaluation applied as users enter the journey. This enables faster campaign experimentation, sharper targeting, and full end-to-end visibility into what is working.

What Does It Solve

Creating targeted offers within the journey previously required manual data extraction, file uploads, and coordination across product, ops, and engineering teams. This led to significant delays, operational overhead, and limited real-time visibility into how offers were performing. Automated incentives eliminate these dependencies entirely by bringing self-serve, end-to-end control directly to admins within the platform.

What You’ll Love

• Removes manual workflows and reduces the risk of operational error
• Faster time-to-launch for targeted campaigns and offer experiments
• Greater control over who receives what offer, and when
• Real-time performance visibility without relying on downstream reports
• A scalable foundation for future capabilities including A/B testing and budget management

Use Cases

• Configuring ROI discounts and processing fee discounts for different cohorts within the same customer journey
• Running multi-incentive journeys where different segments receive distinct, mutually inclusive offers
• Rapid experimentation with offer types and eligibility criteria without engineering support

Key Features

• Self-serve incentive creation natively within journey flows
• Flexible eligibility filters based on customer attributes and journey variables
• Configurable outcomes including merchant offers, ROI adjustments, fee discounts, and other journey-specific benefits
• Real-time evaluation engine that applies incentives dynamically as users enter journeys
• Support for multiple incentives within a single journey, configured as mutually inclusive
• Full incentive lifecycle management: Scheduled → Active → Expired → Disabled
• End-to-end traceability for performance tracking and audit readiness