What rules are recommended for the incentives module?
Access: Don't have access to the incentive module? Contact your platform administrator or support@mindmatrix.net for more information.
Implementation: Creating an incentive and rewards program is a multi-step process
- Setting up the incentive program with program rules and scoring based on user activity
- Sharing the incentive program to respective users, user groups, organizations, or organization groups
- Setting up your rewards catalog where the user will redeem rewards.
For more information on setting up user scoring and an incentive/rewards module, check out these related KB Articles:
Incentive programs help motivate Partners to perform activities with the overall goal of supporting the user to sell more effectively.
This article details the rules we recommend you use for the incentive module based on the most common client use-cases.
Training and Onboarding
These rules reward users for completing courses and engaging repeatedly with your portal over a regular period.
| Rule | Parent Module(s) |
Logged in more than once | User Activities |
LinkedIn, Facebook, or X activated | User Activities |
Onboarding playbook completed | Onboarding Playbook |
Completed one or more courses or passed certification | Learning Management |
Marketing automation and lead nurturing
These rules reward users for sending emails regularly or adding contacts.
| Rule | Parent Module(s) |
| Import lead list | User Data, |
| Has active contacts | User Data, Engagement |
Sent one-off email | Email |
| Email drip running | Engagement |
Marketing playbook completed | Marketing Playbook |
Asset Management
These rules reward users for for downloading and accessing content.
| Rule | Parent Module(s) |
| Print, PowerPoint, or eBook visited | Print, PPT, eBook |
| Any print downloaded | |
| Any print created | |
| Media created status reached | Engagement |
Lead Generation
These rules reward users for completing activities that attract new prospects.
| Rule | Parent Module(s) |
| LinkedIn, Facebook, or X activated | User Activities |
Social post published | User Activities |
| Social media post received like, comment, or share | Social Media |
| Social drip campaign running | Engagement |
Web page visited | Web, Ext. Sites, Ext. Links |
MDF Request
These rules reward users for taking advantage of funds to cover marketing-related expenses.
| Rule | Parent Module(s) |
| MDF request created | User Activities |
| MDF request approved | User Activities |
| MDF request reimbursed | User Activities |
Sales Enablement
These rules reward users for completing activity related to resources that help close more deals.
| Rule | Parent Module(s) |
| Downloaded plug-in or extension | User Activities |
| CRM activated | User Activities |
| Has active contacts | User Data, Engagement |
| Passed sales-related certification | Learning Management |
Contacts added to sales playbook | Sales Playbooks |
| Registered a deal | User Activities |
Opportunity Management
These rules reward users for completing activity related to identifying potential sales opportunities and adding them to the pipeline.
| Rule | Parent Module(s) |
| Created an opportunity | User Activities |
| Opportunity status reached | Engagement |
| Opportunity amount provided | Opportunity |
| Opportunity close date provided | Opportunity |
When building out your incentive program, the "Parent Module" indicated in each table refers to the Rule Type within User Scoring where you may find related rules.
Update and assign points based on the importance of the rule. Apply higher points based on the activity you would like to encourage users to complete the most.
Each rule created requires a score and and a threshold. The score refers to the number of points received for completing the activity. The threshold refers to the number of times the user can be awarded the score for completing the action.
While the above recommendations may be a starting point for your incentive programs, program rules and scoring are available for a number of user activities. Groups similar activities to create a custom incentive program to meet your unique requirements:
- Web (Landing pages and Websites)
- Print (PDF)
- Playbooks
- PowerPoint presentations
- eBooks
- Forms
- External site links (website tracking code activity)
- External links (trackable links)
- User data (basic)
- Certifications
- Onboarding playbooks
- Marketing playbooks
- User activities
- Drip campaigns
- External data
- Social media (Likes and Comments)
- Redeem requests
- Learning Management
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