All About Incentives
Set up and manage incentives to boost engagement in Achieve
Incentives in Achieve
Incentives in Achieve are designed to encourage learners to complete specific playlists by offering a reward upon completion. These rewards can include gift cards, raffle entries, or downloadable certificates. Incentive messages appear in the top-right corner of the playlist page and can be customized to match your program’s goals and branding.
Learner Experience
Before Completion
Learners will see a message encouraging them to complete the playlist to qualify for the incentive.

After Completion
Once the learner completes all modules in the playlist, the message updates to confirm their qualification. For example, the message might say, “Congratulations! You’ve qualified for one raffle entry.” The incentive type—such as a certificate or gift card—is customizable.

Clicking the “In Progress” tab will now display the updated completion message.
Admin Setup: Creating an Incentive
Follow these steps to create an incentive for a playlist:
Step 1: Access the Program 
- Navigate to Content in the left-hand navigation menu.
- Click Programs.
Step 2: Select the Program
- Locate the program you want to add an incentive to.
- Click View Program on the right-hand side.
Step 3: Open the Incentives Tab
- Click the Incentives tab.
- Click Add Incentive in the top-right corner.
Step 4: Complete the Incentive Form

Fill out the following fields:
- Title: Internal name for the incentive (not visible to learners).
- Playlist: Select the playlist the incentive applies to. Note: incentives can only be tied to one playlist.
- Start and End Dates: Define when the incentive will be active.
- Time Zone: Set the appropriate time zone.
- Incentive Message: A short message displayed before completion (max 100 characters).
Example: “Complete this playlist to be entered for a chance to win a gift card.” - Incentive Call to Action (Optional): Text for the CTA button (max 40 characters).
Example: “Learn More” - CTA URL: Link to additional information or terms and conditions.
- Incentive Image (Optional): Recommended formats include 1:1, 4:3, or 16:9. Minimum size: 300x300px, under 1MB.
- Completion Message: Message shown after playlist completion (max 100 characters).
Example: “Congratulations! You’ve qualified for one raffle entry.” - Completion Call to Action (Optional): Text for the CTA button (max 40 characters).
Example: “Enter Now” - Completion CTA URL: Link for learners to claim their reward (e.g., a form or certificate download).
- Completion Image (Optional): Visual confirmation of completion.
Step 5: Save the Incentive
- After completing the form, click Save to activate the incentive.
Editing Incentives
Caution: Once an incentive is created and past the start date, you cannot edit that incentive.
- If the start date is in the future:
- Click the pencil icon next to the incentive.
- Make your changes and click Save.

- If the incentive has already started:
- Archive the existing incentive and create a new one.
- Archiving preserves reporting data for the original incentive.
Managing Incentives
- Copy: Use the page icon to duplicate an incentive.
- Delete: Use the trash can icon to permanently remove an incentive. This action cannot be undone.
- Archive: Use the file box icon to deactivate an incentive. Archived incentives no longer appear on playlist cards or the Learner Dashboard but remain accessible via filters.
Reporting and Tracking
Use the Qualified Incentive Users Report to track which learners have completed the playlist and qualified for the incentive. Reports include learner names, completion status, and registration details. For more advanced reporting, contact your Customer Success Manager.