Incentives FAQs 

ITA Group assesses your current program rules, earning data, and sales history then combines this with behavioral analysis.

Our recommendations may include changing earning structures, segmentation and specific goal setting to address challenges like seasonal dips and varied partner performance.

Yes. UX and PX assessments identify areas of complexity, unnecessary friction points and make-or-break moments. We then make improvements to simplify and enhance the partner journey, resulting in higher engagement, easier claims processes and increased loyalty.

Our analysts review internal and third-party data, historical program results and your business goals to recommend tailored segmentations and behavioral motivators for each key audience group. This ensures customized engagement, incentives and support.

We use a mix of surveys, focus groups, interviews, studies, custom research, audits, gap analysis, client feedback, industry trends and segmentation work. 

Our experts analyze historical data and partner profiles to recommend improved segmentation and rule structures. We use sophisticated modeling and forecasting to predict how different incentives and promotions will perform to maximize engagement and ROI.

We deploy pulse surveys, sometimes with progressive formats that gather feedback in small increments. This approach fills in gaps in demographic and firmographic data, and helps us learn about partner motivation, program influence and where to prioritize investment.

Yes. We use strategies like behavioral analysis, program benefits research, and UX and PX assessments to refresh program strategies to overcome lagging programs. EPIC Design, our proprietary solution design approach, ensures each client receives an incentive solution unique to their brands.

Our channel consulting solutions can be delivered as a complete package or as standalone services, including:

• Research and assessment
• Market research
• Data assessment 
• Engagement and communication assessment
• Program analysis and audience insights
• Partner profiles, personas and scorecards 
• Forecasting and predictive modeling 
• Measurement, KPI, goal and benchmarking planning 
• Audience segmentation
• Focus groups and survey
• Program strategy and design 
• Behavioral analysis and recommendations 
• Journey mapping workshop 
• Program simplification and consolidation strategy 
• Program earning and award recommendations 
• EPIC Design workshop 

We continuously collect feedback through pulse checks, gathering insights about competitors, wallet share, motivation tactics, support, and marketing materials to maintain an actionable “voice of the partner.” We can also supplement your understanding of your customers through methods like claims and enrichment data.

At a minimum, we strive for 40–70% engagement, depending on your objectives. “Participation” can also be measured in a variety of ways such as enrollment, point issuance, improved performance, promotion earnings, point redemption and top performer recognition.

ROI analysis based on your raw data shows how incentives and enablement efforts affect your corporate objectives. We use advanced analytics, data modeling, and machine learning to forecast program impact, identify high-performing partner attributes, and recommend strategies that enhance repeat business and conversion rates.

Yes. We provide dashboards and data visualizations that make metrics simple to interpret, enabling you to quickly filter, view and understand specific data about your channel program performance. These dashboards are tailored so key decision-makers can instantly see trends, KPIs and the effects of incentives.

Yes. We address common challenges such as connecting disparate data sources and outdated systems. 

Our data assessments unify program data and provide actionable recommendations. We also help enrich and validate your data, improving quality and completeness for more reliable decision-making. 

A program overhaul for a manufacturer led to a 26% sales increase, 34% rise in units sold and 24:1 ROI.  ITA Group helped another manufacturer with 900 dealerships optimize segmentation and justify incentive investments. For another client, we built a model to project ROI for different incentive investments, resulting in increased customer retention and repeat buying rates. View more of our client work.

Our analysts use machine learning, scenario modeling and unbiased data sampling to identify performance trends and forecast the likely outcomes of program changes. We build partner profiles, scorecards and personas to replicate best behaviors and drive top-performer results.

We serve as an extension of your team, offering hands-on support in data collection, visualization, modeling and interpretation, and advising on when and how to outsource analytics efforts for maximum value.

We serve as an extension of your marketing team, aligning with your communication plans, program phases and brand values. We craft touchpoints that reach the right partners, with the right message, at the right time.

We manage program communications, and legal and compliance approvals, collaborate with multiple external agencies and conduct various internal reviews so your marketing campaigns are executed effectively and efficiently. The result is increased program enrollment, adoption and partner performance with a to-partner marketing strategy that’s customized for every stage of the partner journey.

Strategy and services

• Communication and marketing campaigns
• Program brand identity 
• UX research 
• Persona development 
• Audience acquisition plan 
• Content mapping 
• Marketing analytics 
• Creative direction 
• Writing 
• Design 
• Video production 
• Marketing automation 
• ADA compliance 
• Print and production 

Types of marketing communications

• Print collateral 
  
• Websites 
  
• Video and motion graphics 
  
• Environmental signage
  
• Branded merchandise 
  
• Text messaging 
  
• Email 
  
• Direct mail 
  
• Custom-branded kits 
  
• Social media 
  
• Paid media 
  
• Virtual and in-person activation 

ITA Group’s solution offers a diverse and flexible rewards catalog to ensure participants can choose rewards that resonate with them. Popular choices include:

• Merchandise rewards 
• Charitable donations 
• Company-branded swag 
• Gift cards to major retailers 
• Mastercard prepaid debit cards  
• Experiences 
• Concierge and personalized shopping experiences 
• College tuition savings 

ITA Group can accommodate either taxation on issuance or redemption. We can also provide details on the items redeemed.

Yes. Our built-in parity tool and global catalogs ensure participants around the globe have an equitable and culturally relevant experience with quick rewards distribution through direct shipping in-country.

ITA Group’s incentive platform is a SaaS platform, designed for turnkey incentives, rewards and integrations, and is accessible via web and mobile. While it’s a SaaS solution, we can configure it to fit specific needs and integrate with existing systems.

Yes. SSO is a common integration.

Users can set their preferred time zone and language within their settings.

Our security commitments include, but are not limited to, the following: 

• System features and configuration settings designed to authorize user access while restricting unauthorized users from accessing information not needed for their role 
• Intrusion detection systems to prevent and identify potential security attacks from users outside the boundaries of the system 
• Regular vulnerability scans over the system and network, and penetration tests over the production environment 
• Operational procedures for managing security incidents and breaches, including notification procedures 
• Encryption technologies to protect customer data both at rest and in transit 
• Data retention and data disposal  
• Uptime availability of production systems 

New features and updates are released throughout the year. The timing varies based on complexity, but quarterly enhancements are standard. Software upgrades and major changes to the platform are included in the release notes and communicated by our Client Success team.

We integrate with many common CRM, LMS, and proprietary tools, including:

• ERP 
• POS 
• VIN databases 
• JD Power/Survey Score Systems 

In addition, our platform offers APIs to easily integrate with a vast number of other applications. 

Our promotions are designed to prevent erroneous or duplicate payouts. We incorporate quality assurance checks into our payout processing procedures, including safeguards to detect potentially fraudulent activity such as unusually high claim amounts or an excessive number of claims within a single processing window.

ITA Group is in compliance with GDPR and CCPA data privacy regulations, PCI and SOC2.

ITA Group can provide all necessary tax information for all prizes (large or small).

ITA Group's in-house participant care center answers participants' questions quickly, accurately and professionally. Our representatives answer program- and reward-related inquiries.

Standard hours of operation for the customer service center are 7:00 a.m. to 7:00 p.m. CT. However, this is negotiable should 24/7 services be needed or global time zones require adjusted hours.