Campaign A — Lead generation
Turn traffic into leads
“Request a Quote Today + Receive a $100 Hotel Savings Card or $100 Dining Certificate — No Purchase Necessary”
Two of our most popular incentives for lead generation.
How It Works
From Marketing Goal to Customer Reward
See exactly how businesses use CMI incentives to generate leads, close sales, bring customers back and generate more referrals.
Step 1 — Choose your goal
First, Decide What You Want to Improve
Every promotion starts with a single decision: which stage of the customer journey you want to move. An incentive is simply the reason a customer takes that next step.
The customer lifecycle
Traffic
Incentive→
LeadGive a reason to opt in
Prospect
Incentive→
SaleGive a reason to buy today
Customer
Incentive→
Repeat PurchaseGive a reason to buy again
Customer
Incentive→
ReferralGive a reason to refer you
Step 2 — Choose the incentive
Match the Reward to the Result
Lead-generation offers should be easy to say yes to. Sales-conversion offers should feel big enough to close the deal today.
Campaign B — Sales conversion
Turn prospects into buyers
“Purchase Today + Receive a Vacation Incentive”
Three of our most popular sales closing incentives.
Step 3 — Distribution
Add the Incentive Directly Into Your Existing Marketing
One personalized incentive, delivered anywhere your customers already meet your business.
One personalized incentive
$100 Hotel Savings Card
Thanks for stopping by! Here’s your $100 Hotel Savings Card
cmi.link/your-reward
Got it — thank you!
SMS
Your $100 Reward Inside
A Gift From Your Local Agency
$100 Hotel Savings Card enclosed.
Claim Your RewardEmail
Book a consult today — get a $100 Dining CertificateClaim Offer
Website pop-up / sticky bar
Certificate
$100 Hotel Savings Card
Presented by your businessPDF / downloadable
Scan for your reward
QR / print & in-store
Automation
- ✓ Landing page
- ✓ API
- ✓ Zapier
- ✓ GoHighLevel
Step 4 — Personalize it
Make It Feel Like It Came From Your Business
The same incentive becomes a branded gift the moment your logo and your customer’s name are on it.
Before
Generic offer
Airfare + Hotel Getaway
No logo. No name. No relationship.→
After
YBYour Business NamePremium Travel
Exclusively For
Sarah Mitchell
Airfare + Hotel Getaway for Two
Branded, personalized to your customer and presented by your business.- ✓ Your business logo
- ✓ Personalized to the customer
- ✓ Presented by your business
Step 5 — Redemption
Your Branding Follows the Customer Through Redemption
The redemption experience carries your business through to the reward.
01
Customer receives the E-Certificate
YBYour Business LogoA reward selected for you
E-CertificateAirfare + Hotel Getaway
Exclusively For
Sarah Mitchell
A gift from Your Business. Your certificate code is inside.Activate My Certificate→
02
Customer enters their details
Activate your reward
Enter your email and certificate code.sarah@email.com
CMI-4821-AH
ContinueSecure activation
→
03
Branded, personalized redemption portal
YBYour Business Logo
Exclusively For
Sarah Mitchell
Your Airfare + Hotel Getaway is ready.SearchSelectBook
Start Using Your Reward
04 — Reward landing page
Then the customer continues into the branded reward experience
A full landing experience built around the reward itself — travel imagery, clear next steps and your business presented throughout.
YBYour Business LogoRewards made personal
Exclusively for Sarah Mitchell
Airfare + Hotel Getaway for Two
• Presented by Your Business
✓ Choose your dates✓ Pick your destination✓ Confirm your stay
Step 6 — What happens next
Then the Customer Simply Uses the Offer
Fulfillment is handled for you. Each reward type follows its own clear, guided path.
Travel • Cruise • Resort
Redeem Certificate → Contact Travel Agent → Trip Booked
After redemption, travel offers can be booked by phone with a licensed travel agent.
Hotel • Dining • Passes
Redeem Certificate → Online Platform → Search / Select / Book
Customers log into the online savings platform, search participating options and book instantly.
Products
Redeem Certificate → Fulfillment → Product Delivered
The customer completes redemption and the product is delivered directly to them.
The Complete Path
- Goal →
- Incentive →
- Personalization →
- Distribution →
- Redemption →
- Reward
Explore the Incentives
See Everything You Can Offer Your Customers
34 high-value incentives across travel, dining, products, hotel savings and more — giving you endless ways to build offers that motivate customers to take action.
Now You Know Exactly How CMI Works
Choose the goal. Choose the incentive. Add it into your marketing. CMI helps deliver and fulfill the customer experience.