How do I apply incentives offered to my backers during my BackerKit Crowdfunding campaign?

Offering incentives encourages your community to pledge. Once the campaign is over, you need to ensure that the incentives are added to backers' carts before sending the survey.

Applying unlocked stretch goal items

If you offered free items via Community Achievements on BackerKit or promised stretch goals for your campaign, and those goals were unlocked, you must apply those free items to backers. You can do this in several different ways:

• IF the stretch goal is an upgrade to an existing item

  You do not need to take any additional action if the stretch goal is an upgrade to an existing item that was assigned to Pledge Levels or Add-ons.

• IF the stretch goal is a new item that backers should receive

  The additional item must be added to the backers

  • IF the item does not have options
    • You can add the item (SKUs) as Pledge Items for each Pledge Levels that qualify.
  • IF the item has options
    • You can set up a new Campaign Incentive.

Applying free items to backers who qualify for Early Bird and/or Returning Backer incentives

Early Bird and Returning Backer incentive types in BackerKit Crowdfunding are fully supported and seamlessly integrated with Pledge Manager. Simply set up the items associated with these incentives to ensure they are correctly applied to your backers.

• When backers are imported, their orders will already reflect the incentives they qualified for.
• Incentives that you set up will be listed on the Campaign Incentives page
  • If items are assigned to Incentives, they will be reflected for each incentive.
  • If you did not include items to Incentives, you can link to items in Pledge Manager.
  • Set up of your Campaign Incentives are completed when all of the items assigned are set up correctly using the Item Generator.

Applying free items to backers who qualify for Cross-Collab or Pre-Launch Signup incentives

If you partnered with another creator and offered a Cross-Collab reward or offered incentives for backers that followed the project before it launched, there are special backer segments available that you can use to identify backers that qualify for this incentive. These segments are available after your project ends.

1. Go to Segments page and click on Advanced Segment Actions
2. Select the segment that you want to create:
   1. Create Partner Project Segment
   2. Backers who opted into project prelive
3. Go to Campaign Incentives page and click on Set Up a New Campaign Incentive
   1. Name the incentive (such as "Cross-Collab" or "Pre-Launch Signup")
   2. Link to the item backers should receive
   3. Save
4. Once the items are set up, click on Select who receives this incentive
5. Select the segment:
   1. Partner Project Backers (for Cross-Collab)
   2. Backers who opted into project prelive (for Pre-Launch Signup)
6. Click Apply incentives to backers

What if I offered free items only to backers pledging to specific pledge levels with physical rewards?

If you only offered incentives to specific backers (i.e. physical pledge levels only), you may need to filter the segment further to reflect only the backers that should receive the free item.

1. On the Segments page, click Create a New Segment
2. Under Choose filters, select in any of these Segments to select an existing segment

3. Under Choose filters, select another filter, such as in these pledge levels and select the qualifying pledge levels so only those backers are in the segment.

   

4. When setting up a new Campaign Incentive, select the newly created segment to apply the incentive to the correct backers.