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

Offering incentives is one of the proven ways to encourage your community to pledge to your campaign. If you have offered incentives during your campaign, they should be added to backers’ carts before the survey is sent out. 

How to find your First 48 Hour Backers and/or Returning Backers

If you offered incentives during the campaign, you can now generate segments with qualified backers using the Advanced Segment Actions page.

1. Create a segment using the Segments —> Advanced Segment Actions page —> click on Generate segments of incentives offered to generate the segment of qualifying backers.

2. Go back to main page where you will find the segment titled: Early Bird Incentive backers for first 48 hour backers and/or a segment titled: Returning backers for returning backers.
3. Assign Complimentary Credit (BackerKit Credit $) or Manually Add an Item (free item)

How do I apply cross collab incentives?

If you collaborated with another creator during your campaign and offered free incentive to backers who backed both yours and your partner's campaign, you can apply the cross collab incentive to qualifying backers' carts.

1. Create a segment using Segments —> Advanced Segment Actions page —> click on Create Partner Project Segment. Please note, this segment will pull ALL backers in ALL pledge levels.

2. If you need to create a segment for backers in specific pledge levels: Create a New Segment, choose the filters Segments >> In any of these Segments selecting the previously created Partner Project Segment and Pledge Levels >> In these pledge levels selecting qualifying pledge levels.

   

3. Go back to main Segment's page where you will find the segment titled: Cross Collab Backers in physical tiers
4. Manually Add an Item (free item) or apply Complimentary Credit , whichever is applicable (BackerKit Credit $)

**We recommend waiting 14 days to ensure that all backers including backers failed payment are imported into the Pledge Manager project before generating segments and applying incentives.

How do I apply the incentives offered through BackerKit Launch/Teaser Page

If you offered incentives in your Teaser Page or through an email campaign, you will need to reflect your incentives in your BackerKit project.

First look in the Launch Dashboard:

1. If you offered an incentive for folks who signed up to your Landing/Teaser page, select "Landing Pages" at the top. 
2. Click on the number of leads under "Leads Collected" and then click that number again. 
3. In the top right, you can click "Actions" and select Export list to download the CSV.  OR
4. If you offered the incentive through an email campaign, go to "Email Campaigns" at the top and click on the title of the email that offered the incentive.
5. View the results page of the email campaign and click into the total listed under "Clicked"
6. You will see the committed members, click the Actions drop down and select Export list to download the CSV.

Then in your BackerKit Dashboard:

1. Go to Segment
2. Click Create a New Segment
3. Name the segment
4. Choose Filter, and click Backer —> with emails
5. Copy and paste the emails from the CSV downloaded from Launch
6. Click Filter Backers then apply any other needed filters (such as "pledged more than X" or "in these pledge levels" etc.)
7. Click Save This Segment and then click on the Segment Actions tab
8. Assign Complimentary Credit (BackerKit Credit $) or Manually Add an Item (free item)