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 free items that were unlocked by Community Achievements (stretch goals)

• IF the stretch goal item does not have options:
  1. Navigate to Review Pledge Levels page
  2. For pledge levels that qualify for the stretch goal item, add the SKU under the Pledge Items section.
• IF the stretch goal item has options:
  • Option 1: Assign a pledge question to pledge levels that qualify by using the Item Generator tool

  • Option 2: Assign a custom pledge question on the Review Pledge Levels page

    
    

Applying free items to backers who qualify for Early Bird, Returning Backer, or Cross-collab incentives

1. Navigate to Segments
2. Click on Advanced Segment Actions
   1. For Early Bird and Returning Backer, click on Generate segments of incentives offered
   2. For Cross-collab, click on Create Partner Project Segment

   3. For pre-launch signup incentives offered through Launch Emails/Teaser Page, click on Backers who opted into project prelive

      

3. Return to the Segments page to find the segments generated:
   1. Early Bird Incentive backers
   2. Returning Backer Incentive backers
   3. Partner Project Backers
   4. Backers who opted into project prelive
4. If you only offered incentives to specific backers (i.e. physical pledge levels only), you will 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. Choose filters
      1. Segments › in any of these Segments and select the created segment

         1. To exclude "digital only" or "No Reward" backers, choose filter Pledge Levels › in these pledge levels and select the qualifying pledge levels

            
            

            

5. Apply the free item to the backers in the segment:
   • IF your free item does not have any options: 
     1. Navigate to the Segment Actions tab.

     2. Under Manually Add an Item, select the free item that should be added to backers in the segment. If you do not see the item, you need to create it first. 

        
        

        

   • IF your free item has options:
     1. You will need to create an add-on with the options for the free item.

     2. To add the free item as an add-on to qualified backers, please reach out to your Success Rep or at hello@backerkit.com with the 1) name of add-on and 2) name of the segment.