How do I add incentivees to my backers surveys?

If you have a complimentary item or stretch goal that was unlocked during the campaign that you want to add to backers’ carts before surveys are sent out, you can do so in BackerKit. 

Unlocked Free Stretch Goals

Incentives Without Options and Does Not Have Shipping Fee

Incentives With Options and/or Has Shipping Fee

Incentives With Options and With Upgrade Fees

Unlocked Stretch Goals

If you have a free stretch goal that was unlocked during the campaign, you can add the product SKU to all relevant Pledge Levels using Review Pledge Levels page. 

• If the stretch goal does not have options, you can add the product SKU directly in Pledge Items section. 
• If the stretch goal has options, you can set up a Pledge Question with available options, automatically using Item Generator tool or manually using Pledge Questions page. 

Not sure how to set up your items including stretch goals, check out this help article: How do I set up items in BackerKit?

Incentives

If you offered an incentive to qualified backers (Early Bird/Returning Backers/Cross-Collab), you can add the incentive to backers depending on whether the freebie has options and/or shipping fee. 

Incentive without options and does not have shipping fee

1. Create a segment of backers who qualify for the incentive using the Segments tool. 
   1. Go to Segment or use one of the auto-generated segments if used Advanced Segment Actions tab.
   2. Click Create a New Segment
   3. Name the segment
   4. Choose Filter, and click "Backer with emails >>", copy and paste the emails
   5. Click Filter Backers then apply any other needed filters (such as "in these pledge levels" etc.)
   6. Click Save This Segment.
2. Create the incentive as an item to add to backers’ carts. 
   1. Create the item manually using the Master SKUs page or automatically using the Item Generator tool. 

To add the incentive to qualified backers’ carts, click into the Segment you just saved, then on the Segment Actions tab and add the item using the Manually Add an Item feature. 

Incentive with options and/or has shipping fee 

1. Create a segment of backers who qualify for the incentive using the Segments tool. 
   1. Go to Segment or use one of the auto-generated segments if used Advanced Segment Actions tab.
   2. Click Create a New Segment
   3. Name the segment
   4. Choose Filter, and click Backer with emails, copy and paste the emails
   5. Click Filter Backers then apply any other needed filters (such as "in these pledge levels" etc.)
   6. Click Save This Segment.
2. Create the incentive as an add-on to add to backers’ carts. 
   1. Create a hidden add-on manually on the Customize Add-ons page or automatically using the Item Generator tool. 
      1. If the add-on has options, set up an add-on question with the available options through Customize Add-ons -->Advanced tab. 
      2. If the add-on item has shipping fee, set up an add-on shipping profile on the Add Shipping Fees page and apply it to the complimentary add-on. 

Incentive with options AND with upgrade fees

If you have an incentive that comes with options (eg t-shirt) AND with upgrade fees for some of the options:

1. Create the add-on with upgrade fees manually on the Customize Add-ons page or automatically using the Item Generator tool, then add the upgrade fees by clicking into the newly generated add-on on the Customize Add-ons page.
2. Set up the segment with backers who qualify for the free item. 
   1. Go to Segment or use one of the auto-generated segments if used Advanced Segment Actions tab.
   2. Click Create a New Segment
   3. Name the segment
   4. Choose Filter, and click Backer with emails, copy and paste the emails
   5. Click Filter Backers then apply any other needed filters (such as "in these pledge levels" etc.)
   6. Click Save This Segment.