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

If you offered free items during the campaign or unlocked stretch goals, ensure those freebies are added to backers' carts before sending the survey.

Applying unlocked stretch goal items

If you offered 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

You can set up a new Campaign Incentive for each type of incentive you offered during the campaign. You will need to create a custom segment of backers that qualify for these incentives, and apply the free item to their backer survey.

Step 1: Create a segment of backers who qualify for the incentive

• For Pre-Launch signup incentives (offered through Launch Emails/Teaser Page)

1. Navigate to Segments
2. Click on Advanced Segment Actions
3. Click on Backers who opted into project prelive

• For Early Bird incentives (offered to the "first X hours" backers)

1. Navigate to Segments and Create a New Segment
2. Choose filter Pledge Levels › in these pledge levels and select the qualifying pledge levels
3. Save
4. Click Export Reports and download the SKU per Column report
5. Use the Pledged At timestamp to identify the backers that qualify
6. Copy the email address of the backers
7. Go back to Segments and Create a New Segment
8. Choose filter Backers › with emails and paste in the copied email addresses
9. Save

Step 2: Create a Campaign Incentive and apply rewards to backers

1. Go to Campaign Incentives page and click on Set Up a New Campaign Incentive
2. Name the incentive (such as "Early Bird" or "Pre-Launch Signup")
   1. Link to the item backers should receive
   2. Save
3. Once the items are set up, click on Select who receives this incentive
4. Select the segment
5. Click Apply incentives to backers