Step 5 - Incentives

Manage Incentives

Incentives are free items you offered to specific backers during the campaign via special promotions (such as pledging early, following the project before launch, or any stretch goals reached). Make sure to add those freebies to backers' carts before sending the survey.

If you ran your crowdfunding campaign on BackerKit, please view this article: How do I apply incentives offered to my backers during my BackerKit Crowdfunding campaign?

If you ran your crowdfunding campaign on Kickstarter, please view this article: How do I apply incentives offered to my backers during my campaign?

Overview Video


How to Apply Incentives to Backers

To apply incentives (like free items from stretch goals, early bird offers, or cross-collaborations) to your backers:

Identify Qualified Backers:

  1. On the menu on the left, click Tools > Segments
  2. Click Create a New Segment
  3. Use segments to filter backers who qualify for specific incentives.

Note: If you ran your campaign on BackerKit Crowdfunding with Incentives set up, these will automatically show up in the Incentives Tool in the pledge manager. You will still need to finalize the setup, but will not be required to make a segment of eligible backers.

Set Up Incentives:

  1. On the menu on the left, click Set Up Items and create your incentive as an add-on if it has not already been created.
  2. Once it's an add-on, click on 3. Review > Campaign Incentives and click Set Up a New Campaign Incentive
  3. Name it, and under What do they receive?, link it to the add-on and click Save.

Apply Incentives:

  1. On the menu on the left, click 3. Review > Campaign Incentives
  2. Click the Select who receives this incentive button next to the incentive you want to set up.
  3. Under Who receives this incentive?, assign this incentive to the relevant backer segment.
  4. When a segment is selected, click Apply incentive to backers button

Additional Resources:


Next Step:

Step 6 - Shipping


Previous Step:

Step 4 - Add Ons

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