The Incentives feature can help you motivate your supporters to go the extra mile! Incentives can be created for either donors or as advocate exclusives. Incentives for donors can be tied to specific donation levels (e.g. For a donation of $100 or more...OR as 'Recurring Only'). Incentives for Advocates can be tied to the Advocate's impact in terms of either the number of donations they generate OR the sum total of the donations they generate.
Incentives can be limited in quantity (e.g. only available to the first 25 donors who make a gift of a certain size). For incentives tied to a donation level, you can also add the fair market value of the incentive and this value will display on the donor's tax receipt. Note—the fair market value must be a whole number.
Donors who give the appropriate amount and opt in to receive an Incentive will be flagged in your donation report. Advocates who earn Incentives will be flagged in your Advocates report.
How to create an Incentive for a Campaign: From your Admin Dashboard, click on 'Campaigns' in the menu on the left-hand side, click "Settings" for the campaign, and from the left-hand menu, click on the 'Incentives' tab. Enter all required fields, then click the 'Create Incentive' button. Incentives will become live as soon as they are created.
How to create an Incentive for a Giving Form: From your Admin Dashboard, click on 'Giving Forms' in the menu on the left-hand side, click "Settings" for the desired form, and from the left-hand menu, click on the 'Incentives' tab. Enter all required fields, then click the 'Create Incentive' button.
Once your incentive is created, you'll need to add the field to your pre or post-payment form. At the top of the page, click the button labeled 'Edit Form Structure (Form Builder). In the top left section 'Standard Fields', select 'Incentive' in the drop down menu, decide if this field will be required, then add it to your form. Once added, you can edit the field name or placeholder text by clicking on the pencil icon.
Editing Incentives: After creating an Incentive, you can edit it or delete it at the bottom of the page under 'Manage Incentives' ONLY until if it has NOT been claimed. Once an incentive has been claimed by a donor, it cannot be removed. You can only update the quantity available, beyond what has already been claimed, or lock the incentive, preventing it from being claimed in the future.
Below are a few screenshots to illustrate creative uses of this feature as wells links to campaign/form examples:
Donor Incentives:
Advocate Incentives:
Recurring Incentives:
- GC Example, To Infinity & Beyond!
All of the Above:
FAQs:
Q: Can I reorder my Incentives?
A: After creating your Incentives, you can simply drag and drop them into the order you want from you campaign dashboard! While incentives can be reordered within themselves, they can not be moved above matches/challenges.
Q: If someone makes a recurring gift, will the incentive be triggered on the platform for the first installment only or the totality of the recurring gift amount?
A: The totality of the recurring gift amount. EX: There is an incentive unlocked at $100 and they give a $10/mo recurring gift - they would qualify for the incentive. You can also create exclusive incentives for donors who set up recurring gifts by checking the 'recurring-only' box.
Q: Can I schedule my incentives?
A: No. Incentives go live on your Campaign or Giving Form as soon as you create them.