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How do I set up a referral program for my Crowdfunding campaign?

Learn how to set up and launch your referral program for your campaign.

Kickbooster Team avatar
Written by Kickbooster Team
Updated over 2 months ago

Requirements

In order to launch a referral program using Kickbooster:

  • Your crowdfunding campaign must be on Kickstarter or Indiegogo.

  • To get started, you'll need to provide your live campaign URL or preview/prelaunch URL link if your campaign is still in draft.

Setting Up Your Referral Program

We've made the setup and launch of your referral program extremely easy! After you complete the signup process and create your account, you’ll be immediately brought to the setup flow for your first referral program.

Here’s a breakdown of the key settings you’ll need to configure to get your referral program up and running, along with a step-by-step guide.

Step-by-Step Guide:

Note: This article provides a detailed setup guide, but in-app tooltips are also there to help you throughout each step.

1. General Settings

In this section, you'll configure the basic needs to start the setup of your program. These include:

  • Program Name: Name your program so your affiliates can identify your brand and also give it an internal name so you can easily find it on your dashboard.

  • Links Preview: We give you a sneak peek of what your signup form and affiliate links will look like. By default, we use the 'Name' of your program for your signup form and give you the ability to edit it here.

2. Affiliates

Next, is your Affiliates settings. This includes:

  • Affiliate Review: Choose if you'd like to review affiliates that apply to your program before letting them participate or if you'd rather not review and accept all affiliates to your program.

  • Commission Type: Choose if you want your affiliates to receive a % of the referred sale or a fixed $ amount per referred order.

  • Commission Rate: Choose the percentage or dollar amount rate you want your affiliates to receive for their referrals.

  • Media Kit (optional): Providing a link to your media kit would allow affiliates to easily access assets to include in their promotional efforts.

Note: Once your program has launched, you're unable to change the program's commission type. If you want to launch a program with a different commission type, a new program will need to be created.

Your commission rate can be changed at anytime, keeping in mind that existing affiliates will always remain at the highest rate offered. Learn more.

3. Design

In this step, customize the look and feel of your referral program to match your brand. This includes:

  • Company Logo Upload: This will be used for your affiliate signup form.

    Tip: Avoid using a white logo as we use a white background for your signup form.

  • Page Header: Give your signup form a title.

  • Description: Default text is there for you, but this is where you'll want to add a brief description about your referral program.

    Note: Your signup page will already include the reward being offered and also a link to your crowdfunding campaign so an affiliate can learn more about your product. There's no need to include this info here.

  • Primary Color: Choose your brand's primary color so your signup page matches your branding.

  • Media Kit (optional): Providing a link to your media kit would allow affiliates to easily access assets to include in their promotional efforts. Optional, but highly recommended.

  • Preview: Once you've finished with your settings, you can preview your changes:

4. Launch

Once you’ve configured all the settings, you’re ready to launch your referral program!

  • Preview Your Program: Take a final look at the settings you've configured and ensure everything looks good.

  • Activate the Program: Hit the “Launch My Program” button to make your referral program live. You will then be given the link to your program signup page and start inviting people to join your program!

Post-Launch Program Settings

Once you've launched your program, Kickbooster offers additional settings and tools to help you manage and optimize your program. In 'General', you will see the following options:

  • Prevent new signups: You'll want to enable this if you would like to put a pause in accepting new affiliates to the program. All existing affiliates will stay active when this is enabled.

  • Add to our Marketplace: Add your program to our Marketplace to get access to thousands of possible affiliates through the Kickbooster Affiliate Network.

  • Extra redirect params: This feature allows you to additional custom UTM tracking parameters to your affiliate links. Learn more.

That's it, that's all!

Still need some help? You can chat with our support team in-app, or send us an email.

Tips and Advice

Looking for the right type of affiliates for your program? We suggest making a list of relevant publishers, influencers, YouTubers, bloggers, etc, that would be a good fit for your product. These types of people/organizations are always looking for ways to monetize their content and write about products their audience would enjoy.

You can leverage your referral program to allow them to earn commissions for anything they bring in to your campaign.

Here are a few articles we also suggest reading for more tips and advice:

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