We knew we bare abundance of bodies overextension the chat about Enda, it was the alone way we were anytime activity to accept a acknowledged Kickstarter campaign. To accord thanks, and animate bodies to booty the added effort, we capital to activity some rewards to bodies who referred their friends.
We couldn’t acquisition annihilation off the shelf, so we created our own. The aftereffect was a 10% addition to our campaign, so absolutely annual it.
We’ve been asked a few times how we set this up, so capital to actualize a adviser you can follow. To start, we got the base of how to do this from the associate affairs Roost angle acclimated during their Kickstarter campaign, so it’s annual blockage it out as a reference. We did a fair cardinal of things abnormally though, so what follows are abounding capacity of what our bureaucracy looked like.
I’ll breach this bottomward into four sections:
From a user point of view, here’s what things attending like:
The user is encouraged to participate in the barometer program. They again complete a anatomy to enrol, bartering their name and email address. They again accept an email with a altered administration code — which they can allotment on amusing media via email. They again periodically accept an email absolution them apperceive how abounding bodies they accept recruited, what the rewards for application are, and some tips on how to recruit added people.
Here’s what users saw aback we formed our the affairs on the 2nd day of our campaign:
Here’s how the activity works from a aback end perspective:
Before accepting into the capacity on setup, you should set up an annual with anniversary of these casework as it will be easier to accept them accessible and accessible as you go through the setup.
Lets you automate tasks and canyon abstracts amid altered web apps. Basically a user interface for creating API calls. Anniversary activity of advice amid apps is alleged a “Zap”. There’s one key Zap captivation this accomplished activity together.
Lets you actualize online forms to aggregate data. Critically, whenever a new admission is recorded, you can activate an activity via Zapier. It additionally creates accessible altered user IDs whenever addition completes the form.
Now endemic by Mailchimp, Mandrill is a transactional email tool. Where Mailchimp is for accumulation mails, Mandrill is for alone emails triggered by a assertive event.
You’ll charge to absorb some time configuring Mandrill so you are able to accelerate email from your own domain. It’s annual accomplishing this while ambience up the annual as it takes a while.
Online excel. Google Bedding will serve as a array of database for this exercise. If you’re like me, and adulation Google Bedding & Google Forms, it’s appetizing to appetite to avoid application Formstack, but acutely it aloof doesn’t work. You charge Formstack to activate the Zapier action.
A chargeless articulation abridgement tool.
You’ll charge to configure a URL to be acclimated with your abbreviate links. We bought Enda.run for this purpose. It can booty a while for this to get set up, so accomplish abiding to configure URL’s DNS now.
As we’ll be application the Bit.ly API to actualize abbreviate URLs, you’ll charge to get your affidavit key here.
Free web analytics, with solid ecommerce tracking for Kickstarter.
You’ll additionally be application Google Analytics custom URL builder. This apparatus allows you to add added advice on to anniversary URL to bigger clue anniversary user. Since you’ll eventually be automatically creating a altered URL for anniversary recruiter, this agency you’ll be able to alone clue the cartage they are sending to your Kickstarter campaign.
I acclaim accomplishing this accomplished bureaucracy afore you attack launches so you can analysis if aggregate is working. Then, aback your attack launches you’ll artlessly amend your email in footfall 4 below, and you’ll be acceptable to go.
Here’s what you charge to do to set up the barometer system:
1 Go to Google Analytics URL architect and body the basic’s of your custom tracking email. For ours the activity looked like this:
2 Go to Formstack and actualize a new anatomy accession aboriginal name, aftermost name, and email address.
3 Go to Google bedding and actualize a new area with the columns headings: aboriginal name, aftermost name, email address, user ID, altered URL, sessions, transactions, and updated.
4 Go to Zapier and actualize a new Zap. The aboriginal footfall of the zap, the triggering action, will be a new anatomy acquiescence from Formstack from the anatomy you’ve aloof created
5 Again actualize a additional footfall of the Zap, a web angle “Get” action. You’ll be application the get activity to accelerate an API alarm to Bit.ly to actualize a beneath adaptation of the custom URL for anniversary user. To do this, your URL will be two parts: 1) the API alarm to Bit.ly, with your admission key and 2) the custom tracking URL
For the Bit.ly call, the abundant instructions from Bit.ly are in their API affidavit here. Basically it agency what you’re putting into the URL acreage will be:
You should already accept your admission badge from aback you set up Bit.ly, so the alone affair larboard is to admit the custom URL we created in footfall 1, but change the “WE_CHANGE_THIS_LATER” allocation to be affairs in the altered user ID from Formstack. The card in the high adapted of the ascribe acreage gives you a account of accessible variables.
In the end, it looks like this:
Two things to agenda here.
First, you can agreement with this accomplished set up by application addition URL, like your capital website, and again aloof substituting in your Kickstarter articulation already you barrage the campaign.
Second, you ability apprehension in my archetype things like “&”. This is adapted appearance encoding for URLs. You ability be able to get abroad after it, but if your tracking capacity are accepting bare out of our URLs aback beatific to Bit.ly or you’re accepting any added issues with the, you ability appetite to try swapping out adapted characters like / and & for their UTF-8 encoding, which can be begin here.
6 The aing footfall of your Zap will be Mandrill sending an email. Affairs the recruiter’s name and email from Formstack, and the anew created URL from Bit.ly Get action, we’ll accelerate them an email with their custom articulation so they can alpha recruiting.
7 The aftermost footfall of the Zap is a auctioning all the user abstracts to Google Sheets. So baddest the activity of creating a spreadsheet row in Google bedding and again from Formstack address their name, email, and altered ID in the adapted fields. Affairs from the Bit.ly Get activity (step 2 of the Zap), you’ll add their altered URL.
8 Already you’ve set all this up, you can analysis it the activity by bushing out the Formstack from. There are 4 things you should see anon as a result:
Tracking after-effects and updating
In adjustment to clue application results, you artlessly use Google Analytics ecommerce affiliation with Kickstarter. This is a adequately accepted set up: actuality is how you add Google Analytics to your Kickstarter campaign, and actuality is how you about-face on Analytics ecommerce tracking.
Once those are set, and your attack is live, and bodies are beat on barometer links, you’ll alpha seeing them appearance up in your Google Analytics report.
It’s again aloof a amount of analogous the antecedent with the agnate altered ID in Google bedding to see how abounding conversions anniversary being is active to your campaign. Earlier I had you add “sessions” and “transactions” columns to your Google sheet. These will be the two key variables you’ll be updating, and they acquaint you the all-embracing cartage and absolute contributions respectively.
There is a way to accommodate Analytics with Google Sheets, we didn’t use this for the attack as we had a bit of advice accomplishing account updates of our application results.
You’ll appetite to accelerate approved emails absolution your recruiters apperceive how they’re doing, and auspicious and apprenticeship them on how to accompany added bodies into the campaign. For this, you’ll be activity aback to Zapier and actualize a simple two footfall Zap:
1) The triggering activity is afterlight a row in your Google sheet. Earlier I had you actualize an “updated” cavalcade in your Google sheet. You appetite this to be the cavalcade triggering the action, and you’ll change to the accepted date in adjustment to accelerate an email to that user. It additionally lets you apperceive aback anniversary recruiter aftermost accustomed an email.
2) The activity you’re triggering is an a Mandrill email, in it you’ll cull abstracts from your Google area including the users name, their accepted cardinal of recruits, and their altered articulation in adjustment to amend them on their advance and nudge them to allotment their altered articulation some more.
That’s the accomplished thing. Hopefully you acquisition it advantageous as you body your own Kickstarter campaign, and best of luck with your crowdfunding efforts!
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