PledgeBox
Prepare and send your backer survey
Check products, reward contents, shipping and payment settings before sending a survey to backers.
Before you start
Connect your campaign and review the imported backer orders. Prepare product SKUs, reward contents, shipping destinations and any additional charges.
Check imported orders
Confirm the campaign, rewards and original pledge amounts. Open representative backer orders to check that their existing reward contents are correct.
Set up products
Create the physical or digital products you need. Assign unique SKUs and any required variants. Check which products belong in each reward before enabling extra add-on purchases.
Review shipping and payment
Check shipping destinations and rates. Review tax settings and the connected payment provider when collecting additional money. Check your project's Pricing Plan for the applicable platform fees.
Preview the backer experience
Use Preview as Backer under Review & Send. Check variant selections, reward contents, address fields and the amount due. Review the survey invitation in Email Preview.
Send when ready
Finish the setup checks and review the intended recipients before sending invitations. Sending a survey is a separate action from previewing it.
Track completion and fulfillment
Review Survey Status and Order Status separately. Confirm payments, address restrictions and exports before handing orders to fulfillment.
Check the result
Representative orders show the expected products, shipping and amount due. The invitation links to the correct survey, and your team knows how to track responses and order changes.