Filters on PledgeBox - PledgeBox

Filters on PledgeBox



PledgeBox supports you to filter out the orders by various filter conditions.

1）  Backer Info
2）  Survey Status
3）  Order Status
4）  Segment(s) 
5）  Rewards
6）  Pledged Time
7）  Complete Time
8）  Payment Amount
9）  Balance
10)   Add-on(s)
11）SKU(s)
12）Reward Upgraded
13）Tax
14）Dispute
15）Country/Region
16）Source
17）Apple ID
         18）Fulfillment
         19）Late Pledge
         20）Note

1. Survey Status



Not Invited - Survey has not been sent.
Pending - Survey has been sent but has not been opened yet.
In Progress - Survey has been sent and backers opened it.
Completed - Survey is completed.
Canceled - The order has been canceled by the creator, and backers will not receive any email notifications.
Dropped - Backers failed to make payment on Kickstarter. The backer will receive a survey invitation. There’s 0 credit in the order and the backer needs to pay the full price of the reward (and shipping fee) to complete the survey.

2. Order Status




Unlocked - backers can edit the survey.
Locked - backers can review the survey, but cannot update it.
Shipped - Creator has uploaded shipping info of the order.
Refunded - Creator refunded the order.
Upgraded - Backer has upgraded to the current reward from a lower-priced reward.


3. Segment(s)


After filtering out a batch of orders, creators can save them as a Segment. These saved segments can be filtered.


4. Rewards


Each reward level in the campaign.

5. Pledged Time


The time backers pledged on Kickstarter.



6. Complete Time


The time backers completed the survey on PledgeBox. Each time backers re-complete the survey, it will be updated.

7. Payment Amount


Amount paid by backer on PledgeBox.



8. Balance


The balance of the order, you can freely filter out the orders that balance is greater than 0, less than or equal to 0, even filter out the orders with credit or with no credit.


Greater than Zero: Backer paid more than the current order amount.
Less than Zero: The order has yet to be paid.
Equal to Zero: No balance need to be paid.
With Credit: The order that creator has added credit/coupon for the backer.
With No Credit: The order that creator has not added credit/coupon for the backer.


9. Add-on(s)



KS/IGG add-on(products that backers can buy with their rewards on KS/IGG) & PB add-on(The products that you set on PledgeBox and allow backers to buy extra during the survey) & With Gifts(The gift you create is a free product to a specific group of people.).

10. SKU(s)

When you select the SKU in the checkbox, all orders containing the selected SKU will be automatically filtered.

11. Reward Upgraded


The current reward have been upgraded from a lower-priced reward in the order.
Related Article: Reward Upgrades Setting

12. Tax


Orders with tax:

PledgeBox allows you to set up Tax, VAT, and Customs Duty based on the total price of the Reward, PledgeBox add-ons, and shipping fees that backers have purchased. You can charge tax based on the country and the backers will need to pay the extra fees before they can finish the survey.

Please refer to this article for more details: How do I set the Tax and VAT

13. Dispute


All orders disputed with the credit card company.

14. Country/Region


Filter orders by country/region of receipt.

15. Source


Order source (From Kickstarter/PledgeBox/Pre-order)



16. Apple ID


Order email with Apple ID

Issue: Backers, who have used their Apple ID to pledge the campaign without setting up their Apple Pay account (linking their email address to their Apple Wallet), will not be able to receive emails from PledgeBox directly.

Solution: Please follow the introduction below to fix it.
Apple ID Backers

17. Fulfillment


Those orders that are pushed to fulfillment on PledgeBox.

Related Article: How to push the survey result to shipping vendors?

18. The relationship between the filters

  1. If there are more than one filters, the relationship between them is "AND"
For example,



This will filter out all orders that have a survey status of pending and order status of unlocked.

  1. If there are more than one options, the relationship between them is "OR".
For example,






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