How to send survey with PledgeBox

Send Backer Survey Through PledgeBox

1. Create Your PledgeBox Account

Sign up for a creator account.
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2. Connect with Kickstarter/Indiegogo Campaign

Option 1: By inviting PledgeBox as collaborator

  1. Choose Invite PledgeBox as Collaborator
  2. Click Yes, the invitation has been sent


Option 2: By KS credential

Login to your KS account and automatically import the campaign into your PledgeBox account.

Both methods achieve the same result. Regardless of which one you choose, we have stringent measures to safeguard your privacy, ensuring that no unauthorized access or disclosure will occur.

3. Survey Checklist  

Once you have successfully imported your campaign data, you are now at the main dashboard. Take the Check List as your guide to finish the whole setting-up.


4. Config & Send the Survey

4.1 Set Up Products

Go to Products to see all your KS product and add-on items



Click edit and update your products with:      

  1. Photos
  2. Descriptions
  3. Variants (optional) 
  4. Weight & size (optional) 



Set up upgradeable variants to apply an additional surcharge to any chosen variant. If backers select the upgraded variant, they will be required to pay the adjusted price that includes the specific surcharge.



Confirm the quantity of products included in each reward



Upsell the product in the survey


4.2 Review & Update Rewards (if needed)

Review rewards

Go to Reward Setting to review all your set rewards.




Click edit to change the current reward setting. 


To edit the reward shipping fee setting, you can update the new shipping fee table at the bottom.



Two options are available for you to set up the shipping fee

  • By item

  • By weight

Backers must pay the increased shipping fee difference during the survey. For example, if the original fee was $10 and has been updated to $20, backers need to pay the $10 difference.


Review Pledges

Review your backers' pledges by clicking the order lines. 

Use the filter function to search pledges/orders by country, reward levels, status, etc.


On the order detail page, you can perform various actions, including: 

  1. updating reward and backer information 
  2. offering coupons 
  3. issuing refunds (only for payments received through the PledgeBox survey) 
  4. canceling/locking/unlocking orders
  5. previewing the survey page as the backer

4.3 Review Add-ons in PledgeBox Survey

After configuring your products and choosing add-ons for upselling in the survey, review from the backer’s perspective and set up the upsell revenue method. 


PledgeBox Add-ons

Manage and customize the display order and pages of your upsell add-ons.



Receive Payment

PledgeBox supports Stripe and Paypal for creators to receive upsell funds directly into their accounts.



4.4 Review and Send

Preview as Backer 

There are two interfaces available for you to preview the survey as a backer. 

  • Kickstarter Import -> Backer List - Orders

  • Review and Send -> Preview as Backer




You can also: 

  1. select the thumb photo in the invitation email
  2. set the survey deadline (optional)
  3. customize the email headers and content

By default, PledgeBox will use the Kickstarter cover photo and account name in the email.


Smoke Test

You can also send a smoke test (to 5% of the overall backers) and check the result before a full rollout. Feel free to ask for our assistance in double-checking the survey settings. 


3. Send Survey Check all your survey settings details through the checklist. If it is green all the way, it's good to go!


Send Survey

Check all your survey settings details through the checklist. If it is green all the way, it's good to go!


5. Download the Survey Result

Download backer orders with product choices, shipping addresses, and add-on purchase records through the Download Center function in PledgeBox.




6. Additional Tools


7. Upload the Tracking Code

Once you've obtained and exported the order information for backers, the next step is shipping. Simply click the Upload a XLSX Here button to upload the tracking code list (you can download it from the logistics company).  

Once uploaded, the system will automatically send shipping notifications to the backers and keep them update on the latest status. 


8. How it looks for backers

After you send out the survey, each backer will receive a unique link leading them to their survey page.

Four steps for backers to complete the survey:
Step 1: Confirm the pledge reward on your campaign
Step 2: Buy the add-on products (optional)
Step 3: Fill in the address
Step 4: Confirm the selection, shipping fee and delivery address, and complete the payment(ifneeded)



8. How it looks for backers

After you send out the survey, each backer will receive a unique link leading them to their survey page.

Four steps for backers to complete the survey:

Step 1: Confirm the pledge reward on your campaign

Step 2: Buy the add-on products (optional)

Step 3: Fill in the address

Step 4: Confirm the selection, shipping fee and delivery address, and complete the payment (if needed)



9. Delivery status

After you ship out the rewards and upload the tracking code in PledgeBox, the system will send the delivery status to the backers.

9. Delivery status

After you ship out the rewards and upload the tracking code in PledgeBox, the system will send the delivery status to the backers.


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