How to send survey with PledgeBox

Use this guide to prepare and send a Pledge Manager survey. Follow the linked task guides for detailed settings.

1. Create your creator account and connect the project

Sign in at PledgeBox Creator. Connect the correct Kickstarter or Indiegogo campaign using the options shown for that platform. Check the campaign, imported rewards and backer data before continuing.

Review the requested access before authorizing a connection. See the PledgeBox privacy policy for the published data-handling terms. Do not send platform passwords or API secrets to support in email or screenshots.

Project connection wizard with the campaign URL field outlined in red — Connect the intended campaign, then complete the connection and import stages.

2. Review the project checklist

Open Check List. Review the campaign import, pricing plan, support email, products, reward mapping, add-ons, payment account and email template. Use the Edit buttons to correct settings.

Optional features depend on your project. Resolve the system’s blocking validation messages before sending. See What is the Checklist?.

3. Set up products and rewards

Check product names, images, descriptions, variants and included quantities. Review each reward’s product mapping and shipping settings. If you offer paid upgrades, check the price change in a preview.

Use Products and Add-ons, Product Variants and Reward shipping fees.

Product type chooser with Physical and Digital outlined in red — Select the correct product type before configuring reward mapping and optional add-ons.

4. Configure optional add-ons, shipping and tax

Choose which add-ons are available to each reward, set prices and purchase limits, and review shipping rules. Check the order’s existing pledge credit against the final charges.

Apply tax settings that fit your project’s requirements. A software calculation setting does not determine your legal tax obligations. See Add-on shipping, Tax settings and Survey Setting Tips.

5. Connect payments and prepare the invitation

Review the creator’s connected payment account before collecting additional amounts. Check the support email, invitation subject, sender information, content and any survey deadline.

Use Payment setup and Invitation email settings.

6. Preview before sending

Open Review & Send → Preview as Backer. Check reward variants, add-ons, destination, shipping, tax and the final balance. Review the email preview separately.

A preview does not save or complete a real backer order. PledgeBox Test Mode and a smoke test are separate tools with different purposes. See Survey and email preview and Test Mode.

7. Review the recipients and send

Check who will receive the invitation and resolve any blocking validation messages. If you use a smoke test, review its selected recipients and results before the wider send. A smoke test sends invitations to real backers; it is not the same as previewing a page.

Before the final send, check the project, recipient count, invitation and payment settings again. See Where to send surveys and Reminders and resending.

Smoke Test explanation with Send Smoke Test outlined in red — A smoke test sends real invitations to 5% of backers from each pledge level. Review the results before the wider send.

8. Track responses, export and fulfill

Monitor Survey Progress and use Survey Status to understand responses. Export the intended orders from Download Center.

Before uploading tracking information, check the target orders, file columns and notification controls. Follow Tracking and shipping notifications. A completed survey and a shipped order are different states.

Backer experience

Backers review the reward, choose optional add-ons, enter shipping details and confirm the final order. Payment is required only when an amount is due. For backer-facing instructions, use Complete your survey.

For an overview of surveys, add-ons, shipping and fulfillment, explore Pledge Manager features.