How to Manage Late Pledges in PledgeBox

How to Manage Late Pledges in PledgeBox

Managing Late Pledges in PledgeBox can streamline your workflow and ensure you stay on top of your orders. Here's a step-by-step guide to help you navigate the process effectively:


1. Enabling Late Pledge on Kickstarter

When you enable the Late Pledge feature on Kickstarter, PledgeBox will automatically refresh and import these orders into the backend daily until the Late Pledge period ends.


2. Displaying Late Pledge Rewards


Rewards set for Late Pledge will have corresponding tags displayed in PledgeBox, making them easy to identify.




           3. Viewing Late Pledge Price Set Up

             Once you have set up late pledge prices, PledgeBox will automatically import the prices from Kickstarter.






4. Viewing Late Pledge Orders


To view Late Pledge orders, go to Filter > Late Pledge. When you click on the order details, you will see the Late Pledge label in the Source section.




5. Sending Surveys for Late Pledge Orders


By default, PledgeBox will automatically send surveys to Late Pledge orders. However, you can click the button to disable survey sending temporarily.



6. Managing New Late Pledge Orders Post-Survey

If new Late Pledge orders are generated after sending the survey, Pledgebox can send surveys to backers once orders are imported by the following settings:

 Otherwise, pledgeBox will automatically send surveys to these orders on Monday.

Notes
Note: When you are ready to send surveys, if Late Pledge orders have already been generated, clicking send survey will send surveys to all orders. However, if Late Pledge orders are generated after you have sent surveys, PledgeBox will automatically send surveys to these new orders on Monday.

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