How to send tracking numbers/shipping info to backers? - PledgeBox

How to send tracking numbers/shipping info to backers?

Upload tracking details after you send the survey. The upload can change order status and send shipping emails. Check the file and notification setting before you upload.

1. Download the current template

  1. Open your project.
  2. Go to Tools → Shipping Info.
  3. Download the template for PledgeBox ID or KS ID. Use the identifier that matches your records.

Download the PledgeBox ID template · Download the KS ID template

2. Fill in the shipping rows

The PledgeBox ID template has these columns:

  • PledgeBox ID: the order identifier. Keep leading zeros.
  • Courier Code: use the code from the template’s courier name sheet.
  • Tracking Code: the parcel tracking number.
  • Partial Shipped(Optional): enter Y for a partial shipment when you need to retain previous tracking numbers.

Check the example - shipping & lock and example - only lock sheets before preparing your file. Use the upload sheet for your order rows. Do not upload sample orders.

3. Choose the result and notification

  • Tracking provided: the page states that affected orders become Shipped & Locked.
  • Lock only: follow the template’s only-lock example. It uses / for Courier Code and Tracking Code.
  • Multiple parcels: use Y in Partial Shipped(Optional). This preserves earlier tracking details when you add a later tracking number.

The Send the Shipping Tracking email to backers. checkbox controls email notifications. It is selected by default in the current screen. Clear it if you do not want to send shipping emails.

Shipping Info screen. Red outline highlights the shipping-email checkbox and XLSX upload button.
Check the email checkbox before uploading tracking.

4. Upload and check the result

  1. Check every identifier, courier code and tracking number.
  2. Check the notification checkbox.
  3. Upload an XLSX file within the displayed 4 MB limit.
  4. Review the upload result.
  5. Open affected orders and check tracking details and order status.

Do not upload the same shipment again merely to check whether it worked. Review the order first. When adding another parcel, keep the partial-shipment setting consistent with the existing shipment.

Read the order-status definitions · Find or export PledgeBox IDs