Getting Started with Pre-launch Kit

Getting Started with Pre-launch Kit

Welcome to PledgeBox's Pre-launch Kit module! This tool helps you build beautiful, high-converting pages to collect leads and pre-orders with ease.

Create a Project

1.Navigate to the Pre-launch Kit tab and click Create Project.



2. Fill in:

  • Project Name

  • Platform (Kickstarter / Indiegogo)



3. Set Up Integrations


Landing Page

InfoUse our drag-and-drop builder to create custom pages—no coding needed.
1. Click the "New Page" button to create a new page.


2. Fill in the Name, Path, and SEO Setting fields. Name and Path are required, while SEO Setting is optional.
InfoNote: The Path must start with a “/”.


3. Next, you can easily and quickly build your page by dragging and dropping components.


4. You can also use our pre-designed Blocks to collect Active Leads and Reserved Leads information. Simply drag and drop the Blocks onto your page.

5. To redirect leads to another page after they register or reserve, go to Landing Page - Widget, click the Update button, and enter the target link in the Redirect URL field.

6. If you're using the Reserve Widget, set the Reserve Amount in Tools Settings > General Settings, and enter your Stripe API information in Tools Settings > Integration.



You can view all the pages you have created in the Landing Page List.



Dashboard

1. Track your campaign’s performance in real-time:
  • Visitors
  • Leads
  • Reservations
  • Traffic Sources

2. Leads Preview、Reservation Preview

3. App Integrations


Analysis

Data Details:Welcome Email, Reserve Email, Reserve, Popup Click, Country


Lead

1. Active Leads
View details of all users currently engaging.

2. Reserved Leads
Monitor who made reservations and process refunds if needed.


3. Survey Leads
Analyze answers and bounce rates for each question.


Email Notification

Set up automated email flows:

1. Settings Include:

  • Send email in 1 minutes after lead signup

  • Email Display Name

  • Default From Email Address



2. Email Sending Options
Option A: ✉️ System Send
Using default email address to send emails 



Option B: Mailchimp Send

  1. Log into your Mailchimp account

  2. Get your API Key

  3. Set up email templates

  4. Paste template names into PledgeBox


Other Feature

Survey Lead Setting

Use our flexible survey editor to collect customer insights.


      Question Types:

  • Name, Email, Phone

  • Text

  • Single / Multiple Choice

  • Picture Choice

  • Rating

  • Payment

  • Statement (display only)


Tools & Settings

 Redirect link after project ends & Script Code block for developers

Intergration

Intergration: Google Analytics, Facebook, Mailjet, Mailchimp, Stripe, Twitter, Klaviyo


      

Domain Management

Connect your own domain to give your page a professional look.
      1. Click Add Domain
      2. Enter your domain and click Submit
      3. Log in to your domain registrar's management console and add the DNS records to verify domain ownership

How to use the Lead Widget or Reserve Widget in Shopify?

1. Find the widget you want to use in the Landing Page - Widget section.

2. Click "Edit" to customize the widget's style.


3. After saving, click "Copy Script URL".

4. Log in to Shopify.
5. To use the widget in your Online Store:
① Click "Customize" under Online Store to enter the theme editor.

② Click "Add Section" and select "Custom Liquid".

③ Paste the link copied in Step 3
 

6. To use the widget in a page builder app such as PageFly Page Builder:
① Open the page editor in the app.
② Select the HTML/Liquid element and drag it to your desired location.
③ Open the code editor.
④ Paste the link copied in Step 3
⑤ After saving, you can preview the page and see that the widget has been added.

7. Once saved, the widget is added to your page. You can then view Active Leads and Reserved Leads under the Leads section.

8. If you later want to update the widget’s style, just edit and save it in the Landing Page - Widget section. The changes will automatically reflect on your page without repeating the above steps.

9. Before using the Reserve widget, you need to complete the following two steps:
① Tools Settings - General Settings; Set Reserve Amount
② Tools Settings - Integration; Connect your Stripe payment account.

10. To use the Lead Widget together with the Reserve Widget—so that users are redirected to the Reserve page after registration:
① Insert the Reserve Widget into your Reserve page.
② Go to Landing Page - Widget and click "Update" on the Lead Widget.

③ Fill in your Reserve page link as the Redirect URL.



You're All Set!
Launch your page, watch the leads roll in, and convert with confidence.
Need help? Contact our support team team or browse more guides.


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