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)



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. There are three methods for creating a landing page.
      - Start From Scratch: Begin with a blank canvas and design freely.
      - Duplicate External Page: Import and edit an external page or your own previous work.
      - Use Templates: Pick from our ready-made templates and customize instantly.

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.Fill in the Name, Path, and SEO Setting fields. Name and Path are required, while SEO Setting is optional.


6. To redirect leads to another page after they register or reserve, click the Setting button, and enter the target link in the Redirect URL field.


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

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 Form or Reserve Form in Shopify?

1. Find the form you want to use in the Landing Page - From section.
2. Create a new form

3. Click "Edit" to customize the form's style.

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

5. Log in to Shopify.
6. To use the form 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
 

7. To use the form 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.

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

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

10. Before using the Reserve form, you need to complete the following two steps:
① Forms - Setting - Pre-Launch Pledged Settings

② Set Reserve Amount and connect your Stripe payment account.


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

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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