Survey settings: recipients, display and shipping | PledgeBox

Survey Setting Tips

Use Survey Setting to control survey recipients, add-on display, address collection and shipping rules.

Open your project in Pledge Manager, then click Survey Setting near the bottom of the left menu.

Credit, Kickstarter add-ons and maximum shipping

  • Hide Positive Credit: hide positive credit in the survey. Backers may have extra credit from pledging more than the reward price, choosing a special reward or adding bonus support. Available extra credit can be used to buy add-ons when it is not hidden.
  • Allow backers to delete Kickstarter Add-on: allow backers to remove Kickstarter add-ons in the survey.
  • Maximal Shipping Fee: set a maximum add-on shipping charge. See How to set a cap value for add-on shipping fees for setup details.

The page states that enabling any of these three options affects all orders. Check the effect on your project before changing them.

Survey settings with Hide Positive Credit outlined in red

Choose which backers receive surveys

  • Do not send survey to backers failed to pay on Kickstarter: exclude backers whose Kickstarter payment failed.
  • Do not send survey to late pledge backers: exclude late pledge backers.
  • Send survey to late pledge backers as soon as the orders are imported: control automatic invitations for imported late pledges.
  • Do not send survey to Pledge Over Time backers: exclude Pledge Over Time backers.

Survey recipient and late pledge settings

Control product display and address collection

  • Do not fold products for display: control whether product lists are folded.
  • Disable Add-on Auto Display (Disable "Best Seller" Badge): hide the automatic Best Seller badge.
  • Disable Add-on Auto Display (Disable "How many backers bought it!"): hide the purchase-count display.
  • Only allow English Name in the survey shipping form: restrict the name field to English names.
  • Don't ask shipping address in survey form: skip address collection for the survey.
  • Don't collect shipping address for backers who only received digital items: skip address collection for digital-only orders.
  • Allow Local Pickup: enable local pickup.

Add-on display and shipping address settings

Shipping settings for survey orders

The Shipping Setting(survey orders only) section contains the weight unit, package-size unit and shipping-rule options.

  • System Weight Unit and System Package Size Unit: set the units used for shipping.
  • Set the Shipping Fee Based on Total Weight/Amount Per Order: configure order-level shipping rules.
  • Set different shipping fees for customized product groups: configure shipping by product group.

Shipping units and shipping calculation options

After changing survey settings, use Test Mode to check the backer flow before sending surveys.