Use the project Check List and the setup pages below to prepare your survey. Review all nine areas before sending invitations.
1. Confirm rewards
Check imported rewards, included products and quantities under Reward Setting. Open the checklist guide.
2. Configure product variants
Check sizes, colors, generated SKUs, defaults and available quantities. Set product variants.
3. Configure PledgeBox add-ons
Set add-on prices, availability, purchase limits and eligible rewards. Create products and add-ons.
4. Check shipping
Review reward shipping, add-on shipping, destinations, units and any order-level method or maximum fee. Reward shipping · Add-on shipping.
5. Review positive credit
Decide how imported positive credit should be treated. Check the all-order impact before changing the setting. Hide Positive Credit.
6. Review taxes
Check the applicable destinations, rates and exclusions in Tools → Survey Taxes. Survey tax setup.
7. Configure payment collection
Open Dashboard → Receive Payment. Check the intended receiving method, account and fee terms. Payment setup.
8. Test representative orders
Use the survey preview and Test Mode. Check a typical reward, variants, add-ons, shipping, taxes and remaining balance. Test Mode and a Smoke Test are different: a Smoke Test sends actual invitations.
Test Mode · Survey and invitation preview
9. Review and send
Check reward mappings, invitation content, support email, exclusions and the final audience. Review Smoke Test results before a full rollout.