The project’s Check List summarizes the setup items to review before sending a survey. Open it from the left menu of your Pledge Manager project.

What to review

• Campaign status and imported campaign information.
• Your selected pricing plan.
• The creator support email shown to backers.
• Products and their required settings.
• Products mapped to reward levels.
• Products offered as add-ons, if applicable.
• The connected account for receiving additional payments, if needed.
• The invitation email template.

Use the checklist

1. Read the current result for each item.
2. Click Edit beside an item that needs work.
3. Save the setting in its own page and return to the checklist.
4. Preview the survey and email before sending.
5. Resolve any blocking validation message shown by PledgeBox during setup or sending.

Optional survey features do not apply to every project. Do not treat every possible setup action as mandatory, and do not assume that all checklist checks or system requirements are optional.

The checklist is a setup guide, not a replacement for checking your products, shipping, tax, payment settings and invitation from the backer’s perspective.

See Preview the survey and Send Backer Survey Through PledgeBox.