Use Review & Send in the project sidebar for the first survey rollout. Complete the setup and preview before sending an invitation.

Check the survey

1. Review the project Check List.
2. Open Review & Send → Review Reward Levels.
3. Check product mapping, variants, add-ons, shipping, taxes and payment setup.
4. Open Preview as Backer and review the survey and invitation email.
5. Review reward and project-level survey exclusions.

Send a Smoke Test first

Open Review & Send → Smoke Test. The current page states that a smoke test sends surveys to 5% of backers from each pledge level.

Review the checklist and affected audience before using Send Smoke Test. This sends real invitations to that test group. Check their results before sending to the remaining backers.

Send the remaining invitations

1. Open Review & Send → Send Survey.
2. Review Survey Details, the waiting-invitation count and reward-level sending settings.
3. Resolve any incomplete setup shown on the page.
4. Click the final Send Survey button only when the survey and audience are ready.
5. Review the send result and subsequent invitation history.

Menu items depend on the project’s sending stage. After rollout, use the relevant resend or reminder workflow for existing orders instead of assuming that the first-send menu remains available.

Check List · Survey and email preview · Reminders · Email an individual backer