Managing Backers
How to help backers to change email?
Go to ‘Kickstarter/Indiegogo Imports’ > Click ‘Backer List - Orders’ Use the search function to filter the target the order. Click the button as the picture shown to edit email.
How to send tracking numbers/shipping info to backers?
PledgeBox supports creators to upload tracking code to backers after sending out the survey, and synchronize shipping progress to backers via email notification. 1) Please go to Tools -> Shipping info. 2) Download the tracking file template. 3) ...
What to do when a backer reports failed payments on survey?
Creator side: 1. Please check your Stripe/PayPal account status. Make sure it is active and able to receive payment. 2. Go to " Dashboard " > " Download Center " > " Transaction Export " to see if there is any successful transactions since the backer ...
How to get backer Invoice?
Signup and login as a backer, click ‘I’m a backer’ for viewing all the projects you have backed. Once you complete a survey, the ‘Invoice’ button will show up. Click it to download the invoice. 1) Login PledgeBox Backer account. ( CLICK HERE to ...
How to offer coupon/credit for backers?
To provide coupons/credits for backers to pay for shipping fees/add-ons, please follow the instructions below. For an individual backer 1）Go to ‘Kickstarter Imports’/ ‘Indiegogo Imports' > Click ‘Backer List - Orders’ 2）Enter the order you want to ...
What is a PledgBox ID (PB ID) and how to download orders with PledgeBox ID ?
Backers can only find their PBID in the confirmation emails and PledgeBox accounts, so the PBID can be used to confirm their identity as well. PB ID is the internal ID for each of your pledge/order. Like Kickstarter pledge sequence number, It is ...
Popular Articles
Order Status
There are 5 order statuses on the PledgeBox system. Upgraded, Refunded, Unlocked, Locked, and Shipped. Upgraded - Backer has upgraded to the current reward from a reward with lower price. Refunded - Creator refunded the order. Unlocked - backers can ...
What if I don't see the email yet? (I didn't get my survey)
Check your spam folder. If you use Gmail, sometimes your invite will go to your "Promotions" tab. If you still can't find it, search your inbox for "PledgeBox" If that doesn't work: 1）Click - https://survey.pledgebox.com/user/register 2）Signup and ...
Book PledgeBox Newsletter Boosting
How to join such a strong crowdfunding community with over 400K subscribers from Kickstarter? Book PledgeBox Newsletter Boosting PledgeBox's newsletter has been approved as an efficient channel to boost Kickstarter & Indiegogo alive campaigns. But ...
PayPal Setup for Receive Payment
How to Setup PayPal account to Receive Payments on surveys. PledgeBox supports two ways for creators to receive payments: Stripe and PayPal. The set up with Stripe is straightforward, while someone may find PayPal could be a little bit tricky. This ...
Meanings of 4 Reward Shipping Fee Setting Methods
PledgeBox supports creator to charge the reward shipping fee according to the following four methods. 1) Based on Reward Level 2) Based on Reward Weight 3) Based on Total Amount 4) Based on Package Weight 5) Tips Please refer to How to set up ...