Project Settings

Managing and using the options within the project's settings.

Understanding Project Settings

Within Project Settings you'll find many options to help tailor your project, such as how shipping is charged, required order information and backer change access. A brief description of each of the…
Updated 5 years ago by Cristina Mihalik

How to Add your Google Analytics ID

When activating the pre-order page for your project you can add your Google Analytics ID to easily track where the backer accessed the pre-order link. Adding a tag (UTM parameter) to your pre-order u…
Updated 4 years ago by Cristina Mihalik

How to Access and Use the Column Chooser

When viewing the Orders page, for example, you'll see column headers identifying the information liste. There may be times in which you would like to view additional information. The Column Chooser w…
Updated 4 years ago by Cristina Mihalik

Using Crowd Ox Stats

Using Crowd Ox Stats. The Stats dashboard gives you an overview of the progress of your surveys. You can drill down a little deeper on stats you're interested in, such as survey completion rates, pro…
Updated 5 years ago by John Bell

Using Product Stats

Product Stats can be useful when you are in the production process and looking to get an idea of how many of each product, variant or sku have been accounted for during the surveys. How to use produc…
Updated 5 years ago by Cristina Mihalik

Create, Map, and Export Marketing Questions

The surveys can be a great place ask your backers marketing questions. In the steps below, we will show you how to create marketing questions, how to add them to the survey, and how to export the que…
Updated 5 years ago by Cristina Mihalik

How to Add Sales Tax, VAT, and Customs

For some projects, collecting Sales Tax, VAT (Value Add Tax) and Customs Duty is necessary. This will apply to all product charges in the project. You'll set up sales tax, VAT, and customs duty tax c…
Updated 5 years ago by Cristina Mihalik

How to Install an App

Accessing only the tools you need is now easier with Apps. Apps can be used to access certain email templates (click here for more info). Apps are also used to accept PayPal payments, and access Digi…
Updated 5 years ago by Cristina Mihalik

Survey Theme Editor

The survey theme allows you to customize the theme of the survey to fit your campaign. You can also add a custom message to the top of each page of the survey to relay important information (click he…
Updated 5 years ago by Cristina Mihalik

How to Close the Surveys

Closing surveys prevents 'Invited' or 'In Progress' status orders from completing their survey. Backers who have completed their survey will not be able to reopen their survey to make changes. Howeve…
Updated 5 years ago by Cristina Mihalik

Survey Messages Editor

Messages are used to share important details to the top of a page within the survey. An individual mesage is not needed for each page, only as needed. This is most commonly used when providing a link…
Updated 5 years ago by Cristina Mihalik

Setting up the Late Pledge Page

You can allow backers who missed the Kickstarter or Indiegogo campaign the option to still pledge our project, by enabling your Late Pledge page. If you intend to offer pre-order pledge levels and ad…
Updated 3 years ago by Cristina Mihalik

How to Start Accepting Pre-Orders

Once you've set up your pre-order page , you are one step closer to accepting pre-orders. To make the pre-order page live, you'll lneed to "Start Taking Pre-Orders". This simply means that the page i…
Updated 4 years ago by Cristina Mihalik
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