Launch Guide

A step-by-step guide to getting surveys set up, customized, and launched.

Launch Guide Overview

The Launch Guide was created to help guide creators through the survey setup process. Following the Launch Guide will help ensure that your surveys are setup properly to collect the information neede…
Updated 5 years ago by Cristina Mihalik

Setup Overview

Here's an overview of the survey setup and post-survey tools; this guide follows the order below for the most efficient way of getting a great survey going for your backers, and getting the most out…
Updated 5 years ago by John Bell

Setting Up Your Account

After receiving and accepting your invitation to Crowd Ox (and as long as you have an active project on Kickstarter or Indiegogo), you'll be greeted by a Welcome to Crowd Ox page, which will ask you…
Updated 3 years ago by John Bell

Setting Up Products

What are products? Products are the deliverables you'll be sending to your backers, whether it's individual items (physical or digital) that they've pledged for, or items you're offering as add-ons.…
Updated 5 years ago by John Bell

Setting Up Questions

If you want to know how your backers found your campaign, or what they'd like you to make next, the best way to find out is to ask them - and the Questions page is how you'll do that. Let's get start…
Updated 5 years ago by John Bell

Mapping Products and Questions to Configurations

Once you've created your products and, if applicable, some marketing questions, it's time to get them mapped to your configurations! Mapping products to configurations will allocate the products that…
Updated 5 years ago by John Bell

Adding and Editing Shipping Rates

There are two place where shipping rates can be applied: Configurations and Products. Configuration shipping rates apply to the whole configuration, no matter what products are (or aren't) in it. If…
Updated 4 years ago by John Bell

Mapping Products to Extras

If you plan to offer add-ons to your backers (or if you already have promised them in your campaign), you'll need to map the products you want to offer to your survey's Extras page. There are a few d…
Updated 5 years ago by John Bell

Backerclub, Backerland, and other Special Offers

If you've offered special offers for membership clubs, such as Backerclub or Backerland, we have some different ways of handling these, depending on the offer and the number of backers who have taken…
Updated 5 years ago by John Bell

Survey Settings

When you first signed into the platform, we asked you to do a few things, like authorize us to import your orders, and provide some basic information (such as your support email). If you skipped that…
Updated 5 years ago by John Bell

Importing External Orders

If you took pre-orders on an external site, such as Shopify, and want to integrate those orders with your other orders, we may be able to help! You'll need to export your orders from your external sy…
Updated 5 years ago by John Bell

Setting Up A Pre-Order/Late Backer Page

Your campaign is about to be over, and you'd like to continue taking pledges. Setting up a pre-order page (sometimes called a late-backer page ) is easy, and you'll continue to reap the benefits of y…
Updated 5 years ago by John Bell

Review & Survey Launch

Once you have everything set up to your liking, you're just about ready to go. However, humans can miss things, so before you send out your surveys, we'd like to take a quick look at the setup, just…
Updated 5 years ago by John Bell

Monitor Your Progress with the Stats Page

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, products selected in comp…
Updated 5 years ago by John Bell

Working with Filters and Orders

Once your surveys have launched, you'll be able to work with filters to locate specific orders, and then you can take action on those orders, including refunds, adding credits, and changing some info…
Updated 5 years ago by John Bell

Data, Exports, and Fulfillment

Your surveys have been live for awhile, and it's time to start gathering data and fulfilling orders. We have tools to help with gathering all of your completed orders for fulfillment, as well as coll…
Updated 5 years ago by John Bell

Getting Help

If you have a question about something not in this guide, or need clarification on something you read, you can reach us in a couple of ways. Email. This is the best option. Email us at hello@crowdox.…
Updated 5 years ago by John Bell
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