Account Setup

Help with connecting your accounts and importing backer orders.

I've signed up with Crowd Ox. What's next?

You have signed up with Crowd Ox! Now what? Once your project is added to our platform, you'll receive an invite email to create your login password. After you are logged in, setup can begin. It's ne…
Updated 5 years ago by Cristina Mihalik

How to Connect your Kickstarter or Indiegogo Account

Connecting your Kickstarter and/or Indiegogo account allows us to import campaign details needed to manage backers and surveys. We will import your reward levels, shipping (if applicable), and order…
Updated 4 years ago by Cristina Mihalik

Importing your External Backers

If you took pre-orders on an external site (Celery, Shopify or Squarespace) and want to integrate those orders with your other orders, we may be able to help! You'll need to export your orders from y…
Updated 5 years ago by Cristina Mihalik

How to Add or Update Your Account Billing Credit Card

A credit card is needed under Account Billing Info to process Per-Backer Fee payments, as well as any setup or development fees agreed upon. You can add your credit card information by following thes…
Updated 5 years ago by Cristina Mihalik

Accepting Backer Payments Through the Survey

In order to collect payment in your survey for upgrades, shipping fees, and any extras purchased, you will need to connect your Stripe account for credit card payments. Under the Settings menu item,…
Updated 3 years ago by Cristina Mihalik

PayPal Marketplaces

PayPal Marketplaces. PayPal Marketplaces is a new platform-centric payments system, which is more "crowdfunding" friendly. Marketplaces is more crowdfunding friendly because it allows you, the projec…
Updated 5 years ago by Cristina Mihalik

Centless Currency Support

Crowd Ox now fully supports projects in a currency without a decimal system. Majority of projects raise funds in a currency that uses a two-point decimal system. However, there are some projects rais…
Updated 5 years ago by Cristina Mihalik

How to Change Your Crowd Ox Account Password

If you need to change your Crowd Ox account password, you can do so by following these steps: 1) Log out of your account. The logout option is found at the bottom of the left menu 2) Click the blue '…
Updated 5 years ago by Cristina Mihalik

How to View Account Billing Invoices

Payments processed using the billing credit card on file will generate a downloadable invoice. Here are the steps to accessing your invoices: 1) Click on Account. Account is found toward the bottom o…
Updated 5 years ago by Cristina Mihalik

How to Add Administrative Users

To provide others within your organization with access to the project and survey setup, you'll need to invite the user. Access cannot be restricted to specific areas within the software, all users wi…
Updated 5 years ago by Cristina Mihalik

Crowd Ox Survey Review & Launch

After you've gone through the Launch Guide and addressed or acknowledged each section, it is time to request a review. To help with understanding the review and launch process, we've included some no…
Updated 5 years ago by Cristina Mihalik
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