Step 7 - Finalize Surveys

Customize Your Surveys

Now that all of your items, add-ons, incentives, and shipping are correctly set up, it’s time to fine-tune your survey and see what it looks like to your backers.

Preview Your Survey

To make sure everything looks right to your backers, you can preview the survey for each pledge level:

1. On the menu on the left, under 3. Review, click Preview Surveys.
2. Select the pledge level, country, and shipping status of a test backer.
3. Click Preview Survey

You’ll see the survey as your backers will see it. If something looks incorrect, go back to that section to make adjustments.

There are a lot of ways to customize a project setup. For more information about the other ways to take advantage of some of the powerful features of BackerKit, see our Best Practices.

Personalize & Preview Your Survey Emails

To add a personal touch, you may want to make some adjustments to the survey emails you send. You can change the name your backers see when they receive an email from you and add a small note. You can also add an image to your survey and survey email.

To personalize your emails and survey:

1. On the menu on the left, under 3. Review, click Preview Surveys.
2. Click the Survey Email tab.
3. Add any customizations for your emails and survey.
4. Under Add a survey deadline, be sure to enter the date the surveys are due. Once the deadline date passes, the date will no longer show on the survey reminders. This doesn't trigger anything to happen in BackerKit; the date is only used as an indication to backers of when you are going to lock surveys.
5. Click Save.
6. Tip: See what it will look like by clicking the "Preview how it looks" button

Let Your Backers Promote You On Social Media

Your backers think you’re great and want to tell the whole world. Make it easy for them to share your social media information after they finish their survey:

1. On the menu on the left, under 3. Review, click Preview Surveys.
2. Click the Social Media tab.
3. Add your social media information.
4. Click Save.

Support Other Project Creators

Do you have a few crowdfunding projects you love? Share them with your backers! Once your backers are done with their survey, we’ll show them up to three other crowdfunding projects of your choice.

To pick the projects you want to share:

1. On the menu on the left, under 3. Review, click Preview Surveys.
2. Click the Pay It Forward tab.
3. Add the web address of the crowdfunding project you want to share.
4. Click Add Project.
5. To preview how the projects you recommended appear to your backers, click the Preview the Share Page link.

Next Step:

Step 8 - Pre-Orders

Previous Step:

Step 6- Shipping