Summary

A backer's survey experience is dependent on the specifications defined during the survey creation process. This process involves 1) selecting a pledge level (backer group) to create surveys for, 2) designating the Shopify collection relevant to the pledge level, 3) choosing a survey type, and 4) assigning a survey credit value based on the product quantities and their associated price and shipping cost. Reward descriptions used in the survey notifications are also defined in this process.


On this page:

Feature overview

Survey creation process

Pledge level (backer group)

Collection

Survey type

Product quantities

Reward descriptions

Review

Shipping




Feature overview

Creating surveys relies on information pulled in from a Shopify store and the specifications assigned to a backer group. Surveys are created by designating product quantities within a collection to relevant backer group. Surveys should only be created once all product and collection details are set and accurate in Shopify. The following parameters are used to create surveys for a backer group:

  • Pledge level (backer group)
  • Shopify collection
  • Survey type
  • Product quantities
  • Reward description(s)

Important

Details related to a product's cost (including those associated with shipping)should never be changed once a survey has been created.





Survey creation process

The survey creation process is used to determine a backer's survey credit value, the landing page on which to direct them and create a short description to be used within survey notifications. The following parameters must be defined to create surveys for a backer group:

  • Pledge level (backer group)
  • Shopify collection
  • Survey type
  • Product quantities
  • Reward description(s)




Pledge level (backer group)

Choose the pledge level (backer group) for which surveys should be created.




Collection

The selected collection will serve as the survey landing page for the chosen backer group. The information for products that belong to the collection will be available for use within the survey creation process.


Collections utilizing the survey template will have their title labeled with (survey) for convenience at this stage.


Only products labeled as product type 'reward' will be imported for use within the survey creation process.




Survey type

Crowd Control surveys function by providing backers with either a gift card- or discount-based survey to facilitate a payment-free experience for backers for a store. Both discount- and gift card-based surveys have strategic applications, the use of which is dependent on the needs of each business, project, and/or pledge level.


A pledge level can only use one survey type for all backer surveys.


See more information regarding gift card vs. discount survey types.




Product quantities

The quantities specified for a product in this stage determine, in part, a backer's survey value. The product title for any item with a quantity of one or more will be automatically populated in the reward description below.


Note

Product quantities greater than 1 generally require the use of the reward bundle feature.




Reward description(s)

The text shown here will be displayed within the survey notification for backers of this pledge level. The product title for any item with a quantity of one or more will be automatically populated in the reward description field. This text can be altered as needed.


Additional reward description fields can be added as needed.


Reward descriptions must be confirmed as accurate in order to proceed beyond this stage.




Review

Survey specifications for a backer group must be reviewed and approved before the survey creation process can be completed for the pledge level. The review page displays the following details for confirmation:

  • Pledge level for which surveys will be created
  • Product quantities being used to create survey credit value
  • Shipping costs associated with the defined product quantities as defined by Shopify settings
  • Total survey value (product costs + shipping costs)


If all details are correct, click the checkbox to confirm then 'create' to continue. If details need to be adjusted, click 'edit' to return to the previous page to resolve. If the product/shipping information from Shopify is not correct, the details should first be changed in Shopify followed by refreshing the web browser before resuming survey creation.


Shipping costs + product costs = survey value

The value of the discount or gift card code created for a backer's survey is calculated as if creating a theoretical order on a store using the defined product quantities combined with any associated shipping costs per store settings as related to the discount/gift card functionalities of Shopify. 


Continue reading shipping (below) for additional information on this subject.





Shipping

The bottom table of the review page displays the shipping zones associated with the specified product information above it segmented by the applicable countries defined on a store. 


Applicable flat-rate shipping costs will be included in a gift card-based survey's value based on the specified product details combined with the shipping country for a backer's pledge. Only flat-rate shipping costs can be included in a gift card-based survey's value (i.e. carrier-calculated rates are excluded).


Credit for shipping costs cannot be included with discount-based surveys or when using carrier-calculated rates. The application assumes that backers are responsible for paying related shipping costs during checkout when using discount-based surveys or carrier-calculated rates.


Note

All backer countries must be represented within the shipping settings of Shopify. If a backer's shipping country is not represented on a store, not only will they not receive a shipping credit for their survey (when applicable), but they will not be able to complete checkout for their survey.