There are four essential steps to creating backer surveys. A summary of these steps can be found below with more detailed information available in the following pages.
Rewards & perks
- Products to be used in surveys must first be created in Shopify.
- Items that were pledged for must be labeled as product type: reward.
- Survey products must have a cost.
- A weight is recommended to assist with shipping.
- Any product can be offered as an add-on.
- Add-on items do not require any special labeling.
- Rewards can be offered as add-ons by adding the tag: upsell.
- A different collection should be created for all pledge levels needing surveys.
- Relevant reward and add-on products should be included in each collection based on the pledge level.
- All survey collections should use a Crowd Control survey collection template.
- Survey templates can be customized via the theme customization settings for a store.
- Most projects only use a single survey template (A, B, or C) for surveys for all pledge levels.