Summary
Products from Shopify are matched with the configurations of the previously completed reward and product review to create a survey experience tailored to backer contributions during the crowdfunding campaign.
1. Before you can proceed with product mapping, you must first create the products from your crowdfunding campaign on Shopify. Crowd Control will tell you all of the products you need to create.
TIP
Add the tag survey to products on Shopify to expedite product mapping in the app.
2. Products from the campaign are listed on the left of the product mapping page. Products that have already been matched will have a check mark. Rewards and add-ons can be mapped to the same products when needed.
By default, only products tagged with survey will be shown. If the desired item is not visible then you can disable the survey tag filter or increase how many products on shown per page.
Note
Products must be active on Shopify and cannot be drafts. Additionally, products must be available through the online store before any surveys can be sent out. Products can be hidden from non-backers at a later step before sending surveys.
3. Differences between the price of a product when crowdfunding and the price on Shopify is commonly different (e.g. early bird discounts). Since the value of gift cards or discount codes is based on the Shopify price rather than the amount pledged by backers, you can optionally update product prices on Shopify to match what the backers pledged during the campaign.
4. Updating the prices will create duplicates of the selected products on Shopify, ensuring that the survey experience at checkout mirrors what backers paid during the campaign.
5. Duplicate products can be renamed as needed and are generally inaccessible to non-backers (see details below).
IMPORTANT
Products that are exclusive to backer surveys may still be visible on a store through smart collections or suggested products. Additional steps may be necessary to exclude survey products from this points via your Shopify store.
Crowd Control takes the following steps to prevent survey exclusive products from being accessible to regular customers:
Hides products from search results.
Redirects customers to the homepage when trying to view exclusive product pages outside of the survey.
6. If duplicate products have been created to match the campaign price then the status for all items must be completed before the product selection can be finalized.
Critical product details, such as price and product handles, should not be edited after this step. Please contact Crowd Control Support if a product needs to be changed.
