General setup

Quickstart
Summary: Crowd Control is an advanced Shopify tool that, like an online store, requires setup to function correctly. The checklist below can b...
Create a new project
 Summary: Create a new project on Crowd Control for each crowdfunding campaign to better manage backers.New projects can be created via t...
Import project/backer data
Summary: Backer reports exported from Kickstarter/Indiegogo are imported into Crowd Control to create and manage surveys. Suggested timel...
Currency conversion of backer report
Summary: If a store uses a different default currency than what was used on Kickstarter then a currency conversion is required to provide an a...
Reviewing reward and product data
 Summary: Reviewing the reward and product data contained in the imported CSV is essential to creating an accurate survey experience for ...
Review campaign add-ons
 Summary: Imported CSVs contain limited data for add-ons offered during crowdfunding campaigns. Add-on costs must be added manually and a...
Match products from campaign to Shopify
 Summary: Products from Shopify are matched with the configurations of the previously completed reward and product review to create a sur...
Creating survey collections
 Summary: Specially curated Shopify collections are used to create and manage surveys for each reward level. Products assortments are bas...
Survey template customization
 Summary: Provide backers with a survey customized to your brand, the survey template offers a powerful way to extract even more value th...
Finalizing survey creation
 SummaryGift cards or discounts can be used as a survey checkout method. Their inherent differences can be previewed using the detailed overvi...