I've sent out my surveys..now what?
Once surveys are sent, you will notice your dashboard will change and a "take action" timeline will appear on the left hand sidebar.
As folks begin completing their surveys, you will start to see these backers move into the Lock Orders stage. In this stage, you can lock orders to prevent backers from making any additional changes or edits to their order. We recommend locking down for the first time as you get closer to manufacturing to ensure that all of your backers have enough time to respond to the survey. When you are ready to lock, you will have the ability to lock with final notice or immediately lock. Locking with final notice will alert backers with a 48 hour notice to make any last minute changes or add any add-ons. After 48 hours, all orders will automatically be locked. Any pre-order backers will lock immediately as they do not receive surveys.
Once your backers are locked, your backers will move into the Charge Cards stage. In this stage you will charge the cards on file for any funds raised in BackerKit. This is generally done when you are getting close to shipping out your rewards. Backers will receive an email when successfully charged. If the credit card is declined, backers are reminded to update their card. The new card will be charged as soon as they are updated.
Once backers are charged, they will move into the Lock Addresses stage. Locking addresses prevents backers from making further changes to their shipping addresses. This stage is generally completed when you are getting ready to ship your rewards. Similar to the Lock Orders stage, you will have the ability to lock with final notice or immediately lock. Locking with final notice will alert backers with a 48 hour notice to make any last minute changes to their address. After 48 hours, all addresses will automatically be locked. You can preview what this final notice email will look like here.
When you are ready to start fulfilling rewards, you can begin marking backers as fulfilled within the Start Shipping stage. Depending on your fulfillment method, you can mark backers as fulfilled through manual exports, fulfillment integrations or by using BackerKit postage. Backers can also be marked fulfilled individually if needed. Whatever fulfillment method you go with will be displayed in this stage. You can switch your fulfillment method within the Fulfillment section on the left had sidebar.
When backers are marked as fulfilled, they will move into the Shipped Stage, where you can send out your tracking notifications. This is the final stage to let your backers know that their rewards have shipped. You can preview what this tracking notification email will look like here.