How to change backer's shipping address?
Unlocking a shipping address for an individual backer
Unlocking shipping addresses for a group of backers
Updating shipping address on behalf of a backer using the pledge details page
Unlocking a shipping address for an individual backer
If a backer's shipping address is locked but would like to make an edit, you can unlock their address so they can make any edits. To unlock a backer's shipping address:
- Locate the backer's order
Search for the backer by their name, email address, or pledge ID using the search bar at the top of the page (Pro tip: You can also search for backers under the Backers page on the left menu.)
- Use the Status section → Unlock Address
Please Note: Backer’s shipping Country and State fields are locked after initial input because shipping fees may vary from country to country and state to state (if state-based shipping fees are set up).
- If the new shipping country/state is charging a higher shipping fee, you can Charge the backer’s card for the new balance using the Status section on the order page.
- If the new shipping country/state is charging a lower shipping fee, you can process a partial refund back to the backer.
- Click Invite or Resend survey/pre-order to send the survey link so the backer can update their shipping address
Unlocking shipping addresses for a group of backers
If you have locked shipping addresses but now want backers to update their shipping addresses, you can unlock shipping addresses in bulk using Segment Action → Unlock Addresses.
- Create a segment of backers with locked addresses using a segment filter:
- Click into the Segment Actions tab → click on Unlock Addresses
- To lock addresses again, use the Take Action Timeline on your Main Dashboard → Lock Addresses (Click here for how to manage orders after surveys are sent out)
Please Note: Backer’s shipping Country and State fields are locked after initial input because shipping fees may vary from country to country and state to state (if state-based shipping fees are set up).
- If the new shipping country/state is charging a higher shipping fee, you can Charge the backer’s card for the new balance using the Status section on the order page.
- If the new shipping country/state is charging a lower shipping fee, you can process a partial refund back to the backer.
Updating shipping address on behalf of a backer using the pledge details page
- Locate the backer's order
Search for the backer by their name, email address, or pledge ID using the search bar at the top of the page. (Pro tip: You can also search for backers under the Backers page on the left menu.)
- Use the View/Edit as Backer button to ensure that the new shipping address is 'validated'
- Jump to Shipping page on survey/pre-order using Go to Page menu, located at the top right corner (this is admin view only)
- Add in the backer's shipping address → click Next to validate the shipping address
- Click on Backer’s Name at the top of the page to exit from the edit window
Please Note: Backer’s shipping Country and State fields are locked after initial input because shipping fees may vary from country to country and state to state (if state-based shipping fees are set up).
- If the new shipping country/state is charging a higher shipping fee, you can Charge the backer’s card for the new balance using the Status section on the order page.
- If the new shipping country/state is charging a lower shipping fee, you can process a partial refund back to the backer.