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Getting Started

Founders Manual

Fulfillment: that means completing your campaign, getting coupons to customers, and communicating with them to make sure the process goes smoothly. Like every other step, this one requires planning and budgeting. But fulfillment can be fun, too, and we’ve got quite a few tools and suggestions to help.

The Backer Report & Surveys

Surveys let you collect information from customers — their shipping addresses, sizes, choices of colors or flavors, or anything else. You can start drafting customer surveys any time after you’ve launched a campaign, but they can only be sent out once your campaign is successfully funded. They can also only be sent once — so think through all the questions you’ll need to ask in order to provide coupons, and prepare accordingly.

  • Although you can only send surveys once, you can allow customers to make changes to their shipping addresses until you’re ready to actually ship coupons. Once you indicate that you’re ready to ship, customers will be notified that they have 48 hours to finalize their addresses.
  • We run the addresses that customers provide through a validation check to make sure they exist and are properly formatted. If a customer hasn’t answered your survey, we’ll show them a reminder on ajolla next time they visit.
  • You can mark a survey question as optional if it doesn’t pertain to everyone.
  • All survey responses end up neatly organized in your Customer Report, which you can export as CSV files and open in pretty much any spreadsheet program. Remember: you’re responsible for using customers’ information responsibly.

If managing all the logistics of your campaign starts to feel a little overwhelming, or you wind up with more customers than you were prepared for, don’t worry: you don’t need to do everything yourself. There are businesses that specialize in things like mass mailing, warehousing, packaging — you name it. If there’s a part of the process you feel comfortable outsourcing, and you can find a partner you trust, it can help lighten the load and create a better, more efficient experience for you and your customers.

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