Lesson 1: Set Up Your Pledge Manager

Backerkit as any successful software product evolves fast and some data that you are seeing here might be outdated at some point.

Thus if you see mismatches from what you see on the platform and from what I am describing here, you can refer to the help section provider by Backerkit at https://help.backerkit.com/ or reach out to Backerkit’s support team.

To get started, you’ll need to import your Kickstarter or Indiegogo / Indiegogo InDemand project into BackerKit:

  1. Log in to your BackerKit account. If you don’t have an account on Backerkit you can register at https://www.backerkit.com/admins/sign_up.

  2. Enter the crowdfunding campaign page URL in the provided field.

  3. Check the I’m the owner of this project box.

When the import is done you are redirected to the page with BackerKit services.
We need to set up the Pledge Manager, so I’m clicking on the Get started button on the Pledge Manager box. During this step, BackerKit imports project details (e.g. campaign name, raised funds, campaign images), pledge level details (name, description, prices, etc.), Kickstarter add-on, etc.

When the import is done you’ll see the Continue button. Let’s click on it.

Here comes step 1 of the campaign verification. You’ll need to enter your Kickstarter account credentials in order to proceed. When entered, click on Connect with Kickstarter and if your credentials are correct you’ll see the page stating, “You have successfully connected your project to Kickstarter”. Click on Continue.

On the second step you can see the project subdomain. Make sure to make it short and easy-to-remember. And make sure you set it up correctly as you won’t be able to change it later on. Here you can provide your social media details (but you can skip it for now and proceed).

Step 3 suggests connecting your Stripe account to receive the funds you’ll be getting from BackerKit. You can skip this step for now, but later on you’ll need to complete this step before launching the survey to your backers. So if you are planning on using BackerKit, make sure you have a Stripe account set up beforehand.

And step 4 suggests to estimate key dates for your BackerKit project, such as when you are planning to send the survey, ship rewards, and others. These are rough estimations and you are not required to mention specific and strict deadlines. It’s worth mentioning that these dates are for internal use only and if the mentioned dates have passed, Backerkit will send an auto reminder email.

Feel free to update the dates to avoid more reminder emails. Again you can fill out this step or skip it and do it later when you have more ideas on the dates. Click Continue and you’ll see your BackerKit project timeline.

These are essentially all the initial steps for setting up the BackerKit Pledge Manager.