Crowdfunding and Pre-Orders
Issue gift cards or pre-paid store credit in the amount of the pledge or pre-order to facilitate checkout on your launch site
Last updated
Issue gift cards or pre-paid store credit in the amount of the pledge or pre-order to facilitate checkout on your launch site
Last updated
Tip: Need help with pre-orders or migrating crowdfunding pledges and customers onto your launch site? Use this guide to get started and if you need additional help or have questions contact us at support@shopwaive.com
New creative business ideas and humanitarian causes can find great success with crowdfunding platforms to fundraise as a global audience is captivated by pitching in to help and pledge support. Often, pre-orders are placed on a platform other than a company's launch site or website builder platform (i.e. Shopify).
However, it is advantageous to categorize these new supporters, pledges, and pre-orders as effectively new paying customers that belong within your Shopify, ERP, CRM or other website framework for order processing including fulfillment and shipping, marketing, business analytics, and more. But, the paying customer has already pre-paid for their order and you need to somehow migrate the pre-order into Shopify. Discount codes are not an ideal solution since creating them to waive all costs plus the potential to combine them with other discounts is a laborious task. The thought of manually creating these orders one-by-one is nothing short of nightmare with many late nights drinking red bull and burning the midnight oil when you know there has to be a way to do this faster and more efficiently so you can focus on higher value work.
Enter into the scene, and introducing Shopwaive. Let us help you do this in just a few short minutes following the steps outline below
Gift cards are ideal for preorders, Backorders and Crowdfunding pledges. Gift cards can be used to waive the cost of all cart and checkout line items, including merchandise costs, shipping, taxes and fees. Shopify Plus merchants should opt to Bulk create Gift Cards for preorders or Crowdfunding Pledges when you need to zero out your customers balance due at checkout for a seamless experience. After bulk creating gift cards, you can send a custom email template with merge tags using Shopwaive Email and Campaigns that sends the gift card redemption code to your customers. Create thousands of gift codes in seconds with our easy drag and drop editor and Shopwaive handles the rest. Emails are sent out in waves of up to 20 per minute.
If you wish to not send gift cards via email, but instead would like store credit to apply toward the full cart costs including taxes, shipping, and fees, then see Extend Store credit with Gift codes.
If Gift cards cannot be used or you do not have Shopify Plus, follow the steps below to issue store credit instead. Store credit can be used in combination with Shipping credit to waive all merchandise and shipping costs at checkout.
Create a spreadsheet of your preorders, including the total amount paid by the customer. You may already have one handy or can export it from the preorder site
Your customers can now log in to your site, add the prepaid items to their cart, and check out with credit applied. Since the credit applied is the precise prepaid amount of the preorder or crowdfunding pledge, the customer checks out without any additional payment needed and the order is created within your Shopify or other site framework.
Your new customer is now created and their order details including shipping address and fulfillment can now be accessed on the Orders page
Next give customers credit in the amount they paid, including taxes, and other fees but excluding shipping costs. To cover the shipping cost, you'll waive the cost of shipping the preorder item by issuing a single FREE shipping credit. Use the bulk CSV import using the template provided or our to do this in a minute or less. If you've not installed Shopwaive yet, you'll need to do that first
If you are are using a Headless site with Shopify powering the backend processes, you can continue to use our to create order links to checkout with the prepaid amount waived by the credit automatically applied
