How to Manage Access and Close Your Pledge Manager

Your Indiegogo Pledge Manager provides flexible controls for managing backer orders, collecting shipping, and handling late pledges. This guide covers how to set different access levels, manage last-minute additions, and permanently close your pledge manager for fulfillment.

This guide covers access settings, last-minute additions, and the difference between Shipping Only, soft-close, and hard-close.

Managing Pledge Manager Access Levels

You can control who can access your pledge manager and what they can do.

• Open (Accepting New Pledges): This is the default state for a live pledge manager. Original backers can manage their pledges, and new supporters ("late pledgers") can place new orders.
  • How to set: Set the status to Open and ensure the "Accept new pledges" toggle is set to Yes.

• Open for Specific Groups: You can restrict access to only specific groups of backers that you define. This allows you to open the pledge manager for select backers while it remains closed to the public.
  • How to set: Change the status to Open for specific groups and select the groups you wish to grant access to.

• Shipping Only Mode: Use this mode to collect shipping fees and addresses after you finalize product quantities.
  • What it does: Backers can add or edit shipping details and pay for shipping. They can’t add items or change their pledge contents.
  • How to set: Keep the status as Open, set Accept new pledges to No, and set Shipping only to Yes.

Allowing Last-Minute Add-ons (Preparing for Shipping Stage)

There is a separate option to allow backers to add items after the main pledge manager has closed but before you have locked all orders for fulfillment. This is useful for last-minute upsells.

• What it does: This allows backers to add new items to their existing, paid pledges. They cannot remove items they have already paid for or change their shipping address (unless it is allowed using the option for it).
• How to set: In your Orders settings, switch the toggle to Yes next to "Allow adding new items in "Preparing for shipping' stage". This only works for orders in the "preparing for shipping" stage.

How to soft-close your pledge manager

A soft-close stops new pledges and prevents backers from adding products, editing pledges, or changing shipping addresses.

1. Go to Project settings > Orders.
2. Change the pledge manager status to Closed.

You can reopen the pledge manager in Project settings until hard-close.

For scheduling and automatic closure details, go to Manage your Pledge Manager soft-close date.