ICEberg CMS 5 as Pledge Manager - possibilities and functionalities + instruction based on training

ICEberg CMS 5 in the role of Pledge Manager (PM) used e.g. after a Kickstarter campaign serves, among other things, to:

• handling users supporting the campaign
• collection and management of addresses for sending rewards
• handling additional purchases (so-called add-ons)
• managing newsletters and communication with users
• control marketing and legal consents
• order and invoice management
• handle your own instalment payments

Key features in ICEberg CMS 5 as Pledge Manager:

Importing users from campaigns (e.g. Kickstarter)

• Subscriber data/import orders from Kickstarter can be uploaded to the CMS.
• When importing, you can immediately assign them to a newsletter subscriber group.

Important: when importing, the email must be unique and correct, as it is the login to the system.

Newsletter module

• Allows the creation of subscriber groups (e.g. 'Kickstarter backers').
• Ability to import emails from an external source or assign users after importing orders.
• Each group can have its own content of marketing consents.

• Consents can be:

  • add and edit at any time
  • change the content, which requires re-approval by the user at the next login.
• You can check at any time who has accepted which consents and when.

Forcing the completion of the address after first login

• After the first login (setting of the password by the user) - the system redirects to the address form.

• Without filling in the address, the user cannot:

  • manage the order
  • delete/add add-ons
  • have an invoice issued.

Handling e-mails and communications

• The first information email can be sent from the newsletter to the entire group.
• Subsequent emails already require separate consent in the Pledge Manager system.

• Handles problematic situations with Apple Private Relay emails:

  • possibility to change the user's e-mail in the admin panel
  • enabling password reminder to a new, valid e-mail.

Handling of marketing consents and regulations

• The contents of the consents can be edited in the Newsletter / Options module.
• Consents cannot be automatically selected by users during import - they must accept them at login.
• If the consent content is changed - the user must accept it again at the next login.

Order and address handling (billing & shipping)

• The system allows the shipping and billing address to be entered.
• The user cannot skip entering an email - it is necessary for logging in.

• Address data is required for:

  • order processing
  • issuing invoices
  • shipping products

Creation of a campaign subpage

• The campaign subpage is linked to the entry in the campaign module and the author.

• On the page it is possible to configure:

  • title, description, media (galleries, slider, videos),
  • stretch goals (in the form of sections),
  • additional text or graphic sections.

Management of content sections

• Automatic sections have an editable name.
• Additional sections are created using the "add section" button .

• When editing an additional section, a text editor is available with the option to insert:

  • texts,
  • images,
  • widgets (e.g. photo gallery from the project).

How to insert a gallery:
In the editor you select the button "Insert widget", at the end of the list you select "photo gallery" and then the ready-made galleries or your own gallery.

Resizing images

• By default, images in the gallery stretch to the full width of the row.

• You can:

  • change the number of thumbnails in the row,
  • set the maximum width (max-width) for an image by entering the CSS style directly in the editor, e.g:
• You can also centre images, e.g. by adding a CSS class or wrapper with centering.

Adding stretch goals

• Stretch goals are sections added manually or as built-in widgets.
• They can be enabled/disabled and the content can be edited.

Adding and managing widgets

• Widgets, e.g:

  • photo gallery
  • slider (scrolling images),
  • youTube or Vimeo video,
  • Project Info.

Insertion: via the "Insert widget" button in the section editor.

Configuration of page layout and responsiveness

• Ability to set column widths and breakpoints.

• For example:

  • changing the width of a text column,
  • adjusting the layout for mobile resolutions.

Collections and tags

• The system supports collections (species) and tags.
• You define collections in the "Collections" tab , assigning a colour and an icon to them.
• You manage tags in "Taxonomies".
• Content can then be grouped by collection or tag.

Accessibility (WCAG)

• The CMS has built-in widgets to improve accessibility:

  • ability to disable images,
  • increase text readability.
• It is worth remembering that when images are switched off, the descriptions on the graphics disappear - so it is recommended that the most important information is also provided in text form.

Shipping Zones

• Delivery zones in ICEberg CMS 5 are groupings of countries, used when defining delivery costs in a campaign.
• At the moment they are mainly needed for the assignment of shipping costs, but there was a suggestion to expand with the possibility to filter orders by zone (e.g. for exports to logistics partners).
• At the moment, delivery zones = delivery cost zones.

• You can:

  • Assign countries to a delivery zone.
  • Set delivery costs for the respective zone.
  • Later use these zones to export data for logistics (after possible expansion of the system).

User Groups

• Allow you to assign orders to specific time groups, such as Early Bird.

• In a group you set:

  • Activity dates and times - from when to when orders are to be assigned to a group.

• This allows you to:

  • Give special prices for products to users in the group.
  • Facilitate the segmentation of orders (e.g. Early Bird, Late Pledge).

Stretch Goals

• The system has a Stretch Goals module with the possibility of adding campaign goals.

• Output:

  • These are stored in the system and calculated, but are not yet actively presented on the campaign page.
  • You can enter their number, threshold and status manually.
• It is planned to plug them into the campaign system in the future.

Add-ons and Rewards

• Add-ons: simple products linked to a product in the catalogue.

• Rewards (Rewards): grouped products (can consist of one or more items).

  Adding / Editing:

  • You assign products from the catalogue in the campaign module.

  • You can edit:

    • Campaign price (different from the shopprice ).
    • Short description - visible on the tile (plain text, no formatting).
    • Long description and additional description - visible on the details page (with content editor).
    • Categories - the product must be assigned to the correct category to appear in the selection list in the campaign.
    • Attributes - currently not used in the campaign.
    • Tags, collections, labels - for standard catalogue organisation.
    • Stock - not used in the campaign, only valid in the shop.
    • External identifiers, EANs - not used in the campaign, optional.

Data import and export

• Ability to export campaign data for logistics partners.
• Logistics tab for easy export of orders by zone or group.
• When importing orders, you can assign them to groups based on when the order was placed.

Prices and stocks

• Campaign prices are independent of the prices in the shop catalogue - you can override them.
• The stock levels of the products do not matter in the crowdfunding campaign (zero in stock does not block sales).
• Standard prices and stock levels apply in the shop after the campaign.

Reward and addon management

• Products (rewards and add-ons) can have a set:

  • Price for the crowdfunding campaign
  • The final price in PLN (after the campaign)
  • Availability dates - the system will only display them within certain time frames (e.g. from 15 February).
  • Visibility on the website - regardless of availability (e.g. product only visible as part of a set).
• Ability to assign addons to specific rewards, with an assigned shipping wave and delivery costs.

Advanced product availability management

• Products can be:

  • Available at a specific time (e.g. limited editions)
  • Hidden on the page but technically active (e.g. addon only set)
  • Scheduled to appear automatically in the future

Support for front-end users (Backers)

• User registration and login
• Account creation by administrators with password assignment
• Registration can be enabled or disabled (e.g. for testing purposes)
• Users can add prizes and extras to the shopping basket, edit orders and process payments

Handling of basket, payments and summaries

• Possibility of adding/removing awards and add-ons
• Dynamic order summary (fixed on the right-hand side of the screen)
• Colour coding (e.g. red header when there are unpaid orders)
• Payment button accessible from the summary

Importing data from a crowdfunding campaign

• Import:

  • User accounts
  • Their orders
  • Assigned rewards and addons

• The import requires previously correctly configured:

  • Prices
  • Taxes
  • Shipping costs
  • Consents and address data

How to do specific things in ICEberg CMS 5 (based on training)

Setting up a group of subscribers:

1. Go to Newsletter → Subscriber groups.
2. Click Add group.
3. Name the group (e.g. "Kickstarter Backers").
4. Save.

Importing users into the group:

1. Go to Newsletter → Import.
2. Select a file with emails or orders.
3. Select the target group.
4. Select the option whether they should go to this group automatically.
5. Confirm.

Setting and editing consents:

1. Go to Newsletter → Options.
2. Go to the Consents section.
3. Add a new consent (e.g. data processing, marketing consent).
4. Save.
5. When changing the content - users must accept it again the next time they log in.

Sending the first email to the group:

1. Go to Newsletter → Messages.
2. Click New message.
3. Select a group (e.g. "Kickstarter Backers").
4. Enter the subject and content.
5. Send.

Forcing the completion of addresses

• In the CMS, set a rule so that the user is redirected to the form with addresses after the first login:

  • User → Edit Profile → Addresses
  • If the data is missing - the system does not allow further actions in Pledge Manager.

User email replacement

1. Go to Users.
2. Search for a user by name, surname or email.
3. Edit the account.
4. Change the email address.
5. Save the changes.
6. The user can retrieve the password for the new email.

Additional issues

• Apple Private Relay issues - monitor such users and have the option to change their email to contact.
• Purchase per company - billing address and shipping address will be available separately in Pledge Manager ICEberg CMS 5.
• List of inactive accounts - you can generate a report of emails that have not confirmed the account or completed the details.

Example of campaign preparation workflow in ICEberg CMS 5

1. You add a new campaign in the campaign module.
2. You create an associated campaign subpage.

3. You add or edit the sections:

   • description,
   • stretch goals,
   • gallery (widget),
   • slider or video.
4. You insert widgets via the "Insert widget" button in the editor.
5. You configure the width of the images by max-width or number per line.
6. You add collections in the Collections tab and assign them to the campaign.
7. You optionally create tags in Taxonomy and pin them to the content.
8. You customise the layout and responsiveness by setting breakpoints for mobile and desktop resolutions.
9. You test the site with the WCAG widget enabled and improve the content for accessibility.

Adding a new product (award or addon)

1. Go to the administration panel → product tab.

2. Set:

   • Name, description
   • Campaign price and final price (PLN)
   • Availability(Available from / Available until)
   • Visibility on the website (checkbox)
3. (Optional) Assign the addon to a specific prize or set.

Configuration of addons and shipping waves

1. Go to edit the addon in question.

2. Set:

   • Shipping wave (e.g. wave 1, wave 2)
   • Delivery cost
3. You do not need to set this data in the rewards - it is inherited from the addons.

User (Baker) management

Option 1 - automatic registration (frontend):

• Users create an account on the registration page (e.g. address-page/reg).
• They provide email, first name, last name, password.

Option 2 - manual addition by the administrator:

• Go to "Users" → "Add user".
• Enter the user's details.
• Click on his/her account and set a password for him/her.

Cart and payment testing

• On the frontend side:

  • Add products to the cart
  • Remove them
  • Check the order summary on the right-hand side
  • Test the functionality of the payment button

Preparation of campaign data import

1. Verify:

   • Product prices
   • Taxes
   • Delivery costs
   • Consents and address data of users
2. After confirmation of correctness - declare readiness for import

Steps in working with Pledge Manager ICEberg CMS 5

Additional comments

• There are two types of products in the system: simple and grouped.
• The following are to come in the future: virtual products, accesses, products with variants.

• They are not used in the campaign:

  • Attributes (parameters such as number of cards, dimensions)
  • Stock status
  • External identifiers (EAN, etc.)

ICEberg CMS 5 as Pledge Manager provides full user support after a crowdfunding campaign - from data import, order and address management to marketing consent control and email communication. The system enforces the completion of addresses upon login and allows flexible management of subscriber groups and consents.

ICEberg CMS 5 in the role of Pledge Manager provides the ability to handle:

• Crowdfunding campaigns with add-ons, rewards and stretch goals.

• User groups and assignment of orders by date.

• Delivery cost zones with the ability to expand under logistics exports.

• Flexible override of campaign prices independent of the shop catalogue.

• Editing of product content in the campaign system and catalogue.