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Crowdfunding Logistics: A Checklist For Planning Your Shipping And Fulfillment Strategy

  • Evaluate your goals. What do you want to accomplish for your product and your backers – both in the short and long term – in order to provide a great post-backing experience?


    • Understand where your largest markets are and how to get your product there in an affordable and effective way.
    • Research shipping restrictions as well as the tax and duty information of the countries you’ll be shipping to.
    • Determine if your shipments require special handling and documentation.
    • Obtain updated Material Safety Data Sheets (MSDS) and UN 38.3 (test form) if you’re shipping electronics containing batteries, magnets, or liquids.
    • Things to note:
      • Consider purchasing insurance for goods valued at over $100, including coverage for any lost, damaged or stolen shipments.
      • If you’re fulfilling from another country, investigate how to minimize or avoid tariffs, taxes, and duties with direct injection strategies.


  • Plan your local, regional, and global shipping strategy based on the following:
    • Legalities
    • Payment terms
    • Expected shipping costs
    • Fulfillment needs
    • Return and refund policies


  • Plan your fulfillment strategy.
    • Contact your suppliers and submit your inventory orders.
    • Identify your fulfillment method.
      • On your own
        • Create an Easyship account, upload your orders, generate labels, and ship directly from your home or business.
      • With a new 3PL partner
        • Choose a warehouse in the country that fits your needs and allows you to expand into new markets with Easyship’s global fulfillment network.
      • With an existing 3PL:
        • Connect to any 3PL’s warehouse management system via API
    • Deliver your inventory to your 3PL (if applicable)


  • Find the best couriers to provide solid customer service and support long-term business growth. 
    • Research and compare different shipping providers.
      • Choose from postal services, express couriers, and regional couriers.
    • Check courier rates or link your own rates to your shipping platform


  • Deliver a smooth post-purchase experience.
    • Provide fully branded tracking emails and packing slips to keep in touch with customers throughout the shipping and delivery process.
    • Increase revenues by upselling on your tracking page. Take advantage of your landing page to promote new product launches and specials.

A lot goes into planning an effective shipping and fulfillment strategy. When you partner with a shipping expert like Easyship, your shipping plan will account for the needs of both your business and your backers. Good luck!


Note: Indiegogo entrepreneurs have complimentary access to Easyship logistics consultants at any stage of their product development, from planning, to warehousing and post campaign funding. If you’re an entrepreneur with a product, Easyship can help it get to your backers.

Download Our Crowdfunding Shipping Guide

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