If your Upfluence plan includes the Campaign module, managing product orders for creators is simple and efficient. Follow this step-by-step guide to streamline the process.

Before we get started

Ensure the following prerequisites are met before creating orders:

Your Shopify, WooCommerce, BigCommerce, or Magento shop is connected to Upfluence. Check our documentation for details.

You have permission to create draft orders in your shop.

Your campaign is set up as Product gifting or Paid promotion and gifting, allowing influencers to select products when applying.

Products were directly imported from your shop into the Campaign compensation settings. Learn how to import products here.

1. How to create gifting order to your creators

Click the blue shopping cart icon next to the product name.
A summary window will appear showing:
- Influencer shipping information (name, phone, address).
- The selected products and shop.
- The order amount and value.
Review the details and click "Create Order" to finalize the process.

2. What happens in your shop

The order is placed in your shop with a 100% coupon code applied, labeled as “Upfluence_creator_compensation.”
This approach ensures your shop analytics remain intact, with real orders unaffected.

3. Tracking order status in Upfluence

Order status icons in the Campaign table view:

🟡 Pending – Order is created but not yet marked as shipped.

🟢 Fulfilled – Order has been marked as shipped in your store.

How to check order details:

Click the yellow box icon in the campaign dashboard.
Select “View More” to see full order details in your store.

4. Notifying influencers about their order

Your eCommerce store may automatically send an order confirmation or shipping email.
To manually notify influencers, click the “Product Sent” button in Upfluence to send a shipping confirmation email.

Modifying or canceling orders

Before order creation: Review and adjust details in the Campaign table view.
After order creation: Modify shipping details or products directly in your store’s Orders section.
To cancel an order: Follow the cancellation process within your eCommerce platform.

Frequently asked questions

1. Can I create an order if a product is out of stock?

If you are a Shopify user:
- You will receive a warning message asking if you want to proceed with a negative stock or update the product selection before creating the order.
If you are not using Shopify:
- No, a pop-up will notify you that the order cannot be created due to insufficient stock in your store.

2. What to do if a product is out of stock:

Option 1: Update the selection in Upfluence
- Replace the out-of-stock product with another item that might appeal to the creator.
Option 2: Update stock in your store
- Update the product stock in your store, then return to Upfluence to place the order.

3. Can I create an order without an influencer's email address?

No, an email address is required. If missing, click “Edit Email” in the influencer’s profile to add one.

4. Why can't I create an order for my creator?

There could be several reasons why you are unable to create an order for your creator:

Product is out of stock or has been deleted from your store.
Your e-commerce shop has been disconnected, or the integration has not been shared with you.
The product was manually added to the Campaign instead of imported from your store.

5. When the order is created in Shopify, does it choose a shipping method, and does the phone number sync over to Shopify as well?

Yes, when an order is created in Shopify via Upfluence, the fulfilment process, including the choice of shipping method, is determined by the store's specific rules, which can vary based on factors like product type or destination location.

Importantly, orders created through Upfluence will include a phone number in the shipping address, ensuring that all necessary contact information is synced over to Shopify.

6. Can I use third-party inventory tools (e.g., Acumatica) with Upfluence?

Yes, if you manage inventory with Acumatica on Shopify, it will not affect Upfluence’s one-click product shipping.

7. Does the one-click order feature work with Magento worldwide?

Yes, Magento’s one-click order functionality works in all countries.

8. How are Magento orders tagged when shipped to influencers?

Magento does not tag orders with Upfluence branding

9. What if my third-party fulfillment service doesn’t recognize Upfluence orders?

You can edit the shipping method in your integration settings to ensure third-party services recognize the order. Check this article to learn how to change the shipping method.