In Workflow, the two campaign types: Product Gifting and Product Gifting & Paid Promotion let you quickly create orders from your shop and send products when influencers choose them while applying to your campaign.
Before we get startedIn order to create orders in your shop you must first make sure:
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Create orders from Upfluence
When an influencer applies to your campaign using the application link present in your invitation email, it appears as a new application in the Activity feed of your Upfluence home page and on your campaign dashboard.
What happens when influencers apply
When influencers apply to your campaign you receive a new application notification via email. You can check the application in your campaign dashboard, where you see who applied and which products they've selected.
You can click Approve to approve their application, or "x" to deny their application.
Create the order
After you review the application, shortlist and approve the influencer, you can process the order creation. You simply need to click on the blue shopping cart icon and a window with a summary of the order will open.
On this window you can see: the influencer shipping information (name, phone number, address), the product selected and in which shop, the amount, and the value of the order. Click on "Create order" to finalize the order.
Voilà! The order is created and you can see it in your shop's orders section.
What will I see in my shop
The order will be placed in your shop. A 100% coupon code will be applied on the store tagged as “Upfluence Creator Compensation”.
We apply a 100% coupon code to avoid the following issues:
To not mark an order as paid without receiving money.
To not break your shop analytics and only keep real orders in your metrics.
Typical processing flow
After you create an order, the order status will be first shown as unfulfilled. Once your usual order processing is finished, the order status will then show as fulfilled. You can track the order status on your campaign dashboard.
To view the order and learn more about it, simply click on the yellow box icon to open the order window and click on "View more" to be redirected to see the order in your shop.
You can modify an order's shipping information, and products or cancel an order in your shop's Orders section.
Once your order is fulfilled, we recommend you move the influencer status to send the "shipping email" to inform influencers that they will soon receive their products, so you are on top of the order completion process.
Depending on your setup, your campaign's influencers may receive an order confirmation email or other emails that are automatically sent when your order is processed.
Frequently Asked Questions - Troubleshooting
1. I'm using a third-party service to manage the shipment/fulfillment of products, and the Orders I create via Upfluence are not identified by the shipping/fulfillment third-party service. How can I fix this?
When you set your shop integration, you can edit your shipping method so it can be identified by the shipping/fulfillment third-party service. Check this article to learn how to change the shipping method.
2. Can I create an order if a product selected is out of stock?
If one of the products selected is out of stock, you are still able to create an order but your stock will be negative. You can cancel/modify the order by opening the order details window and clicking on "view more".
To avoid this situation, we recommend canceling orders when a product is out of stock. You can manage product availability in your campaign settings → Compensation. Learn more about how to manage product availability.
3. Can I create an order without an influencer's email address?
You must add an email address to an influencer's profile in order to create an order. If an influencer doesn't have an email on his/her profile, click on "Edit email" to add an email.
4. I receive an error message when I'm trying to create an order
Your shop may have been disconnected, you will need to reconnect your shop in your account settings → Integration. Check your integrations on the following page: https://user.upfluence.co/accounts/integrations#ecommerce.
When a product is deleted from your shop, the order creation will be blocked and an error message will be displayed. If you want to create this order you will have to manually create the order in your shop account.
Here are the instructions on how to manually create orders in
Shopify: Manage Orders
WooCommerce: Manually adding orders
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. If I use Acumatica to manage their inventory on Shopify, will I have any issues with one-click product shipping?
Using Acumatica for inventory management on Shopify, which primarily facilitates fulfillment-related automations and is an app within Shopify itself, should not cause any issues with 1-click shipping.
7. Does the one-click order work in every country with Magento integration?
Yes, the one-click order feature works in every country with Magento integration.
8. How are Magento orders tagged when shipping out products to creators?
When shipping out products to creators via Magento, there is no specific field tagged, and there is no direct mention of Upfluence.