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.
Step 1: Identify target influencers
After sending invitation emails, influencers will submit their product selections, monetary compensation details, and shipping information via the application form.
Use your campaign dashboard to review and identify the influencers ready for order creation.
Step 2: Create the Order
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.
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.
Next steps after creating the order
Order Status Tracking
The order status in the campaign dashboard will initially show as:
Pending (yellow icon): The order is created in your store but not yet marked as shipped.
Fulfilled (green icon): The order has been marked as shipped in your store.
To view order details:
Click the yellow box icon in the campaign dashboard to open the order window.
Click "View More" to access the order details in your shop.
Send a Shipping Email
Once the order is processed, your e-commerce store may automatically send an order confirmation or shipping email to the influencer.
To notify the influencer proactively, click the "Product Sent" button in the dashboard to send a shipping email.
Modifying or Canceling Orders
You can make changes to shipping information or products at different stages of the order process:
Before Order Creation: Review and adjust details during the order setup in the campaign dashboard. (Learn more)
After Order Creation: Modify shipping information or products directly in your shop’s Orders section.
To cancel an order, go to your shop’s Orders section and follow the cancellation process.
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: Within Upfluence
Replace the out-of-stock product with another item that might appeal to the creator.
Option 2: At your e-commerce syore
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?
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.
9. 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 it. 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.