If you use a third-party service to manage your order fulfilment and need to assign a specific shipping method, Upfluence allows you to set a custom shipping method for better order tracking and management.
This setup ensures your orders are properly identified and benefits from Upfluence’s one-click order features.
Step 1: Set up a custom shipping method
Go to Account Settings > Integrations in Upfluence.
Click on the three dots next to the integration you want to modify.
Select "Shipping settings" to access your integration settings.
A pop-up will open with two customization options:
Option 1: Shipping Name
This custom name replaces the default shipping method to help you easily identify orders from Upfluence.
To set a Shipping Name:
Select the "Name" section.
Enter a custom name for the shipping method.
Click Save.
Option 2: Shipping Rate Handle
This unique reference targets a specific shipping method in Shopify.
To define a Shipping Rate Handle:
Select "Shipping Rate Handle" at Upfluence.
Open Shopify and go to Settings > Shipping and Delivery.
Find and select the shipping rate you want to apply.
Scroll down to Shipping origins to view your list of shipping rates.
Copy the rate name you want to apply (e.g., "FedEx USA").
Return to Upfluence and paste this value into the "Shipping Rate Handle" field.
Click Save to confirm.
💡 If you have multiple Shopify stores integrated, you can set a different custom shipping method for each integration.
Step 2: Test your custom shipping method
Create a gifting order from a Campaign in Upfluence.
Go to your Shopify store and check your order list.
Once the order appears, verify that the correct shipping method has been assigned.