How do I create a Shopify Order for Influencer Marketing?

You can send product fulfillment requests to Creators as a part of the Proposal within the Campaign workflow. 

To create a product fulfillment request:

  1. Navigate to the Campaign you want to add a fulfillment request to.
  2. Navigate to the Campaign Settings and then click Creator Flow.
    Note: To share the product fulfillment module with a Creator, the Agency User has to send a Proposal with Product Fulfillment enabled.
  3. Navigate to the right side of the screen, and then click Manage under Shopify Product Fulfillment.
  4. Click Settings to set the flow for product fulfillment requests like price limits or the option to hide prices of products from Creators.

There are two ways you can send orders to Shopify. You can automatically send the order upon the Creator's completion of the Product Fulfillment Request or after the Agency Users review it and submit it to Shopify.

By default, Send the Order to Shopify immediately after Creators fill their preferences toggle is off. This means that Agency Users must manually approve all Product Fulfillment Requests completed by Creators before the order is sent to Shopify. Learn more about Manual Order Creation.

If this feature is toggled on, orders are immediately sent to Shopify following the Proposal's acceptance. You can leave this feature off to audit Creator's delivery addresses or to ensure product variety among Creators. Order configurations impact the Product Fulfillment Flow. It's recommended to send the order to Shopify shortly after the Creators fill in their preferences.

How can I customize the Shopify Product Fulfillment?

Prices of products within the Product Fulfillment Request are shown by default. You can turn this feature on to hide the costs of products available to Creators within the Proposal.

You can also decide the maximum number of products Creators can select and a limit on how much Creators can spend on products.

How do I add Products?

In the Products section you can add the products included in the Proposal before sending them to Creators. To add Products to a Campaign:

  1. Click +

  2. Select a Shopify Store in the popup.
  3. Select the Products you want to include in the Campaign, and then click Add.
  4. Click the lock icon to make products mandatory selections. If you choose to make products mandatory, the Creator must choose these products as a part of their Proposal.
    • Note: If you confirm the product selection before creating the Shopify Order, you can still edit the Creators' choice of Products and their Delivery Addresses.

How do I control the Product Fulfillment experience for Creators?

You can use the Customization tab of the Shopify Product Fulfillment to create cosmetic customizations to create a unique experience for Creators.

You can update the following:

  • Product Title - by default Select Products is the copy Creators see when they receive the Product Fulfillment Request. You can update this copy.
  • Products Description - by default Select the products you would like to receive is the copy Creators see when they receive the Product Fulfillment Request. 
  • Out of Stock Message - You can update the error message that appears for Creators if they select a product that is out of stock.
  • Shipping Information Description - by default Please be sure your shipping address is up to date is the copy Creators see when they receive the Product Fulfillment Request. 

 

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